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6/18/2025 | 10 Minute Read

Windows patch management: What it is, why it matters, and best practices for MSPs and IT teams

Contents

    Take control of IT operations

    Automate patching with ConnectWise RMM to save time and reduce vulnerabilities

    Unpatched software remains one of the leading causes of cyberattacks. According to Verizon’s 2025 Data Breach Investigations Report, 22% of vulnerability exploits came from VPN and endpoint devices, and it grew almost eight-fold from the 3% found in last year’s report. For MSPs and IT teams, effective Windows patch management, particularly for security updates, is the first line of defense against cyberthreats, compliance violations, and costly downtime. Managing Windows updates across distributed client environments requires automation, visibility, and strategic execution.

    This blog explores everything you need to know about Windows patch management, including challenges and best practices for selecting the right tools tailored to managed service environments.

    Key takeaways

    • Windows patch management is essential for protecting systems from known vulnerabilities, improving performance, and ensuring regulatory compliance
    • Challenges include high patch volume, compatibility risks, distributed environments, limited IT resources, and user disruption
    • Best practices include continuous connection to devices, patch testing, deployment policies and automation, compliance monitoring, and rollback plans
    • ConnectWise RMM™ includes a robust Windows patch management solution, offering centralized control and visibility, automated deployment by policy, and expert testing and recommendations for security updates

    What is Windows patch management?

    Windows patch management is the process of acquiring, testing, deploying, and verifying updates (patches) for Windows operating systems. These patches can include:

    • Security updates to address known vulnerabilities
    • Feature updates to add new functionality
    • Bug fixes to resolve known issues that impact performance or stability

    For MSPs and IT departments, patch management involves building a structured, repeatable process that supports multiple environments, users, and compliance frameworks.

    Why Windows patch management matters

    Effective Windows patch management is essential to safeguarding digital infrastructure, maintaining operational efficiency, and ensuring compliance across industries. For IT departments and MSPs, staying current with Windows updates is a business-critical responsibility. Delayed or inconsistent patching increases the risk of security breaches, system downtime, and regulatory violations.

    Patch management plays a strategic role in strengthening cybersecurity posture, supporting business continuity, and delivering reliable IT services. Whether you’re overseeing a corporate IT environment or managing clients across multiple industries, a proactive approach to patching ensures your systems remain secure, compliant, and high-performing.

    Windows patch management matters because it:

    • Strengthens security

    Microsoft regularly issues patches to fix known vulnerabilities and zero-day threats. Without timely updates, systems become exposed to malware, ransomware, and other cyberattacks. By applying patches promptly, IT teams and MSPs close security gaps before they can be exploited, drastically reducing the attack surface.

    • Ensures regulatory compliance

    Cybersecurity frameworks such as HIPAA, PCI-DSS, GDPR, and SOC 2 mandate the timely application of security updates. Failing to patch known vulnerabilities can result in audit failures, hefty fines, and reputational damage. Implementing a structured patch management program helps demonstrate due diligence and maintain regulatory alignment.

    • Improves system stability and performance

    Patches often include performance improvements, bug fixes, and system optimizations. Regularly patching your Windows environment minimizes unexpected crashes, reduces support incidents, and enhances user experience. For MSPs, it also means fewer reactive service calls and stronger client satisfaction.

    Challenges in managing Windows patches

    Managing the patching process is rarely straightforward, especially at scale. For IT departments and MSPs, patch management introduces a unique set of logistical, technical, and operational hurdles. The sheer number of systems and business-specific requirements make patching a complex, time-consuming, and potentially disruptive task.

    Understanding these challenges is critical to building a robust patch management strategy. Below are some of the most common obstacles IT professionals face when managing Windows updates:

    • High patch volume and complexity

    Microsoft releases patches on a monthly basis (commonly known as Patch Tuesday), along with occasional out-of-band updates for critical vulnerabilities. Each patch may apply to multiple versions of Windows and related applications, creating a complex matrix of potential updates.

    For MSPs managing multiple clients or IT teams overseeing large environments, this leads to:

    • Constant monitoring of patch releases
    • Overwhelming administrative overhead
    • Increased risk of missing critical updates
    • Compatibility risks

    Not all patches are plug-and-play. Some updates can:

      • Break compatibility with legacy systems
      • Disrupt mission-critical applications
      • Trigger hardware or driver issues

    This is especially problematic in industries with specialized software or in environments with older hardware that lack vendor support. Without rigorous pre-deployment testing, the risk of unintended consequences is significant.

