HaloPSA shops using Lifecycle Insights, the ScalePad Lifecycle Insights development team has what you need – a revamped and vastly improved integration with HaloPSA that will speed your team’s workflow by allowing you to create HaloPSA tickets and opportunities from inside Lifecycle Insights, as well as view linked HaloPSA data inside LCI.
For everyone else who wants to know what’s new, read on!
Indeed there are; you will have to enable Lifecycle Insights as an integration on the HaloPSA side, and then configure data points in Lifecycle Insights. Please read this Help Center article with specific instructions on how to do this:
Getting really close! Here’s what’s included in the scope of this update:
We’ve called this Phase 1 because we wanted to bring these pieces to you as soon as we were able. Phase 2 is already in development, and that will include contract syncing.
You’ll find this under vCIO > MSP Reports > Linked PSA Data (https://app.lifecycleinsights.io/linkedpsadata) at the bottom of the left-side menu.
Click, and within you will find both Linked PSA Tickets and Linked PSA Opportunities:
The Ticket Id and Opportunity Id fields (third column from the left on both the https://app.lifecycleinsights.io/linkedpsatickets and https://app.lifecycleinsights.io/linkedpsaopportunities pages) will have links to your respective HaloPSA tickets and opportunities.
We know there is a lot of value in linking PSA tickets to the assessments, business reviews, and recommendations you make in LCI, and having PSA opportunities linked to recommendations too. Depending on your workflow, having these linked from LCI is probably the best way for your team to take action on items that come from planned client conversations.
This is at the end of the video (4:11) but thought it was worth showing you where everything linked resides first.
Depending on your workflow, you may want to create tickets right from the Asset List in LCI (https://app.lifecycleinsights.io/assetlist). You can now create tickets on assets from the List, and then have them tied in to the specific asset in HaloPSA.
Tickets are two-way synchronized – if you’ve created tickets on assets in HaloPSA, the same tickets will appear listed against the assets in LCI as well.
Keep in mind that a PSA ticket can only be created if a single asset is selected in the asset list, so if you’ve selected more than one asset from the list you’ll be prompted to deselect until you just have one.
Want to read all about HaloPSA ticket creation in Lifecycle Insights? This Help Center article has you covered: https://help.lifecycleinsights.io/hc/en-us/articles/35591485413787-Creating-HaloPSA-Tickets
Assessments establish the baseline, and help track moves from a starting point to a target so you can help your clients achieve their business goals. You and your team can now create HaloPSA tickets right from Assessments:
When would we see you using this? Something minor at a ticket level, or something that’s not billable outside the agreement are where you’d likely want to take action right from an Assessment without going through a full-on Recommendation (and creating the associated Opportunity in PSA).
You’ve taken your clients on an assessment journey, built a plan, and created recommendations for follow-up action. To get these moved ahead, you likely want to create opportunities in your PSA, and we now Halo users can do this in LCI too.
Here’s how they appear in the Recommendations list:
When you’re in an LCI Recommendation, you can either create a ticket – perhaps for something minor, like you would on a specific asset – or create a PSA Opportunity:
Avoid suffering the slings and arrows of outrageous fortune, and keep your reviews and recommendations linked in PSA. Specific guidance on linking (and unlinking, if you like, because you can only have one linked Opportunity per associated Recommendation) is here in our Help Center: https://help.lifecycleinsights.io/hc/en-us/articles/35592976340379-Halo-Opportunity-Integration
What’s up next for Lifecycle Insights? HaloPSA contract syncing is in Phase 2, and that is underway now; barring disaster, you will see that complete in May. And yes, for the cynics out there, that’s next month in May 2025.
Like what you see? Feel like we’re still missing something? If you’re a ScalePad Partner, we want to hear from you – please comment and let us know on this Community post.
Not a using it yet and want to see what you’re missing with Lifecycle Insights? Speak to your ScalePad Account Manager, or request a demo today.
Happy Lifecycling!
