Sponsor: Nerdio

Onboarding new clients is a critical phase for managed service providers (MSPs). It sets the tone for the partnership and directly impacts your revenue timeline. Traditionally, this process can be time-consuming and prone to errors, but with a standardized approach, you can transform it into a swift, efficient, and profitable experience.

A new checklist from Nerdio provides a 10-step guide to standardize your customer onboarding process. It includes insights into how Nerdio Manager for MSP can automate each phase, helping to reduce onboarding time by up to 50%. The checklist covers key steps such as:

• Pre-onboarding assessment: Understanding the client's current environment and setting clear expectations.
• Tenant access & security setup: Establishing secure access and baseline security configurations.
• Provision Azure infrastructure: Setting up the foundational Azure resources required for the client's operations.
• Deploy policies: Ensuring all devices and users adhere to organizational policies.
• Configure billing and reporting: Establishing transparent billing processes and maintaining comprehensive documentation.

This guide is designed to help you stop losing time and start gaining revenue by streamlining your process and eliminating manual effort.

Ready to get started?

The CIS (Center for Internet Security) Level 1 Baseline for Windows 11 is a robust security standard that helps to reduce the attack surface and standardize controls for enterprise and SMB fleets. Nerdio has partnered with CIS to deliver these CIS-hardened policies, developed directly by their security experts. When implemented through Microsoft Intune, these settings provide a consistent, auditable way to enforce best practices across thousands of endpoints.

To help you get started, Nerdio has created a full breakdown and guide to CIS Level 1 Intune policies for Windows 11 (3.0.1). This guide includes:

• In-depth summaries of each policy, including purpose, highlights, and key settings
• Practical deployment notes to guide you through implementation
• Expected impact for end-users and help desks
• A full reference table for quick look-up

This resource is designed to be your blueprint for a secure, supportable, and well-documented Windows security posture.

Ready to simplify your security?

Are you feeling the squeeze of shrinking margins and growing customer expectations? It's a common challenge for managed service providers (MSPs). The key is to work smarter, not harder.

This new checklist from Nerdio is designed to help you do just that. It provides a practical self-assessment to help you identify where your business might be losing time, money, or opportunity across IT operations. This quick self-assessment covers high-impact categories based on MSP best practices and real-world data. Key areas include:

• Licensing & software: Do you know how many licenses for commercial software you actually use versus how many you pay for?
• Cloud optimization: Are you using auto-scaling to avoid overprovisioning during off-peak hours?
• User onboarding: Can you onboard a new user in under 10 minutes with minimal manual steps?
• Multi-tenant efficiency: Can you manage all clients from a single interface?
• Talent & scalability: Are engineers focused on strategic work instead of repetitive tasks?

A high number of "No" or "Unsure" responses may reveal where automation or better tooling can unlock cost savings, improve consistency, and free your team to focus on high-value work.

Ready to find out where you can improve?

Unlocking the power of Microsoft 365 management: A toolkit for MSP success

Modern Work has reshaped client expectations by enabling greater flexibility, broader collaboration, and improved employee satisfaction. Organizations can hire from anywhere, teams operate across time zones, and employees have more control over how they work.

But these benefits come with trade-offs. As workforces become more distributed, the digital environment grows—and so does the risk. Every new device, app, and identity increases the potential for cyber threats.

Unlocking the power of Microsoft 365 management: A toolkit for MSP success

As hybrid and remote work models become the standard, managed service providers (MSPs) are being asked to support secure, productive, and flexible environments while reducing complexity and risk. The key to keeping up? Embracing Modern Work.

Modern Work is a comprehensive approach to using tools such as Microsoft 365 to manage collaboration, security, and productivity across devices and locations. But many MSPs are only tapping into a fraction of what’s possible. If you’re only leveraging Microsoft 365 for email, you’re leaving efficiency and revenue on the table.

This article outlines the critical components of a Modern Work toolkit and how MSPs can use automation, standardization, and centralized management to grow their cloud practice and deliver better outcomes for their clients.

From Startup to Scalable MSP: How BTM IT Replaced Citrix with Nerdio

BTM IT Solutions launched its MSP business with one clear goal: deliver modern, cost-effective virtual desktop services for SMBs—without the limitations of legacy platforms like Citrix. By adopting Nerdio Manager for MSP, BTM achieved a 50% boost in operational efficiency, automated key processes like onboarding and patching, and protected its per-user pricing model with smart Azure cost controls. This case study showcases how Nerdio’s “build once, deploy many” model empowered BTM to grow fast, scale seamlessly, and deliver exceptional IT services right from the start.

