01
Runs continuously
Frameworks like SOC 2 and CMMC require 12+ months of evidence. This builds that trail in the background, every day.
SCALEPAD CS WORKFLOWS
Connect every client insight to the next action.
ScalePad CS works with SaaS Manager and ControlMap, connecting software and AI usage visibility and compliance data - in one connected workspace. MSPs can now easily move from insight to action without ever switching tools.
Workflow Scenarios
ControlMap
3 scenariosAssets to Evidence
Automatically flow asset evidence from ScalePad CS into ControlMap, so controls can stay mapped, current, and audit-ready.
Compliance to RoadmapComing Soon
Turn ControlMap remediation work into ScalePad CS initiatives with an owner, timing and roadmap context.
Risk to Executive BriefingComing Soon
Bring ControlMap risk themes into ScalePad CS Deliverables, so compliance posture becomes a clear story for QBRs.
ScalePad SaaS Manager
2 scenariosSee what they use—and plan what’s next.
SaaS Manager tracks desktop, browser apps and AI usage across every client, and ScalePad CS shows it next to hardware, roadmap, and budget data. Bring those findings into your next QBR, and show clients exactly where to cut, keep, or invest.
From endpoint to insight (no tool hopping required.)
Connect SaaS Manager to ScalePad CS and lead every client conversation with real usage data, not assumptions.
ScalePad CS + ControlMap
Assets to Evidence
Automatically flow asset evidence from ScalePad CS into ControlMap, so controls can stay mapped, current, and audit-ready.
The integration pulls your full asset inventory (servers, VMs, workstations and network gear) into ControlMap on a schedule you set. Compliance checks then run automatically and map directly to framework controls. Antivirus status maps to CIS Control 10.1. Asset inventory maps to CIS Control 1.1.
No manual evidence gathering and no scramble before an audit. Setup takes two steps: connect ScalePad CS and set a scan schedule. Your clients' assets become auditor-ready evidence automatically.
02
Surfaces problems fast
The asset view shows which systems are failing a check, so you can fix them before an auditor finds them.
03
Broad coverage
Covers the frameworks your clients care about, including CIS Controls, ISO 27001, SOC 2, CMMC and NIST CSF.
ScalePad CS + Quoter
Turn your roadmap to revenue with automated quoting.
Create a Quoter quote directly from any ScalePad CS initiative, with the client and the recommendation behind it already attached. Contacts carry over automatically, so you spend less time switching tools and more time closing.
Coming Soon
This workflow scenario is being prepared for release. Details may evolve as the connected experience moves closer to launch.
01
Build quotes from the initiative
Start a new Quoter quote directly from a ScalePad CS initiative.
02
Reuse client contacts
Use existing ScalePad CS client contacts to set up quotes faster.
03
Keep quotes linked to clients
Quotes get tied back to their initiative automatically after sync.
ScalePad CS + Backup Radar
Backup health, built into every plan and QBR
Connect Backup Radar to ScalePad CS to bring backup monitoring into client planning. Spot coverage gaps across servers, catch missed backups earlier, and bring backup visibility into client reviews.
01
See backup data where you plan
Capture backup monitoring next to roadmaps and client reviews.
02
Find unprotected devices
Spot devices with no backup monitoring, not just job results.
03
Faster service reviews
Find backup gaps during onboarding and ongoing client reviews.
ScalePad CS + ControlMap
Compliance to Roadmap
Turn ControlMap remediation work into ScalePad CS initiatives with an owner, timing and roadmap context.
Coming Soon
This workflow scenario is being prepared for release. Details may evolve as the connected experience moves closer to launch.
Compliance work often stalls at the handoff. ControlMap identifies what needs to happen, but that work belongs where account managers and vCIOs manage client priorities: ScalePad CS.
This workflow turns remediation from another compliance checklist into visible client progress, with an owner, timing and roadmap context attached to every next step.