See Lifecycle Insights in actionScalePad has launched the next step towards a unified experience across our product suite – the ScalePad Hub. Now, all ScalePad app users have access to all of their products through a single centralized account, which we’re calling the ScalePad Hub.
The ScalePad Hub is a centralized portal for all ScalePad apps – it is the entry point into the ScalePad app ecosystem for Partners. It’s the first step in our vision of an integrated product suite that allows seamless flow of crucial data & information between our apps.
We strive to provide our Partners with the most advanced automation so they can spend less time cobbling together data and more time on high-value work that supports their clients. The ScalePad Hub is a stepping stone into tighter app integrations, expanded automation, and an enhanced experience for all of our Partners – something we’re calling the ScalePad OS. We have lots more in store (read more at the bottom of this update) and the ScalePad Hub is the foundational first step.
The Hub grants ScalePad Partners the following:
Partners with subscriptions to multiple ScalePad applications can now quickly navigate between apps without the need to sign in to separate app-specific portals. Users will only have to sign in to the ScalePad Hub once to have access to all of their apps from their account by centralizing the access point for all the apps, Partners no longer have to store multiple app-specific credentials or bookmark several sign in pages – every ScalePad app can be accessed from a single screen (or pane of glass for those who prefer the term… we know it’s polarizing).
From within any ScalePad account, users can seamlessly navigate to their other subscriptions. Partners only need to click the Bento Box menu in the top nav to quickly open any of their other subscribed apps. A centralized sign in streamlines app switching as there is no longer the need to enter another set of credentials from another sign in page.
The ScalePad Hub is the portal for adding new users and granting them permission to access the apps necessary for their role and responsibilities. Admins are able to manage their ScalePad app users from one place, easily update their entitlements, and enforce security settings for MFA and SSO. Individual users can update their profile details, password, and MFA settings all in the ScalePad Hub.
Note that access permissions to specific features in each app are still configured in each app. The ScalePad Hub simply adds (or removes) users to each Partners ScalePad account. The individual app-based permissions are still managed in each app. For more details, visit our new ScalePad Hub help center.
Within the ScalePad Hub, Partners are able to manage their ScalePad app subscriptions and entitlements. On the Billing tab, you will be able to view details of your current ScalePad subscription, manage your plans, and even add new ScalePad apps into your stack.
The URL for the ScalePad Hub is app.scalepad.com. As of November 20, 2024, all users signing into their ScalePad apps will be automatically redirected to app.scalepad.com for sign in.
From within your ScalePad apps, clicking on the ScalePad icon in the top nav bar will take you back to the Hub.
We have answers! Visit this FAQ to find the answer to all your questions about the ScalePad Hub. You can also find more detailed information in our new ScalePad help center or get in touch with our team at [email protected].
The launch of the ScalePad Hub sets the stage for unifed billing. Over the next few weeks, we’ll be migrating to a centralized billing system so Partners can manage all of their app subscriptions in one place. Keep an eye out for in-app messages as we migrate each apps billing to the ScalePad Hub.
At the ScalePad Innovate event in June, we outlined our vision for the ScalePad platform – a deeply integrated suite of apps that helps MSPs truly grow while providing the highest level of service to their clients. The Hub is just the first step towards achieving this vision.
We’ll continue working on the rest of the ScalePad vision, which includes developing the ScalePad OS to unify integrations in the Hub instead of each separate app. This is a critical piece of our platform that will connect your tech stack to all of our apps internally to allow free flow of information to eliminate information silos. Keep an eye on our updates page for more exciting releases as we continue rolling out enhancements to our product suite.
ScalePad will be hosting our next All Partners Conference, Ignition, on January 23. Join us as we bring insight into the key trends, challenges, and opportunities for MSPs. We’ll also be giving a peek into our 2025 product roadmap. Register here to save your seat for this virtual event.
ScalePad is excited to announce that Lifecycle Insights Partners now have a way to help their clients reduce the possibilities of security breaches through integrating with Hook Security.
The integration enhances your team’s visibility into your clients’ security awareness training performance.
