6/26/2026 | 8 Minute Read
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For many IT professionals, their endpoint management solution, such as ConnectWise Automate™, is an indispensable tool sitting at the center of daily service delivery. It supports monitoring, scripting, automation, endpoint visibility, technician workflows, and the processes that help teams serve clients efficiently.
Like any powerfully customizable system, CW Automate™ performs best when it is actively, expertly maintained.
Over time, environments can accumulate outdated agents, unused scripts, inactive users, old monitors, legacy groups, and even clients, all of which can leave reporting gaps. These items may seem small on their own, but together they can make the environment harder to navigate and more resistant to incorporating the latest innovation or growing with your business.
That is why a seasonal CW Automate cleanup can be so valuable. Summer often gives teams a natural opportunity to pause, review, and reset before the next wave of client projects, year-end planning, or broader operational initiatives begin in the fall. Also, a start-of-summer optimization sprint can help clear out some technical baggage and uncover new automation opportunities, allowing your team to breathe a little easier in a time often filled with family fun, travel, or rest and recovery.
One of the most practical places to begin is server performance. As Automate environments grow, database size, agent volume, plugin usage, scripts, monitors, and historical data can all affect responsiveness. If technicians are waiting longer for screens to load, scripts to execute, or information to surface, that friction can add up across the service desk.
A performance review can help teams identify opportunities to improve speed and reliability. Consider reviewing:
ConnectWise has created guidance to help partners review practical ways to improve performance. Watch How to Speed Up Your Automate Server on the ConnectWise University to learn more.
Beyond a faster server, you’re setting up a smoother technician experience, better visibility, and fewer avoidable delays during day-to-day service delivery.
User management is another high-impact area for seasonal cleanup. As teams grow and change, employee roles and responsibilities in the company may significantly drift from the security roles and access they originally needed. Former employees certainly should not appear in the system, but more commonly, permissions may no longer reflect current roles or responsibilities. A regular user review helps reduce risk, improve access, and maintain administrative control.
As part of your cleanup, review these for accuracy:
SSO can help simplify user access and improve consistency across the organization. ConnectWise has created resources to help partners configure and manage SSO for CW Automate:
Setting up SSO is one of the best ways to strengthen security hygiene while reducing administrative overhead. Check this off the list before the busy season begins!
CW Automate cleanup should not stop at infrastructure and access. It should also include the workflows technicians interact with most often.
Over time, scripts, groups, monitors, templates, and searches can multiply. Some remain business-critical. Others become outdated, duplicated, or unclear. When technicians have to sort through clutter, it can slow down response times and create inconsistency.
A summer review is a good opportunity to identify what is still useful, what needs to be updated, and what can be retired.
Focus on areas such as:
The best place to start is often with technician feedback. Ask the team which CW Automate workflows save the most time, which ones create confusion, and which ones they avoid because they are outdated or unreliable.
That feedback can help prioritize cleanup work based on real operational impact.
When endpoints, groups, scripts, monitors, and users are well maintained, teams can more easily understand what is happening across client environments. That visibility helps service leaders identify trends, communicate value, and make better decisions.
Better reporting can also help partners prepare for future improvements. Whether a team continues optimizing CW Automate, adds platform capabilities, or evaluates broader modernization later, clean data and clear visibility make every next step easier.
CW Automate is a powerful tool, but its value depends heavily on the knowledge and confidence of the people using it. For some teams, modernizing their endpoint management through the ConnectWise Platform™ is well worth exploring, but for teams that need to maintain their Automate environment, training should be a top priority as part of your efforts.
A technically strong team can better identify performance issues, maintain workflows, improve automation, troubleshoot problems, and make smarter decisions about what to optimize next.
For team members who are new to a CW Automate environment, our course, A Month of Automate Lunches, can provide a practical foundation.
For technicians and administrators who want to establish or deepen their expertise, ConnectWise Certify™ offers certification opportunities designed to help techs learn the essentials from end to end.
This type of enablement can be especially helpful for partners with long-standing CW Automate environments. In many cases, the system contains years of operational knowledge. Training helps newer team members understand not just how Automate works, but how your business uses it to deliver service. These are just two examples of the educational content on the University dedicated to helping CW Automate partners succeed. You’ll also find webinars, how-to videos, blueprints, and thorough documentation to address specific areas or workflows where you’ve identified a gap.
A streamlined CW Automate environment helps teams operate more effectively today while also making it easier to take advantage of exciting opportunities in the future, such as those stemming from industry changes or product innovation.
For example, ConnectWise is continuing to invest in ways CW Automate partners can improve their operations. See the current Roadmap and filter by Automate for more details on how we’re expanding the ScreenConnect® integration, one of our partners’ favorite capabilities through Automate. For more details, register today for the July product innovation webinar featuring CW Automate, ConnectWise RMM™, and ConnectWise PSA™.
CW Automate continues to help MSPs run critical managed services workflows every day. With regular maintenance, strong user management, thoughtful cleanup, and continued training, partners can improve the performance and usefulness of their Automate environment today.
Summer is a great time to take that next step!
Start with the areas that create the most friction for your team or have the greatest impact on performance, such as reviewing server performance, cleaning up user access, revisiting current scripts and monitors, and investing time in training. Then turn those activities into habits that help your environment stay in great shape over time.
A well-maintained CW Automate environment can help technicians work more efficiently and continue delivering the consistent support their clients depend on.
Register for the next product innovation webinar, featuring CW Automate, CW RMM™, and CW PSA™.
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