Windows 11 is coming fast, so is your plan to handle it. We’re excited to launch Windows 11 Insight in Lifecycle Manager, a new feature that gives you a clear view of which devices are eligible for upgrade and which ones are headed for retirement.
The Windows 11 Insights add several new flags to your client overview dashboard — giving you clear, actionable data on upgrade readiness across your entire fleet.
Here are the insights you will see on your dashboard:
⚠️ We estimate about 80% confidence in this prediction — some manual verification may still be needed.
No more cross-referencing RMM exports or running scripts. Everything is now surfaced directly inside Lifecycle Manager.
We’ve also added a new processor compatibility filter to the hardware console to make sorting devices even easier.
This works alongside a collection of new insights that automatically evaluate whether your clients’ devices are eligible for the Windows 11 update — no more toggling between RMM exports or manually checking system specs.
Whether you’re building a client report or getting a jump on QBR prep, these filters are designed to save time, reduce friction, and make you look like a hero.
This insight came straight from our community (thanks for the upvotes and real-world feedback 🙌). You asked, we built.
With Microsoft’s Windows 11 deadline approaching and hardware supply chains tightening, this feature helps you act now — not later.
Log in to Lifecycle Manager to try it out today!
ScalePad 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.
Meet the new Lifecycle Manager — a unified place to assess, plan, implement, and measure meaningful changes for your clients.
With Lifecycle Manager for client engagement, MSPs of all sizes can improve the quality and productivity of their interactions with clients, including QBR/vCIO preparation and managing the entire client lifecycle at scale. We’ve made it possible to cut QBR prep to minutes, not hours, so all MSPs, regardless of operational maturity, can reinforce their position as a strategic partner to their clients with efficiency and professionalism.
“It’s super-exciting for us to bring a platform to market and iterate that platform to solve the rapidly growing challenges of being an MSP in this highly competitive industry,” said Chris Day, ScalePad Founder and Chief Product Officer. “Rallying around their biggest asset — their people, both within their organization and their clients — to drive positive change and true impact is essential to scaling an MSP and retaining happy clients,” he continued.
The new Lifecycle Manager includes an updated interface, enhancements to existing features, and game-changing additions to bring client-focused tasks to the forefront, helping you improve client experience and reinforce your position as a strategic partner. Here’s a closer look at what you get in the new Lifecycle Manager:
We’ve overhauled the dashboard to prioritize client activity. Elements such as the Client tab now sit along the top of the dashboard, saving you time with a more efficient client-focused workflow. These small yet mighty changes help streamline how you keep a pulse on the technology health of all of your clients.
Become an expert on every one of your clients. Our enhancements to the client strategy dashboard give you a central hub for engagement and strategy on a client-based level. The information you need to inform your next QBR or vCIO meeting is at your fingertips.
The new client strategy dashboard lets you log meeting notes, store and update key contact information, and publish Action Items that can be automatically submitted as tickets in your ConnectWise Manage PSA. With these updates, we’ve eliminated the need for toggling between your PSA, notebooks, and other tools for tracking and executing meeting follow-up tasks.
We think getting buy-in from your clients on strategic initiatives should be easy. With a new layout that integrates Initiatives into Roadmaps, you can create crystal-clear plans that are easy for non-technical clients to understand and view at a glance in the day-to-day maintenance of client experience.
You can plan up to five years on Roadmaps, which our Partners love for helping their clients prepare their budgets and anticipate what comes next. By bringing Initiatives into the roadmap view, we’re helping you create those plans ever faster by simplifying the workflow. You can drop new Initiatives into existing Roadmaps, letting you respond quickly to client needs and maintain accurate work plans.
New sharing tools let you publish and send customizable Roadmap PDFs, giving you control over the level of detail displayed and a real-time presentation mode for screen sharing.
The new Lifecycle Manager enables MSPs of all sizes to communicate efficiently using a simplified data-driven approach with their clients, encouraging trust and collaboration on strategic initiatives.
“You know you’ve achieved successful client engagement when your clients start saying yes to the obvious things that are better for them (and by proxy, you),” said Day. “It’s when your team and your clients are on the same page about what is happening now, what needs to happen, and how you will get there together.”