Now, MSPs can quickly highlight their clients’ riskiest users and create client reports directly in Lifecycle Insights, strengthening security training and compliance conversations during strategic conversations and QBRs.
Hook Security is a psychological and behavioral science software provider focused on solving two distinct issues in the security awareness training industry. They create effective training experiences based on the latest psychological research, and provide access to businesses of all sizes.
Hook believes fighting cybercrime starts with your people, so they aim to create security awareness training that employees actually love. They create personalized training experiences to effectively train employees on security awareness.
Hook Security provides the complete toolkit for any company to create a healthy security-aware culture. The platform includes everything MSPs need to train end-users to mitigate end-user risks including:
MSPs can use the platform to implement a comprehensive security awareness program to train clients quickly and easily, reduce phishing vulnerabilities, and effectively monitor ongoing risk in clients.
On a client level, MSPs can access the security awareness performance in More Reports or Report Builder to identify areas for client improvement. Partners can view overall phishing click-rate and overall training status for each end client.
Easily drill-down by individual user to see who is up-to-date on training and who may need a refresher based on phishing results.
Within the Lifecycle Insights, client security training information is synced in from Hook Security including the
MSPs can sort and filter the data to identify clients’ employees that may require more security training to keep their organizations secure. Constant follow-up to remove risk creates an overall stronger security posture for each client.
MSPs can also confirm users are enrolled in Hook Security and those who aren’t through a simple color coded table to ensure no end-users miss any required security training.
Getting the data is great, but transforming that into actionable steps is what makes the Hook Security integration with Lifecycle Insights so powerful. It provides actionable intel to vCIOs and Account Managers so they can have the necessary conversations with clients to identify where they are on their security journey and keep them secure.
Integrating both platforms helps MSPs provide a top-tier service to clients. This integration will help build a trusted and reliable relationship with your clients.
Want to get started? Sign in to Lifecycle Insights to integrate Hook Security. Not a Lifecycle Insights Partner? Book a demo today.
Security has become one of the most important factors for MSPs and their clients. Despite time and effort put into strong data security measures, human error can still be a common cause of a data breach.
ScalePad is excited to announce that Lifecycle Insights Partners now have a way to reduce the possibilities of security breaches through integrating with INFIMA.
INFIMA brings easy security awareness training to your MSP with a 3-click automated process. It cuts down on manually running training and reduces security related service tickets.
The Lifecycle Insights integration with INFIMA enhances your team’s visibility into your clients’ Security awareness training performance.
Now, MSPs can quickly highlight their clients’ riskiest users and create client reports directly in Lifecycle Insights, strengthening security training and compliance conversations during strategic conversations and QBRs.
INFIMA simplifies and streamlines security awareness challenges for MSPs. It offers Office 365 and Google Workspace integrations, so MSPs can onboard new clients in just three clicks. You’ll cut hours-long processes down to minutes.
INFIMA merges the latest insights on security and behavioral science to test and train every one of your end users. All of this happens without your team having to lift a finger.
Every curriculum maps back to your white labeled security awareness training policy, designed to align with every major framework including NIST, CIS Controls, HIPAA, and PCi.
MSPs can train their end users on the latest cyber threats while aligning their learning objectives to major security regulations and frameworks.
MSPs can test your end clients’ users with simulated phishing attacks that are taken from the best of those out in the wild.
With INFIMA, every step is fully automated. This means start to finish is done – creating, sending, tracking, and reporting of every training course and every simulated phishing attack.
Access security awareness performance for each client to identify areas for improvement. Partners can view the phishing click-rate and overall training status for each end client.
Easily drill-down by individual user to see who is up-to-date on training and who may need a refresher based on phishing results.
MSPs can also confirm users are enrolled in INFIMA and those who aren’t through a simple color coded table to ensure no end-users miss any required security training.
Getting the data is great, but transforming that into actionable steps is what makes the INFIMA integration with Lifecycle Insights so powerful. It provides actionable intel to vCIOs and Account Managers so they can have the necessary conversations with clients to identify where they are on their security journey and keep them secure.
Ready to get started? Sign into Lifecycle Insights and integrate INFIMA today.
