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Description
Lifecycle Manager is the only platform for Customer Success—helping MSPs move from reactive support to strategic partnerships with their clients. It provides the visibility, planning tools, and insights MSPs need to lead proactive conversations, show their value, and grow every client relationship.
Why become a Lifecycle Manager Partner?
Know Every Client Inside and Out: Bring hardware, software, goals, and roadmaps in one place—so you always know where each client stands, where they’re headed, and can lead every conversation with confidence.
Build Roadmaps That Drive Clients Forward: Create forward-looking roadmaps that show clients where they’re going—and why. Proactively budget for what’s next and connect every IT recommendation to real business outcomes.
Turn Every QBR Into a Strategic Moment: Turn updates into action plans that lead to real decisions. Walk into every meeting prepared with tailored client insights—not generic slides––and leave with buy-in, budget, and clear next steps.
See the Risks Before They Become Regrets: Centralized asset visibility and real-time risk insights help you identify aging hardware, expiring warranties, and other blind spots—so you can act early, prevent downtime, and show clients you’re always one step ahead.
Description
The Strategy Overview is an automation platform designed for vCIOs and quarterly business reviews, created by managed service providers (MSPs) to enhance client strategic planning and facilitate digital transformation. It streamlines the quarterly business review process by automating tasks such as assessments, executive summaries, dashboards, roadmaps, budgets, and reporting on Office 365 and asset lifecycles, utilizing a modular template engine driven by the Arya AI agent. This comprehensive system connects with various PSA/RMM tools like ConnectWise, Autotask, Kaseya BMS, Syncro, and Halo PSA, as well as Office 365, allowing for the synchronization of essential company data like assets, user lists, tickets, warranties, and licensing information. Clients benefit from a customizable white-labeled portal that presents detailed insights into their strategy, health scores, and essential data points such as asset and user information, tickets, budgets, and roadmaps. Furthermore, the platform automatically refreshes warranty and asset data, which helps MSPs dramatically cut down on quarterly business review preparation time from several hours to mere minutes, while also standardizing processes, highlighting security and compliance insights, promoting proactive recommendations, and transforming assessments into strategic avenues for revenue growth. This innovative approach not only enhances efficiency but also empowers MSPs to deliver more value to their clients.
API Access
Has API
API Access
Has API
Integrations
Atera
Autotask PSA
Auvik
ConnectWise Automate
HaloPSA
Hudu
IT Glue
Kaseya BMS
NinjaOne
ServiceNow
Integrations
Atera
Autotask PSA
Auvik
ConnectWise Automate
HaloPSA
Hudu
IT Glue
Kaseya BMS
NinjaOne
ServiceNow
Pricing Details
$149/month
Free Trial
Free Version
Pricing Details
$60 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ScalePad
Founded
2015
Country
Canada
Website
www.scalepad.com/lifecycle-manager/
Vendor Details
Company Name
Strategy Overview
Country
United States
Website
www.strategyoverview.com
Product Features
Asset Tracking
Activity Tracking
Audit Trails
Barcoding / RFID
Checkout / Check-In
Depreciation Tracking
Disposal Tracking
Inventory Management
Location Tracking
QR Codes
Reservations
Service History
IT Asset Management
Asset Tracking
Audit Management
Compliance Management
Configuration Management
Contract/License Management
Cost Tracking
Depreciation Management
IT Service Management
Inventory Management
Maintenance Management
Procurement Management
Requisition Management
Supplier Management
MSP
Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling
Warranty Management
Contract Management
Eligibility Verification
For Field Service
For General Contractors
For Manufacturers
Parts Management
Policy Management
Product Registration
Repair Management
Returns Management
Service Management
Warranty Tracking
Product Features
MSP
Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling
