Product Discussions

JShiRocketeer

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

1551

1 month ago

Andrea AyalaCommunity Manager

published in ControlMap

ControlMap's New Command Center WalthroughTutorial

Tulsie Narine, Solution Engineer for ScalePad, walks through new Command Center features in the latest Tech Bytes update. Watch our quick video to be in the know of our the latest enhancements to ControlMap!

530

5 months ago

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_

1061

8 months ago

Luis GiraldoCommunity Manager

published in Marketplace

Procuring Warranties with Lifecycle Manager (Includes useful Sell-Through kit!)

Note: This article’s source is on the Lifecycle Manager Knowledge Base. Click here for the original article.💡 Resource: Download the ScalePad Warranty Services Sell-Through Kit at the bottom of the article.We’re excited to introduce a new, streamlined warranty procurement process in Lifecycle Manager.One intuitive workflow allows you to configure margins, warranty lengths, and co-terminations, send white-label proposals, get approvals, and procure warranties. It's easier than ever.From start to finish, this guide will walk you through identifying assets that need protection and procuring warranties through initiatives. From selecting your hardware assets to checkout, we'll ensure you have all the necessary information.Let's start.1. Navigate to your Strategy Dashboard or a Client DashboardClick Clients in your left-hand navigation bar. Click into a selected client on the Client consoleOrClick the Strategy button in your left-hand navigation bar. Click into a predefined insight pane on

1590

1 year ago

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

112

1 day ago

richiecoanActive Member

asked in ControlMap

NIST 800-171 and CMMC SSP

Need the ability to upload diagrams for several areas of the SSP to define system boundaries, define data flow for protected data, system boundaries, etc.

423

3 days ago

ehill77New Member

asked in Lifecycle Manager

Scalepad reconizing VSAX as RMM?

Thank you for the ability for DATTO EDR logging into the reporting. Now I am noticing Scalepad does not recogonize VSAX not being picked up on the reporting. I know our clients have the RMM installed, but Scalepad show it does not. This still prevents me from sending reports to clients. Do we have a timeframe for VSAX recognized as RMM installed on devices?

112

7 days ago

poppyNew Member

asked in ControlMap

Link existing uploaded policy to evidence

Is there a way that I am missing to link an existing uploaded Policy as evidence?

NorthfieldNew Member

Hello, when trying to login to my MSP portal on ControlMap, none of my links are loading. Is there any known issues with the application now? There was the database maintenance last night and I can’t seem to login.Just shows up gray screen and when I try to go through the Lifecycle manager way, it just says redirecting to your region then freezes up. I’ve tried logging through incognito, deleting my cache, as well as logging in from another device on another network and it is not working. Please help!

301

25 days ago

Dr. MikeNew Member

asked in ControlMap

ControlMap CMMC/171 evidence expectations vs DIBCAC expectations

DIBCAC released a Self-Assessment Database that they themselves use when conducting assessments. It has very explicit expectations of minimally 320 evidence checks--some of which can be met by a single document/artifact. DIBCAC has evidence expectations for each of the 320 assessment objectives. How has ControlMap’s default expectations for evidence for CMMC landed on 53 pieces (and the same count for 171r2 framework)?

150

1 month ago

Andrea AyalaCommunity Manager

published in ControlMap

The vCISO Wave – Why and How GRC Will Revolutionize Your BusinessNews

In our most recent webinar series, we tasked Secure Dan ( @Dan Fox ) with laying out why Governance, Risk, and Compliance (GRC) isn’t just about protecting your clients—it’s about creating new business opportunities while reducing liability. In our most recent webinar, Dan explains: Why GRC matters: You’ll learn how compliance builds trust, differentiates MSPs like yours, and helps with client retention—all while avoiding hefty regulatory fines. How to implement GRC as a service: We’ll walk through different approaches, from choosing the right framework like NIST, SOC 2, or CIS Controls, to structuring flexible service models such as monthly retainers or project-based pricing. The process: You’ll see how key phases like assessing gaps, audits, and ongoing monitoring create long-term value and deliverables like compliance assessments, risk management, and policy documentation. Lessons from the field: We’ll share success stories and common pitfalls, like ensuring framework alignmen

220

1 month ago

alleneagleNew Member

asked in Lifecycle Manager

Missing features

When we first signed up for this service a couple of months ago I had the ability to create a new initiative based on an insight (workstations over X years old) and spread the workstations across X amount of quarters. I was then able to move computers between those quarters. I no longer see this functionality. Is it removed or has it been moved somewhere else? This is a basic function that sold us on the platform in the first place. The program is not much use if we cannot easily and intuitively plan out our equipment lifecycle. Thanks

1725

1 month ago

Andrea AyalaCommunity Manager

published in Marketplace

Congratulations to our Marketplace Rewards Winner!

