Lifecycle Insights

Hi there, We have several customers where we only manage part of their environment, as reflected in Lifecycle Manager. For those in a co-managed setup—where both the customer and our team manage different parts—I’m looking to understand if there’s a tool (possibly Manager X) that allows us to manually upload unmanaged devices (via CSV or Excel) and report on them, even if they’re not considered “Managed.”The goal is to capture the customer’s full environment to provide meaningful insights and demonstrate value, ultimately supporting the case for including those devices in a managed services contract.Happy to discuss further if needed.

It seems there is no way to sort roadmap items by date, causing the best roadmap presentation to be cluttered and nearly unusable.  Is there any way this feature can be added? It is not even clear to me how LCI is sorting roadmap items, as they are not being done alphanumerically or by date.   We have tried other views to present the roadmap to clients in QBRs, but none give the collection of information needed, in an organized manner.

In a recent booster session, we talked about Windows 11 compatibility as being something we should have in front of our clients during a QBR.  Part of asset planning is knowing when it will no longer have a supported OS. What I have done to add the information is adding a custom field called Windows 11 Compatible to all assets with 3 choices Yes, No, N/A.  It takes time to populate the field depending on the number of assets for a given client.We have found this information helps our clients to understand that not only age should be evaluated but also support of our roadmap plans for the client. 

Hi Team,I’ve recently been handed the task of cleaning up our clients data in LCI. I am running into an issue where certain accounts are still showing as having M365 licenses applied in the client's ‘User List’ even though they have been removed.A manual sync of 365 has been completed via the Data Sync Manager with no changes in the LCI portal. I have also confirmed in the 365 admin portals that all licenses have been removed. Is there another area where I should be checking/updating for these changes to take effect? I appreciate your assistance and look forward to working with the team to resolve this one.Thanks

We do not have the ability to create a ticket to Halo from Lifecycle Insights. What’s the best way to get recommendations over to Halo once they are approved?  I am looking for a more automated approach. Is anyone using any good methods to get the recommendation into HALO? Submitted on behalf of John Marzano at Brite. 

I have been unable to successfully attach a PDF to my Report Builder template using the Image File component.  I have attempted this with multiple sizes, layouts, and margins for the PDFs.   In Presentation Mode, the viewing area for the PDF appears to be set at half of the viewable screen size. In the downloaded printable (PDF version) copy of the Report Builder template, the PDF is - for lack of a better word - squashed.If there is something I can do to make this appear correctly in both the Presentation Mode and the downloaded version we provide to the client please let me know.  Otherwise, I assume this is a bug or a serious miss on the part of the developers. 

Greetings! I’m recommending that we have the ability to create “Business Review” Templates that can be used for all our clients within the LCI tenant.  For example, have one global template for ‘quarterly business reviews’ or another one for ‘semiannual review’, and so forth. Our goal is to keep all of our notes / client activity (communication) within LCI.

I am trying to delete one asset under a client and am unable to 

Just wanted to take a moment and thank Mark for bringing Shay on to the Workshop today to talk about LCM.  It was educational and I now have a better understanding of what each product does and the strengths and weaknesses of each.It was great seeing 32 people on at one point during the meeting.Keep up the great work Mark, knowledge and interaction with ScalePad and other partners is a win-win for all!

Hello everyone! As the Client Business Reviews are approaching for my MSP, I wanted to ask if anyone could share their experience and tips with using Lifecycle Insights in these meetings. We have only had Lifecycle Insights since the Fall of 2023 and have gone through one round of Client Business Reviews in that time. LCI is designed to be used during customer-facing meetings, and I would be grateful if any MSPs could share their tips or best practices for using LCI in this context.A few questions I would love feedback on:What topics do you usually cover in Client Business Reviews? Which subjects do you cover in every meeting and which ones do you avoid? How do you incorporate LCI during the meeting? Do you have any best practices that you use during the meeting?

