Current vs ScalePad Lifecycle Manager for QBRs and IT roadmaps

If you are weighing Current against ScalePad Lifecycle Manager for QBRs and IT roadmaps, you do not have to pick one on day one. Lifecycle Manager is built around hardware lifecycle, warranty data, assessments and multi-year roadmaps. Current is an MSP operations platform that writes the business review chapter by chapter from your PSA, security, backup and lifecycle evidence, keeps a standing account plan and a quarter board per customer, and runs projects with two-way PSA sync. Current reads Lifecycle Manager directly, so you can keep both. This page sets out what each product does, where they overlap, and the two paths: keep ScalePad alongside Current, or move the roadmap work into Current.

The short version

• Keep Lifecycle Manager if your team lives in it for warranty lookups, assessments and the Digital Maturity Index. Connect it to Current and its data shows up on the company record, on the roadmap's Suggested tray and in the business review.
• Choose Current for the review itself if you want the whole pack written from every connected feed (tickets, CSAT, security, backup, fleet, contracts, lifecycle), with the numbers computed and only the words written by AI.
• Choose Current for the roadmap if you want the plan to sit beside your projects, your CRM pipeline and your PSA, so an approved card opens an opportunity and the delivered work is the same record the next review reports on.
• Switch fully if you want one tool for reviews, roadmaps, projects and pipeline. Your ScalePad initiatives can come across as roadmap cards before you turn the connection off, and disconnecting removes nothing from the board.

What ScalePad Lifecycle Manager does well

Lifecycle Manager comes from the asset side of the MSP business, and its public pages describe a deep set of tools for that job. Everything in this section comes from ScalePad's own site as of October 2026 (links under Sources).

• Warranty and lifecycle data. ScalePad lists 40+ OEM warranty lookups and describes tracking warranty risk, sourcing extended coverage, and planning workstation and infrastructure protection. It also aims to keep one device as one record across tools.
• Assessments and maturity scoring. Assessments use reusable templates with visual maturity scoring, and the Digital Maturity Index is a feature of its own.
• Multi-year roadmaps and budgets. ScalePad describes multi-year roadmaps tied to goals and OKRs, and automated 3-year budgets tied to contracts, hardware lifecycles and roadmap initiatives.
• Deliverables. A presentation layer that assembles goals, roadmaps, budgets and assessments into one web-based story, presented live in a white-labeled mode, sent as a password-protected link, or exported to PDF. It can bring in pre-built partner reports such as Cork, Huntress and IT Glue.
• Meetings. Structured agendas, notes and action items for each client touchpoint.
• Integrations and AI. ScalePad's pages cite 45+ and 70+ tool integrations (both figures appear), including Autotask and ConnectWise PSA, Datto RMM, NinjaOne, Microsoft 365, IT Glue, KnowBe4, Auvik and Veeam. Its QBR page describes AI-powered deck generation, and the Lifecycle Manager page marks a Copilot assistant as new.
• A free entry point. ScalePad's pricing page lists one client free forever, with Pro starting at $250 a month and per-client licensing added in blocks of five on Pro and X.

If your vCIO practice already runs on assessments, warranty renewals and an approved budget in ScalePad, none of that has to change to use Current.

Where Current goes further

A business review written from every feed, one chapter at a time

Current's Strategic Business Review reads everything your connected services hold for a customer and a period, turns each service into a fact sheet, plans the storyline for the whole issue, then writes the chapters one by one, each knowing what the chapters before it said. The pack covers the quarter on a page, a value ledger, a scorecard, peer comparison, security posture, fleet health, hardware lifecycle detail, backup and continuity, priced risks, a coverage map of where the customer is exposed, the road ahead, the budget picture and your team's next steps. A run takes about six minutes and keeps going if you close the tab.

Three rules shape the output. Numbers are computed, not written: the writer may only repeat a figure the evidence already prints. A section with no data drops out of the pack rather than printing a zero. And the last step reads the whole issue back to catch a number that came out differently in two chapters. You then check and adjust every chapter before it reaches the customer: rewrite one chapter in seconds, edit a line on the page, or hide a page.

Evidence from more than the asset estate

Lifecycle data is one input. Current also reads tickets and CSAT from your PSA, contracts and service lines, endpoint and identity security from tools such as Huntress and Duo, and backup results from Datto, Veeam, Slide and others. The backup chapter can show dated boot-verification screenshots of recovered systems, and the coverage map compares the customer's agreement lines against your own service catalog to show where they are exposed.

An account plan and a quarter board that feed the review

Every company in Current has a roadmap: an account plan holding the customer's goals in their words, the budget they stated and what it covers, the review cadence and who sits in the room, plus a board running from last quarter to eight quarters out, with five theme lanes (security, lifecycle, growth, compliance, continuity). Each goal and the budget carry a stamp with the date and the name of whoever confirmed it, and a stamp older than the cadence asks "Still true?" before the next meeting.

The business review reads from that plan instead of asking for the goals and the budget again. In Live mode, the road ahead slide is the quarter board itself, with Approve, Defer and Decline working on the slide while the customer watches. Each decision is stamped with who decided, and an approval opens one opportunity on your Expansion pipeline with the card's one-time and monthly figures.

