CloudRadial Unified Client Portal (UCP) Overview

Welcome to CloudRadial!

As an MSP, you already know the challenges of demonstrating your value to clients while managing your services efficiently. CloudRadial's UCP (Unified Client Portal) platform help bridge this gap, transforming how you engage with your clients and scale your business.

• What is Unified Client Portal?
• Core Components of CloudRadial
• Initial Setup Overview
• Next Steps in Your Journey

What is Unified Client Portal?

Unified Client Portal (UCP) is CloudRadial's approach to solving the visibility challenges that MSPs face with their clients. While your PSA handles your operational efficiency, your UCP handles your client engagement efficiency, serving as the primary interface between your services and clients.

Having your UCP set up can:

• Transform your services from a necessity and commodity to a strategic partner
• Automate client engagement processes
• Provide consistent value across all client sizes
• Scale your services without scaling your team
• Create a single pane of glass for all client interactions

With a UCP in place, you should see happier clients, improved overall visibility, reduced labor, and more.

The Core Components of CloudRadial

As a whole, UCP brings together several essential components to create a comprehensive client engagement platform:

• Ticketing: A centralized ticketing system that integrates with your existing PSA
• Service Catalog: A complete listing of your service offerings and their details
• Training: A built-in training platform for client education and compliance
• Knowledge Base: A repository for documentation and client resources
• Endpoint Reporting: Devices and their details for inventory and compliance reporting 
• Microsoft 365 Reporting: Live reporting of M365 licenses, groups, MFA, and more
• Dashboarding: Your clients' homepage for accessing all services and information
• Compliance Policies : View health scores across all clients for easy comparison
• Assessments : Complete checklists for client compliance tracking at scale
• vCIO Planner : A space to show clients your IT roadmap at a high level

The Next Steps in Your Journey

Follow this guide and complete the core steps in each article. Once you've done that, you'll be ready to customize your portal - or, you can simply launch it as-is with the stock contents to start getting the benefits that you seek from the UCP platform. 

Let's get started!

Next Article: PSA Setup →