ScalePad’s Automation Solution Handbook
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Roadmaps

Organize technology plans for up to five years into the future

Help your clients visualize their technology plan and budget for the future with flexible and instantly shareable Roadmaps that get everyone on board for proactive IT services.  

Enhance the client experience with flexible planning

Create Roadmaps with your Initiatives within the same screen view. Drag and drop Initiatives to respond flexibly to client budgets, timelines, and goals. Instantly present plans in white-labeled PDFs or Presentation Mode. 

Collaborate proactively on short and long-term projects

Use Roadmaps to help clients visualize projects up to five years in advance. Establish their timeline, budget, and priority to build the perfect technology maturity Roadmap for any business as they grow. Work together and you’ll become an indispensable part of your clients strategic planning and improve their IT experience.
The summaries are technical enough to be relevant but not a snooze-fest for our clients. It strikes the perfect balance of where clients are at, what they need to do, and how much it’ll cost.
Aaron Waters
President, Rayne Technologies
Sharing Roadmaps in real time lets us really dig in with a client. We can get instant approval and make sure we’re all on the same page.
Joe Markert
CEO, Function One

Visualize budgets to illustrate value

By revisiting Roadmaps on a regular basis, clients can see the individual cost of various projects in different categories, as well as the overall projected cost quarterly and annually. Build mutual understanding — and trust — with your clients as they see exactly what’s in store for the future. 

Plot your Initiatives 

You can add, customize, and organize Initiatives directly in Roadmaps to save clicks on strategic planning.

Present with professionalism

Flip between Roadmaps and Scorecards in Presentation Mode and send client-friendly, white-labeled PDFs.

Plan and prioritize dynamically

Break out your Initiatives into quarters on your client's timeline. Use visual cues to highlight project urgency and prioritization.  
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