    • Distributed environments

    Today’s IT environments are no longer centralized. Patching must now account for:

    • Remote workers
    • Branch offices
    • Cloud-based virtual machines

    Without centralized control and visibility, ensuring that every endpoint is up to date becomes a logistical challenge. This is a major concern for MSPs who must maintain patch compliance across multiple customer environments, some with unique configurations and constraints.

    • Limited time and resources

    Many IT teams, particularly in small and midsized businesses (SMBs) or lean MSP operations, lack the time, personnel, or budget to manage patching effectively. Tasks such as testing, scheduling, and reporting often fall to the bottom of the priority list amid urgent support tickets and strategic initiatives.

    As a result:

    • Patches may be delayed or missed
    • Emergency patching becomes more common
    • Security and compliance gaps widen over time
    • Lack of visibility and reporting

    Without real-time dashboards or automated reporting, teams may not know:

    • Which systems are patched and which are not
    • If patches have failed or been rolled back
    • Whether endpoint devices are even online to receive patches

    This lack of visibility makes it difficult to enforce compliance policies or demonstrate patch coverage during audits, which can be particularly challenging for MSPs trying to meet SLA expectations.

    • User disruption and resistance

    End users often resist patches due to concerns about:

    • System restarts
    • Downtime during working hours
    • Application disruptions

    Poorly timed patches can result in productivity loss, user frustration, or even critical system outages, especially if proper communication and scheduling protocols aren’t followed.

    • Emergency patching and zero-day vulnerabilities

    When zero-day vulnerabilities emerge, IT teams must act fast. These situations require:

    • Immediate testing and validation
    • Rapid deployment to all affected systems
    • Coordination across departments and clients

    The pressure to balance speed and stability during high-stakes situations can be overwhelming, especially if patching infrastructure is not already automated and centralized.

    Recognizing and addressing these challenges is essential for creating a resilient patch management process. The goal is to transform patching from a reactive fire drill into a proactive, automated discipline that supports security, uptime, and compliance across every environment you manage.

    Best practices for effective Windows patch management

    Managing Windows patches effectively goes beyond simply installing updates when prompted. It requires a structured and strategic approach that ensures consistency, minimizes risk, and supports compliance requirements.

    Whether you’re responsible for a few internal systems or thousands of endpoints across client environments, following best practices can improve your patch success rate, reduce downtime, and enhance overall system security.

    The below best practices should form the foundation of any successful Windows patch management strategy:

    • Maintain a comprehensive asset inventory

    Before you can manage patches effectively, you need full visibility and access to all devices and applications under your control. This includes endpoints, such as workstations and servers, and details, such as software versions and device location.

    A centralized asset inventory helps prioritize which systems need immediate attention and ensures nothing slips through the cracks.

    • Define and enforce a patch management policy

    A written patch management policy provides structure and accountability. It should clearly outline:

    • Patch frequency and approval workflows
    • Roles and responsibilities for team members
    • Guidelines for testing, deployment, and rollback
    • Compliance tracking and reporting requirements

    This policy ensures consistency across environments, supports audit readiness, and aligns your team with business and client expectations.

    • Test patches in a staging environment

    Deploying patches without testing can lead to compatibility issues, application crashes, system instability, or even worse, outages. To mitigate this risk:

    • Set up a test environment that mirrors production or identify a small group of machines to patch first
    • Apply new patches to the test group
    • Monitor for issues before full-scale deployment

    This is particularly critical for MSPs supporting multiple clients with varied “lines of business software” and dependencies.

    • Automate patch deployment

    Manual patching is time-consuming and error-prone. Automation improves efficiency and ensures patches are applied consistently across all systems. Look for tools that allow you to:

    • Schedule patch scans and deployments
    • Create patch approval workflows
    • Customize patching notifications
    • Apply different patch policies per client, department, or system type

    Automation is a game-changer for IT professionals managing hundreds or thousands of endpoints simultaneously.

    • Monitor and report on patch compliance

    Visibility doesn’t stop after a patch is deployed. Ongoing monitoring and reporting help you:

    • Verify successful installations
    • Identify systems that missed updates or failed patch installation
    • Document compliance with internal and external standards

    Use monitors, dashboards, and reports to keep both internal and external stakeholders informed.

    • Implement a patch rollback plan

    Despite testing, some patches may introduce unforeseen problems in production. A rollback strategy allows you to:

    • Quickly revert to a known state
    • Minimize system downtime
    • Maintain end user productivity

    This might involve removing the patch, using system restore points, or redeploying a clean system image.