Hi guys,I wonder if you could assist. I did see a discussion started on this several months ago but there doesn’t appear to be any responses.We recently moved from Datto’s RMM to ConnectWise RMM, although are still using AutoTask as our PSA for tickets, opportunities, contracts etc. I notice that Lifecycle Manager has a ConnectWise integration (which we have enabled) but the data I am seeing within Lifecycle Insights appears to be old and cached from Datto (back when this was live, we no longer have access to this platform).Are there plans to integrate Lifecycle Insights with ConnectWise RMM or is there some way for me to point LCI at LCM for asset data? We are struggling currently because we’re unable to present customers with an accurate representation of their device estate in our monthly/quarterly meetings.As always any help would be greatly appreciated.

We are getting inconsistent syncs when it comes to the Location field for Assets.  It seems if there is a custom site set for the asset in CW, then that site comes over as the location in LCI.  If the site in CW is set as Main (the default), sometimes it comes over to LCI as Main, and other times it comes over as Unknown Location.

I have a few clients in Lifecycle manager that is missing the warranty information. Why would this be?

Hi All,Love LCI and finding new use cases continuously. However I’ve come across an issue that I hope the community can assist with.Specifically, when granting an External User access, I want to be able to restrict their ability to view certain boards within our PSA, such as Payables.  To date I have not found a way to do so.  It is simple enough to create the user/privileges, but that user has access to every board in our PSA via the drop down menu in Report Builder. Has anyone else attempted to do this? Have you found a workaround to this issue? Please advise and thanks in advance for any assistance.  

Is there a centralized location or a place in each client’s dashboard where we could track / set a client’s budget season? (Calendar year vs fiscal...)?

 I’m getting this in the Users list after enabling M365 integration for this customer / syncing M365 data. I’ve noticed it on other customers as well, already integrated for a while...

I ran into another instance of LCI incorrectly calculating 3 year totals – but this was from a Recommendations Report.  When I looked at the Budget Forecast – it was actually correct.Here is a screenshot.  These highlighted amounts are not correct, in fact, they are wildly inaccurate – like 2-3x the actual amount.  This is super embarrassing when it is found in front of a client. Here is a screenshot from the budget forecast.  The numbers highlighted above are correct – however, two other recommendations are wrong (but they are correct above – these highlighted in yellow with red arrows).Please address this issue ASAP.  This is really concerning.  

When reviewing the contacts in LCI with MS365 integrated, can you write back contacts that are in M365 to Connectwise Manage?

Lifecycle insights has the ability to export assessments to csv, as well as import them. As an example, I have attached a popular risk assessment template that we often show doing demos and training. Do you have any templates that work well for you that you would like to share? Or are you looking for a template from the community? Share your ideas here!

I am working to get my company to use LCI in the QBR process. Does anyone have a good starter template to share?

I write here out of desperation, as I don’t seem to be able get any response in other channels. Stack Alignment is underdeveloped! It is not usable for Alignment engineers due to simple problem with rendering data. I opened up tickets with support, addressed it during the training session with developers and all I am hearing: “Leadership decides what to develop”. Last time, I brought this topic they “develop” tile organization in customer success but fail to fix basic functionality of the product as advertised. Every training session, LCI speaks about customer success and how we as MSP need to develop strategy, budget etc to help our clients achieve their success, however ScalePad sound like ignores the same approach when it comes to us - ScalePad clients, LifeCycle Insights clients.Can we be reimbursed for paying for the module for the last year while it’s not working? If I am the only one who has the problem, why no one tells me so. Or am I the only one to use the products as it was

Hi everyone,I can’t open Lifecycle Insights after logging in to ScalePad OK. When in Lifecycle Manager, clicking top-left menu, clicking Lifecycle Insights, launches the URL for it but then it sends me back to Manager.I’ve tried another browser and Incognito, same symptoms. Anyone else having an issue? Adam

The start of a new year is always a busy time in our industry. January is the perfect time to reflect on the year prior to see what incremental changes you can make to your business that will have a lasting effect.  What small tweaks to your business are you making in the new year that you feel will have a lasting impression?