ScalePad Major Product Update Fall 2022

MSPs that use Lifecycle Manager do more with their clients — more projects, more replacements, and more extended warranties. New Scorecards and Roadmaps automate QBR prep to help you unlock even more opportunities to improve your clients’ IT and generate new revenue.
Scorecards
Roadmaps
Updated Insights
In-app Product Feedback System
Integration Enhancements
Dashboards and Automated Company Assigment

Scorecards

It’s easy to overload prospects and existing clients with technical assessments of their environment leading to analysis-paralysis and a poor IT experience. We’re always looking for new, effective ways to show their clients risks and opportunities to get them to take action. Our new Scorecards present clients with a visual assessment of their technology while eliminating hours of prep time.

Simple and easy-to-understand assessments for clients
Use a color-coded, 5-point scoring system for each category along with their DMI™ score to show clients the risks & improvement opportunities in their IT environment.

Less time preparing and more time conversing
Automatically generate Scorecards from data in Insights and add customized categories to produce a visual assessment across any category in clicks.

Achieve next-level collaboration with your clients
Quickly share beautiful assessments with your clients in real-time or as a PDF.

Get the details:

Simple and easy-to-understand assessments for clients

We’ve launched Scorecards to assess IT categories using data within Insights and customizable categories. Visual scores, bite-sized summaries, and investment details give your clients exactly the information they need to make informed decisions.

Less time preparing and more time conversing

Preparing for QBRs or strategic meetings is no easy task; they require hours of time and expensive vCIOs to implement every quarter. Slash preparation time by engaging your team in-platform while leveraging ScalePad’s automation - four categories of scorecards can be automatically created in one click. Custom categories can be created in just a few clicks and keystrokes. Your team will spend more time talking to clients instead of preparing reports. 

Achieve next-level collaboration with your clients

Visual tools engage your clients. Share a scorecard online or as a PDF. Your clients instantly see and understand the risks and improvement opportunities in their business operations. They’ll want to collaborate with your MSP to make short and long-term strategic decisions that maintain and improve their IT environment. Got a prospect? Share a scorecard to spark a conversation about next steps working together.

Check out Scorecards in action

“Scorecards are simple, color-coded, and straight to the point. It shows what we’re talking about, where we’re at, and how much it costs.”

- Aaron Waters President, Rayne Technologies

Roadmaps

Delivering a well-functioning, modern IT environment, requires a client to say “yes” to your initiatives both now and in the future. Clients need to see these initiatives mapped to a plan so they are prepared to shed risk and stay productive. We’ve released Roadmaps to visualize your clients’ initiatives, and keep them prioritized, on budget, and on track.

Instantly create Roadmaps to keep clients online
Plot and visualize IT Initiatives on the Roadmap to reach agreement with clients on priorities, timelines, and budget requirements.

Create upgradeable clients
Manage and prioritize key Initiatives based on current risk or budgetary requirements to ensure clients are upgradeable when they need to be to stay productive.

Achieve next-level collaboration with your clients
Quickly share and update roadmaps with your clients in real-time or as a PDF.

Get the details:

Instantly create Roadmaps to keep clients online

Roadmaps gives you the ability to create, publish, and deliver IT plans on a quarterly timeline directly from your own Initiatives or automatically suggested Initiatives based on key Insights. Drag and drop Initiatives into timelines of up to 5 years to meet your clients needs and operating requirements so they enjoy maximum uptime.

Create upgradeable clients

Clients hate to be surprised with a massive quote for an IT project they were not expecting. A simple visualization of long-term plans, bite-sized summaries, and clear quarterly budget requirements give clients the essential information they need to approve Initiatives. They’ll say “Yes” to investing in their IT environment when they need to.

Achieve next-level collaboration with your clients

Visuals engage your audience. Share a roadmap online and update schedules or time frames in real-time based on your clients’ needs. Clients see the plan and will readily implement required initiatives so their operations keep running smoothly. Got a prospect? Share a roadmap to spark a conversation about forming a strategic partnership.

Check out Roadmaps in action

“It’s a huge time saver to simply add in new Initiatives from the templates; especially with new clients. Being able to move them into a quarter in real time makes planning & collaborating with clients so much easier.”

- Joe Markert, CEO, Function One

Insights Update

Insights are key to identifying risk and improvement opportunities in your clients’ environments. We’ve added in 3 more Insights to instantly highlight areas of interest so you can take client-protecting action today.

Slash the risk for client data loss
Identify old servers that are not configured for a backup.

Extend the life of hardware
Identify servers and workstations not at EoL without a warranty to keep in production by activating a warranty instantly.

Get the details:

Slash the risk for client data loss

Aging servers pose a serious risk to your clients’ business operations when they’re not being backed up. Identify high-risk servers without configured backups at a glance.

This Insight requires integration with Backup Radar. Not a Backup Radar user yet?
Click here to learn more about Backup Radar and the integration with Lifecycle Manager.

Extend the life of hardware

Not all assets without warranties need to be replaced. Those that are not at end-of-life and can be kept in production are prime candidates for extended warranties. Identify servers less than 7 years old and workstations less than 5 years old without warranties that need protection. With ScalePad Warranty Services, activate protection and increase your revenue in clicks.

In-app Product Feedback System

Have a feature request or feedback on Lifecycle Manager or Backup Radar? Share your thoughts right in the app on the wish list.

Share your best ideas
Post your feature requests to the wish list in-app.

Show support for ideas
Upvote other users’ ideas that you want to see implemented.

Get the details:

Share your best ideas
Not seeing something you’d benefit from in-app? Share your feature requests to let us know what would make your experience better. Requests can be added to the wish list for either Lifecycle Manager or Backup Radar. Note: this feature requires a connected API.

Show support for ideas
Browse the ideas on the wish list and upvote anything you’d like to see in the future. Vote for as many ideas as you’d like.

Integration Enhancements

Integration sync fail? You’ll now be notified via email. We’ve also added the following updates to integrations with Lifecycle Manager:

NinjaOne: Added two-way sync via custom fields for asset purchase and warranty expiration dates
Kaseya VSA: Enabled authentication via API token
ConnectWise Manage: Added syncing location data
FortiClient: Added support for software details
FortiEDR: Added support for software details
VMWare Tools: Added support for software details
iOS: Added support for software details

Configuration Updates

Clients have zero tolerance for data loss. You need to have an ironclad backup process configured at all times. Now, we’ve made it faster and simpler to get started and maintain your clients data integrity.

Ax time configuring monitoring dashboards
Create dashboards from customizable widgets.

Intelligent company assignment
Automatically map new backup jobs to the client.

Get the details:

Ax time configuring monitoring dashboards

Instead of starting from a blank dashboard, choose from a list of configurable widgets and arrange them to meet your operational needs. Get up and running faster so you can focus on what’s important with your clients’ backups — reducing the risk of data loss.

Intelligent company assignment

Correctly assigning client company names to new backup jobs used to be a bit of a lift. Automated Company Assignment makes intelligent suggestions as to what client or company new backup jobs should be mapped to. All you need to do is select and confirm.

ScalePad’s Automation Solution Handbook

Learn how Lifecycle Manager and Backup Radar can improve the MSP and client experience
Learn More
crossmenuchevron-down