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.
Initiative template categories
Currently, there are 9 available default templates that fall under 3 general categories:
Hardware modernization
Cloud Migration
Server Replacement
Workstation Replacement
Software modernization
Install Endpoint Protection
Upgrade to Microsoft 365
Upgrade Servers to Supported OS
Upgrade Workstations to Supported OS
Asset protection
Server Warranty Coverage
Workstation Warranty Coverage
Template descriptions
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:
Template name | Template description |
Cloud Migration | Recommends moving on-premises infrastructure and services to the cloud |
Install endpoint protection | Identifies assets running without adequate endpoint protection |
Upgrade to Microsoft 365 | Recommends upgrading assets to Microsoft 365 |
Server Replacement | Identifies assets that have reached the end of their useful life and recommends replacing assets with current, high-performance models |
Upgrade Servers to Supported OS | Identifies assets with end-of-life (EOL) operating system and recommends upgrading to a supported OS |
Server Warranty Coverage | Identifies servers/workstations that are no longer covered by their original manufacturer’s warranty and/or expire soon and recommends adding warranty service contracts |
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