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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!

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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-

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!

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.

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.

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.

TechKnightVisitor

asked in Lifecycle Insights

"Contracts" template management

Currently there isn’t a way to delete or edit existing templates for Contracts. If there i a mistake or an update that is needed, one has to make a duplicate template. Can there be a way to edit existing templates or else delete any that are no longer needed?

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

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.

LogiVisitor

asked in Lifecycle Insights

Export Assessment Items

I have just edit an example list of assessment items so that i have more the one “at_risk_response” per item. Why is that not possible to export the list with the added additional risk response line?Because to add them ist no problem in GUI, Why is the Export not possible to include my additional lines?

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

Andrea AyalaCommunity Manager

published in Marketplace

Get Rewarded for Protecting Client Assets - It’s a Win-Win!News

For a limited time, join ScalePad’s Marketplace Rewards Program to earn rewards on all new critical infrastructure protection purchases — and gain entry into the grand prize draw for $5000 for your office: For every 5 Infrastructure Protection covered assets purchased, earn a $75 gift card For every 10 Workstation Assurance covered assets purchased, earn a $100 gift card For every asset protected, earn one (1) entry into our GRAND PRIZE DRAW TO WIN $5000 Learn more about our newest incentive program here: https://www.scalepad.com/lifecycle-manager/marketplace-rewards/

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?

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.

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.

Dan FoxRocketeer

posted in ControlMap

Incident Response + AI Generated Table Top Exercise with Itza White

Preparation for incident response can often be over looked until its too late. There is a reason incident response is a best practice and a requirement for most cybersecurity compliance frameworks as well as an often questioned on vendor due diligence forms.The recent incidents with CDK Global and United Health’s Change Healthcare multi-week outages from ransomware both resulting in 10’s and 100’s of Millions in losses + ransom payments or the recent Microsoft outages in July including O365 and Azure with a botnet DDOS attack and the entire industry from a bad update combined CrowdStrike and Microsoft Update Service are really good examples of why incident response and readiness prep are not just a good idea, but should be an essential practice for every organization.ControlMap includes an Incident Response Policy template along with Responsibility Matrix to assign responsible parties for objectives and Risks to Manage and consider alongside your chosen framework objectives that align

Luis GiraldoCommunity Manager

posted in ControlMap

I Interviewed Dan Fox from ControlMap!

This was such a fun interview to do with Dan Fox! We got into everything from the genesis of ControlMap to the challenges MSPs have with deploying and scaling a Compliance-as-a-Service practice.Some questions for the community:What are some of the challenges you’re seeing in getting your clients on the compliance train? What roadblocks are you seeing internally in your MSP to get more diligent with your own compliance journey?We’d love to do more sessions/workshops on compliance topics, please let us know if you’d like to see any specific topics explored!Check out the interview:

SthulareNew Member

asked in Backup Radar

OS Type functionality on N-able Cove Templates.

Good Day,When is Rackup Radar realeasing the new feature to identify OS type ?Please advise

ctstewardNew Member

asked in ControlMap

Control Map - NIST CSF 2.0 Controls

Greetings, Do we have an idea when the NISF CSF Controls will be reformatted to the CSF 2.0 with the Govern pillar?

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!

Gsween1000New Member

asked in ControlMap

Controlmap Future Integrations

HelloIs there a roadmap on future integrations available to see what integrations are in the works? Particularly looking for Tenable Nessus (Vuln scans) and any SIEM integration data (ConnectWise, QRadar, Splunk, Sentinel, ETC) that could be pulled in. Thanks Glenn

StuHNew Member

asked in Lifecycle Manager

How to remove a client and related assets

Anyone able to share how you remove a client and the associated assets? I believe I have looked all over but just can not see how you remove a client and or assets.

Andrea AyalaCommunity Manager

published in Lifecycle Manager

How to Bake Critical Infrastructure Protection into your MSPNews

You hold your MSP to high standards, and so do your clients. That’s why Infrastructure Protection should be a non-negotiable for engaging your MSP. The top 1% of MSPs don’t sell warranties — they bake critical infrastructure protection into their Master Service Agreement (MSA) instead. Learn the the not-so-secret protection strategy of top MSPs here: https://www.scalepad.com/lifecycle-manager/add-infrastructure-protection-to-msa/

SFleisherActive 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.

Craig LNew Member

asked in Lifecycle Manager

New Dashboard sucks. Give us back a desktops/Servers out of warranty

As the title says. Give us back the basic features we signed up for.I report weekly on how many desktops & servers are out of warranty. I used to be able to log in, see this information, and log out. Please give us back the BASIC functionality so we can see at a glimpe how many desktops & server are out of warranty, without having to deep dive into all the BS.

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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