Strategic IT Roadmapping

Build Roadmaps That Drive Clients Forward

Use Lifecycle Manager to collaborate on long-term IT strategy, connect tech investments to business outcomes, and make proactive planning effortless.

Get a Demo

What Your Clients Want

A proactive technology strategy

Clarity on why it matters

Collaborative, flexible planning

Visually plot IT initiatives up to 5 years out

Roadmaps help clients plan, budget, and grow with confidence.

Tie each recommendation to real business outcomes

In Lifecycle Manager, tag initiatives with client goals so they can see the impact of your technology project.

Edit together in real-time

Turn client meetings into collaborative sessions with the ability to live-edit roadmaps using Presentation Mode.

Before Lifecycle Manager

After Lifecycle Manager

Disconnected assessments, PDF quotes, and spreadsheets

One connected roadmap

Project recommendations presented without timelines or context

Prioritized initiatives, spaced over time

Clients unsure what to prioritize — or why

Initiatives defined by client business goals

Roadmaps (if any) shared once, then quickly out of date

Collaborative roadmaps you can present and edit in real time

What MSPs Are Saying

“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, TransformITive Inc.

“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

Related Features

Roadmaps
Plot recommendations across a clear visual timeline with budgets and priorities that make sense to your clients.

Goals
Tie initiatives to client-defined goals to show how your projects help them succeed.

Reports
Generate branded PDF versions of roadmaps to include in business reviews or project approvals.

Presentation Mode
Review and adjust the roadmap live with your clients — working towards alignment in real time.

Start Building Strategic Roadmaps

Show clients where their IT investments are going — and why.
Book a personalized demo with a product specialist to learn more.

Get Started