ScalePad Lifecycle Manager offers multiple options that can be applied when creating initiatives based on existing infrastructure challenges. From modernizing assets (replacing hardware or moving to the cloud) to software modernization (unsupported software or the lack of comprehensive endpoint security) to procuring warranty coverage (or identifying the lack of coverage), initiative templates make it possible to implement quick responses to asset management challenges.

To maximize the time you spend taking action to improve your clients' IT environments, templates automatically add best-practices content to your Initiative details.

Translating the benefits of investing in IT into simple language that your clients can understand can be challenging. The templates are designed to assist with communicating 'the why' behind your recommendations.

Currently, there are 9 available default templates that fall under 3 general categories:

In Lifecycle Manager, several Initiatives sections are auto-populated when possible to automate the workflow. You can further build upon these templates, but there are important differences in providing specific information. The descriptions for each template are outlined in the following table: