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SMB · Managed IT

Proactive monitoring for a 25-person firm

A Sausalito professional services firm relied on break-fix support. We onboarded endpoints to NinjaOne, implemented patching policies, and established health-check automations.

The Challenge

The firm experienced repeated surprise outages from unpatched workstations and a critical file server that had filled its disk during month-end close. Every incident meant an emergency call, lost billable time, and no visibility into what had actually happened or how to prevent recurrence. There were no runbooks and the previous provider kept knowledge in their heads.

Solution & Implementation

We onboarded all endpoints and servers into NinjaOne RMM with policy-driven alerting (disk >85%, CPU sustained, critical services, backup failures). We established documented monthly patching windows outside business hours, created automated health checks, and built a lightweight escalation runbook that the internal office manager could follow. Every alert includes context and a suggested first action. Onboarding included a network diagram and credential escrow handoff.

Key Technologies

NinjaOne RMMPolicy-driven alertingDocumented patching windowsRunbooks & diagrams

Outcomes & Documentation Delivered

  • 24/7 monitoring with alert-fatigue controls (only actionable items surface)
  • Outside-hours OS and third-party patching with change logs
  • Zero critical alerts or unplanned downtime in first 90 days
  • Disk and backup issues now caught days before they become emergencies
  • Complete onboarding packet + runbook left with the client
This is a representative project profile based on the type of work we deliver for Marin County and Bay Area clients. Specific client names and proprietary details are shared only during consultations under NDA.

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