Operations
Run the customer lifecycle from onboarding to measurable service outcomes.
AssurSight helps provider teams standardise setup, handover, monitored assets, connector health, recommendations and steady-state customer actions.
A repeatable operating model for every customer.
Use one visible lifecycle instead of relying on project notes, email chains and separate operational tools to explain service progress.
- 1Set up
Create the customer, sites, administrators and initial service context.
- 2Hand over
Confirm scope, documents, packs, assets and portal access.
- 3Monitor
Track device state, connector health and evidence collection.
- 4Act
Assign recommendations, provider work and customer-facing actions.
- 5Review
Measure outcomes, service adoption and ongoing readiness.
Provider onboarding
Guide every new customer through the same controlled handover.
The provider workspace turns onboarding readiness into a visible sequence of completed, active and missing tasks.
- Customer and site context: confirm the tenant, ownership and operational locations.
- Portal administration: activate the customer administrator responsible for access and review.
- Service foundations: connect packs, documents, scope and monitored assets.
- Handover readiness: expose completed tasks and the items still blocking steady state.
Customer handover
Show customers exactly what needs attention.
The customer view removes internal delivery noise and presents the progress, evidence and actions that matter to the customer.
- Confirm scope and monitored assets against the services and inventory being delivered.
- Review recommendations with clear ownership and action-required states.
- Access current assurance reports without waiting for the next scheduled meeting.
- Accept required documents as part of a governed and auditable handover.
Mobile actions
Keep customer handover and service actions moving.
Customers can review onboarding progress, recommendations, reports and documents from a provider-branded mobile experience.
- Deep-linked notifications open the exact item requiring attention.
- Customer-safe status avoids exposing internal engineering detail.
- Shared workflow history keeps mobile and web actions aligned.
Move from inventory to monitored service with explicit controls.
Operations should make the difference between an inventory record, an actively monitored device and a healthy data connector clear to every provider user.
Inventory and monitoring state
Make it clear whether a device is recorded only or actively providing health evidence.
Guided connector setup
Open vendor-specific configuration with customer and device context already attached.
Consistent health scoring
Use healthy, warning and critical states across inventory, dashboards and attention views.
Failure detail and isolation
Expose test and sync detail while preventing one bad connector from breaking wider collection.
Turn service findings into accountable next steps.
A recommendation becomes valuable when the owner, audience, required action and outcome can be tracked.
Create internal engineering or service-delivery tasks with the relevant customer and evidence context.
Expose required and optional recommendations in the customer portal using plain-language status.
Record acceptance, progress and outcomes instead of treating a recommendation as a one-off notification.
Bring open actions into the next service review and executive report automatically as evidence.
Gap-to-action workflow
Turn assurance gaps into operational work.
When evidence is missing, stale or incomplete, AssurSight can create an owned action, recommendation, service assignment or PSA ticket.
Progress remains visible from the initial gap through remediation, evidence collection, review and closure.
See the evidence workflow- 1Gap detectedRestore evidence has expired.
- 2Owner assignedProvider engineering team.
- 3Action completedNew recovery exercise recorded.
- 4Outcome evidencedProfile state updated and reported.
Review the customer lifecycle end to end.
See how onboarding, monitoring, recommendations, documents and reports can operate as one visible delivery model.