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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
No
API Access
Has API
No
Integrations
Atera
Yes
Autotask PSA
Yes
Auvik
Yes
ConnectWise Automate
Yes
HaloPSA
Yes
Hudu
Yes
IT Glue
Yes
Kaseya BMS
Yes
NinjaOne
Yes
ServiceNow
Yes
Integrations
Atera
Yes
Autotask PSA
Yes
Auvik
Yes
ConnectWise Automate
Yes
HaloPSA
Yes
Hudu
Yes
IT Glue
Yes
Kaseya BMS
Yes
NinjaOne
Yes
ServiceNow
Yes
Pricing Details
$149/month
X: Complete Customer Success
$15.00 per 1 Licensed Client Per Month
$15.00 per 1 Licensed Client Per Month
Free Trial
No
Free Version
Yes
Pricing Details
$60 per month
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
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
No
Audit Trails
No
Barcoding / RFID
No
Checkout / Check-In
No
Depreciation Tracking
No
Disposal Tracking
No
Inventory Management
No
Location Tracking
No
QR Codes
No
Reservations
No
Service History
No
IT Asset Management
Asset Tracking
No
Audit Management
No
Compliance Management
No
Configuration Management
No
Contract/License Management
No
Cost Tracking
No
Depreciation Management
No
IT Service Management
No
Inventory Management
No
Maintenance Management
No
Procurement Management
No
Requisition Management
No
Supplier Management
No
MSP
Backup Management
No
Billing & Invoicing
No
CRM
No
Dashboard
No
Help Desk
No
Issue Management
No
Live Chat
No
Patch Management
No
Privileged Access Management (PAM)
No
Project Management
No
Remote Access
No
Remote Systems Monitoring
No
Scheduling
No
Warranty Management
Contract Management
No
Eligibility Verification
No
For Field Service
No
For General Contractors
No
For Manufacturers
No
Parts Management
No
Policy Management
No
Product Registration
No
Repair Management
No
Returns Management
No
Service Management
No
Warranty Tracking
No
Product Features
MSP
Backup Management
No
Billing & Invoicing
No
CRM
No
Dashboard
No
Help Desk
No
Issue Management
No
Live Chat
No
Patch Management
No
Privileged Access Management (PAM)
No
Project Management
No
Remote Access
No
Remote Systems Monitoring
No
Scheduling
No
