AskIT: How to Create and Document Processes

Courtney Lurry, Chief Customer Care Giver at CanvasIT shares how to identify problems, create and store processes to successfully scale your IT operations.

Keep in mind:

  1. Identify 10-20 common issues and start there.
  2. Next, document those issues and store them in a place easily accessible by all team members.
  3. Hold regular meetings to identify what processes need to be changed or updated.


If there is no process behind the technology, the technology will not work. You will not be able to scale your IT operations without proper processes in place to backup the technology!

Micah Laughlin

Micah Laughlin is the founder of Canvas IT and a leader in technology management services, supporting organizations of all sizes and helping them to thrive in spite of IT challenges and organizational changes. His first-hand experience with Service Desk Outsourcing companies led him to create a better way of doing IT outsourcing, the way he’d want it done. Today his philosophy carries on at Canvas IT as he creates a custom solution for each client just the way they’d want it done. Micah’s service desk management philosophy has supported dozens of growing businesses, adding value to the IT services they provide. Prior to founding Canvas IT, Micah spent more than 24 years managing IT operations – with 18 spent balancing the need for open, flexible systems with the restrictions of the highly-regulated healthcare industry.

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