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2026 年 MSP 產業十大趨勢與預測

簽下新客戶,象徵著一個關鍵轉變的開始。從簽訂合約到建立可獲利的長期夥伴關係,這段旅程的成敗取決於一個流程:客戶導入(Client Onboarding)。執行完善的導入流程,能為信任、效率和成長奠定基礎。反之,拙劣的導入則會導致期望落差、範圍蔓延(Scope Creep)和客戶流失(Churn)。本五階段劇本提供了一個結構化框架,確保每一段新的客戶關係都能在最穩固的基礎上展開。

第一階段:探索與規劃

目標: 以數據取代假設,建立客製化的服務交付藍圖。第一步是全面了解客戶的環境、挑戰與目標。這需要透過一份必要的「策略性導入問卷」來達成。此文件將作為您整體合作關係的藍圖,並為未來的季度業務審查提供可衡量的目標。

問卷的關鍵數據點:

  • 服務層級與需求: 確認雙方同意的服務項目,從雲端儲存到系統監控。
  • 現行 IT 基礎架構: 記錄所有的工作站、伺服器和網絡硬件。
  • 現有的網絡安全工具組合: 列出所有現行工具(端點安全、防火牆、釣魚防護等)。
  • 關鍵人員與權限: 識別角色、存取層級和聯絡窗口。
  • 第三方合約: 了解與其他供應商或服務提供商的現有協議。
  • 事故應變: 檢視任何現有的事故應變計畫。

在此收集到的洞察,將讓您能夠建立一個從第一天起就與客戶業務目標保持一致的客製化導入計畫。

第二階段:安全與風險評估

目標: 透過識別漏洞並了解客戶獨特的攻擊面,建立安全基準線。在進行任何變更之前,您必須了解客戶當前的風險狀況。一次徹底的評估是不可或缺的,並且能立即展現您的價值。在 2024 年,超過 35% 的資料外洩事件歸因於第三方 —— 這是許多客戶未曾意識到的風險。您的評估應揭露這些潛在威脅。

必要安全探索清單:

  • 使用者身份與存取權限是如何管理、審查和撤銷的?
  • 特權帳號、服務帳號和共用憑證是否受到積極監控?
  • 所有關鍵帳號是否都強制執行多重要素驗證?
  • 敏感資料是如何分類、保護和儲存的?
  • 是否有任何第三方持有對雲端服務或資料的管理權限?
  • 系統日誌是否被收集並分析以偵測異常?
專業提示:自動化您的安全評估 手動稽核新客戶的雲端環境以找出過高權限和第三方風險非常耗時。像 Guardz 這樣的統一安全平台可以自動化此探索過程,在數小時內(而非數天)提供全面的風險報告,並識別如可疑登入活動或異常資料傳輸等威脅。

第三階段:奠定基礎與設定期望

目標: 透過清晰定義合作規則,建立信任並防止未來客戶流失。溝通不良和期望落差是導致客戶流失的主要原因。一份專業的「客戶歡迎包(Client Welcome Kit)」是您為成功合作關係奠定基礎的主要工具。

您的歡迎包必須包含:

  • 服務摘要: 清晰的交付項目清單和專案里程碑。
  • 服務等級協議(SLAs): 明確定義的回應時間和支援升級路徑。
  • 聯絡窗口: 您團隊成員及其角色的通訊錄。
  • 溝通協定: 官方的支援和查詢管道(例如電子郵件、客戶入口網站、Slack)。
  • QBR 時程表: 預先排定的策略性業務審查日期。
  • 資源中心: 常見問題、知識庫以及涵蓋 IT 疑難排解和釣魚意識等主題的教學影片連結。

第四階段:技術整合與遷移

目標: 以零中斷的方式,完美執行使用者資料和系統的遷移。這是導入過程中最精細的階段。從多個來源(CRM、電子郵件、雲端環境)遷移資料伴隨著顯著風險。一個單一的雲端設定錯誤就可能導致資料外洩。

安全遷移的最佳實踐:

