When discussing ConnectWise Automate with partners or prospects, a common question arises, “What should I automate?”. It’s a valid question, considering the tools steep learning curve and vast customization options. ConnectWise Automate offers second-to-none power but harnessing it requires time, experience, and expertise.
Let’s explore some everyday tasks that every Managed Service Provider (MSP) should automate. Automation is why you bought this tool, not to screen connect into end-machines, and all MSPs should be investing time and money into developing automation. While automation is great, it is crucial to ensure that the tool remains accountable. That is why it is recommended to create reports or dataviews in conjunction with the automation to trust and verify that the solution is working as intended.
- Windows Feature Build Upgrade
- Automating Window’s build upgrades is a game-changer. By creating automation, you can precisely target and execute these updates, streamlining the process.
- Storage Space Monitoring and Remediation
- Automate the monitoring and cleanup of storage drives. Take it a step further by providing detailed reports that list the files cleaned up, highlight the largest files on the system, and identity the largest user profiles. This helps technicians quickly assess the situation and take necessary actions.
- Fast Boot Monitoring and Remediation
- Don’t let fast boot-enabled machines hinder reliable shutdowns and patch installations. Develop a solution that identifies Windows machines with fast boot enabled and automatically disable it.
- Software Installs and Updates
- Say goodbye to manual software deployment and updates. Create solutions that deploy and update software automatically. Utilize third-party patching applications like Chocolately or Winget to assist with these updates.
- “Broken” Agent Remediation
- Agents can sometimes break in ConnectWise Automate. Automate the agent reinstallation process by checking if the agent is active in ConnectWise Control and offline in ConnectWise Automate.
- Bitlocker Initialization & Key Retrieval
- Automate Bitlocker encryption and key retrieval on your partner’s endpoints. Simplifying this critical security measure improves efficiency and ensures the safety of sensitive data.
In conclusion, automation is a critical component of getting the most out of ConnectWise Automate. While the tool offers incredible power and capabilities, it requires an investment to realize its full potential. When it comes to deciding what to automate, the six items illustrated above are several everyday items to prioritize. By investing time and resources into developing automation strategies, MSPs can streamline their operations, enhance efficiency, and ultimately provide better services to their clients.
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