Roadmap tools added in October 2026

• A status menu on every card with all eight statuses (Suggested, Proposed, Approved, Scheduled, In progress, Done, Deferred, Declined) and a line on what each means, with Undo.
• A Schedule for quarter picker in the card's detail sheet, plus Mark scheduled, Mark in progress and Mark done for agreed work.
• Budget export to Excel (By quarter, Cards and Their budget sheets) or a branded PDF. Both hold customer prices only, never cost or margin.

Projects, pipeline and PSA sync in the same product

An approved roadmap card becomes an opportunity, and won work becomes a project with dependency-aware scheduling and a critical path, synced two-way with Autotask, ConnectWise, HaloPSA and other PSAs. Time entered in Current flows to the PSA for billing. When the next review runs, the delivered project is already in the evidence, and the Since last time view reconciles what was promised against what was delivered, slipped or dropped.

AI that never sees your money

Draft a plan proposes goals, initiatives and sequencing for one company, each line with its reason and its record, and nothing is written until you accept it line by line. Ask the plan answers questions about the company's records, read with your own permissions. In both, prices, contract amounts, quote totals and your costs are removed before the question is sent. AI is part of the per-user price.

Side by side

Warranty and asset lifecycle

• Lifecycle Manager: the system of record, with 40+ OEM warranty lookups and extended-coverage sourcing.
• Current: reads hardware, warranty and OS state from Lifecycle Manager and your RMM, prints the at-risk machines in the review, and raises past-warranty hardware as roadmap suggestions priced at your default replacement prices.

Assessments

• Lifecycle Manager: reusable templates, visual maturity scoring and the Digital Maturity Index.
• Current: reads ScalePad assessments and offers every category scored under 70 as a roadmap suggestion. It does not author assessments.

Roadmap

• Lifecycle Manager: multi-year roadmaps tied to goals and OKRs, and automated 3-year budgets.
• Current: an account plan with confirmation stamps, a quarter board with theme lanes, suggestions from every connected feed, three fiscal years of stated budget against planned investment, and Excel or PDF export.

The review

• Lifecycle Manager: Deliverables assembles goals, roadmaps, budgets and assessments, with partner reports alongside, presented live, by protected link or as a PDF.
• Current: a written review built from every feed, with computed numbers, peer comparison, priced risks and evidence chips, presented in Live mode or delivered as a branded PDF, with every build kept as a numbered version.

After the meeting

• Lifecycle Manager: meeting notes and action items.
• Current: approvals open opportunities on your pipeline, won work runs as PSA-synced projects, and the next review opens on what the last one decided.

Path one: keep ScalePad and add Current

A Tenant Admin connects Lifecycle Manager in Settings › Integrations with a personal API key from a ScalePad administrator. The first sync starts at once and then runs hourly. You map any ScalePad clients that did not match a company automatically, and data only appears on mapped companies. The connection guide lists every data set. In short, Current reads:

• Clients and DMI scores, shown on the company record's Lifecycle card.
• Hardware assets and warranty, on the company record and in the review.
• Assessments, initiatives and budgets, goals and action items, and the quarterly budget forecast, which feeds the review's budget pages.
• The next or most recent Lifecycle Manager meeting, and contracts and SaaS renewals due within 90 days (subscription-dependent).

On the roadmap, open ScalePad initiatives arrive as cards marked from ScalePad, carrying ScalePad's wording, quarter and budget. A card keeps following ScalePad field by field until someone in Current changes that field, and once the room decides a card, ScalePad no longer writes to it. Goals, open action items and low assessment scores arrive as suggestions. The connection reads by default; the one exception is roadmap changes, which Current sends back to ScalePad (title, description, status, quarter and investment) and which a Tenant Admin can switch off.

One way to split the work: account managers keep using ScalePad for warranty renewals and assessments, and use Current to write and present the review, run the board in the meeting and move approved work into the pipeline. If you also quote in ScalePad Quoter, a new quote with no opportunity can open one in Current automatically, and winning it closes that opportunity as won (see the ScalePad integration page).

Path two: move the roadmap and the review into Current

• Connect Lifecycle Manager first and let one sync finish, so open initiatives land on each company's board as cards.
• Go through each board: confirm the goals and budget on the account plan, accept or dismiss the suggestions, and set the cadence and next review date.
• Build the next review in Current and present it in Live mode, deciding cards on the road ahead slide.
• Disconnect when you are ready. Every card and suggestion ScalePad raised is a copy, so turning the integration off takes nothing off the board. A ScalePad suggestion that stops being reported shows the date it was last seen.

Two things to plan for. Warranty lookups and assessment authoring stay ScalePad features; after a full switch, the roadmap's lifecycle suggestions come from your RMM (machines on a Microsoft release past end of support) instead of ScalePad's warranty dates. And ScalePad insights are reported for the whole account rather than per customer, so Current never puts them on a customer's tray.

How to decide

• Your QBR prep time goes into rebuilding decks from five tools: start with Current's review and keep ScalePad as a feed.
• Your roadmap decisions never turn into projects or pipeline: run the board in Current, where approval opens an opportunity.
• Warranty renewals are a revenue line you manage in ScalePad: keep it, and let Current read it.
• You want fewer tools and your hardware data already comes from your RMM: plan the switch.

For the meeting itself, see how to run an MSP QBR, and for the plan behind it, how to build an IT roadmap for MSP clients. Pricing for Current is on the pricing page.