SCOPEAUTOMATION
HOW I HELP MSPS

YOUR RMM.
WORKING HARDER.

I help you understand what your platform is doing today — and turn the right improvements into reliable automation.

That can mean better policy targeting, less ticket noise, a clearer patching process or reusable workflows for the work engineers keep repeating.

RMM + AUTOMATION SERVICES FOR MSPS

PRACTICAL HELP.
FROM PLAN TO PLATFORM.

Work with me on a specific improvement, a wider RMM review or ongoing platform management. The scope, deliverables and access are agreed around your MSP.

01 / UNDERSTAND

RMM audit
+ roadmap

Review the platform, noisy tickets, scripts, patching and usage. Identify the causes of repeat work and turn the findings into a prioritised plan.

  • Configuration and usage review
  • Ticket-noise and patching analysis
  • Recommendations and agreed priorities
02 / IMPROVE

Automation development
+ rollout

Design and build the agreed changes, from reusable scripts to site-driven onboarding and useful RMM-to-PSA workflows.

  • Develop, test and pilot
  • Controlled implementation and rollback
  • Documentation and engineer handover
03 / MAINTAIN

Ongoing RMM
management

Keep the platform useful as customers and devices change. Review results, maintain workflows and make the next improvements visible.

  • Monitor health and patch exceptions
  • Review alerts and workflow failures
  • Agreed reporting and improvement reviews
THE CAPABILITIES BEHIND THE SERVICE
/01

RMM architecture

Policies, targeting, site structure, schedules and exception handling that engineers can understand.

/02

Reusable automation

Maintainable onboarding, deployment, offboarding and remediation workflows.

/03

Microsoft 365 standards

Repeatable Business Premium, Entra ID and Intune configuration with considered exceptions.

/04

RMM + PSA integration

Monitoring and ticketing that work together, with useful escalation and fewer duplicates.

/05

Security + compliance

Endpoint checks and delivery processes supporting Cyber Essentials preparation.

/06

Service improvement

Working with the service desk to find recurring friction and build a better way through it.

A PRACTICAL EXAMPLE / SERVICE-DRIVEN ONBOARDING

CHOOSE THE SERVICES.
LET THE WORKFLOW FOLLOW.

Site-level Extra Data Fields can describe a customer’s opted-in services. Shared scripts read that configuration, check prerequisites, deploy the relevant components and verify the result. Exceptions return to an engineer.

SITE-LEVEL SERVICE CONFIGURATIONLocal illustration

Choose the services a fictional customer has opted into. The plan updates from the site settings.

Example Site A / contracted services
GENERATED WORKFLOW PLAN
  1. Read site service EDFs and customer parameters.
  2. Check for the selected security agent, install where required and validate.
  3. Detect and deploy the selected standard software packages.
  4. Apply the agreed workstation patching scope and schedule; verify results.
  5. Record outcomes and escalate failed checks with useful context.

Simplified demonstration of the configuration pattern. No client is onboarded, no EDF is changed and no software is installed.

EXPLORE THE ONBOARDING WORK
THE QUESTIONS THAT MATTER

WHERE DOES
THE FRICTION START?

“Why does this monitor keep opening tickets?”

I review the condition, persistence, duplicates and resolution history — then design an escalation that produces an actionable ticket.

“Why aren’t these endpoints patching?”

I check scope, approvals, failed jobs, connectivity and reboot debt before choosing a remediation. Reporting needs a consistent definition and denominator.

“Why do engineers keep doing this by hand?”

I examine the actual support steps, variation and failure paths. If the task is repeatable, I design shared logic with configuration and validation.

“Why is our platform so hard to maintain?”

I review inheritance, groups, schedules, duplicated scripts and exceptions, then work towards a structure the next engineer can understand.

PLATFORM KNOWLEDGE + OPERATIONAL THINKING

START WITH YOUR SETUP.
BUILD A BETTER STANDARD.

I work on the operational foundations of an effective RMM: configuration, automation, monitoring, patching and the handover to your service desk. My hands-on background includes ConnectWise Automate, Manage, a ConnectWise RMM patching pilot and Microsoft 365.

Whether your MSP uses ConnectWise, NinjaOne, Datto RMM or another platform, I start with your setup and the outcome you need. I assess the available features and integrations, then design an approach around them.

SEE MY APPROACH
LET’S LOOK AT YOUR PLATFORMLET’S MAKE IT USEFUL

GOT SOMETHING
WORTH AUTOMATING?

Tell me where your RMM is creating work.
Let’s look at what could run better —
and how to get there.

LET’S TALK