Hey everyone! Some great news to share today. We’ve announced our GRAND PRIZE winner of the Marketplace Rewards Program contest, Go Consulting! @ChrisO and the Go Consulting team won $5,000 for their office, woohoo! If you didn’t see, we ran a limited contest where we rewarded our partners for joining the Service Marketplace Program (Check out that article HERE) and protecting your assets. If you’re new to ScalePad and want to learn more about Marketplace and Workstation Assurance, you can check that out HERE. Congratulations again to the Go Consulting team and @ChrisO!

150

1 month ago

scheidellActive Member

asked in ControlMap

your PCI DSS 4.0 has extremely limited use

first problem, your pci dss 4.0 is based on the ‘prioritized approach;’361 questions.https://docs-prv.pcisecuritystandards.org/PCI%20DSS/Supporting%20Document/Prioritized-Approach-For-PCI-DSS-v4-0.pdf Basically useless. and I do 3 or 4 PCI readiness audits a year (and I can’t use controlmap, Example: if a client needs to be pci compliant, and can use the SAQ A, there are only 22 controls.So if I ask the client to go through the 360 questions and mark 338 of them as ‘out of scope’ they will compare me to.. ok, bozo the clown.how to fix? don’t know. you would need to tag each control with the SAQ that requires is, and let us mark ‘all out of scope except’ these tags.here is the list: The number of questions in each PCI Self-Assessment Questionnaire (SAQ) varies based on the SAQ type. Here's a breakdown of the number of questions per SAQ type: SAQ A: ~22 questions This SAQ is for merchants who have fully outsourced all cardholder data functions to third-party service providers. SAQ A-

491

2 months ago

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.

170

2 months ago

SFleisherActive Member

asked in ControlMap

Report showing users and rights for Control Map

Is there some type of report we can use for our own compliance needs that shows all the users and the associated privileges? I am looking for this for our own compliance requirements internally.

191

2 months ago

Un1teeeVisitor

asked in Lifecycle Manager

Scalepad not syning all assets from ITG

I don’t do this very often. I’ve noticed that not all my client companies are syncing over from ITG. I’ve checked the sync status and everything seems correct. Is there someplace that filters on specific companies to sync? None of my new clients show up in Scalepad.

291

2 months ago

tevans

asked in Backup Radar

Backup Radar website - cannot login

We are not able to login to the Backup Radar website and cannot open a support case. Your status page has no reported issues and same with DUO. Can someone please respond? Thank you, Tracy

703

2 months ago

SFleisherActive Member

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!

424

2 months ago

lglazunovaNew Member

asked in Lifecycle Insights

Filters don't work in the scheduler as intended

Scheduler is a great tool with lots of options to filter meetings, which is an incredible idea. However, filters don’t work as advertised. Regardless of the filter you select, it only filters by company. Long story short, if you want to see how many vCIO meetings (exclude TAM visits), your vCIOs conduct - you can’t because it will render you all meetings anyway :(. Support, suggested to me that I should submit a “great new idea” but I don’t think it’s a new idea. I see it as the creators of the platform had that exactly in mind, but it was not developed properly to make it work. I believe it’s a issue that needs to be solved, not an idea to vote for.

683

2 months ago

BrettRNew Member

asked in ControlMap

Objectives - Implementation notes in reports

With the “Implementation” tab in each objective, I can put notes as the how the objective is implemented. This doesn’t seem to show up in any report. Is there a point to this field? I’d love to have my reports give this bit of free-text information against each objective without a copy-and-paste.

252

2 months ago

Brad KVisitor

asked in Lifecycle Manager

Vendor End of Support

Can Lifecycle Manager show the vendor’s end of life date in addition to the warranty date? My industry has moved to focusing on EOS/EOL as the key to whether they replace vs just warranty or age. Having this readily available in the reporting would be amazing.

261

2 months ago

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

960

2 months ago

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.

1284

3 months ago

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

1112

3 months ago

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