ScalePad Lifecycle Insights is a SaaS platform designed for managed service providers (MSPs) to deliver strategic vCIO (virtual Chief Information Officer) and QBR (Quarterly Business Review) services. The platform consolidates data from multiple sources—including assets, users, contracts, and projects—into a unified dashboard, enabling MSPs to assess client IT environments, identify risks, and demonstrate value through detailed, client-ready reports. Lifecycle Insights automates the tracking of asset and contract expiry dates, supports budgeting and forecasting for IT investments, and provides tools for tracking remediation efforts. The system integrates with professional services automation (PSA) and remote monitoring and management (RMM) tools, streamlining data collection and reporting. MSPs can set meeting cadences, receive reminders for client check-ins, and use customizable templates to standardize QBRs. Lifecycle Insights is designed to help MSPs move from reactive problem-solving to proactive, goal-oriented IT advisory, improving client engagement and long-term planning.

Key Features

Comprehensive Client Assessment Aggregates data on assets, users, contracts, and projects for holistic client evaluation.

• Centralized dashboard for IT environment overview
• Risk identification and prioritization

Automated Reporting & QBR Tools Generates detailed, client-ready reports and QBR collateral.

• Customizable templates for standardized presentations
• Export to PDF or present in client-facing mode

Budgeting & Forecasting Supports IT budget planning and cost forecasting.

• Tracks total cost of ownership and upcoming investments
• Provides recommendations for upgrades and replacements

Remediation Tracking Monitors progress on IT projects and risk mitigation.

• Tracks remediation efforts and project status
• Actionable insights for continuous improvement

Contract & Expiry Management Automates tracking of contract and asset expiry dates.

• Timely recommendations for renewals and upgrades
• Reduces risk of service interruptions

Integration with PSA/RMM Tools Connects with leading MSP software for real-time data.

• Streamlines data collection and reduces manual entry
• Enhances accuracy and efficiency

Meeting Cadence & Reminders Helps MSPs schedule and manage client meetings.

• Set custom meeting frequencies per client
• Automated reminders for upcoming check-ins

Benefits

Strategic Client Engagement Enables MSPs to deliver proactive, value-driven IT advisory.

• Moves from reactive support to strategic planning
• Strengthens client relationships and trust

Operational Efficiency Reduces manual data entry and spreadsheet use.

• Automates reporting and tracking processes
• Saves time on QBR preparation

Improved IT Planning Facilitates long-term budgeting and risk management.

• Provides clear forecasts and actionable recommendations
• Helps clients prepare for future IT needs

Standardized Service Delivery Ensures consistency in QBRs and client communications.

• Customizable templates and standardized reports
• Professional, client-facing presentations