Product Updates

• MSP DashboardApril 26, 2024Within ControlMap, MSPs have an updated and refreshed dashboard within the MSP Portal. The new dashboard provides a comprehensive, single-pane-of-glass view and consolidates important compliance data across clients, enabling MSPs to efficiently manage and monitor clients’ compliance status within a single window. • RACI MatrixApril 26, 2024ControlMap has implemented a RACI matrix within the platform. This simple and effective chart defines project roles and responsibilities, identifying who is responsible, accountable, consulted, and informed for every step of the compliance journey.  

• Last Day of the Month ScheduleApril 5, 2024Partners can now select “Last Day of Month” when setting their job schedule. This intuitive setting executes on the last day of the month regardless of month length. This makes it easier to set month-end jobs without having to make conditional setups for the varying month lengths. Check out Creating Custom Backup Schedules for more on backup job schedules.• Support for all ticket types within HaloPSA & HaloITSM integrationsApril 18, 2024We’ve added support for all ticket types within our HaloPSA and HaloITSM PSA integrations. Check out Integrating with HaloITSM and Integrating with HaloPSA for more on working with these integrations.• Enhanced Mapping of Comet API Job Status CodesApril 29, 2024Improved mapping of Comet API job statuses to Backup Radar’s backup status. Additional Comet details now appear in Backup Radar’s Verify Notes field, enhancing backup verification clarity.

We’re proud to announce that Lifecycle Manager, Lifecycle Insights, and Backup Radar have joined Control Map in achieving SOC 2 Type II and ISO 27001 compliance, marking a significant milestone in our journey toward uncompromising data security for ScalePad. What does this mean for you? It means that we've undergone rigorous audits and assessments to ensure that our products meet the highest standards for protecting your valuable data. With SOC 2 Type II and ISO 27001 compliance, your data is safeguarded against threats and vulnerabilities, giving your MSP peace of mind as you focus on what matters most to your business. Visit our update page now to dive into the details and discover how we're raising the bar for data security in the industry or visit scalepad.com/security to download our Security Whitepaper and SOC 3 Report. 

We're excited to launch our latest Backup Radar integration: HaloITSM! This new release deepens our partnership with the Halo Service Solutions suite of products and gives our Partners even more options to streamline their ticket management. Here is our step-by-step guide on getting connected! Not a Backup Radar partner yet? Let us show you how we can make a difference in your backup monitoring operation. Book a demo to take a look at how Backup Radar and streamline your daily backup monitoring. 

Quoter just released their April Product Update which includes recent product release challenges, wins, and Partner impact. Delivered straight from the source – Ash, Quoter’s Senior Product Manager. Includes teasers for next month’s releases! Some highlights from this month’s release:Price Lookup: Quoter + Amazon: Quoter + Amazon allows you to look up products based on your Amazon business account and easily compare pricing to your other distributors. You can also add Amazon products to your quote with all the spec details included.  Quoter + HaloPSA Enhancements: We listened to our partner’s feedback and implemented a simpler way for Quoter partners to set up their HaloPSA integration. We’ve eliminated the need for mapping in HaloPSA for categories to their product groups. Just set it up in Qupter and you’re good to go! New HTML Content Editor Beta: Quoter already does a great job of making it easy to create new quote templates, but we’re obsessed with improving the process even further. That’s why we’ve replaced our HTML editor — CKEditor — with Froala   Read the full article here: https://www.quoter.com/quoter-product-update-april-2024/

ScalePad now supports Microsoft Surface PCs as part of our Workstation Assurance extended warranty service inside Lifecycle Manager. Coverage for Surface devices is in high demand by Partners for their clients, and is initially available in the United States.“The ability to offer Workstation Assurance as a service for Microsoft Surface devices is a huge win for our Partners,” said Dan Wensley, CEO of ScalePad. “The MSP community has asked us to add support for Surfaces — we’ve listened, and our team worked to make it happen. Adding coverage for Surface devices to Workstation Assurance provides our Partners with an additional  multi-million dollar revenue opportunity and increased value to  clients.”As clients transition from traditional desktop workstations to mobile devices like Microsoft Surface PCs and pricier AI laptops, MSPs have sought ways to protect their clients’ investments. Adding protection for Surface PCs to ScalePad’s Workstation Assurance service closes a potential gap for MSPs and their clients.ScalePad’s Workstation Assurance product solves three challenges for MSPs: complete protection and replacement for client devices, streamlined in-app warranty procurement and service requests, and the opportunity to generate revenue beyond device replacement. Workstation Assurance includes accidental damage protection, and with the addition of Microsoft, it now protects devices from over a dozen different OEMs. Support for Surface PCs in Workstation Assurance is only available in the United States at this time. Click here to go to Lifecycle Manager, find a client with Surface PCs, and give it a try!

