Product Discussions

A space to discuss all ScalePad products and services. Use these product threads to learn new things about familiar products, ask questions, and get your answers!

35 Topics

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BrandonDNew Member
asked in Backup Radar

Monthly Synology Report

So we use synology’s pretty heavily at our company. We do our best to track and utilize all the reporting we can get from them to include the monthly hard drive status report. How ever i have yet to figure out how to set that report that only runs one a month. I see the options for certain days, daily, weekends only etc but nothing for monthly. I think I can pause them to do this, but I believe that I would need to re-pause them after that report ran every month. Edit- I did find the “Schedule” tab, and have created a monthly status and applied it, we shall see if this serves to sort this out for me.   Thank you   

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5 hours ago
Dan Fox
Rocketeer
Dan FoxRocketeer
posted in ControlMap

Shared Responsibility Matrix - what and why?

ControlMap’s April 2024 release came out with a new compliance feature to manage shared responsibilities directly within frameworks.In cybersecurity compliance, a responsibility matrix is essential. It provides clarity, accountability, and structure, guiding efforts to manage and mitigate risks. This foundational tool supports effective governance and demonstrates commitment to protecting sensitive information and assets. Some purposes of a shared responsibility matrix for cybersecurity management:It clarifies roles and responsibilities, reducing confusion and ensuring tasks are addressed. It fosters accountability by assigning specific responsibilities to individuals or teams. It promotes collaboration among departments and stakeholders, leading to more effective outcomes. It helps identify gaps and redundancies in cybersecurity processes, enabling resource optimization. It supports compliance efforts by documenting task implementation and management. It facilitates continuous improve

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Dan Fox
Rocketeer
7 days ago
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dkmooreNew Member
asked in ControlMap

Seeing duplicate evidences

We are seeing duplicate entries of evidence with different objectives for some of our customers.   We have no idea if this is expected behavior.   We only have one framework associated with the customer.  Please advise.  

2
Andrea Ayala
Community Manager
8 days ago
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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
19 days ago
Andrea Ayala
Community Manager
Andrea AyalaCommunity Manager
posted in Backup Radar

A Deeper Look Into the Backup Radar & HaloPSA Integration

Are you curious about how our newest integration with HaloPSA and Backup Radar works? In the video below, our very own Tulsie Narine walks through the recently released HaloPSA ticketing integration with Backup Radar including how you can set up this integration for yourself.   Still have questions about this integration? Let us know in the comments below!

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Andrea Ayala
Community Manager
20 days ago
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sgillNew 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.  

3
Adam Hert
Community Manager
21 days ago
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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?

1
Mark Ignacio
Rocketeer
1 month ago
Peter Martens
Rocketeer
Peter MartensRocketeer
posted in Services Marketplace

Unannounced Gossip

So I saw this post on Reddit’s /r/msp (don’t judge me, OK? You might have gone there at least once too...): https://www.reddit.com/r/msp/comments/1b3cmdt/surface_pro_warranties/ And it’s killing me because I shouldn’t say that we’ll have support for Microsoft Surface devices with Workstation Assurance inside Lifecycle Manager later next month. 🤐 So it’s a good thing you community members didn’t hear it here first, while it was just in rumour stage. Plus ‘rumour’ is spelled the way I just spelled it, so our colourful neighbours south of the border know a Canadian wrote it. 

4
Peter Martens
Rocketeer
1 month ago
Dan Fox
Rocketeer
Dan FoxRocketeer
posted in ControlMap

CMMC for the MSP - Webinar with Kevin Mann the "CMMC Jedi"

ScalePad’s ControlMap team hosts weekly community peer group webinars on Wednesdays at 10am PST focused on Cybersecurity Compliance.  This week of March 27th our special guest was Kevin Mann, a ControlMap partner and CMMC Certified Professional and Assessor and his company is a C3PAO candidate. Kevin is the President of Resilient IT with over 15+ years experience as a technology & cybersecurity consultant in the MSP industry . He has been dubbed the “CMMC Jedi “and regularly presents on the topic of CMMC within the MSP and tech community. The recording to the Webinar is below and after 5 minutes of brief introductions you can hear Kevin share insights on an MSP’s responsibilities when working with a client who requires CMMCassessment:  ControlMap Weekly Wed Mar 27th Recording: https://scalepad.wistia.com/medias/xce7ydgxouInvite to join future Weekly Webinars: Wednesday's 10am Pacific / 1pm Eastern (45min)Register here: https://scalepad.zoom.us/meeting/register/tZcud-ugqTwqHdXh26ql_

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Luis Giraldo
Community Manager
1 month ago
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SFleisherNew Member
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. 