  • 建立模擬資料: 絕不要用真實的客戶資料進行測試。使用模擬資料集來驗證工作流程、欄位對應和權限。
  • 進行廣泛測試: 執行多次測試運行,確保所有整合功能都如預期般運作。
  • 執行正式匯入: 只有在所有測試都成功後,才進行最終的正式資料遷移。

第五階段:策略啟動會議

目標: 正式啟動合作夥伴關係,解決最終疑慮,並鞏固與客戶團隊的良好關係。啟動會議不僅僅是一個形式,更是您傾聽的機會。應用 80/20 法則:花 80% 的時間傾聽客戶的目標和期望,用 20% 的時間解答問題和概述計畫。

啟動會議議程:

  • 檢視詳細的導入計畫和專案時程。
  • 定義您的團隊和客戶團隊的角色與職責。
  • 解決任何疑慮或獨特的業務需求。
  • 記錄所有行動項目並設定後續追蹤的提醒。

一旦此會議結束,導入流程便正式完成,長期的夥伴關係也正式開始。

透過 Guardz 簡化您的客戶導入流程

一個安全且高效的導入流程能立即讓新客戶感到安心。Guardz 提供一個統一的網絡安全平台,幫助 MSP 快速評估風險、偵測來自第三方應用程式的威脅,並監控雲端帳號的過高權限。讓每一個新的客戶關係,都在安全與信任的基礎上展開。

關於 Guardz

Guardz 為管理服務提供商 (MSP) 和 IT 專業人士提供一個人工智能驅動的網絡安全平台,專門設計來保護小型企業免受網絡攻擊。我們的統一檢測與響應平台能夠全面保護用戶、電子郵件、設備、雲端目錄和數據。透過簡化網絡安全管理,我們讓企業能夠專注於發展業務,同時減少安全管理的複雜性。Guardz 結合強大的網絡安全技術和豐富的專業知識,確保安全措施持續受到監控、管理和改進,預防未來的攻擊並降低風險。

About Version 2

Version 2 Digital is one of the most dynamic IT companies in Asia. The company distributes a wide range of IT products across various areas including cyber security, cloud, data protection, end points, infrastructures, system monitoring, storage, networking, business productivity and communication products. Through an extensive network of channels, point of sales, resellers, and partnership companies, Version 2 offers quality products and services which are highly acclaimed in the market. Its customers cover a wide spectrum which include Global 1000 enterprises, regional listed companies, different vertical industries, public utilities, Government, a vast number of successful SMEs, and consumers in various Asian cities.

MSP 客戶導入劇本:建立穩固長久客戶夥伴關係的五階段指南

簽下新客戶,象徵著一個關鍵轉變的開始。從簽訂合約到建立可獲利的長期夥伴關係,這段旅程的成敗取決於一個流程:客戶導入(Client Onboarding)。執行完善的導入流程,能為信任、效率和成長奠定基礎。反之,拙劣的導入則會導致期望落差、範圍蔓延(Scope Creep)和客戶流失(Churn)。本五階段劇本提供了一個結構化框架,確保每一段新的客戶關係都能在最穩固的基礎上展開。

第一階段:探索與規劃

目標: 以數據取代假設,建立客製化的服務交付藍圖。第一步是全面了解客戶的環境、挑戰與目標。這需要透過一份必要的「策略性導入問卷」來達成。此文件將作為您整體合作關係的藍圖,並為未來的季度業務審查提供可衡量的目標。

問卷的關鍵數據點:

  • 服務層級與需求: 確認雙方同意的服務項目,從雲端儲存到系統監控。
  • 現行 IT 基礎架構: 記錄所有的工作站、伺服器和網絡硬件。
  • 現有的網絡安全工具組合: 列出所有現行工具(端點安全、防火牆、釣魚防護等)。
  • 關鍵人員與權限: 識別角色、存取層級和聯絡窗口。
  • 第三方合約: 了解與其他供應商或服務提供商的現有協議。
  • 事故應變: 檢視任何現有的事故應變計畫。