Special thanks to Matthew Kipp, Engineering Team Lead of Lifecycle Manager for co-authoring this article with me. In December, we released Custom Hardware Reports to Lifecycle Manager, empowering partners with fine-grained options to highlight what matters in their reporting. The reception was overwhelmingly positive! Our most impactful changes often originate from our partners, and this was one of those instances. MSPs took the time to submit the idea via our product idea submission process, so we decided to take it on. Building Custom Hardware ReportsFor us, software development is about building excellent products as a creative team, not executing a set of requirements like a factory. When considering a product idea, our process looks like this:Identify the root problem: What’s the root of the problem, what are MSPs really looking for with this idea? Assess our constraints: How long should we be willing to invest in this? What are must-haves, should-haves, and nice-to-haves? Brainstorm: What solutions could we build that meet these constraints? This is not done by one person, but is rather a dynamic process including Product, Engineering, and Design. By working together we can decide on a path forward that meets the best tradeoffs for each role — the best experience, the lowest complexity, and the highest value for partners. In Custom Hardware Reports, we decided that it’s worth investing the time to include a number of elements that would make the experience powerful for partners — advanced filtering & sorting, column selection, and templates to reuse configurations across clients.Custom report scheduling, including custom parameters, sorting, and configurable columns. We knew how much this mattered to partners, so we decided to accept the cost of building a system that would encompass all of those needs. But to make this happen we didn’t build everything imaginable. For example, in the first version you cannot edit and remove templates — you can only save new ones. As a result, we were able to deliver a useful feature without getting lost in the rabbit holes of attempting to build perfection. That said, if you want us to add more advanced template management, feel free to submit a product idea and we may take it on! The Art of Software DesignIn the design stage, the Product team will tend to focus on the functional requirements, whereas Engineering needs to focus on “non-functional requirements,” or quality attributes of the system being developed. At this point we often do “spikes” — timeboxed tasks where we assess the existing system, design required changes, and prototype to feel out a certain approach. In spiking our solution for Custom Hardware Reports, we saw that our solution would require scalability as a non-functional requirement. With thousands of paying Lifecycle Manager partners, each with many clients, we estimated our solution would need to support at least tens of thousands of reports being sent in a timely manner on the 1st business day of every month. To address this, we decided on a solution that relies on us replicating / caching our asset data to a NoSQL database which is explicitly designed to support quick reads. As a result, we knew we could process the custom filters and sorting each report would require at scale without much trouble. We Code with AI!Once we’ve planned out our work, we’ll have a clearer picture of the solution, ETA, bottlenecks, and tasks. At this point, we are able to divide the work and begin coding. It’s worth highlighting that AI has changed the way we code significantly. As one example, we use GitHub Copilot daily in the process of development, and it has allowed us to code more efficiently and effectively. We can’t yet plug a full task into a GPT and expect a good result, let alone a feature. Due to hallucinations, AI is not yet effective for delicate tasks such as refactoring, which involves carefully restructuring existing code without altering its external behavior. That said, sometimes GPTs can save hours of frustration. To help us create custom scheduled reports, we prompted AI with queries about formatting crons for our scheduling, data modeling suggestions, and admittedly, how to center a <div> HTML element with CSS (you try it!). We’re optimistic about AI because the trendline we see indicates that it will not replace us, but rather it will help us iterate faster and focus more on higher-level concerns that require creative thinking. Let’s make sure it actually works right…It’s great to ship new features, but if they are buggy, incomplete, or break randomly we may have actually created more harm than good. To mitigate this, we have a number of processes in place: Code quality checks — Each code change is batched into a pull request and peer-reviewed. This often catches a majority of bugs and ensures the code meets our standards. Automated regression testing — We write automated tests that check if systems are acting according to expectations before code gets shipped. This includes standard unit/integration tests, simulating a user via an emulated browser, static application security testing, and other techniques. Manual testing — We often run manual checks in intermediary environments prior to a release to production. We also run beta testing in some cases with a subset of partners to ensure new functionality is working as expected. Production monitoring — Finally, in the worst-case scenario, if a bug sneaks into production we have monitoring and alerts set up. That way, we can notice something’s amiss proactively and send out a fix as quickly as possible.Community-based developmentIn the end, we’ve found that the most important part of our internal product development process is not the code, but the very human process of collaboration. Without that, decision-making is imbalanced — the bias of a limited perspective would lead us to invest too much or too little in some area. It’s the same thing with external product ideas. We know that our perspective is limited, and that it’s only in partnership with our community that we can most effectively equip MSPs on their road to success. So, we’d love to hear from you. Whether you're embarking on your journey with ScalePad or have been with us through many milestones, we’re all ears for your ideas. Let’s shape the future together. Submit product ideas here.

