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Lifecycle Insights

A space to ask questions, get answers, and engage surrounding Lifecycle Insights.

  • 25 Topics
  • 59 Replies
25 Topics
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SFleisherHelper
posted in Lifecycle Insights
Tracking Windows 11 Compatibility in Lifecycle Insights

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. 

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Mike1532New Member
asked in Lifecycle Insights
M365 licenses - Still showing applied to users in LCI after removal

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

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Andrea Ayala
Community Manager
Jeff Dunkle
Rocketeer
Jeff DunkleRocketeer
asked in Lifecycle Insights
Halo Users - How do you get your Recommendations into Halo from LCI?

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. 

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TessWNew Member
asked in Lifecycle Insights
Issue with Report Builder component - Image File

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. 

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bbakerNew Member
asked in Lifecycle Insights
Business Review Templates

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.

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khillmanNew Member
asked in Lifecycle Insights
How do I delete an asset

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

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SFleisherHelper
posted in Lifecycle Insights
Shout Out to Mark Ignacio for Today's LCI User Group Workshop

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!

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Shay Macgabhann
Rocketeer
Mark Ignacio
Rocketeer
Mark IgnacioRocketeer
published in Lifecycle Insights
Account Manager vs. vCIO: Understanding Their Roles in Onboarding MSP ClientsNews

Onboarding a new MSP client is a critical process that can set the tone for a long-term, successful partnership. But who drives this process, and what roles do they play? Two key players in this scenario are the Account Manager and the Virtual Chief Information Officer (vCIO). While both are essential, their responsibilities and focus areas differ significantly. Understanding these differences can help ensure a smoother onboarding experience and a stronger client relationship.In this blog post, we'll break down the distinct roles of an Account Manager and a vCIO during the client onboarding process and explain how they collaborate to set the foundation for a successful partnership.Focus and Responsibilities: Who Does What? Client Interaction: How They Engage Onboarding Involvement: Collaborating for Success Outcome Focus: What Success Looks Like Conclusion: A Collaborative Effort Focus and Responsibilities: Who Does What? Account Manager: The Relationship BuilderThe Account Manager is

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Mark Ignacio
Rocketeer
Mark Ignacio
Rocketeer
Mark IgnacioRocketeer
published in Lifecycle Insights
Strategies to Help Build a Better Business ReviewBlog

In our weekly User Group Workshops, we explore different strategies to help you build a better business review. This weeks focus is around captivating your audience with tips on how to keep their attention focused on you.I saw this chart the other day. This shows the attention span of Owners/Decision Makers during a business review (black line) and your typical presentation (green line).  Capturing the attention of owners and clients during a business review can be tough, but with the right approach, you can turn your presentation into a powerful, engaging conversation. Here are some strategies that our User Group Workshop came up with: 1. Start with a Clear Agenda: Outline the key points you will cover and stick to it. This helps set expectations and keeps the meeting focused. 2. Use Visual Aids: Incorporate charts, graphs, and slides to illustrate your points. Visuals can make complex data more digestible and maintain interest. 3. Tell a Story: Frame your data and insights within a n

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Dan Fox
Rocketeer
Amanda.comstock
Amanda.comstockInfluencer
posted in Lifecycle Insights
How do you use Lifecycle Insights in your Client Business Reviews?

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?

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TheDoctor
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markwilliamsb2bNew Member
asked in Lifecycle Insights
Lifecycle Insighs + Connectwise RMM

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.

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Adam Hert
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estone052060New Member
asked in Lifecycle Insights
Unknown Location shows up in LCI when I have a listed site in ConnectWise Manage

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.

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ldeponte89New Member
asked in Lifecycle Insights
Missing warranty information

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

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ScalePad Support
Community Manager
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DannyPNew Member
asked in Lifecycle Insights
LifeCycle Insights: Restrict External User Access to Specific Boards

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.  

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Mark Ignacio
Rocketeer
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BertNew Member
asked in Lifecycle Insights
Budget Cycle / Season Tracker

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...)?

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Shay Macgabhann
Rocketeer
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EnableTechnologySalesNew Member
asked in Lifecycle Insights
Users displays entries of M365 accounts as weird GUID

 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...

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Mark Ignacio
Rocketeer
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sgillActive Member
asked in Lifecycle Insights
Critical - Lifecycle Insights Not Calculating Correctly

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.  

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Adam Hert
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erasmussenNew Member
asked in Lifecycle Insights
Contact write back

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

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Mark Ignacio
Rocketeer
Adam Hert
Adam HertActive Member
posted in Lifecycle Insights
Sharing Assessment Templates

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!

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pjustNew Member
asked in Lifecycle Insights
QBR Report Template

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

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Amanda.comstock
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lglazunovaNew Member
asked in Lifecycle Insights
Fix Average in Stack Alignment

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

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Adam Hert
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EnableTechnologySalesNew Member
asked in Lifecycle Insights
Can't open Lifecycle Insights

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

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Andrea Ayala
Community Manager
Andrea Ayala
Community Manager
Andrea AyalaCommunity Manager
posted in Lifecycle Insights
New Year, New Process.

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?

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ThomasArkSolversNew Member
asked in Lifecycle Insights
LifeCycle Insights IT Glue Integration

We have integrated our IT Glue with the lifecycle insights, however we are synching clients into the lifecycle insights that are no longer active on our IT Glue.How do I remove/adjust/manage this scenario where we have un-active clients still showing as active within lifecycle.The 2nd issue that is coming up there are also duplicate client profiles being synced in terms of lifecycle creating 2 copies of certain clients. 

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Jeff Dunkle
Rocketeer
Andrea Ayala
Community Manager
Andrea AyalaCommunity Manager
published in Lifecycle Insights
Lifecycle Insights Overview

Are you prepping for your next big meeting with a client? Or are you looking to elevate your partnerships with your customers?ScalePad Lifecycle Insights helps MSPs deliver better QBRs to their Partners. The platform consolidates data for insightful reporting based on client risks and goals. Lifecycle Insights has the only Customer Success module to surface insights into customer segmentation, health, and stack alignment to elevate the client experience. You'll build a true strategic partnership with your clients through easy-to-use assessments, planning, and budgeting tools to deliver business outcomes that create a masterful IT experience. Check out our Lifecycle Insights overview doc below!

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Andrea Ayala
Community Manager
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