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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. Navigate to Service Catalog → Add Service
  2. 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. Navigate to Integrations → Add Integration
  2. Select your platform (e.g., NinjaOne)
  3. Enter API credentials
  4. Click Test Connection
  5. Enable Auto-Sync (every 15 minutes)

Supported Integrations

Section titled “Supported Integrations”

Popular starting points:

  • NinjaOne - Asset management, patch status
  • Huntress - EDR threats, endpoint protection
  • Microsoft 365 - User counts, email security
  • ConnectWise - Ticketing, time tracking

View all 17+ integrations →

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. Navigate to Compliance → Frameworks

  2. Enable frameworks:

    • ✅ CIS Controls v8.1 (general cybersecurity)
    • ✅ NIST CSF 2.0 (enterprise risk)
    • ✅ HIPAA (if you serve healthcare)
    • ✅ SOC 2 (if you serve SaaS)

  3. Click Activate Selected Frameworks

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. Navigate to Customers → Select customer
  2. Click Business Impact Dashboard
  3. 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 dashboard 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
Request a Demo →