01
Runs continuously
Frameworks like SOC 2 and CMMC require 12+ months of evidence. This builds that trail in the background, every day.
ScalePad workflows
Connect Lifecycle Manager to the next action.
ScalePad products work together across planning, quoting, backup oversight, and compliance evidence so MSPs can move from insight to action without rebuilding context in another tool.
Workflow Scenarios
ControlMap
3 scenariosAssets to Evidence
Automatically flow asset evidence from Lifecycle Manager into ControlMap, so controls can stay mapped, current, and audit-ready.
Compliance to RoadmapComing Soon
Turn ControlMap remediation work into Lifecycle Manager initiatives with ownership, timing, roadmap context, and client accountability.
Risk to Executive BriefingComing Soon
Bring ControlMap risk themes into Lifecycle Manager Deliverables so compliance posture becomes a clear executive narrative for QBRs.
Lifecycle Manager + ControlMap
Assets to Evidence
Automatically flow asset evidence from Lifecycle Manager into ControlMap, so controls can stay mapped, current, and audit-ready.
The integration pulls your full asset inventory (servers, VMs, workstations, network gear) into ControlMap on a schedule you set. From there, compliance checks 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. No scrambling before an audit.
Simple, two-step setup: connect Lifecycle Manager, set a scan schedule. That's it. Your clients' assets become mapped, auditor-friendly evidence automatically.
02
Surfaces problems fast
The asset view shows you exactly which systems are failing a check — so you know where to remediate before an auditor does.
03
Broad coverage
Covers the frameworks your clients care about — CIS Controls, ISO 27001, SOC 2, CMMC, NIST CSF, and more.
Lifecycle Manager + Quoter
Roadmap to Revenue
Create a quote directly from a Lifecycle Manager initiative and keep the quote linked to the originating client and roadmap recommendation.
Lifecycle Manager and Quoter connect planning with execution so MSPs can turn an approved initiative into an active quote without losing the client context behind the recommendation.
When the workflow starts in Lifecycle Manager, Quoter can use the contacts already associated with that client and attempt to match them against connected PSA records such as ConnectWise or HaloPSA. If no stronger match exists, Quoter falls back to the contact data available from Lifecycle Manager.
The result is a cleaner path from client recommendation to commercial follow-through: less context switching, better visibility, and a tighter connection between roadmaps and revenue.
01
Create quotes from initiatives
Start a new Quoter quote directly from a Lifecycle Manager initiative.
02
Use client contacts
Use existing Lifecycle Manager client contacts to speed up quote setup.
03
Keep the quote linked
Automatically link the quote back to the originating initiative after sync.
Lifecycle Manager + Backup Radar
Roadmap to Protection
Surface backup monitoring context inside Lifecycle Manager so teams can spot devices that exist in planning but are not yet covered in Backup Radar.
Connecting Backup Radar with Lifecycle Manager adds backup monitoring insights directly inside client planning, making it easier to identify devices that are not configured for monitoring.
MSPs can quickly identify backup coverage gaps across servers, workstations, and virtual machines, helping teams catch blind spots earlier and bring stronger backup visibility into client reviews.
This extends Lifecycle Manager's client view with backup context, giving teams a more complete picture of where devices are protected and where remediation is still needed.
01
Bring backup insights into planning
See backup monitoring context where roadmap and client review conversations happen.
02
Find unprotected devices
Spot devices without backup monitoring coverage, not just backup job results.
03
Speed up service reviews
Identify backup gaps during onboarding and ongoing client service reviews.
Lifecycle Manager + ControlMap
Compliance to Roadmap
Turn ControlMap remediation work into Lifecycle Manager initiatives with ownership, timing, roadmap context, and client accountability.
Coming Soon
This workflow scenario is being prepared for release. Details may evolve as the connected experience moves closer to launch.
Compliance work often fails at the handoff. ControlMap can identify what needs to happen, but that work needs to land where account managers and vCIOs actually manage client priorities: Lifecycle Manager.
This workflow is designed to turn remediation from another compliance checklist into visible client progress, with owners, timing, roadmap context, and strategic accountability attached to the next step.
Lifecycle Manager
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
Convert ControlMap action items into Lifecycle Manager initiatives where client priorities are already managed.
02
Assign ownership and timing
Give remediation work a clear owner, target window, and follow-through path instead of leaving it buried in a compliance queue.
03
Connect compliance to strategy
Show clients how remediation supports the broader lifecycle plan, not just a single framework requirement.
Lifecycle Manager + ControlMap
Risk to Executive Briefing
Bring ControlMap risk themes into Lifecycle Manager Deliverables so compliance posture becomes a clear executive narrative 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 conversation in a format executives can understand. A native ControlMap risk summary inside a Lifecycle Manager Deliverable would bring compliance posture, risk themes, and recommended next steps into the business review.
Instead of screenshots, manual exports, or a separate GRC readout, the risk story can become part of the client-facing narrative account teams already use. Risk should not live only in the compliance platform; it should show up in the business review as a clear executive narrative.
Lifecycle Manager
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
Translate compliance posture into a clearer executive summary for QBRs and strategic reviews.
02
Reduce manual reporting
Avoid screenshots, exports, and separate GRC readouts when account teams need to discuss risk with clients.
03
Tie posture to next steps
Connect risk themes to recommended actions so the conversation moves from awareness to progress.
Next Step
See where connected workflows fit your client lifecycle.
Review the product story, browse related integrations, or map the handoff with the team that owns the next action.