在此收集到的洞察,將讓您能夠建立一個從第一天起就與客戶業務目標保持一致的客製化導入計畫。

第二階段:安全與風險評估

目標: 透過識別漏洞並了解客戶獨特的攻擊面,建立安全基準線。在進行任何變更之前,您必須了解客戶當前的風險狀況。一次徹底的評估是不可或缺的,並且能立即展現您的價值。在 2024 年,超過 35% 的資料外洩事件歸因於第三方 —— 這是許多客戶未曾意識到的風險。您的評估應揭露這些潛在威脅。

必要安全探索清單:

  • 使用者身份與存取權限是如何管理、審查和撤銷的?
  • 特權帳號、服務帳號和共用憑證是否受到積極監控?
  • 所有關鍵帳號是否都強制執行多重要素驗證?
  • 敏感資料是如何分類、保護和儲存的?
  • 是否有任何第三方持有對雲端服務或資料的管理權限?
  • 系統日誌是否被收集並分析以偵測異常?
專業提示:自動化您的安全評估 手動稽核新客戶的雲端環境以找出過高權限和第三方風險非常耗時。像 Guardz 這樣的統一安全平台可以自動化此探索過程,在數小時內(而非數天)提供全面的風險報告,並識別如可疑登入活動或異常資料傳輸等威脅。

第三階段:奠定基礎與設定期望

目標: 透過清晰定義合作規則,建立信任並防止未來客戶流失。溝通不良和期望落差是導致客戶流失的主要原因。一份專業的「客戶歡迎包(Client Welcome Kit)」是您為成功合作關係奠定基礎的主要工具。

您的歡迎包必須包含:

  • 服務摘要: 清晰的交付項目清單和專案里程碑。
  • 服務等級協議(SLAs): 明確定義的回應時間和支援升級路徑。
  • 聯絡窗口: 您團隊成員及其角色的通訊錄。
  • 溝通協定: 官方的支援和查詢管道(例如電子郵件、客戶入口網站、Slack)。
  • QBR 時程表: 預先排定的策略性業務審查日期。
  • 資源中心: 常見問題、知識庫以及涵蓋 IT 疑難排解和釣魚意識等主題的教學影片連結。

第四階段:技術整合與遷移

目標: 以零中斷的方式,完美執行使用者資料和系統的遷移。這是導入過程中最精細的階段。從多個來源(CRM、電子郵件、雲端環境)遷移資料伴隨著顯著風險。一個單一的雲端設定錯誤就可能導致資料外洩。

安全遷移的最佳實踐:

  • 建立模擬資料: 絕不要用真實的客戶資料進行測試。使用模擬資料集來驗證工作流程、欄位對應和權限。
  • 進行廣泛測試: 執行多次測試運行,確保所有整合功能都如預期般運作。
  • 執行正式匯入: 只有在所有測試都成功後,才進行最終的正式資料遷移。

第五階段:策略啟動會議

目標: 正式啟動合作夥伴關係,解決最終疑慮,並鞏固與客戶團隊的良好關係。啟動會議不僅僅是一個形式,更是您傾聽的機會。應用 80/20 法則:花 80% 的時間傾聽客戶的目標和期望,用 20% 的時間解答問題和概述計畫。

啟動會議議程:

  • 檢視詳細的導入計畫和專案時程。
  • 定義您的團隊和客戶團隊的角色與職責。
  • 解決任何疑慮或獨特的業務需求。
  • 記錄所有行動項目並設定後續追蹤的提醒。

一旦此會議結束,導入流程便正式完成,長期的夥伴關係也正式開始。

透過 Guardz 簡化您的客戶導入流程

一個安全且高效的導入流程能立即讓新客戶感到安心。Guardz 提供一個統一的網絡安全平台,幫助 MSP 快速評估風險、偵測來自第三方應用程式的威脅,並監控雲端帳號的過高權限。讓每一個新的客戶關係,都在安全與信任的基礎上展開。