We’ve made it possible to prepare for your next strategic conversation in a few clicks. Try out the new Lifecycle Manager today.
ScalePad now supports Microsoft Surface PCs as part of its Workstation Assurance extended warranty service inside Lifecycle Manager for US-based Partners. Coverage for Surface devices was in high demand by Partners and their customers.
“The ability to offer Workstation Assurance as a service for Microsoft Surface devices is a huge win for our Partners,” said Dan Wensley, CEO of ScalePad. “The MSP community has asked us to add support for Surfaces — we’ve listened, and our team worked to make it happen. Adding coverage for Surface devices to Workstation Assurance provides our Partners with an additional multi-million dollar revenue opportunity and increased value to clients.”
According to a Mordor Intelligence report (Surface Computing Market Insights, n.d.; 2024), the total Surface computing market is expected to grow from $81.94B in 2024 to an estimated $370.58B by 2029, with Microsoft as a dominant player in this space. As clients transition from traditional desktop workstations to mobile devices like Microsoft Surface PCs and pricier AI laptops, MSPs have sought ways to protect their clients’ investments. Adding protection for Surface PCs to ScalePad’s Workstation Assurance service closes a potential gap for MSPs and their clients.
ScalePad’s Workstation Assurance product solves three challenges for MSPs: complete protection and replacement for client devices, streamlined in-app warranty procurement and service requests, and the opportunity to generate revenue beyond device replacement. Workstation Assurance includes accidental damage protection, and with the addition of Microsoft, it now protects devices from over a dozen different OEMs.
“Thousands of ScalePad partners use Lifecycle Manager to manage, protect and extend the service life of IT assets,” stated Wensley. “Adding extended protection for Surface PCs to our Workstation Assurance service is just another way we help MSPs manage and mitigate risk for their clients by providing cost certainty, and extending the useful lifespan of these devices is the right choice for the environment too.”
Click here to get started with Workstation Assurance
Making informed IT investment decisions can be challenging for any business, so MSPs need to know their clients to help them make the right call.
That’s why Lifecycle Manager was built, to provide MSPs a centralized dashboard where they can see their clients’ entire IT environment.
The 1-click, client-friendly reports are one of the most valued features of Lifecycle Manager. They were designed to take all the asset information and share it with clients during strategic meetings. MSPs use them to drive hardware refreshes, project work, and extended warranty sales.
But because every client has different needs, Lifecycle Manager is evolving to help MSPs meet those needs. Lifecycle Manager is now introducing customizable hardware lifecycle reports.
As one of the most requested features, customizable hardware reports are now available in two different formats.
Partners can now customize the fields included in the hardware lifecycle report. For default reports which already contain asset name, user, make, serial, model, OS, age, purchase date, and warranty expiration date, Partners are now able to include the following fields:
The default settings can be updated at the client level or account level (which covers all clients), and also applied to scheduled reports.
The default format of the hardware lifecycle report is portrait. However, if the selected report fields will not fit on a portrait page, the format will automatically change to landscape.
For added flexibility, Partners can also create a fully customized report. On the hardware console, you can drill down further by filtering data, adding or removing columns, and sorting the data in columns.
Partners can create a fully customized report that is best suited for each of their clients’ needs. These reports can be downloaded directly or scheduled to be automatically sent to their clients.
For example, it’s now possible to create a report for workstations between 3 and 5 years old that do not have a warranty. This report will facilitate the replacement or warranty refresh conversation with clients as it puts the information they need to see in an easily digestible format they can understand to make an informed decision.
As with the default hardware lifecycle reports, custom reports can also be scheduled for automatic delivery to clients. The full-auto functionality means that after configuration, your clients will never miss a report. They will be sent the latest status of their assets so they can decide when and how to invest in their hardware.
Being able to create custom reports means it will be easier than ever to visually communicate each client’s unique asset situation, and discuss the best path forward whether it’s extending a server warranty, applying workstation assurance, or refreshing an asset.