ScalePad CS
Customer Success Platform
ControlMap
Compliance, vCISO & GRC
These workflows connect ScalePad products around a shared client outcome, so planning, operations, sales, and compliance teams can act from the same context.
01
Move work into the roadmap
Turn ControlMap action items into ScalePad CS initiatives, next to the client's other priorities.
02
Assign an owner and timing
Give remediation work a clear owner and target window instead of leaving it in a compliance queue.
03
Connect compliance to strategy
Show clients how remediation fits their broader roadmap, not just one framework requirement.
ScalePad CS + ControlMap
Risk to Executive Briefing
Bring ControlMap risk themes into ScalePad CS Deliverables, so compliance posture becomes a clear story for QBRs.
Coming Soon
This workflow scenario is being prepared for release. Details may evolve as the connected experience moves closer to launch.
Risk is most useful when it reaches the client in a format executives understand. A native ControlMap risk summary inside a ScalePad CS Deliverable brings compliance posture, risk themes and recommended next steps into the business review.
No screenshots, manual exports or separate GRC readouts. The risk story becomes part of the client-ready deliverable your team already presents.
ScalePad CS
Customer Success Platform
ControlMap
Compliance, vCISO & GRC
These workflows connect ScalePad products around a shared client outcome, so planning, operations, sales, and compliance teams can act from the same context.
01
Make risk client-ready
Turn compliance posture into a clear executive summary for QBRs and strategic reviews.
02
Cut manual reporting
Skip screenshots, exports and separate GRC readouts when discussing risk with clients.
03
Tie posture to next steps
Link risk themes to recommended actions, so the conversation moves from awareness to progress.
ScalePad CS + ScalePad SaaS Manager
See what they use—and plan what’s next.
SaaS Manager tracks desktop, browser apps and AI usage across every client, and ScalePad CS shows it next to hardware, roadmap, and budget data. Bring those findings into your next QBR, and show clients exactly where to cut, keep, or invest.
ScalePad CS
Customer Success Platform
ScalePad SaaS Manager
SaaS Management
These workflows connect ScalePad products around a shared client outcome, so planning, operations, sales, and compliance teams can act from the same context.
01
Add usage to every QBR
Include SaaS usage in deliverables (without any copy + paste).
02
Guide software investments
Base licensing decisions on real client usage stats and findings.
03
Get a portfolio-wide snapshot
Compare usage for one client or all of them to see where to start.
ScalePad CS + ScalePad SaaS Manager
From endpoint to insight (no tool hopping required.)
Connect SaaS Manager to ScalePad CS and lead every client conversation with real usage data, not assumptions.
ScalePad CS
Customer Success Platform
ScalePad SaaS Manager
SaaS Management
These workflows connect ScalePad products around a shared client outcome, so planning, operations, sales, and compliance teams can act from the same context.
01
Silent rollout
Deploy through your RMM. Clients never see a prompt or pop-up.
02
See what's unapproved
Find unapproved apps and AI tools, whether installed or in the browser.
03
Shape the roadmap
Plan software decisions alongside hardware, security and budget.
ScalePad CS + ScalePad CSAT
Feedback to Action
Bring every survey response into ScalePad CS client records, analytics and QBRs, so client sentiment sits next to the roadmap it should inform.
With ScalePad CSAT and ScalePad CS, every survey response attaches to the client, ticket, and technician. Satisfaction trends flow into Client Analytics and QBRs, allowing you to measure, attribute, and action any feedback immediately.
ScalePad CS
Customer Success Platform
ScalePad CSAT
Customer Satisfaction
These workflows connect ScalePad products around a shared client outcome, so planning, operations, sales, and compliance teams can act from the same context.
01
Feedback on the client record
See survey results next to the agreements, roadmaps and budgets they should inform.
02
Proof in every QBR
Show clients their own satisfaction trend alongside the roadmap.
03
Act before renewal
Neutral and negative ticket ratings alert the account manager the same day and land in a Needs Attention view.
Next Step
Learn how connected workflows can supercharge your client relationships.
Explore the platform and browse integrations with a product expert.