關於 Guardz

Guardz 為管理服務提供商 (MSP) 和 IT 專業人士提供一個人工智能驅動的網絡安全平台,專門設計來保護小型企業免受網絡攻擊。我們的統一檢測與響應平台能夠全面保護用戶、電子郵件、設備、雲端目錄和數據。透過簡化網絡安全管理,我們讓企業能夠專注於發展業務,同時減少安全管理的複雜性。Guardz 結合強大的網絡安全技術和豐富的專業知識,確保安全措施持續受到監控、管理和改進,預防未來的攻擊並降低風險。

About Version 2

Version 2 Digital is one of the most dynamic IT companies in Asia. The company distributes a wide range of IT products across various areas including cyber security, cloud, data protection, end points, infrastructures, system monitoring, storage, networking, business productivity and communication products. Through an extensive network of channels, point of sales, resellers, and partnership companies, Version 2 offers quality products and services which are highly acclaimed in the market. Its customers cover a wide spectrum which include Global 1000 enterprises, regional listed companies, different vertical industries, public utilities, Government, a vast number of successful SMEs, and consumers in various Asian cities.

ScalePad Review: A Lifecycle Manager Worth Investing In?

Managing IT assets as an MSP is a constant juggling act. From tracking aging hardware to ensuring warranties don’t lapse, every oversight can mean lost revenue, inefficiencies, or unexpected downtime for your clients. You need a smarter way to stay ahead.

This is where tools like Scalepad come into play, an automated asset lifecycle management platform designed to take the guesswork out of IT asset management. But is it the right fit for your MSP?

Integrating with your existing RMM and PSA tools, ScalePad transforms scattered asset data into a single, streamlined source. It is designed to provide actionable insights that help you make informed decisions, strengthen client relationships, and boost profitability. 

But does it deliver everything your MSP needs to stay competitive? Let’s take a closer look. Keep reading our comprehensive Scalepad review to determine whether this is the right IT lifecycle manager for your MSP. 

Key Takeaways

  • ScalePad automates IT asset lifecycle management, reducing manual workload and improving data accuracy.
  • Integration with RMM and PSA tools ensures real-time asset tracking, proactive monitoring, and compliance support.
  • MSPs can use ScalePad to create IT roadmaps, forecast budgets, and plan hardware refresh cycles.
  • The platform enables upsell and cross-sell opportunities by identifying aging hardware and expiring warranties.
  • While ScalePad enhances IT asset tracking, it does not provide cybersecurity protection, requiring additional security tools.
  • Unified Detection and Response (UDR) solutions like Guardz can fill cybersecurity gaps for MSPs managing security-sensitive clients

What Is ScalePad?

ScalePad is an automated IT asset lifecycle management platform designed for Managed Service Providers

It streamlines asset tracking, risk assessment, and client engagement by integrating with Remote Monitoring and Management (RMM) and Professional Services Automation (PSA) tools.

By consolidating hardware and software data, ScalePad provides MSPs with a centralized, real-time view of their clients’ IT environments. 

This enables proactive decision-making, warranty management, asset protection, and compliance tracking. The platform also includes reporting and roadmap features that help MSPs plan infrastructure upgrades and communicate value to clients.

ScalePad’s Lifecycle Manager automates asset discovery, warranty tracking, and replacement planning, while Lifecycle Insights supports Quarterly Business Reviews (QBRs) and strategic IT planning. Also, ControlMap helps MSPs manage compliance requirements, including SOC 2 and ISO 27001.

With over 40 integrations, ScalePad simplifies IT asset management, improves client trust, and helps MSPs drive revenue by reducing inefficiencies and identifying upgrade opportunities. Let’s discuss in greater detail how ScalePad works.

How Does ScalePad Work?

ScalePad automates IT asset lifecycle management for MSPs by systematically collecting, analyzing, and organizing asset data to support proactive decision-making. The platform follows a structured process to streamline IT asset tracking, warranty management, and compliance.

1. Integration and Data Collection

ScalePad connects with RMM, PSA, and other IT management tools to automatically pull data on hardware, software, warranties, and security risks. This eliminates manual data entry and ensures an up-to-date, centralized repository of all IT assets.

