ScalePad Lifecycle Insights helps MSPs deliver better QBRs to their Partners. It consolidates data to allow for insightful reporting that presents risk & exposure, and allows for collaboration on TCO budgeting and remediation planning while highlighting how technology can support the client's business goals.
Why become a Lifecycle Insights user? You'll get access to:
Client Risk Assessments - Assess and prepare reports for any client based on their current risks or needs. Templated reports help identify clients that have the most risk, what risks need to be prioritized and addressed, and progress tracking of your initiatives.
QBR Reporting - Create reports for QBR meetings complete with asset, user, contracts, project data, and more in minutes. Share detailed assessments and communicate areas of risk with easy-to-understand reporting.
Projects & Recommendations - Create, get approval, and dynamically manage IT projects complete with budget forecasting for clients to remove risks from their environments.
TCO Budget Forecasting - Create, view, and manage budgets across all projects for a client, now and in the future. Provide forecasts for budgeting now and in the future to ensure your clients are prepared to upgrade their IT.
Contract Management - Easily track expiry dates for key IT-related services contracts. Enable your clients to keep tabs on their contracts and identify the best providers for key IT functions based on your contracted services recommendations.
Customer Success Module - Evaluate your clients' satisfaction, health, and alignment with your tech stack. Gain visibility into problematic clients, and those at risk of churn, and be able to address client satisfaction in a timely manner.
Lifecycle Insights helps you deliver the QBR and elevated experience your clients deserve.
Learn more - https://www.scalepad.com/lifecycle-insights/