• New Framework: NIST CSF 2.0March 6th, 2024ControlMap now supports NIST CSF 2.0. As the first major update to the framework since 2014, NIST CSF 2.0 takes cybersecurity compliance to the next level with the addition of the Govern core function. In addition, revisions to the framework have made it applicable to organizations of any size as well, supporting compliance programs of any maturity level.• Breach Secure Now - IntegrationMarch 18th, 2024Within ControlMap, MSPs can now integrate with Breach Secure Now, a cybersecurity training platform. This allows MSPs to assess completed security training across their clients and map training status to compliance controls. See Integration with Breach Secure Now for more details.• Duo Security - IntegrationMarch 4th, 2024With the Duo Security integration, ControlMap users gain the ability to seamlessly sync employee data from Duo Security directly into ControlMap. This includes essential security data such as MFA status, enabling MSPs to map the data to compliance controls. See Connecting to DUO for more details.• New Framework: HIPAA Privacy RuleMarch 18th, 2024This framework provides federal standards to safeguard the privacy of personal health information and gives patients an array of rights concerning that information, including the right to examine and obtain a copy of their health records and to request corrections.• New Framework: Breach Notification RuleMarch 18th, 2024HIPAA's Breach Notification Rule requires covered entities to notify patients when their unsecured protected health information (PHI) is impermissibly used or disclosed—or “breached”—in a way that compromises the privacy and security of the PHI. See Integration with Breach Secure Now for more details.• Activity LogsMarch 18th, 2024Many cybersecurity frameworks, including NIST CSF 2.0 and CMMC 2.0, require tracking activities throughout the compliance journey. Now, within ControlMap, admins can view "Activity Logs", a list of tracked activities within the platform. This includes anything that is created (such as an asset), updated (such as a status update), imported (such as a framework), or deleted (such as a policy).

• HaloPSA IntegrationMarch 4, 2024You asked, and we listened! By popular request, we’re excited to share that Backup Radar has integrated with HaloPSA for two-way sync of backup tickets. See Integrating with HaloPSA for more details.• Ongoing User Experience EnhancementsMarch 15th, 2024Backup Radar deployed five enhancements to improve the experience for our users:Prevention of Accidental Closure of In-App Modals – this prevents the inadvertent closure of in-app modals when clicking outside the modal on the darkened overlay, safeguarding against the loss of any unsaved work. Enhancement to UX of Time Input – improved the time-input UI component to allow typing in values naturally. Default Sorting of Bar Chart Axes Labels – new default is alphabetical. Surfacing Alert on Failure column within Audit Screen – added a new column titled ‘Alert on Failure’ in the Audit table, with the intention of reducing the time and effort required for troubleshooting ticket noise. Check out Working with the Audit Page for more details. New Delete button on the Audit Screen – users can now delete backups directly from the Audit page, making it easier to view things like the History and Last Success columns while deleting unneeded backups. Check out Working with the Audit Page for more details.

We are excited to announce an upgrade to the integration capabilities within Lifecycle Manager. This enhancement allows partners to self-serve and add multiple instances of the same tool to their accounts without any limits.Multiple Instances Support: You now have the flexibility to integrate multiple instances of the same tool into your Lifecycle Manager account. Customizable Nicknames: To help distinguish between multiple instances of the same integration, you can assign unique nicknames. These nicknames can be configured in the integration settings and will be displayed across the application for easier identification. Retroactive Nicknaming: Existing integrations are not left out. You have the capability to assign or update nicknames for all current integrations. 

If you’ve had the chance to peruse our Product Ideas page within the Community, you may have noticed just how popular  the request for an integration with HaloPSA is with ScalePad partners. Check out what @taylorkelce  had to say when we asked why HaloPSA is your choice for an MSP.Well, we’ve listened to you and expedited an integration with HaloPSA for our Backup Radar partners. Through this API integration, Backup Radar users will now be able to automatically push two-way syncs of backup tickets. All your actionable and urgent tickets will now flow directly into your PSA of choice. Our CXO @Luis Giraldo got a chance to sit down with Tim Barton-Wines of HaloPSA to talk about the huge announcement and what our mutual partners can expect from the integration. You can check out the full video on our LinkedIn page: HERE. For more details on the ins and outs of this integration, check out our launch article HERE.