    • Schedule patch deployments strategically

    Timing is everything. Schedule deployments during off-hours or maintenance windows based on business needs to align with clients’ business hours and risk tolerance. Be sure to include sufficient lead time to notify users and the ability to delay patching (if appropriate) for a short time.

    Strategic scheduling helps avoid disruptions and builds trust with end-users and clients.

    • Keep stakeholders informed

    Whether you’re an IT department manager or an MSP, transparency builds trust. Ensure that:

    • Users are informed of planned updates and potential downtime
    • Management understands the importance of patch compliance (and the difference between planned and unplanned downtime)
    • Clients receive regular reporting on patch activity and coverage

    Clear communication reduces frustration and reinforces your value as a proactive IT partner.

    Following these best practices creates a strong foundation of trust, reliability, and operational excellence in your patch management efforts. It not only empowers MSPs to deliver scalable, high-value services across diverse customer environments but also enables IT teams to stay proactive against emerging cyberthreats in today’s ever-evolving digital landscape.

    For more tips on building an effective patching strategy, download our free Patch Management Best Practices Guide.

    Top tools for Windows patch management

    When it comes to managing Windows updates at scale, IT teams and MSPs have two primary paths: native tools provided by Microsoft or purpose-built solutions to expand patching capabilities.

    See a comparison of the two approaches below and discover why ConnectWise RMM stands out for modern patch management.

    1. Microsoft patch management solutions

    Microsoft offers several native tools for Windows patch management:

    Traditional tools

    • Microsoft Configuration Manager: Offers broader configuration management, including patching, application deployment, and asset tracking. Formerly called System Center Configuration Manager (SCCM).
    • Windows Server Update Services (WSUS): A free tool that provides centralized control over Windows updates, allowing IT admins to approve or reject patches before deployment. According to Microsoft’s website, WSUS is deprecated and is no longer adding new features. However, it continues to be supported for production deployments and receives security and quality updates as per the product lifecycle.”

    Modern alternatives

    • Windows Update client policies: A free cloud-based service that allows IT teams to manage how and when Windows updates are delivered to endpoints. It enables policy-based control over update installation timing, deferrals, and device groupings without requiring on-premise infrastructure. Formerly called Windows Update for Business (WUFB).
    • Azure Update Manager (AUM): Microsoft’s modern cloud-native patching solution for Windows and Linux servers, whether they are in Azure, on-premises, or in other clouds. 
    • Windows Autopatch: A managed service designed to automate the deployment of updates for Windows, Microsoft 365® apps, Microsoft Edge, and Teams.

    These tools are powerful, but IT pros often must account for:

    • Complex setup and steep learning curve
    • High maintenance and infrastructure overhead
    • Limited multi-tenant support
    • Manual workflows that reduce efficiency

    2. RMM solutions

    For MSPs and IT service providers seeking automation, flexibility, and scalability, tools such as ConnectWise RMM offer a more agile, modern alternative.

    Our award-winning RMM software is built to simplify automated and multi-tenant patch management. It enables you to manage Windows updates across hundreds or thousands of endpoints with minimal effort and maximum control.

    Key advantages of ConnectWise RMM:

    • Multi-client visibility
      Manage all customer environments from a single, unified dashboard.
    • Automated patch workflows
      Schedule approved updates to deploy automatically and monitor for patch issues, freeing up your team to focus on strategic initiatives.
    • Expert patch review and approvals
      The ConnectWise Network Operations Center (NOC) tests all Windows security updates so your team can deploy the most critical updates with greater peace of mind.
    • Built-in compliance reporting
      Easily monitor and quickly generate patch compliance reports to support audits and demonstrate value to clients.

    Ready to take patch management to the next level? Start a 30-day free trial, or contact us today to see how ConnectWise RMM can transform your patching process.

    FAQs

    How often should I patch Windows servers and desktops?

    At least monthly. Align with Microsoft’s Patch Tuesday, with critical security patches deployed as soon as possible after testing. The ConnectWise NOC tests all security updates within seven days of the Microsoft patch release and provides all RMM partners with recommendations for which updates to apply based on their deep analysis and testing.  

    What’s the difference between WSUS and Microsoft Configuration Manager (formerly SCCM)?

    WSUS is a patch distribution tool; Microsoft Configuration Manager offers broader system management, including imaging, software deployment, and compliance tracking.

    Can I automate patching across multiple customer sites?

    Yes, tools such as ConnectWise RMM offer multi-site automation made possible by patching policies that can be customized and applied to sites or devices as needed.

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