1
Andrea Ayala
Community Manager
1 month ago
Dan Fox
Rocketeer
Dan FoxRocketeer
posted in ControlMap

Compliance Corner: HIPAA Expanded Security + Privacy + Breach Notification

The Health Insurance Portability and Accountability Act of 1996 (HIPAA) is a federal standard specifically designed to secure protected health information (PHI). Regulated by the Office for Civil Rights, HIPAA outlines the permissible use and disclosure of PHI in the USA as set forth by HHS guidelines.  HIPAA compliance around security and technology maintains a sizeable mind share within the MSP community as the healthcare industry is both technology dependent and ranges in size from large medical organizations and hospitals on the enterprise side on down to small doctor and dental offices on the SMB side and everything in between.Regardless of the size of organization, PHI data and the systems processing PHI data must be scoped, secured and protected. First off, what is considered PHI data? The detailed definition is below but at a high level it would be any data that would identify a patient or individual. The good news is that if PHI data is encrypted it is considered protected and

0
Dan Fox
Rocketeer
1 month ago
Adam Hert
Community Manager
Adam HertCommunity Manager
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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P
1 month ago
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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?

1
Amanda.comstock
1 month ago
Amanda.comstock
Amanda.comstockNew Member
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?

2
P
1 month ago
JShi
Rocketeer
JShiRocketeer
published in Lifecycle Manager

Lifecycle Manager | Enhancing Client Relations with Scorecards Now and Into the FutureF.A.Q.

Quick Reading (TL;DR)Lifecycle Manager Scorecards are created for MSPs to review clients' IT health, useful in business review meetings. They offer a broad view, assessing various IT environment aspects beyond hardware, using both automatic and manual item creation. Scorecards help align MSPs and clients on current IT issues, facilitating proactive roadmap planning. Items are scored for health and prioritized by urgency, aiding in strategic issue resolution discussions. Future Vision for Scorecards: Broaden Scope: Expand use cases beyond hardware, introduce templating and automation for efficiency. Make Proactive: Link with more data points, simplify data collection for earlier issue identification. Integrate with Client Systems: Enhance client service with comprehensive reports and action plans. Progress Tracking: Improve with comparison reporting, for better improvement tracking and forecasting. The goal is to evolve scorecards into a more powerful tool for MSPs, enhancing their a

850
JShi
Rocketeer
1 month ago
E
esheldonVisitor
asked in Cognition360

After hours reporting

I’m looking if there is a way to get reporting on all tickets that were submitted outside the hours of 9a-6p EST Mon-Fri.  From there I want to see how fast our engineers were able to close those tickets.

1
Trevor Stone
Rocketeer
2 months ago
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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

3
Adam Hert
Community Manager
2 months ago
Dan Fox
Rocketeer
Dan FoxRocketeer
published in ControlMap

Compliance Corner: NIST CSF 2.0 Released!News

 The first version of NIST’s Cybersecurity Framework aka NIST CSF was released in 2014 and has become enormously popular with businesses and organizations of all sizes. In fact, it is a top 5 framework within ControlMap’s MSP community alongside CIS, SOC 2, ISO 27001, and CMMC/NIST 800-171. The appeal of NIST CSF is its logical approach to Cybersecurity with control objectives organized into 5 easy to understand functional groups: “Identify” →  “Protect” →  “Detect” →  “Respond” →  “Recover” Now a newly introduced sixth functional group added to NIST CSF 2.0 is “Govern,” focusing specifically on Governance.You’ll likely find NIST CSF requested by small- and mid-sized government agencies such as water authorities, city/state/county departments, and Port Authorities, among other critical infrastructure organizations and their vendors. Private-sector organizations are also looking to align with insurance requirements or well-recognized Federal standards.ControlMap will continue to support

