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MSPbots Best Practice Templates for RMMs

Updated

The Best Practice templates are the most commonly used template bots, dashboards, and reports in the MSPbots app. You can easily use these templates as they are or customize to fit your specific business needs. Each template is designed to be user-friendly and requires minimal configuration for implementation.

This article lists the Best Practice templates for ConnectWise Automate and NinjaOne. Before you select a template or install the Best Practice Templates app, you can go through the list below to find the template that best meets your requirements. 

Prerequisites 

Users can view the Best Practice templates but only those with the admin role can clone and edit the templates by default.

 

Template Dashboards 

The Best Practice template dashboards highlight real-time numbers and statuses of a network's devices, servers, and workstations. Choose from these dashboards to enhance efficiency, reliability, and security in your clients' IT environments. 

 

Dashboard  Description & Business Impact

 

Machine Monitoring

 

Best_Practice_machine_monitoring.jpg
  • Offers centralized visibility to proactively identify and resolve issues such as outdated antivirus software, offline servers, and expiring warranties, ensuring optimal performance and security. 
  • Drives growth, profitability, and improved client satisfaction and loyalty from significantly reduced downtimes and enhanced operational efficiency 

 

 

Workstation Status Overview


Best_Practice_workstation_status.jpg
  • Provides a comprehensive view of workstation health and security, enabling proactive management and timely interventions to maintain optimal performance and minimize disruptions.
  • Drives business growth and fosters stronger client relationships from enhanced operational efficiency, reduced support costs, and improved client satisfaction 

 

Server Status Overview

Best_Practice_server_status.jpg

 
  • Shows a detailed view of server health, enabling proactive monitoring and management to maintain optimal performance and security.
  • Reinforces stronger client relationships and drives business growth with enhanced operational efficiency, minimized downtimes, and increased client satisfaction 

 

 

Template Report 

The Best Practice Reports template helps you communicate and share an overview of clients' devices and machines. 

 
Report Name Description & Business Impact

 

Machines/Devices Overview Client Report

BEST_PRACTICES_MACHINES_OVERVIEW.gif
  • Provides a thorough overview of workstation and server performance, including details on operating systems, CPU, memory usage, antivirus status, and patch compliance. This allows for effective communication of the IT environment’s health and highlights areas needing attention.
  • Posts your MSP as a vital partner in optimizing IT resources and boosts client trust and business growth


The company slicer in this report is connected to the Automated Client Mapping and will not show data if the mapping is not yet configured. You can read Automated Client Mapping for information on how to set up and manage client mapping. 

 

Bots Template 

You can use or customize the Best Practice bots templates for automated monitoring of the servers in your environment.  

 

Bot Name Trigger / Alert Integration Business Impact

 

Servers Offline > 30 mins 

  Best_Practice_service_offline_30.jpg

 

 

 

Monitors server uptime and alerts specific users when servers are offline for more than 30 minutes. 

 

NinjaOne 
  • Facilitates prompt intervention, rapid response to server outages, and consistent system availability and performance
  • Leads to increased client satisfaction and reinforced client trust

 

Servers Offline > 60 mins 

Best_Practice_service_offline_60.jpg

Monitors server uptime and alerts specific users when servers are offline for more than 60 minutes.

 ConnectWise Automate

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