ShaferTech Leveled Up Their IT Documentation with Hudu

Meet ShaferTech

ShaferTech, a Northern California-based managed service provider, specializes in delivering tailored IT services to small businesses and non-profits. Frustrated with a scattered documentation process using OneNote, Excel, SharePoint, and Word docs, the team made the switch to Hudu to streamline asset tracking and SOPs. We spoke with Jeremiah Moran, Automation Engineer at ShaferTech, about how Hudu helped consolidate their tools, improve efficiency, and evolve their internal processes.

• Location: Northern California, USA
  
• Business Type: MSP
• Customer since: 2024
• Website: https://shafertech.com/about-us/

Why did you start looking for a better documentation and asset management solution??

Our previous setup was disjointed and inefficient

• We used Word docs for some documentation and for checklists - which we would make a copy of to fill out - and documentation lived in OneNote.

We needed a true asset management system

• We had way too many Excel files just to keep track of the little inventory we tracked. It was messy and inefficient.

How has Hudu improved your documentation?

We've streamlined SOPs, expanded asset tracking, and made information easier to find and share with clients. With smarter use of features like Processes, Custom Asset Layouts, and the API, our documentation is more organized, accessible, and impactful than ever.

Processes

• Hudu’s Processes feature allows ShaferTech to build and manage SOPs and checklists that link to specific people and assets. The built-in history tracking ensures accountability and visibility into what’s been done and by whom.

Asset layouts

• Using Hudu’s customizable Asset Layouts, ShaferTech tracks a wide range of client-specific data, from hardware to systems and services. Improved layout designs have made their documentation cleaner and more scalable.

API

• Hudu’s API gives ShaferTech the ability to automate data input, sync systems, and streamline workflows across tools. It’s become a core part of how they maintain up-to-date records with less manual work.

Have you seen improvements in your efficiency?

• Our time to resolve tickets has become 1.5x faster.
• Client onboarding is now twice as fast.
• We consolidated tools into one system.

Why would you recommend Hudu to other MSPs?

• Ease of use
• Very responsive system
• Cheaper than the "popular" alternatives
• Community focus