TL;DR: What’s New For Cognition360? Cognition360 has released 7 enhanced reports that provide your MSP with improved analysis of your operations and financial measures, leading to improved efficiency and profitability… but you have to ask for them to get them.Let’s take a quick look at each of the new-and-improved reports. Which 7 reports exactly?Here’s the list:Agreement Cross Sell Report Products Received Not Invoiced Report Products Sold Report Opportunity Dashboard Getting Started Report Sales Pipeline Report Ticket SLA InsightsYou might not be using these reports now, but they’re well worth a second look.I’m interested… how do I actually get access?The Cognition360 Support team’s got what you need. If you know exactly what you want, you can fill in this form and request to have the report you want updated to the latest version. Next step, you’re in and using them.What’s new-and-improved in each of these 7 reports?Some are small tweaks, like added filters, while others have entirely new pages added to them. Read on to learn more about each.Agreement Cross Sell ReportYou’ll see two changes here: an additional page called ‘Addition (Qty)’, and the validation of summary quantity.Agreement Cross Sell ReportAs you look to cross-sell new products to your clients, you want to know not only which products have been sold through the agreement but also quantities of each product sold. By including product quantities, you have a more accurate depiction of exactly what has been purchased through the Agreement.Fill in this form and request to have the report you want updated to the latest version.Products Received Not Invoiced ReportA new filter enables inclusion or exclusion of Product Classes, which allows you to identify if specific products have been invoiced or not.Products Received Not Invoiced ReportSay your MSP has received the latest invoice from a vendor, and you want to cross-reference the number of products you are being billed for against the number of products you will be invoicing your clients for. Now you have an easy way to do just that.Fill in this form and request to have the report you want updated to the latest version.Products Sold ReportNot one, not two, but three updates here. First, this update improves the performance of the Products Sold Report. If that wasn’t enough, we’ve added data validation for products sold on Opportunities, Sales Orders, Projects and Tickets. And last but not least, we’ve added a filter for ‘Site’.Product Source data validationGenerating the report quicker – think it’s obvious why you’d want that – and the selectable data validation field lets you only see what you want to see.‘Site’ filter highlighted‘Site’ filter: if your MSP has multiple sites, like an East Coast office and a Midwest office, this new filter option presents products sold by site instead of only to clients in total. This way, you could see the sales split between the two site locations to compare performance.Fill in this form and request to have the report you want updated to the latest version.Opportunity DashboardHere we’ve added a new page called 'Sales Rep Summary'. Sales Rep Summary shows won opportunities per rep by month. This includes total and Lifetime NRR and MRR as well as profit and margin percentages for the current month, the previous month, and YTD:Opportunity DashboardSales Rep Summary better presents the key closed opportunity sales performance metrics of each of your MSP’s sales reps by month. This enables more in-depth review and analysis of month-over-month sales. It’s excellent for improving performance – coach for improvement, and celebrate the wins.Fill in this form and request to have the report you want updated to the latest version.Getting Started ReportThe updated Getting Started Report adds a new page 'Product Release Notes', which gives you a direct link to the ScalePad Community Product Updates page, where you can find out about future releases… like this one!Getting Started ReportPerhaps we should have put this at the top of the list as it’s a place to get started… 🤔. At any rate, use this handy mailto: link to get access, and never miss another update, as you’ll find them all on our Community site.Sales Pipeline ReportHere we’ve added a new field called 'Manufacturer' which, as the name suggests, permits viewing revenue info by OEM.Sales Pipeline ReportWhy might you want this? Perhaps you’re looking to deprecate an existing OEM’s product you had been selling to your clients. This new field will show the potential impact on upcoming or forecasted sales if you decide to deprecate that manufacturer's product(s), and point out where you may need to spend a little extra time to ensure those sales move to the alternative you are selling instead.Fill in this form and request to have the report you want updated to the latest version.Ticket SLA InsightsSaving the best for last, we have added a new page, called 'Technician Metrics', as an enhancement to the 'Technician' page on Ticket SLA Insights.'Technician Metrics' shows the SLA Response, Resplan and Resolved values only where the selected Technician were responsible for each of those actions. The visuals on the 'Technician' page shows all values where the selected technician closed the ticket (regardless of which technician was responsible for the other stages of the ticket).Technician pageTechnician Metrics pageMeasuring your team’s technicians’ outputs is a key component to a successful MSP practice. For a service delivery manager, being able to review specific technicians’ SLA response times and resolution notes can be a valuable aid in cross-training new technicians and an important management tool. Fill in this form and request to have the report you want updated to the latest version. Hope you see a lot of value in the work we’ve done to enhance these reports, and watch this Community Product Updates space for future upgrades!

• New Framework: IASME Cyber BaselineFebruary 21st, 2024The IASME Cyber Baseline provides a structured approach to compliance for small and medium-sized organizations, including MSPs. This framework is recognized as one of the UK government's Cyber Essentials schemes, emphasizing their credibility and relevance in the cybersecurity domain.• New Framework: IASMEFebruary 21st, 2024Like the IASME Cyber Baseline, IASME Cyber Assurance is designed for small and medium-sized organizations. It is a cost-effective standard and helps MSPs and their clients demonstrate the steps they are taking to protect sensitive information. To implement this framework, organizations must first become compliant with the IASME Cyber Baseline Framework.