How Cubesys Transformed AVD Delivery with Nerdio

Cubesys, a leading Australian managed service provider, revolutionised its Azure Virtual Desktop (AVD) operations by partnering with Nerdio. By automating workflows and streamlining deployments, Cubesys migrated 4,000 users from Citrix to AVD in just two weeks—ensuring business continuity for clients like Uniting Age Well. With 95% of AVD projects powered by Nerdio, Cubesys reduced operational costs, boosted scalability, and freed engineering teams to focus on high-value work. Explore how automation and cost efficiency are reshaping IT services through Nerdio’s powerful cloud management platform.

Managing Microsoft 365 across clients shouldn’t slow you down.

Yet for many MSPs, it still does—thanks to fragmented tools, manual workflows, and inconsistent security practices. If managing Microsoft 365 feels more complex and less profitable than it should, this guide is for you.

Inside, you'll learn to:

• Centralize Microsoft 365 management across tenants, users & licenses
• Automate workflows & security enforcement
• Streamline onboarding & offboarding
• Standardize & scale your M365 offering to drive higher margins

Unlocking the power of Microsoft 365 management: A toolkit for MSP success

Modern Work has reshaped client expectations by enabling greater flexibility, broader collaboration, and improved employee satisfaction. Organizations can hire from anywhere, teams operate across time zones, and employees have more control over how they work.

But these benefits come with trade-offs. As workforces become more distributed, the digital environment grows—and so does the risk. Every new device, app, and identity increases the potential for cyber threats.

Unlocking the power of Microsoft 365 management: A toolkit for MSP success

As hybrid and remote work models become the standard, managed service providers (MSPs) are being asked to support secure, productive, and flexible environments while reducing complexity and risk. The key to keeping up? Embracing Modern Work.

Modern Work is a comprehensive approach to using tools such as Microsoft 365 to manage collaboration, security, and productivity across devices and locations. But many MSPs are only tapping into a fraction of what’s possible. If you’re only leveraging Microsoft 365 for email, you’re leaving efficiency and revenue on the table.

This article outlines the critical components of a Modern Work toolkit and how MSPs can use automation, standardization, and centralized management to grow their cloud practice and deliver better outcomes for their clients.

From Startup to Scalable MSP: How BTM IT Replaced Citrix with Nerdio

BTM IT Solutions launched its MSP business with one clear goal: deliver modern, cost-effective virtual desktop services for SMBs—without the limitations of legacy platforms like Citrix. By adopting Nerdio Manager for MSP, BTM achieved a 50% boost in operational efficiency, automated key processes like onboarding and patching, and protected its per-user pricing model with smart Azure cost controls. This case study showcases how Nerdio’s “build once, deploy many” model empowered BTM to grow fast, scale seamlessly, and deliver exceptional IT services right from the start.

A leading multi-national financial services enterprise successfully transformed its remote work infrastructure by adopting Nerdio Manager for Enterprise, moving away from outdated VPNs and complex Citrix environments. With tens of thousands of global employees and high operational demands, the firm faced growing challenges in managing virtual desktops securely and efficiently. Nerdio delivered radical simplification through automated deployments, virtual desktop standardization, and seamless Azure integration—yielding up to 97% time savings and a 100% ROI.

By replacing hundreds of physical devices with scalable cloud-based desktops and reducing the time-intensive tasks from weeks to just hours per month, the company minimized IT overhead while enhancing security and user experience. A lean support team of just six manages 16,000 users globally, showcasing Nerdio’s enterprise-readiness and cost-effectiveness. The continuous innovation and responsiveness from Nerdio not only addressed current challenges but positioned the firm to scale confidently into the future.

How Cubesys Transformed AVD Delivery with Nerdio

Cubesys, a leading Australian managed service provider, revolutionised its Azure Virtual Desktop (AVD) operations by partnering with Nerdio. By automating workflows and streamlining deployments, Cubesys migrated 4,000 users from Citrix to AVD in just two weeks—ensuring business continuity for clients like Uniting Age Well. With 95% of AVD projects powered by Nerdio, Cubesys reduced operational costs, boosted scalability, and freed engineering teams to focus on high-value work. Explore how automation and cost efficiency are reshaping IT services through Nerdio’s powerful cloud management platform.

Managing Microsoft 365 across clients shouldn’t slow you down.

Yet for many MSPs, it still does—thanks to fragmented tools, manual workflows, and inconsistent security practices. If managing Microsoft 365 feels more complex and less profitable than it should, this guide is for you.

Inside, you'll learn to:

• Centralize Microsoft 365 management across tenants, users & licenses
• Automate workflows & security enforcement
• Streamline onboarding & offboarding
• Standardize & scale your M365 offering to drive higher margins