2. Asset Discovery and Monitoring

Once data is collected, ScalePad categorizes and monitors assets throughout their lifecycle. It identifies aging hardware, warranty status, compliance risks, and upcoming refresh needs, allowing MSPs to assess infrastructure health at a glance.

3. Automated Warranty and Compliance Tracking

The platform continuously tracks warranties and compliance requirements, alerting MSPs when renewals are needed or when assets no longer meet industry standards such as SOC 2 and ISO 27001. This helps MSPs prevent security vulnerabilities and maintain regulatory compliance.

4. IT Planning and Client Reporting

ScalePad generates IT roadmaps and custom reports that MSPs can use for client meetings. These insights help MSPs justify upgrade recommendations and budget planning, improve transparency, and support proactive IT management.

Let’s move on and take a closer look at the various features that ScalePad offers that allow this process to operate smoothly. 

Key Features of ScalePad for IT Asset Lifecycle Management

ScalePad provides Managed Service Providers (MSPs) with an automated solution for tracking, managing, and optimizing IT assets throughout their lifecycle. 

By integrating with existing RMM and PSA tools, ScalePad centralizes asset data, ensuring accurate tracking, improved security, and strategic decision-making.

Warranty Tracking

ScalePad automates warranty tracking, monitoring expiration dates, and providing proactive alerts to prevent lapses. This feature enables MSPs to plan hardware replacements, reduce downtime, and streamline warranty claims without manually tracking vendor information.

Asset Discovery and Insights

The platform automatically collects and consolidates hardware and software data, providing a single source of comprehensive information. MSPs gain real-time visibility into asset age, warranty status, performance, and security risks. This allows for more informed client recommendations and proactive risk mitigation.

IT Roadmaps and Budget Planning

ScalePad enables MSPs to create long-term IT roadmaps that help clients plan infrastructure investments. MSPs can proactively recommend upgrades and replacements by forecasting hardware refresh cycles, license renewals, and budget allocations, ensuring business continuity and cost predictability.

Compliance and Risk Assessments

Through ControlMap, MSPs can manage compliance with industry frameworks such as SOC 2 and ISO 27001. The platform provides automated risk assessments, policy tracking, and audit-ready reports, ensuring clients meet cybersecurity requirements and industry best practices.

Quarterly Business Review (QBR) and vCIO Tools

ScalePad simplifies QBR preparation by generating detailed reports on asset performance, lifecycle status, and security risks. The built-in vCIO (Virtual Chief Information Officer) tools help MSPs engage with clients, present risk assessments, and offer strategic recommendations that align with business goals.

Product Registration and Eligibility Verification

ScalePad streamlines the registration of client assets with vendors and the verification of warranty eligibility. By automating these tasks, MSPs can quickly determine which devices qualify for support and expedite warranty claims, reducing downtime and administrative overhead.

Asset Protection and Disposal

ScalePad provides integrated solutions for infrastructure protection, workstation assurance, and IT asset disposal. MSPs can easily procure protection plans, schedule warranty servicing, and ensure proper end-of-life hardware decommission, maintaining compliance with data protection regulations and environmental standards.

Customizable Reporting

The platform generates detailed, client-friendly reports on asset status, security risks, warranty coverage, and lifecycle projections. Reports can be tailored to each client’s needs, making it easier for MSPs to communicate the value of proactive asset management during business reviews.

Scorecards and Initiatives

ScalePad’s scorecarding and initiative planning tools help MSPs track IT infrastructure performance, set improvement goals, and measure progress over time. These features ensure clients align with best practices and make informed IT investment decisions.

Seamless Integrations

With over 40 integrations, ScalePad connects with leading RMM, PSA, and security tools. These integrations automate data collection, reduce manual data entry, improve data accuracy, and streamline asset management workflows.

Client Engagement and Strategic Planning

ScalePad’s Lifecycle Insights module provides tools to improve client engagement by presenting clear, actionable IT strategies. MSPs can segment clients based on value, assess risks, and prioritize technology recommendations, helping them transition from reactive problem solvers to proactive IT advisors.

Pros and Cons of Scalepad

As an IT lifecycle manager, there are many beneficial aspects of ScalePad for MSPs, but there are also a few notable drawbacks that may have you looking for a more comprehensive solution. Here’s what you need to know about the advantages and disadvantages of using ScalePad for IT asset lifecycle management. 

Pros of ScalePad

ScalePad’s user-friendliness, seamless integrations, and automated warranty tracking are just some of its pros, as detailed below. 

User-Friendly Interface

ScalePad features an intuitive dashboard that consolidates IT asset data into a clear, easy-to-navigate format. This allows MSPs to quickly assess infrastructure health, track warranty status, and identify upgrade opportunities.

Seamless Integrations

The platform integrates with leading RMM and PSA tools, automating data collection from multiple sources. This reduces manual data entry, ensures accuracy, and provides a real-time view of IT assets.

Customizable Reporting

MSPs can generate detailed reports tailored to their clients’ needs. These reports highlight asset lifecycle status, compliance risks, and upgrade recommendations, making client meetings more productive and data-driven.

IT Roadmaps and Budget Planning

ScalePad helps MSPs create multi-year IT roadmaps and budget forecasts, ensuring clients can plan for hardware replacements and software upgrades without unexpected costs.

Automated Warranty Tracking

The platform monitors hardware warranties, providing alerts before expiration. This allows MSPs to proactively renew warranties or replace aging equipment, minimizing downtime for clients.

Revenue Opportunities

ScalePad’s data-driven insights help MSPs identify upsell and cross-sell opportunities, such as extended warranties, asset replacements, and compliance services. This strengthens client relationships while generating additional revenue.

Quarterly Business Review (QBR) Tools

With built-in QBR tools, MSPs can efficiently prepare reports, present IT asset performance metrics, and align clients’ technology investments with business goals.

Cons of ScalePad

While ScalePad has several major benefits, it also has some glaring weaknesses, one of which is a lack of cybersecurity management. 

Lack of Cybersecurity Management

While ScalePad streamlines asset lifecycle management, it does not include advanced cybersecurity features. 

MSPs that require Unified Threat Detection and Response (UDR), endpoint protection, or security monitoring will need to integrate additional solutions. Platforms like Guardz provide comprehensive cybersecurity capabilities that complement ScalePad’s asset management functions.

Limited Customization in Reporting

Although ScalePad offers customizable reporting, some users find the options restrictive compared to other IT asset management platforms. More advanced reporting capabilities could improve client communication and strategic planning.

Inconsistent Warranty Service

Some MSPs have reported delays and inconsistencies when processing warranty claims through ScalePad. A more reliable service model would improve the overall user experience.

Data Collection Gaps

ScalePad primarily relies on integrations with RMM and PSA tools, but some MSPs have encountered issues where certain devices or software do not automatically sync. Manual intervention may be required to ensure complete asset visibility.

Pricing Concerns

Some users feel ScalePad’s pricing is high relative to its feature set, particularly for MSPs that do not frequently use warranty tracking or long-term IT planning. A more flexible pricing model could make it more accessible. 

Users and former customers also note that the cost of using Scalepad has increased drastically over the past years, with increases often coming without warning. 

Let’s discuss how ScalePad can help MSPs in managing their IT asset lifecycles. 

How ScalePad Helps MSPs Manage IT Asset Lifecycles

ScalePad automates asset lifecycle management, enabling MSPs to efficiently track, monitor, and optimize IT assets while reducing administrative overhead.

Here are the main benefits of ScalePad for MSPs: 

Automating Asset Tracking and Monitoring

Managing IT assets manually is time-consuming and prone to errors. ScalePad eliminates manual data entry by pulling real-time asset data from integrated systems, ensuring an up-to-date view of hardware, software, and warranties. 

This automation reduces the risk of outdated or inaccurate records, allowing MSPs to make informed decisions.

With continuous monitoring, MSPs receive alerts for warranty expirations, aging hardware, and potential compliance risks. These proactive notifications allow MSPs to address infrastructure weaknesses before they cause downtime, ensuring clients maintain reliable and secure IT environments.