Lifecycle Insights has implemented Stack Alignment Categories, a feature that enables you to more easily group services and monitor alignment opportunities by category on the Stack Alignment page. This update provides a more structured and efficient method for categorizing services and their sub-services.Key Highlight:Stack alignment categories are a higher-level filter compared to Stack alignment tags. This enables you to “Categorize” their services and allow for sub-services (tags). For example, if a partner has a Stack Alignment category set to Firewalls, you can then have two new tags Firewall v1 (old depreciated firewall) and Firewall v2 (new firewall).Benefits:Allow you to more easily group services and monitor alignment opportunities by category on the Stack Alignment page. Eliminate the need to overload services with tags. Added flexibility on how you can visualize stack alignment data with another level of filtering.Knowledge Base article:Create/Define your stack in Stack Manager 2.0

You asked, and we listened!By popular request, we’re excited to share that Backup Radar has integrated with HaloPSA for a two-way sync of backup tickets.Backup Radar’s intelligent ticketing automation streamlines your existing workflow by plugging right into your PSA to do the heavy ticket lifting and reduce that dreaded ticket noise.This integration is available in beta phase now, and what better way to get feedback than to share with our Community members first?If you’re ready to dive in and get connected, here’s how to integrate HaloPSA with Backup Radar. Spoiler alert, it’s just a few clicks! Sign in to get started.This is currently a beta, so we encourage you to leave your feedback here and join the conversation in our HaloPSA beta integration group!

Backup Radar has supported monitoring all your Veeam backups by parsing inbound emails. This new integration links via API directly to the Veeam Service Provider Console, enhancing your backup monitoring capabilities.Please see Veeam Service Provider Console (VSPC) Setup for more details. It's important to note that the API does NOT currently support:• Sure Backups• Configuration backups• Scale-Out repository backupsWith that caveat out of the way, sign in to Backup Radar and get started!This is a beta, so we encourage you to leave your feedback here and join the conversation in our Veeam API Integration Beta Group!

• Common Assessment UpdatesJanuary 23rd, 2024The ControlMap platform will now create guidance within common assessments, automatically generating key information for users.• Risk Dashboard UpdateJanuary 21st, 2024The risk dashboard within ControlMap has been updated with a new interface. Visualized data provides an easy assessment of an organization’s risk profile. In addition, users can obtain snapshots of the risk register at certain points in time. • Essential 8 UpdatesJanuary 18th, 2024The Essential 8 framework has been updated within the ControlMap platform. The update includes the most recent changes to the standard which were deployed in November 2023. In addition, there are now jumpstarts for Essential 8.• UK Cybersecurity Essentials UpdatesJanuary 18th, 2024The UK Cybersecurity Essentials framework has been updated within the ControlMap platform. The update includes the most recent changes to the standard, including added assessment questions.That’s all so far! Watch this space for more ControlMap updates to come in 2024.  

Hook Security integrationJanuary 2, 2024Lifecycle Insights has integrated with Hook Security to allow you to effectively manage clients’ employees’ security training within one platform. The integration includes:Report information that includes employee names, security training status, phishing click and open rates, and more. The ability to add a simple report based on Hook Security data that highlights the total phishing training passed/failed, number of users(targets), and training progress.Hook Security ReportingHow to Enable the Hook Integration within LCI See the Hook Security Awareness Reporting article for information on how to include Hook data reports in Lifecycle Insights. 

Technician Ticket Time Spent Report November 15, 2023Review labor by technicians to see:who is working on tickets the percentage of total time spent by technicians who is resolving the ticket. The presented data can highlight issues related to the lack of timely escalation of tickets. Data is also available on tickets with multiple technicians.  Project WIP Report October 15, 2023The report shows unbilled labor at a point in time. This report is useful for reporting on WIP over historical date ranges.  Service Ticket Budgets Report September 15, 2023This report is for reviewing ticket labor recorded to budget on service tickets.  Project Financials Report August 14th, 2023The Project Financials report shows weekly data for open and closed projects. You can review week-on-week data for total project revenue from closed projects. Pre-Sales Labor ReportJuly 15, 2023Review the impact of labor recorded as presales and see won versus lost sales and the labor recorded for each. Data available for pre-sales staff and impact of labor is recorded. The list of reports and their descriptions is available in the Cognition360 Help Center.A selection of report video demos is available for Cognition360. Infrastructure/Data Process ImprovementsSpring 2023Expanded data warehouse processing to ease the load on existing data warehouses. Changes to data processing to speed up overall processing times by streamlining data processing. Started to move data processing to incremental processing for reports with limited data ranges. This will allow for these reports to show data over larger data ranges.

You asked, and we delivered! Backup Radar now functions as your own personal Fox Mulder with the Activity Logs feature.One of our most requested feature adds, Activity Logs allows you to dig into your team's account actions and find out things like when:• A template was changed• A permission group was deleted, or• A backup was retired in your Backup Radar accountMost importantly, and this is the whole Fox Mulder part 🔎, it tells you who did it. Your colleague swears he didn't touch anything... well...See Working with Activity Logs for more details (Our resident technical writer Olivia might be a fan of Nancy Drew, but Fox Mulder and I both know the truth is out there). And please upvote and submit your product ideas on the Product Ideas page.