Partners rave about the ability to purchase and sell-through extended warranties from ScalePad at more affordable prices than comparables from OEMs which allow them to add a healthy markup while still keeping costs down for clients.
After a refresh, the free IT Asset Disposal service makes securely disposing of retired assets a snap – just a few clicks to set a pick up and get a certificate of disposal.
Providing the best service to clients starts with strategic conversations about their current IT infrastructure. Let the customizable Lifecycle Manager hardware lifecycle reports do the talking for you and start moving clients off old, risky tech and onto the hardware to keep their business running.
Want to get started? Sign in to Lifecycle Manager to start customizing your hardware lifecycle reports. Not a Lifecycle Manager Partner? Sign up for the Free Edition of Lifecycle Manager today.
Cybersecurity is one of the most important things MSPs need to consider in their service. With cyber threats more present than ever, making sure a client’s employees are secure can save businesses a lot of money and time.
With more cyber attacks focusing on less secure small-to-medium sized businesses, MSPs need to ensure clients are training their employees to security standards.
Training your client’s employees in security measures can be the difference between a data breach and secure operations.
That’s why Lifecycle Manager is integrating with Breach Secure Now, the channel leader in cybersecurity and HIPAA compliance training.
By integrating Lifecycle Manager with Breach Secure Now, MSPs can now monitor security training from a single location.
Breach Secure Now offers in-depth training and security monitoring features to MSPs. The training features make it easy for MSPs to manage, automate, and empower employees to bolster defense of their data.
Employees are encouraged to become cyber secure by seeing how they play a role in their businesses’ security.
Now, MSPs can manage their clients’ assets and people in one place.
All you need to do is sync data into Lifecycle Manager from Breach Secure Now and data will populate in the People tab of the Client Strategy dashboard.
On the new People tab, MSPs are able to see a list of clients’ employees that include:
*Note for partners that do note have Breach Secure Now integrated, only the Name, Email, and Role columns will be populated if they exist in an integrated system.
MSPs can sort and filter the data to identify clients’ employees that require more training to keep the business secure.
They can also view Security Insights on the Client Strategy Dashboard including:
Note for partners that do not have Breach Secure Now integrated, these Insights will not be populated.
The new integration saves MSPs time by automatically populating training results in Lifecycle Manager. This allows staff to prepare for client meetings with comprehensive information on a clients assets and the people that use them from one, easy to use, app.
Clients can maintain a better security posture and expand the visibility of their clients beyond assets, including people and security.
Get started today by signing into Lifecycle Manager and integrate Breach Secure Now.
Asset management can be a huge challenge for MSPs of all sizes. That’s why so many use Lifecycle Manager as a way to automate the monitoring process and keep track of workstations, servers, and networking devices.
Automated asset monitoring saves your staff time and your business money, by keeping accurate records of everything in your clients’ IT environment.
Now, Lifecycle Manager is integrating with Fortinet’s FortiGate Cloud service to allow Partners to more effectively and efficiently track their Fortinet networking devices.
FortiGate Cloud is one of our Partners’ primary tools for tracking their clients’ network devices. With this new integration, Lifecycle Manager is expanding to give MSPs a more holistic view of their clients’ assets.
Or better yet, what can MSPs stop doing with this integration?
Prior to this new integration, Lifecycle Manager Partners were required to manually add Fortinet FortiGate Cloud networking devices manually to their PSA. Once devices were added, we would bring this device information back into Lifecycle Manager. We understand that while the method worked, it wasn’t very scalable for MSPs managing several clients with dozens to thousands of assets, so we found a better way to do things.
This integration will also enhance MSPs’ ability to track warranty information and the ability to push this data back into their PSAs and RMMs via a two-way sync. This has been highly requested by Lifecycle Manager users.
By integrating both services, MSPs can see a comprehensive view of their clients’ assets all in one place and, of course, significantly faster and easier.
Devices tracked include:
FortiGate Cloud is a premier provider of networking devices to MSPs and managing these devices is essential to delivering superior service to clients. The ScalePad Way is to automate as much mind-numbing work for our MSP Partners as possible, so they can focus on what’s important.
