Monitoring baseline
Inventory devices and agree health signals and alert thresholds.
A documented coverage list and alert ownership.
When people work from home, cafés and client sites, patching whatever is plugged into the office network stops working. Remote monitoring and management (RMM) puts an agent on every device that reports in over the internet, so patching, health checks and compliance follow the laptop instead of the building.

/ Fit check
Best for
Remote and hybrid teams on Windows and macOS, often alongside Intune or Google endpoint management
Not for
Devices that can't run a management agent at all
What you get
A monthly view of what's patched, what isn't, and why
/ Direct answer
Proactive RMM services use a lightweight agent on each laptop, desktop and server to monitor health, apply patches on a schedule, run maintenance scripts and flag problems before users notice them. For remote teams, the agent reports over the internet rather than the office network, so devices stay patched and visible wherever people work. BPro Technologies manages the policies, reviews the alerts and reports compliance every month.
/ Scope your engagement
A monitoring agent is useful only when someone owns its findings. Agree which devices, alerts and patching tasks are included and how exceptions are resolved.
Inventory devices and agree health signals and alert thresholds.
A documented coverage list and alert ownership.
Schedule approved updates and review failed or pending deployments.
Patch status, exceptions and follow-up owners.
Review recurring alerts, unsupported systems and noisy thresholds.
Prioritised improvement tasks rather than an unfiltered alert count.
This example illustrates the record format. It is not a client result or a service-level commitment. Your proposal lists the deliverables and responsible people.
| Exception | Investigation | Next action |
|---|---|---|
| Device offline | Last check-in, owner and expected connectivity | Agree reconnection or retire the record through approval |
| Restart pending | Installed update and user availability | Schedule restart and verify the resulting patch state |
| Update failed | Error, free space, application conflict and prior attempts | Approve remediation or document a temporary exception |
Device and server counts, operating systems, current monitoring tools, patch concerns and application constraints.
/ 01
An RMM (remote monitoring and management) tool is software with a small agent on each device that lets an IT team monitor health, install patches, run scripts and support users remotely. A small business benefits as soon as staff work away from the office, because it's the only practical way to know every laptop is patched, protected and backed up. The tool matters less than who watches it.
/ 02
Patches go out in rings: a small pilot group first, the wider business a few days later, and a hard deadline after which the device restarts outside working hours. The agent downloads updates straight from the internet, so a laptop on home broadband gets exactly the same treatment as a desktop in the office.
Third-party apps matter as much as Windows itself. Browsers, PDF readers, Zoom, Java runtimes and VPN clients are where a lot of real-world exploitation happens, so they follow the same schedule instead of being left to users.
Macs and Linux servers get the same discipline with their own tools: macOS updates are enforced through device management with a deadline, and Linux servers take scheduled package updates with reboots in an agreed maintenance window.
Updates land here first. If something breaks, it breaks on a machine we're watching.
A few people from each team, so one department's specialist software gets tested early.
Released once the pilot has run cleanly for the agreed period.
Users get notice and a short deferral. After the deadline, the restart happens out of hours.
A device that can't take a patch gets a named reason, an owner and a review date.
When a vulnerability is being actively exploited, the rings compress to hours rather than days. That's a judgement call we make with you, not something the tool decides on its own.
/ 03
Disk space and drive health warnings, battery wear, memory and CPU pressure, stopped services, crash patterns, and how long a device has gone without checking in. The alert on its own isn't the useful part. The useful part is a person deciding whether it needs a ticket, a replacement or nothing at all.
| Signal | What it usually means | Typical action |
|---|---|---|
| Disk under 10% free | Updates are about to start failing | Clean-up script, then contact the user |
| Drive health (SMART) warning | The drive is likely to fail | Confirm backup, order a replacement |
| Battery far below design capacity | The laptop will die mid-meeting | Plan a battery or device replacement |
| Not seen for two weeks | Lost, stored in a drawer, or a broken agent | Contact the user, check the asset record |
| Repeated crashes | A driver or application fault | Investigate, roll back the last update if needed |
/ 04
A device is compliant when it meets a written baseline: disk encrypted, operating system supported and patched within the agreed window, endpoint protection running, firewall on, screen lock set, and no local admin rights for everyday users. Compliance is only worth reporting if it's measured the same way every month and every exception has a name and a date on it.
If you use Intune or another MDM, compliance can go one step further: a non-compliant device can be blocked from company data through Conditional Access. RMM and MDM overlap, so we pick whichever tool controls a setting best and avoid configuring the same thing twice.
/ 05
RMM keeps devices maintained: patching, scripts, health checks and remote support. MDM (such as Microsoft Intune) enforces configuration and decides whether a device may reach company data. EDR watches for malicious behaviour and responds to threats. They overlap at the edges, but all three jobs need doing. The real question is which tool does which job in your environment.
| Tool | Main job | Question it answers |
|---|---|---|
| RMM | Maintenance, patching, health, remote support | Is this device healthy and up to date? |
| MDM | Configuration, compliance, app deployment | Is this device set up the way policy says, and may it access our data? |
| EDR | Threat detection, investigation, isolation | Is something malicious happening on this device right now? |
/ 06
Most of it. A default RMM setup can raise hundreds of alerts a week, and people who get hundreds of alerts stop reading them. We tune thresholds during onboarding so an alert means someone should act, and we review the suppressed alert types every quarter so the tuning doesn't quietly hide a real problem.
What reaches you is the monthly picture: patch compliance by ring, devices outside the baseline and why, hardware due for replacement, and anything that needs a decision or budget. Day-to-day alerts are our job, not yours.
No. The agent talks to the management platform over the internet and patches download directly. A VPN isn't needed for patching or monitoring, which is one of the main reasons RMM suits remote teams so well.
It shouldn't. Installs run in the background, restarts are scheduled out of hours, and users get notice and a short deferral window before a deadline forces the restart.
Yes, most RMM platforms support macOS, although patching and scripting are less complete than on Windows. For Macs we usually pair RMM with an MDM that handles configuration and OS update enforcement.
That's what the pilot ring is for. If the pilot group hits a problem, the rollout pauses, the update is held back from everyone else, and we work on the fix or rollback before resuming.
Yes. You get a monthly compliance and patch report as standard, and read access to dashboards where the platform allows it. The live service evidence page shows what those reports look like.
It depends on what you already run and what fits your environment. If you have a tool you're happy with, we can work in it. If you don't, we'll recommend one during scoping and explain why.
/ Next step
Device and server counts, operating systems, current monitoring tools, patch concerns and application constraints.