 - Updated Custom Hardware Reports (with scheduling)December 13, 2023Customize: Create a custom hardware report from scratch by customizing filters, columns, and sorting.Schedule: Schedule custom hardware reports to send to clients on a monthly or quarterly basis.New Column Options: Partners can now include memory (RAM), processor (CPU), and storage (HDD) as columns in the existing Hardware Lifecycle Report as well as in any new custom hardware report they create. - Breach Secure Now! IntegrationDecember 1, 2023You are now able to integrate your Breach Secure Now account into Lifecycle Manager so that you can keep an eye on your end users' security training progress and phishing failures in line with existing ScalePad workflows. The integration includes:New insights to identify people that pose security risks, including those that have failed 1 or more simulated phishing attacks, or have not completed their security training. A list of managed people at each client, and the ability to filter and search through that list based on phishing failures and security training compliance. - Starred ClientsNovember 29th, 2023We’ve added functionality that enables you to dedicate time to specific clients. If Account Managers are assigned a group of clients for whom they are accountable, starred clients make it easier for you to access the clients you most frequently work with.Details:You can star client from the client list view Starred clients are tagged to the top under “Starred Clients” section You can star clients from the client strategy dashboard Each member in Lifecycle Manager has their own starred clients (i.e. starred client is user level not account level)   - FortiGate Cloud integrationOct 13, 2023This integration syncs your Fortinet assets into Lifecycle Manager along with the associated warranty dates.Fortinet FortiGate Cloud integration instructions FortiGate Cloud does NOT organize by client, so assets need to be client categorized in another integration (RMM, PSA, doc) to see the assets in the correct client. - ScalePad IT Asset Disposal (ITAD) improvementsOctober 2, 2023 Support for Additional Asset TypesWe’ve expanded support beyond just workstations. ITAD now supports workstations, servers, tablets, hard drives (individually), switches, network devices, IP phones, monitors, scanners, and APC/UPS.Full-Service IT Asset Disposal OptionYou now have a “full service” option, at no additional charge, when disposing of > 30 assets, in which we’ll coordinate to have someone come onsite, bring any necessary packaging materials, and equipment, and even help collect and pack up loose equipment.Pricing & AvailabilityIT Asset Disposal is free for all Partners on current Lifecycle Manager subscription. - SuperOps.ai integration and new device warranty lookupSeptember 8, 2023This integration syncs hardware and software and sends back purchase and warranty dates via 2-way sync.SuperOps integration instructionsWarranty Lookups: Added warranty lookups on carbon systems devicesYou can now access information about the warranty status of your carbon systems devices. - ScalePad Warranties Sell-Through Kit is now available July 28, 2023Learn how to present ScalePad Warranty Services & Workstation Assurance to your clients.Download the ScalePad Warranties Sell-Through Kit, available now on the warranties page and on every warranty cart.Warranties pageWarranty cart Shipping reminders for ScalePad IT Asset Disposal (ITAD) are hereJune 26, 2023Never forget to dispose of any IT assets again! Email shipping reminders are now available for all ScalePad IT Asset Disposal orders, ensuring you're notified of any pending assets yet to be shipped for secure disposal. - Summer 2023 product updatesJune 14, 2023Serial Number Reconciliation & Asset Disposal for Workstation AssuranceWe've added the ability to reconcile serial numbers and transfer coverage to replacement workstations from the to-be-disposed-of workstation.For US-based partners (including Alaska and Hawaii), this process also includes arranging a package drop-off or pickup disposal. You can read more about how easy it is to transfer coverage in the Transferring warranty coverage to a replacement workstation article.Scorecard Restructuring: Categories & ItemsWe've restructured Scorecards into categories and items to better assist with organization and to make scorecards more digestible.Scorecard categories allow you to address a variety of concerns on a single scorecard Scorecard items allow you to further organize your scorecard categories into individual items You can also freely create, organize and delete scorecard items and categories. Please see the scorecards collection of our help center for more information.Virtual Machine InsightsWe've added the ability to create custom insights for VMs.We've also added the following new insights to the Strategy Dashboard:Virtual machines with an unsupported OS Virtual machines without configured backups Please note a Backup Radar subscription is required to use this insight.Person Assigned InformationLifecycle Manager now syncs the person assigned entry from your PSA. We've also added person assigned as an Insight policy and as a column in the hardware console.  - Finding assets covered by ScalePad warranties made easier Jun 12, 2023Looking to find all assets covered by a ScalePad warranty? The covered assets tab of your warranties page now includes a downloadable spreadsheet of all hardware assets covered by a ScalePad warranty.Excel spreadsheet includes:Details of assets covered under a ScalePad warranty Coverage SLA Coverage expiration date - Added Kaseya VSAX RMM integrationMay 16, 2023Partners are able to benefit from Kaseya VSAX RMM.Kaseya VSAX integration instructions - Personalized Insights updates and legacy hardware exportMay 2, 2023Personalized Insights: We've added processor manufacturer as an Insight policy, enabling you to standardize clients' processors using Personalized Insights. Hardware console: We've added a legacy hardware export with all the previous columns to continue to drive previous automated systems Sign in with google Apr 19, 2023We’ve added Google sign-in services to our login workflow, which enables better password management and security practices.Sign in with Google - Processor manufacturerApr 18, 2023Hardware console: We've added a column for processor manufacturer and model. The column option is available in the choose column menu and they will be included in a spreadsheet export as two separate columns when you export all columns. How to apply filtering on the Hardware console  - Added ConnectWise RMM integrationMarch 22, 2023Partners are able to benefit from ConnectWise's RMM, which includes features that leverage automation to reduce risk and improve operational efficiency.ConnectWise RMM integration InstructionsWe support 2-way sync for ConnectWise RMM enabling you to view asset purchase dates or warranty expiry dates in ConnectWise RMM.  

