Product Discussions

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

 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...

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!

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?

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. 

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’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.

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 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” →  “Re

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:

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?

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

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?

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

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: 

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?

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. 

Research shows that 90% of IT service providers are not compliant with any framework; the reality is this number is closer to 99%. Why aren’t they compliant? Prepping for an audit and managing different frameworks can be complicated and a major time waste for MSPs.For growing and scaling MSPs that need a system to manage compliance operations, ControlMap is an automation platform that expedites compliance for over 35 frameworks such as SOC 2, ISO 27001, CMMC, CIS, and more. Unlike any other compliance solutions,  ControlMap helps MSPs jumpstart a compliance as a service (CaaS or vCISO) offering, increasing revenue and building trust with clients.Manage compliance operations within a single platform with a structured and repeatable approach with ControlMap. Check out our ControlMap overview document below!

Curious as to who does not use Quoter and if they are utilizing another tool, what is it, and why? 

In the competitive world of managed service providers (MSPs), ensuring an exceptional quote-to-cash experience is key to retaining existing clients. MSPs can elevate the overall client experience and nurture long-term relationships by:Streamlining the process, Providing personalized services  Maintaining transparencyIn this article, we will explore several strategies that MSPs can implement to enhance the quote-to-cash experience for their valuable clients.Integrate A User-Friendly Quoting Platform Provide Transparent Billing Information Offer Flexible Methods of Payment

ScalePad Cognition360 is the ultimate solution for MSPs using ConnectWise Manage looking to transform their operations into data-driven powerhouses. As the pioneering business intelligence tool, Cognition360 harnesses the power of machine learning and artificial intelligence to deliver unparalleled predictive analytics, elevating your MSP's productivity and profitability to new heights. In a rapidly evolving MSP landscape, ScalePad Cognition360 is your compass to navigate the future with confidence. Elevate your MSP's performance, unlock hidden opportunities, and drive profitability like never before with Cognition360. Check out our Cognition360 overview document below!

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!

For emerging & growing MSPs that need a system to manage their clients' assets, Lifecycle Manager is an asset lifecycle management platform that automatically analyzes asset status. Unlike any other tool, Lifecycle Manager helps MSPs increase revenue by generating simple, client-facing collateral and providing access to competitively-priced value-add services for warranties & workstation assurance, and free IT asset disposal. Lifecycle Manager is the one platform to manage all your clients assets.Lifecycle Manager helps you elevate your client experience game while finding new ways for increased revenue and margins. Check out our overview document below!