Key IT Documentation Best Practices for Success

Effective documentation is a critical aspect of IT operations that often gets overlooked. Poor documentation has been the downfall of many IT businesses. To avoid this pitfall, adopting best practices for IT documentation is essential. This article will explore the key concepts of IT documentation, the benefits of implementing best practices, and common frequently asked questions. Additionally, we will introduce Liongard, a tool that can help streamline documentation processes for IT teams.

IT Documentation Explained

Documentation is a crucial aspect of any IT project or organization. It refers to creating, managing, and maintaining written documents that record essential details, processes, and technology-related procedures. IT documentation aims to ensure that critical information is captured, organized, and made available to key stakeholders, including IT professionals, management, and end-users.

HR departments, customer support centers, and database administrators are common examples of departments that rely heavily on IT documentation. This resource helps maintain processes’ consistency, identify errors, and monitor progress for any IT technology.

Best IT Documentation Practices for Digital Fluency

Here are some best practices for creating effective IT documentation:

Organize Existing Documentation

The first step in creating effective IT documentation is organizing existing documents. Start by assessing your existing documentation and determine which documents are useful, outdated, redundant, and need revision. You must maintain a proper naming convention and store them in specific directories, like project or department names.

Simplify Writing for Clarity

Good writing is necessary when creating IT documentation. Using simple and clear language, and avoiding jargon and technical terms, helps the readers easily understand and follow the documents. Sometimes, you may need to provide contextual illustrations to clarify the documents. Less is more applies to IT documentation because the core idea is to make documents easy for anyone to follow, not just technical people.

Include References and Code

To make IT documentation more comprehensive, it is crucial to include references for technical terms, codes, and processes used in the documentation. This avoids ambiguity and makes the documentation more useful for readers. Codes used in the document should follow industry standards for easy readability, logical grouping, and formatting.

Make Navigation Easy for Readers

It is important to make navigation easy in your IT documentation, as readers may not always read the documentation from the start to the end. The table of contents, active links, and bookmarks are essential to your documentation. You can use HTML tags to help readers easily move to a specific section or topic.

Ensure Document Standardization across the Board

To produce high-quality IT documentation, it is essential to standardize the approach towards documentation. This means adopting a consistent method to organize, format, update, and control your documents. You can use a Document Management System (DMS) to standardize and organize the documentation across the organization, along with specific templates, workflows, and user permissions.

Align Documentation with the Company’s Goals and Objectives

Another essential factor in creating IT documentation is ensuring that it aligns with the objectives and goals of the organization. IT documentation can support the goals of the organization by providing a clear roadmap for implementing changes, reducing costs, or enhancing the quality of service. The focus should be on documenting the essential processes, projects, and tasks that directly contribute to the company’s short-term and long-term goals.


IT documentation is a crucial aspect of any organization’s success. It helps to ensure comprehensive knowledge sharing, consistent and efficient workflows, and maintaining the quality of service delivery. Adhering to best practices in IT documentation can ensure that documents are clear, concise, and easy to follow, making it an essential resource for IT professionals and other stakeholders. IT documentation is an important but often time-consuming process.

How Liongard Can Help in the IT Documentation Process

If you’re in the IT industry, you know the importance of accurate and up-to-date documentation of your hardware, software, and network configurations. However, creating and maintaining comprehensive IT documentation can be a tedious and time-consuming process. That’s where Liongard comes in.

Liongard is a cloud-based software platform that automates the IT documentation process. It integrates with your existing IT management tools and gathers data from your systems to create real-time documentation of your IT infrastructure.

Here are some ways that Liongard can help streamline your IT documentation process:

1. Automatic Discovery and Documentation

Liongard automatically scans your systems to discover and document your IT assets. It can identify hardware devices, software applications, and network configurations. This saves you time and ensures that your documentation is comprehensive and accurate. Cloud-based software platforms provide centralized storage for all IT documentation, making organizing and accessing information easier.

2. Real-Time Monitoring

Liongard monitors your systems in real-time and updates your documentation accordingly. This means that your documentation is always up-to-date and reflects any changes to your IT infrastructure.

3. Customizable Templates

Liongard provides customizable templates for IT documentation based on industry best practices. This makes it easy to ensure that your documentation is consistent and follows best practices.

4. Integration with IT Management Tools

Liongard integrates with many popular IT management tools, including ConnectWise, Autotask, and Kaseya. This allows you to access your documentation directly from your existing IT management platform. Some cloud-based IT documentation platforms provide automation features that can help automate tasks such as password management or compliance reporting, freeing IT staff to focus on more strategic activities.

5. Automated Security Auditing

Liongard includes automated security auditing features that scan your IT infrastructure for vulnerabilities and compliance issues. This helps you identify and mitigate any potential security risks. Liongate scans the network and identifies vulnerabilities within the system, including software and hardware vulnerabilities. It checks the system against industry compliance standards such as HIPAA, PCI, and CIS. Moreover, secure, detailed reports are generated summarizing all the issues found during the scanning process.

IT Documentation Best Practices FAQs

Even with the help of tools like Liongard, IT documentation can still be a complex process. Here are some frequently asked questions about IT documentation best practices:

1. What should be included in IT documentation?

Comprehensive IT documentation should include information about your hardware devices, software applications, network configurations, user accounts and permissions, and security policies. It should also include any third-party vendors or service providers that you work with.

Comprehensive IT documentation should also include details on network architecture, hardware and software inventory, user accounts and permissions, backup and disaster recovery processes, security guidelines, and procedures for troubleshooting and maintenance. In addition, it should contain diagrams, configurations, and instructions for addressing common issues and resolving them promptly.

2. How often should IT documentation be updated?

IT documentation should be updated in real time whenever there are changes to your IT infrastructure. It’s essential to keep your documentation up-to-date to ensure your systems are secure and functioning correctly. IT documentation should be updated regularly to ensure that it accurately reflects any changes to the IT infrastructure, systems, software, or configurations. Generally, it is recommended to review and update IT documentation at least once a year or whenever significant changes are made to the IT environment. It is also a good practice to update documentation after any large project or system deployment, as well as after any incidents or audits that require changes to be made to the IT infrastructure.

3. What are some common mistakes to avoid when creating IT documentation?

One common mistake is only documenting the “big picture” and not including detailed information about each asset. This can make troubleshooting and maintenance more difficult. Another mistake is only documenting “what” an asset does rather than “how” it does it. This can make it difficult to troubleshoot issues or make changes to your infrastructure. Furthermore, inconsistency in terminology and format can create confusion and increase errors. Failing to describe IT processes accurately will leave IT employees without an adequate understanding of how to do things accurately. IT documentation becomes outdated quickly, and if it is not kept up to date, it can become redundant or harmful. Finally, not involving all relevant IT personnel in creating documentation will produce limited views of operational areas.

4. What are some tips for organizing IT documentation?

Having a consistent and logical structure for your IT documentation is essential. You may want to organize it by asset type, function, location, or other criteria that make sense for your organization. Create a folder hierarchy that reflects the organization’s structure. It’s also vital to use naming conventions and labeling that are consistent and easy to understand. Use version control to keep track of document updates. Include metadata such as author, date, and purpose. Use templates for consistency and store documents in a centralized location with easy access and permissions.

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