• Dark ModeOctober 31, 2023Just in time for Halloween, we’ve added dark mode to Lifecycle Insights for those who prefer reduced eye strain and improved readability in low-light environments. Click your name at the top right and toggle on it. Or take a look at our step-by-step guide linked below:Lifecycle Insights - Dark Mode Feature • New Success and Goals FeaturesSeptember 29, 2023We updated our Customer Success Goals module.Help your customers grow their businesses while strengthening your relationship with them with brand-new features to create, edit, track, and report on their strategic goals and take your customer service to the next level.Customer Sucess - Goals Update Releases Customer Detail - Goals Customer Success - Goals Reporting Tag Manager • Infima Integration Alert September 12, 2023We’ve just deployed our Infima integration for User List and Security Training Reporting. Integrate now to keep an eye on who is and more importantly who isn’t up to date on security training.How to Enable the Infima Integration within LCI   Infima Security Awareness Reporting• Show me the PSA dataSeptember 8, 2023This update enables you to access Linked PSA Data, encompassing both tickets and opportunities, within the MSP Reports. This has been highly requested and is now ready for action.Linked PSA Data    • Autotask OpportunitiesSeptember 5, 2023LCI is excited to announce that we have rolled out our initial integration with Autotask Opportunities. Specifically, when you are working with LCI Recommendations, you can:Create an Autotask Opportunity Link to an existing Autotask Opportunity Unlink a previously linked Autotask Opportunity   Autotask Opportunity Integration Autotask Opportunities - API Security Requirements• Deprecation of Original Report BuilderSeptember 1, 2023We’re deprecating the original Report Builder on October 13th, 2023. After that, we will only be providing support and access to our updated version, “v2”.We’ve put together a video that introduces the changes and concepts of the new Report Builder. We encourage you to make the move to the enhanced version.The New Report Builder Release• Simple CSAT with SimplesatAugust 16, 2023Calling all Simplesat users! Integrate and sync in your CSAT & NPS data. It’s now easier than ever to create, simple, client-facing reports.SimpleSat integration instructions​​​​​​• Crew-what? Crewhu integration!July 21, 2023Crewhu users can now integrate and sync data on CSAT scoring, response rates, and survey data to generate an easy-to-read and easy-to-understand client report.Crewhu's CSAT reporting tool gives MSP's the added capabilities to show customer satisfaction reporting and statistics from each client perspective. The summary and detail reports in LCI provide insights into your level of service, and how your services are perceived by your customers.Crewhu CSAT Integration and Reporting​​​​​​ 

• Nodeware IntegrationNovember 30, 2023ControlMap now integrates with Nodeware, a continuous vulnerability management solution that helps businesses reduce their cyber risk. MSPs can sync vulnerability data to ControlMap, streamlining the process for compliance operations.• ConnectSecure IntegrationNovember 30, 2023ControlMap now integrates with ConnectSecure, a continuous vulnerability management solution that helps businesses reduce their cyber risk. MSPs can sync vulnerability data to ControlMap, streamlining the process for compliance operations.• Lifecycle Manager IntegrationOctober 18, 2023By connecting Lifecycle Manager to ControlMap, users can sync company and asset data from PSA and RMM systems. The integration between ControlMap and Lifecycle Manager allows users to leverage data from both systems, attributing assets and company data (within ControlMap) as evidence for their compliance program.• Automatic generation of SSPAugust 31, 2023ControlMap now supports the automatic generation of System Security Plans (SSP). For frameworks such as CMMC, NIST 800-171 FedRAMP, and StateRAMP, and MSPs who need an SSP, this reporting feature is formatted per the DoD guidelines.• Customized Notification SettingsMay 9, 2023Users can now customize notification settings. As an example, after the completion of an assessment, users can enable “Daily” or “Weekly” email notifications. This allows you to get key information about your compliance activities when you want it. • Assessment ToolApril 19, 2023This unique assessment tool enables MSPs, partners, and consultants to follow a streamlined approach to jumpstarting compliance programs and evaluating security posture. Designed in a Q&A format, users can quickly assess their compliance status across multiple frameworks.• CMMC 2.0January 31, 2023ControlMap now fully supports CMMC 2.0. This security standard is a comprehensive framework to protect the defense industrial base’s (DIB) sensitive unclassified information from frequent and increasingly complex cyberattacks. 

