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LanternOps.io LanternOps Help Center

Quick Start Guide

Get your LanternOps platform configured and delivering value in 15 minutes.

Step 1: Set Up Your Service Catalog (5 minutes)

Section titled “Step 1: Set Up Your Service Catalog (5 minutes)”

Define what services you offer to customers.

  1. In the sidebar, click Service Catalog (under Administration)
  2. Click the Add Service button
  3. Create your first service:

Example: Complete Asset Management

Name: Complete Asset Management
Category: Monitoring
Pricing: $3 per endpoint/month
Description: Automated asset discovery and tracking via NinjaOne


Features:
- Real-time endpoint inventory
- Hardware lifecycle management
- Warranty expiration alerts
- Compliance evidence collection


Maps to Controls:
- CIS 1.1, 1.2, 1.5
- NIST ID.AM-1, ID.AM-2
- CMMC AC.1.001
  1. Add 3-5 of your core services
  2. Click Save

Step 2: Connect Your First Integration (5 minutes)

Section titled “Step 2: Connect Your First Integration (5 minutes)”

Connect your RMM or PSA tool to start collecting evidence automatically.

  1. In the sidebar, click Integrations (under Operations)
  2. Click Add Integration button
  3. Select your platform (e.g., NinjaOne)
  4. Enter API credentials
  5. Click Test Connection
  6. Enable Auto-Sync (syncs every 1-12 hours depending on integration)

Supported Integrations

Section titled “Supported Integrations”

Popular starting points (12 production-ready integrations):

  • NinjaOne - Asset management, patch status
  • Huntress - EDR threats, endpoint protection
  • Microsoft 365 - User counts, email security, Teams/Exchange
  • ConnectWise - Ticketing, time tracking
  • Action1 - Endpoint management, patch compliance
  • Syncro - Asset tracking, ticketing
  • Autotask PSA - Service delivery, customer management
  • HaloPSA - Ticket tracking, service desk
  • Pax8 - Subscription management, licensing
  • Timely - Time tracking, project hours
  • NextDNS - DNS filtering, malware blocking
  • PowerDMARC - Email authentication

View all integrations and setup guides →

Step 3: Select Compliance Framework (2 minutes)

Section titled “Step 3: Select Compliance Framework (2 minutes)”

Choose which compliance standards matter to your customers.

  1. In the sidebar, expand Compliance (under Operations) and click Plan Compliance

  2. Review available frameworks:

    • ✅ CIS Controls v8.1 (149 controls - general cybersecurity)
    • ✅ NIST CSF 2.0 (103 controls - enterprise risk)
    • ✅ CMMC Level 2 (110 controls - DoD contractors)
    • ✅ HIPAA Security Rule (63 controls - healthcare)
    • ✅ SOC 2 (52 controls - SaaS/service providers)
    • ✅ PCI DSS v4.0 (141 controls - payment processing)

  3. Enable the frameworks relevant to your customers

  4. Click Save to activate

The system will automatically:

  • Map your services to framework controls
  • Start collecting evidence from integrations
  • Enable compliance dashboards

Step 4: Generate Your First Value Report (3 minutes)

Section titled “Step 4: Generate Your First Value Report (3 minutes)”

Show a customer what they’re paying for.

  1. In the sidebar, click All Customers (under Customers)
  2. Select a customer from the list
  3. Click the Business Impact Dashboard tab
  4. Review the automatically generated metrics:

You’ll see:

  • ✅ Compliance controls satisfied (e.g., “32 of 149 CIS controls”)
  • ✅ Services delivering value
  • ✅ Evidence collected (e.g., “147 endpoints tracked”)
  • ✅ Revenue opportunities identified
  1. Click Share with Customer to send them their portal access link

What You Get Immediately

Section titled “What You Get Immediately”

After these 4 steps, you’ll have:

✅ Compliance Automation

Section titled “✅ Compliance Automation”
  • Automatic control-to-service mapping
  • Real-time evidence collection
  • Audit-ready documentation

✅ Customer Value Dashboards

Section titled “✅ Customer Value Dashboards”
  • Show what they’re paying for
  • Real-time compliance status
  • Business impact metrics

✅ Revenue Opportunities

Section titled “✅ Revenue Opportunities”
  • Automated gap detection with technical evidence
  • Ready-to-send sales pitches
  • Opportunity prioritization and scoring

Next Steps

Section titled “Next Steps”

Day 1: Complete Setup

Section titled “Day 1: Complete Setup”
  • Add remaining services to catalog
  • Connect all your integrations
  • Enable all relevant frameworks

Week 1: Start Using

Section titled “Week 1: Start Using”
  • Generate first audit package
  • Review revenue opportunities for 3 customers
  • Share business impact dashboards

Month 1: Optimize

Section titled “Month 1: Optimize”
  • Refine service catalog based on feedback
  • Act on revenue opportunities
  • Use in QBRs to prove value

Common First Questions

Section titled “Common First Questions”

Q: Do I need to manually map controls to services? No! Our AI/RAG system automatically maps services to controls based on semantic understanding.

Q: How long until I see revenue opportunities? Immediately. As soon as integrations sync, the system analyzes and identifies gaps.

Q: Can customers see their own dashboards? Yes! Each customer gets a portal showing their compliance status and value delivered.

Q: What if I don’t use all 6 frameworks? That’s fine! Enable only the frameworks relevant to your customers.

Need Help?

Section titled “Need Help?”

Success Checklist

Section titled “Success Checklist”

Use this to track your setup progress:

  • 5+ services added to catalog
  • 3+ integrations connected and syncing
  • 2+ compliance frameworks enabled
  • 1 customer dashboard generated
  • 1 revenue opportunity reviewed

Once complete, you’re delivering value! 🚀

Ready to see LanternOps in your environment?

Join the Founding Partner Pilot (60 days) and get a client-ready compliance + security reporting layer connected to your PSA/RMM/security stack.

No credit card required
~30-minute setup (typical)
Limited founding partner spots
Start Trial →