Tools that Talk to Clients
Click to enlargeYour Client Dashboard
Here you’ll get an overview of your client’s assets and Insights on what may need your attention.Digital Maturity Index™
This score benchmarks your clients against industry standards, almost like a credit score. It’s a quick reference point to see if a client is in good standing or needs some attention.
Click to enlargeScorecards
Client-Facing ScorecardGet a clean, clear, and colorful Scorecard layout that shows clients what you want to focus on. The page includes their DMI™ score at the top, and each Scorecard includes:• Priority level
• Rating of current situation
• Summary• Budget
• Recommendation
Click to enlargeRoadmaps
Client-Facing RoadmapWork in real-time with your clients to establish a timeline that works best for them. Roadmaps allow you to plan Initiatives each quarter up to five years in advance so they can budget for upgrades, replacements, and extending warranties on hardware
Click to enlargeClient Hardware Dashboard
See details on hardware assets. Here you can filter the data depending on what you’re looking for.Hardware Lifecycle Report
Generate a clean, easy-to-understand report that includes graphic visuals indicating the overall health of the hardware, the specific details of the hardware, and a budget prediction at the end.
Click to enlargeClient Software Dashboard
Look into the status of software assets. Popular software metrics are featured at the top.Software Summary Report
Structured like the Hardware Lifecycle Report, this gives your clients a high-level view that still has all the details if they want them. This report makes it easier to identify devices with an aging OS, or if the version of their endpoint is actually supported or not.
Click to enlargeWarranties
See what warranties you can propose to your clients. Sort by servers, networking equipment, and workstations.Proposal and Purchase
This PDF proposal will include each item, the service level of the warranty, and the cost for them which includes your markup. Once approved, purchasing is just a few clicks away with the asset location and credit card.
Start Talking to Clients With Lifecycle Manager
Sign up for Lifecycle Manager Free Edition and populate your dashboards with your own client data. You’ll have access to DMI™ for all your clients, and Scorecards and Roadmaps for one client.
Sign Up for Free