Conducting surveys can be a difficult process. Asking your customers the right questions at the right time can give your team critical feedback. But for many companies, getting survey responses is difficult and unreliable.
MSPs need a solution, so Lifecycle Insights is proud to announce a new integration with Simplesat.
Simplesat is a survey tool that lets businesses conduct simple and accessible customer surveys. With an easy to use and customizable survey creator, MSPs can get all the feedback they need to make informed decisions.
With Simplesat, MSPs can skip the common roadblocks they run into with other survey solutions. Users get benefits like:
Using Simplesat’s surveys, MSPs can collect customer feedback to better measure their service level. Simplesat makes it easy to see metrics like:
MSPs can also include CES questions in their surveys. This allows businesses to measure the effort it takes customers to use your product or service. CES also measures how easy it is to get issues resolved by your customer support team.
Simplesat’s reporting tools gives businesses an inside look into the data they collect with reports.
Survey insights let you use filters to focus on the data that matters most. You can even drill down into specific questions and answers to get more details and transparency.
Export reports into a variety of forms to make sharing with your team and clients easier than ever.
Access the CSAT and NPS data directly from Simplesat directly from the Lifecycle Insights app with the new integration.
Collecting data is helpful, but transforming it into actionable steps is what makes the integration with Lifecycle Insights so impactful.
With customer and employee data, MSPs can develop a plan to fix areas that need work or improve their strengths
Want to get started? Sign into Lifecycle Insights and integrate Simplesat today.
Scaling up your MSP takes more than just improving services and technology. In order to get to the next level, MSPs need data on both customers and their own staff.
It’s vital for MSPs to know how clients feel about the service they receive so your team can adjust and improve. That means your MSP also needs to be able to track staff performance to make sure your goals are being achieved.
That’s why Lifecycle Insights is now integrating with Crewhu, the customer satisfaction and employee recognition platform built for MSPs. Crewhu makes it easy for MSPs to monitor engagement with clients and excite their team.
With its focus on performance metrics, Crewhu allows MSPs to see the stats of individuals and teams with dashboards, reports, and scored leaderboards.
Customers are able to give feedback on the service they get and the staff they work with through one-click surveys. You can see how each one of your customers are engaged with your employees.
MSPs can gauge customer satisfaction and employee performance to see how they correlate with each other.
With that data in hand, MSPs can use Crewhu’s tools to gamify tasks and projects by key metrics and goals. By creating a gamified system around these metrics, MSPs can drive improved performance from their teams. It makes hitting metrics more engaging, and even fun, for staff.
Develop goals and gamify the progress tracking toward those goals to keep your team engaged and focus on the key metrics that matter.
Celebrate your wins daily with more opportunities for employee recognition. Your team can earn points by delivering high quality customer service and delivering on your company’s core values. Those points can be redeemed in the Crewhu store for a variety of prizes.
Gamified metrics and contests make it easier to recognize the hard work employees put in and reward the team. Managers can even view dashboards that track points awarded to their team.
Crewhu has a proven track record of improving MSPs’ customer satisfaction scores (CSAT) and net promoter score (NPS). MSPs that have used Crewhu have seen that the focus on specific metrics would influence their team’s behavior. Improvements to existing processes would be prioritized, resulting in improved results across the board.
The Crewhu integration helps MSPs deliver a top-tier experience. And it helps develop client relationships to be stronger than ever before.
In fact, many Lifecycle Insights Partners asked for it!
They want to be able to include the Crewhu customer satisfaction information in their business reviews and reports.
MSPs can get access to CSAT and NPS data directly from the Lifecycle Insights app. From there, Lifecycle Insights provides actionable intel to vCIOs and Account Managers.
Getting the data is great, but transforming that data into actionable steps is what makes the integration with Lifecycle Insights so impactful.
Get the customer and employee data you need, faster and easier than ever before. Develop a plan to address the areas that need work or make your strong areas even stronger.
Want to get started? Sign into Lifecycle Insights and integrate Crewhu today.
