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Workflow Tools & Ideas — Club Support Inc. (MSP / Golf Clubs)

Updated after importing the real procedure set — see environment.md for the full stack. Key correction: ticketing/RMM is Atera (not Autotask), and the line-of-business app is Jonas Club / JAM.

Pain points to attack: multi-tenant sprawl, repetitive ticket churn, and context-switching (phones + tickets + AD/Azure + Intune).

A. Existing tools to adopt (high leverage, mostly free)

Multi-tenant management (the #1 win for MSP work)

  • Microsoft 365 Lighthouse ⭐ — purpose-built for MSPs managing many M365 tenants. One pane: delegated access, tenant health, risky users, alerts. Start here.
  • Azure Lighthouse — delegated resource management across customer tenants; no per-club account juggling.
  • Entra PIM — you already use it for GeoPolicy travel exclusions; extend it to break-glass / global-admin access instead of O365 Backdoor.xlsx.

Automation / scripting

  • Microsoft Graph PowerShell SDK (Install-Module Microsoft.Graph) — replaces deprecated AzureAD/MSOnline. The backbone for scripting your work.
  • PowerShell modules: ActiveDirectory (RSAT), Microsoft.Graph.Intune, community Atera/Graph API wrappers.

Daily-driver productivity

  • PowerToys (free) — FancyZones, Text Extractor (OCR screenshots), PowerRename, Keyboard Manager.
  • Espanso (free, open source) — text expansion for canned ticket replies.
  • Win+V (built-in clipboard history) + Ditto for multi-clip.
  • mRemoteNG / Royal TS / Devolutions RDM — one window for every club's RDP/PowerShell/SSH sessions.

Documentation / SOPs

  • IT Glue / Hudu — per-tenant documentation + credential vault. Huge for MSPs and directly reduces repeat tickets.

Ticketing / RMM

  • Atera (your PSA+RMM) — leverage ticket automations, SLA rules, and the Atera API for scripted triage/reporting (the offboarding form already captures the Atera ticket # per request).
  • TeamViewer Host — your remote-control layer (installed from clubsupport.ca, no account).

Troubleshooting / deployment

  • Sysinternals Suite, Winget/Chocolatey, PDQ Deploy/Inventory.

B. Tools we could build (scripts — cheap, pay off forever)

Ranked by ROI. Each is a small PowerShell/Graph project.

Concrete, derived from the imported SOPs (see procedures-review.md):

  1. Invoke-Offboarding ⭐ — the 10-section checklist's scriptable core (Section 2: disable AD/Azure AD, revoke sessions, block sign-in, remove groups/admin/VPN/RDP) + GAL-hide + shared-mailbox convert + license reclaim. Highest ROI (seasonal churn + highest risk if a step is missed).
  2. Invoke-NewComputerBuild — NIC offload disables (Flow Control/ Checksum/LSO), UAC never-notify, privacy/notification/power hardening, bloatware strip, desktop icons, Atera/TeamViewer presence checks.
  3. Hide-ADUserFromGAL — one-liner: Set-ADUser msExchHideFromAddressLists
  4. mailNickname, then Start-ADSyncSyncCycle -PolicyType Delta.
  5. Invoke-Onboarding — AD user + license assign + group adds (VPN Unifi / SG - FortiGate SSO SSLVPN) + MFA enrollment nudge, from the intake CSV.
  6. Get-ClubLicenseReport — per-tenant license usage/cost (E1 vs E3, commit terms) to catch waste.
  7. Atera ticket triage helper — fetch open tickets via the Atera API, auto-categorize, surface SLA risks.

C. Next step

Pick one script to build first (I'd suggest #1 Invoke-Offboarding — biggest recurring time sink in seasonal golf-club staffing, and the most risk-reducing). We'll keep them in this repo under scripts/, versioned with git.