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A
2 months ago
Drew Gersbach
Rocketeer
Drew GersbachRocketeer
posted in Backup Radar

Sharing is Caring: Communicating Backup Radar Results with your Clients

Are you curious about the best way to communicate backup results with your clients? It’s easy to think of backups as a set-it-and-forget-it solution, but sharing with your clients is a fantastic way to build trust and provide peace of mind.Here are three great ways you can set up Backup Radar to keep your client in the loop: 1. Set up Scheduled ReportingScheduled reports are an easy way to automatically deliver a snapshot of backup results to clients on either daily, weekly, or even monthly rotations. With a variety of different reports and formats to choose from, there is no shortage of information to share. As an added bonus, you’ll have the ability to personalize them with your own message and branding.Pro Tip: Reports are a great way to archive backup result data, or (if you or your client prefer) generate the reports as a .xslx and incorporate it into a spreadsheet.For details on how to do this, see: Setting up Scheduled Reporting. 2. Share your DashboardOne of the more recent fea

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Drew Gersbach
Rocketeer
2 months ago
J
Jason-ForeverOnNew Member
asked in Lifecycle Manager

Scalepad Sync with Datto RMM

We have an integration with Datto RMM enabled and there is a problem with the syncing. Last month we purchased an extended coverage for a couple computers in an organization and when it synced the updated warranty information it put the date the transaction was made, not the new warranty expiration date. I can see in the configuration history that the sync was performed specifically by the scalepad API. Is there an issue with this functionality or some other setting we need to adjust?

2
ScalePad Support
Community Manager
2 months ago
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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

2
Andrea Ayala
Community Manager
3 months ago
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bsianiNew Member
asked in Lifecycle Manager

Optimization of Display for Essential Runtimes on Front-Facing Clients

Is there a specific reason why older runtimes is displaying in red, even though it has the latest support version? These runtimes are essential for applications that require them, and although we can't remove them from computers due to application dependencies, the red color may convey an unsupported status. How can we present this more positively for front-facing clients?

1
Stan Aksentsev
Rocketeer
3 months ago
Ash Welsh
Rocketeer
Ash WelshRocketeer
posted in Quoter

Happy start to 2024!

We’ve hit the ground running in 2024 with a renewed focus on making Quoter’s native integrations work better for you! Several integration enhancements have already been deployed in 2024.Here’s what’s new:HubSpot Integration Enhancements One-time and Recurring Line Item Push Support to Quote Templates to Hubspot Pipelines📖 Knowledge base article Pipedrive Integration Enhancement Support to Quote Templates to Pipedrive Pipelines🎥 Feature demo 📖 Knowledge base article ConnectWise Integration Enhancement ConnectWise Product Inventory Lookup🎥 Feature demo 📖 Knowledge base article Let me know if you want any additional details, or to connect for a demo.Happy start to 2024!Ash

0
Ash Welsh
Rocketeer
3 months ago
Dan Fox
Rocketeer
Dan FoxRocketeer
posted in ControlMap

CMMC 2023 Resources

A place to discuss CMMC compliance along with some helpful links:  ControlMap provides the CMMC framework based on NIST 800-171r2 with special assessment tools including SPRS scoring, POAM reporting and SSP report builder. CMMC Framework Screenshot DOD’s CMMC Home Page: https://dodcio.defense.gov/CMMC/Model/Assessment Overview and Levels 1//2/3 explained: https://dodcio.defense.gov/CMMC/Assessments/Who needs NIST 800-171: https://www.nist.gov/blogs/manufacturing-innovation-blog/what-nist-sp-800-171-and-who-needs-follow-it-0DOD Vendor List - 2023: https://dodsoco.ogc.osd.mil/Portals/102/Documents/Conflicts/2023%2025K%20covering%20FY2022.pdf 

1
D
3 months ago
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?

1
P
4 months ago
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