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Announcing Client Engagement for Lifecycle Manager

The heart of Lifecycle Manager has always been client engagement: whether you use it for warranty lookups, IT asset monitoring, or QBR preparation, it's about providing the best experience for the people you serve. That's why we're thrilled to announce the launch of the new Lifecycle Manager for Client Engagement. It's everything you love about Lifecycle Manager, with new features and enhancements to help you create, communicate, and deliver strategic client care with the ease of automation.  Updated Features Roadmaps: New filter controls let you customize the level of detail included in Roadmap PDFs, giving you more flexibility to personalize communication with clients.  To help you move quickly to respond to evolving client needs, we've removed multi-quarter scheduling and added the ability to plot out projects on Roadmaps for up to five years in advance. Initiatives: We've added an account-wide view of all Initiatives for all clients to give you a visual overview of projects in your pipeline.  Also, Initiatives are now downloadable as PDFs, so you can create and send proposals in a few clicks. Roadmaps + Initiatives: To save you even more clicks in delivering elevated client care, we've added Initiatives to the Roadmaps tab.  New Client DashboardThe new simplified menu gives you easier access to client engagement features.  We've also reorganized the display of the client page, prioritizing features that focus on client interactions so you have at-a-glance awareness at the client level. New Features Action Items: In the client view of Lifecycle Manager, you can create and manage tasks using Action Items, which integrates with ConnectWise Manage to turn these action items into PSA tickets.  Notes: Alongside Action Items, you can also type and organize meeting notes into a date-tracked note box. Account Team & Key Contacts:  Another addition to the client view is an area to set contact details for the corresponding client, including names, roles, and email addresses. Standardizing your workflows for client engagement encourages more frequent and accessible communication, which builds trust and reinforces your position as a strategic partner. We're thrilled to lead the way for MSP client engagement and look forward to hearing what our Partners think about this exciting new direction.  Want to learn more about Client Engagement? Read more about our newest release here!

Related products:Lifecycle Manager
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Lifecycle Manager: Annual Release Notes Roundup (2023)

 - 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.  

Related products:Lifecycle Manager
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ControlMap Now Integrates with Lifecycle Manager

For the most up to date information regarding the new deeper integration between Lifecycle Manager and ControlMap, visit the live article here:https://www.scalepad.com/updates/lifecycle-manager-now-integrates-with-controlmap/ From asset data to compliance controls, MSPs are tasked with providing their customers with the best support for their operational information. To add to the complexity, MSPs already have too many systems and programs, and it takes manual work to integrate these unique applications. So, how can MSPs harmonize asset and company data with security operations? Enter: A ControlMap and Lifecycle Manager integration.  Cross-platform collaboration with Lifecycle Manager and ControlMapWithin the ControlMap platform, users can connect to Lifecycle Manager (via their ScalePad account). This enables users to sync both asset data and company data to a robust compliance operations application, streamlining the process for applying cyber security controls to the applied data.Upon successfully connecting ControlMap to Lifecycle Manager, customer data populates in a dashboard, showing all information in a single view.This data can then be mapped to certain controls within the ContolMap platform. Moreover, compliance checks for antivirus, warranty, encryption, and patches will indicate whether assets pass or fail. ScalePad’s Lifecycle Manager provides dozens of powerful integrations to RMMs, PSAs, and other tools that make MSP life easier. ControlMap now leverages these integrations to ingest company and asset data into the ControlMap platform and apply GRC workflows to this data.  Why integrate with Lifecycle Manager?By connecting Lifecycle to ControlMap, users will be able to sync company and asset data from PSA and RMM systems. Savvy MSPs want their unique systems to connect, saving time and modernizing operations. 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. Additional benefits include: Allows users to continuously monitor data and assets, supporting MSPs with assessing risks across clients.  Automates compliance and audit evidence collection by syncing asset inventories and other asset-related controls from a Scalepad account. Provides an enormous reduction in effort for partners when ScalePad products work together flawlessly. Get started with Lifecycle Manager and ControlMapIntegrating both platforms helps MSPs provide a top-tier service to clients. This integration will help build a trusted and reliable relationship with your clients, boosting compliance operations anWant to get started? Sign in to ControlMap to integrate Lifecycle Manager (via your ScalePad account). Not currently using Lifecycle Manager? Sign up for the Free Edition of Lifecycle Manager today.

Related products:Lifecycle ManagerControlMap
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Fortinet now integrates with Lifecycle Manager

For the most up to date information regarding the new Fortinet integration with Lifecycle Manager, visit the live article here:https://www.scalepad.com/updates/fortinet-now-integrates-with-lifecycle-manager/  Asset management can be a huge challenge for MSPs of all sizes. That’s why so many use Lifecycle Manager as a way to automate the monitoring process and keep track of workstations, servers, and networking devices. Automated asset monitoring saves your staff time and your business money, by keeping accurate records of everything in your clients’ IT environment. Now, Lifecycle Manager is integrating with Fortinet’s FortiGate Cloud service to allow Partners to more effectively and efficiently track their Fortinet networking devices. FortiGate Cloud is one of our Partners’ primary tools for tracking their clients’ network devices. With this new integration, Lifecycle Manager is expanding to give MSPs a more holistic view of their clients’ assets.  What can MSPs do with this integration?Or better yet, what can MSPs stop doing with this integration?Prior to this new integration, Lifecycle Manager Partners were required to manually add Fortinet FortiGate Cloud networking devices manually to their PSA. Once devices were added, we would bring this device information back into Lifecycle Manager. We understand that while the method worked, it wasn’t very scalable for MSPs managing several clients with dozens to thousands of assets, so we found a better way to do things.This integration will also enhance MSPs’ ability to track warranty information and the ability to push this data back into their PSAs and RMMs via a two-way sync. This has been highly requested by Lifecycle Manager users.By integrating both services, MSPs can see a comprehensive view of their clients’ assets all in one place and, of course, significantly faster and easier.Devices tracked include:FortiGates (next-generation firewalls) FortiSwitch (network switches) FortiAPI (network access points) FortiExtender (5G, LTE, and Ethernet capable network extenders) Why did Lifecycle Manager integrate with FortiGate Cloud?FortiGate Cloud is a premier provider of networking devices to MSPs and managing these devices is essential to delivering superior service to clients. The ScalePad Way is to automate as much mind-numbing work for our MSP Partners as possible, so they can focus on what’s important.Also, FortiGate Cloud was a highly requested integration by Lifecycle Manager Partners. Our in-app “Feature Request” board received hundreds of requests to include network device warranty information and hardware details into Lifecycle Manager. You asked, we listened.Get started by signing into Lifecycle Manager and integrate FortiGate Cloud today.

Related products:Lifecycle Manager