• Activity LogsNovember 6th, 2023Backup Radar now functions as your own personal Sherlock Holmes with the Activity Logs feature, which allows you to dig into your account actions and find out things like when a template was changed, a permission group was deleted, or a backup was retired in your Backup Radar account, and who did it. See Working with Activity Logs for more details.• Google Workspace added to our Dropsuite IntegrationOctober 16th, 2023Backup Radar’s integration with Dropsuite has expanded to include Google Workspaces, so Backup Radar users can get a quick look at their clients’ Google Workspace backups in Dropsuite! See Dropsuite Integration Expanded in Backup Radar for more details.• User TypesJuly 11th, 2023Backup Radar launched user types, allowing you to assign the appropriate user type to each user and enhance account security by ensuring each user has only the amount of access they need. See Understanding User Types for more details.• Sign in with ScalePadApril 6th, 2023We’ve made it easier to switch between ScalePad products by adding a Sign in with ScalePad functionality. Spend less time typing in passwords and more time taking care of business.• Estimated delivery time for reportsMarch 22nd, 2023We’ve added an estimated delivery time feature so that when you’re creating a scheduled report, you’ll have that little extra piece of mind from knowing when to expect your report to arrive.• AWS API IntegrationMarch 21st, 2023You can now integrate your Backup Radar account with your AWS instances to monitor your configured backups. See AWS API Integration Setup for more details.• Shareable dashboardsMarch 21st, 2023You can now share your dashboard externally by generating a sharing URL or sending a notification to your client right from Backup Radar. See How to share a dashboard externally? for more details.That’s a wrap on 2023! Stay tuned for all the exciting Backup Radar updates to come in 2024!

For the most up to date information regarding the new customizable dashboards with Backup Radar, visit the live article here:https://www.scalepad.com/updates/share-your-backup-radar-dashboards-with-new-update/ Efficiency and transparency in backup monitoring is non-negotiable for MSPs. Having the ability to share within your business means you’ll hit your efficiency goals. And exchanging information only makes for a better working relationship for everyone involved. Backup Radar’s customizable dashboards allow MSPs to improve their monitoring capabilities. Bring all your information from over 300 backup integrations into one dashboard. This will save hours of staff time every week in monitoring costs.Dashboards are an essential tool to help monitor and address critical issues. This enables you to maintain a healthy, secure environment for your clients.Now we want to make it easier to bring your clients’ into the backup strategy. That’s why Backup Radar has introduced dashboard sharing.MSPs can now exchange data and insights with their clients. This enables faster decision making proactive troubleshooting optimized incident resolutionElevate your trust with clients by being transparent about their backup environment. Clients gain a deeper level of visibility into their backup systems. And it will instill confidence in your business’ abilities. Dashboard sharing will help keep clients in the loop. This will improve satisfaction with your service and increase collaboration between you. And that only helps lead to a better customer experience. What is dashboard sharing?To help increase collaboration, we’ve added the ability to share dashboards directly with clients and co-managed accounts with the new share feature. The share feature generates a URL specifically for access to your chosen dashboard. With these URLs you can send specific dashboards to technicians inside your business or directly with clients. By having this function, it reduces the need for additional users on your backup monitoring system, but still allows for others to see what is happening.Use these dashboards to communicate risk with your clients, or share insights with your internal teams. How does dashboard sharing work?To share any dashboard from inside Backup Radar, select the dashboard you wish to share and click to generate a sharing URL. You can also send an email notification to your client right from the app itself.Benefits of sharing dashboardsMSPs will now be able to directly show clients their backup environment quickly and easily. Getting a client up to speed with accessible information can help keep everyone involved informed before meetings. With informed clients, meetings around backups can be tailored to only the most important tasks and quickly addressed. Engaging clients with an inside look into their backups can also lead to better strategic planning. If a client is looking for cyber security insurance, or needs to meet a data security standard, backup monitoring status needs to be accessible and documented. MSPs can work with clients to address any existing security vulnerabilities or backup errors that might exist in their business. Not a Backup Radar user? Get started today.