Also, FortiGate Cloud was a highly requested integration by Lifecycle Manager Partners. Our in-app “Feature Request” board received hundreds of requests to include network device warranty information and hardware details into Lifecycle Manager. You asked, we listened.
Get started by signing into Lifecycle Manager and integrate FortiGate Cloud today.
From asset data to compliance controls, MSPs are tasked with providing their customers with the best support for their operational information. To add to the complexity, MSPs already have too many systems and programs, and it takes manual work to integrate these unique applications.
So, how can MSPs harmonize asset and company data with security operations?
Enter: A ControlMap and Lifecycle Manager integration.
Within the ControlMap platform, users can connect to Lifecycle Manager (via their ScalePad account). This enables users to sync both asset data and company data to a robust compliance operations application, streamlining the process for applying cyber security controls to the applied data.
Upon successfully connecting ControlMap to Lifecycle Manager, customer data populates in a dashboard, showing all information in a single view.
This data can then be mapped to certain controls within the ContolMap platform. Moreover, compliance checks for antivirus, warranty, encryption, and patches will indicate whether assets pass or fail.
ScalePad’s Lifecycle Manager provides dozens of powerful integrations to RMMs, PSAs, and other tools that make MSP life easier. ControlMap now leverages these integrations to ingest company and asset data into the ControlMap platform and apply GRC workflows to this data.
By connecting Lifecycle to ControlMap, users will be able to sync company and asset data from PSA and RMM systems. Savvy MSPs want their unique systems to connect, saving time and modernizing operations. The integration between ControlMap and Lifecycle Manager allows users to leverage data from both systems, attributing assets and company data (within ControlMap) as evidence for their compliance program.
Additional benefits include:
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, boosting compliance operations an
Want to get started? Sign in to ControlMap to integrate Lifecycle Manager (via your ScalePad account). Not currently using Lifecycle Manager? Sign up for the Free Edition of Lifecycle Manager today.
Disposing of old hardware can be a time-consuming process for MSPs. The effort required to go through the disposal process can lead many MSPs to put it off. That’s why so many MSPs end up with the dreaded “back room” full of old hardware.
On top of that, MSPs are stuck using prehistoric methods for data destruction. Now MSPs have a modern solution to clean out those stockpiles and solve this age old problem.
ScalePad is proud to announce our new and improved IT Asset Disposal service. The asset disposal service in Lifecycle Manager now does all of the heavy lifting for you.
IT Asset Disposal is now free for our Lifecycle Manager Pro users based in the United States (on a current term subscription). There are no hidden shipping charges; you book it all in-app, so disposal is now easier than setting up a local pickup.
We’ve expanded support beyond just workstations. IT asset disposal now supports workstations, servers, tablets, hard drives, switches, network devices, IP phones, monitors, and scanners. Peripherals? Send them too. Just not printers or UPSes, please.
With ScalePad’s IT asset disposal, you aren’t just saving money, but creating opportunities to generate new revenue. With efficient disposal, your team can focus on projects that create revenue. Because asset disposal is free, MSPs can earn revenue by including it as a line item for all new assets (like a recycling fee), or by adding a disposal fee as part of the replacement process for end-of-life assets.
ScalePad provides a validated certificate of destruction at the end of the process. MSPs can trust that any data on the assets is being erased to NIST 800-88 standards. The certificate can be viewed in the Lifecycle Manager dashboard once the process is complete. All assets are disposed of at an R2 certified facility, ensuring that data is disposed of effectively.
Help contribute to the reduction of e-waste all while disposing of your old hardware. ScalePad has partnered with veritree to plant a new tree for every asset disposed of. Lifecycle Manager even tracks the amount of total trees your account has planted, as well as other stats, right in the dashboard.
In the Marketplace tab in Lifecycle Manager, select IT Asset Disposal. Once you’re in, identify all the asset types you want to dispose of and note how many of each. Then print the shipping labels, and schedule the time for UPS to pick up. Once assets are disposed of, you can generate a certificate of disposal.
Want to get started? Sign into Lifecycle Manager to begin your first free disposal order.