Improving IT Lifecycle Planning

Understanding where each asset is in its lifecycle helps MSPs optimize client infrastructure. ScalePad provides full visibility from procurement to decommissioning, allowing MSPs to plan replacements and upgrades before failures occur. 

This strategic planning minimizes disruptions, extends service life, and ensures that IT investments align with business needs.

By generating IT roadmaps and budget forecasts, ScalePad helps MSPs guide their clients in planning future technology investments. With clear asset lifecycle insights, MSPs can justify upgrade recommendations, preventing reactive spending and reducing unexpected costs.

Supporting Proactive Client Engagement

Communicating asset health and IT risks effectively is essential for building client trust. ScalePad’s customizable reports present asset data in a structured, easy-to-understand format, making Quarterly Business Reviews (QBRs) more effective. 

These reports help MSPs demonstrate the value of their services, highlight infrastructure concerns, and provide strategic recommendations based on real data.

With these insights, MSPs can position themselves as trusted advisors rather than reactive problem solvers. By engaging clients in proactive IT discussions, MSPs strengthen long-term relationships and reinforce their role in optimizing IT infrastructure.

Creating Revenue Opportunities Through Lifecycle Insights

ScalePad enables MSPs to identify and act on opportunities for service expansion. The platform highlights assets nearing end-of-life, software licenses up for renewal, and outdated security tools. 

By proactively addressing these needs, MSPs can offer hardware replacements, extended warranties, compliance services, and managed security solutions, increasing revenue while improving client IT environments.

The platform also ensures MSPs stay ahead of warranty and service contract expirations. Automated alerts prevent lapses in coverage, ensuring smooth contract renewals and ongoing revenue stability.

Improving Warranty and Asset Disposal Management

Warranty management can be complex, but ScalePad simplifies the process by automating eligibility verification and tracking expiration dates. MSPs can easily manage warranty claims and coordinate support with vendors, ensuring clients receive timely hardware servicing.

Moreover, ScalePad supports IT asset disposition (ITAD), helping MSPs retire outdated equipment securely. This ensures compliance with data protection regulations while providing clients with a structured approach to hardware refresh cycles.

Comparing ScalePad to Other IT Asset Management Solutions

When evaluating IT asset management solutions, it’s essential to consider how each platform addresses cybersecurity concerns. Below is a comparison of ScalePad with InsightPro, iWarranty, and Atera, focusing on their capabilities and subtle distinctions in cybersecurity emphasis.

InsightPro

InsightPro offers a comprehensive suite of reporting features, enabling the generation of detailed asset reports, warranty summaries, and performance analyses. 

While ScalePad provides customizable reporting, InsightPro’s options are more extensive, allowing for highly specialized reports tailored to clients’ unique needs. However, this enhanced reporting functionality comes at a higher price point compared to ScalePad.

iWarranty

iWarranty is a strong contender in the IT asset management space, particularly in warranty management. The platform offers advanced features for tracking warranties, submitting claims, and managing vendor relationships. 

However, iWarranty’s integration capabilities are limited compared to ScalePad, which seamlessly integrates with popular RMM and PSA tools. This limitation may impact the ability to automate data collection and streamline workflows.

Atera

Atera is an all-in-one RMM and PSA solution that includes built-in asset management functionality. While this integration simplifies the tech stack, Atera’s asset management features lack the depth and breadth of insights provided by ScalePad. 

With ScalePad, users gain access to a comprehensive range of data-driven insights, including upsell and cross-sell opportunities, warranty expiration alerts, and asset lifecycle management capabilities.

A Lack of Cybersecurity Focus Across the Board

While each of these platforms offers valuable features, it’s important to note that their primary focus is not on cybersecurity. ScalePad, for instance, emphasizes asset lifecycle management and warranty tracking. 

Therefore, for organizations where cybersecurity is a critical concern, it may be beneficial to integrate specialized security solutions alongside these asset management tools to ensure comprehensive protection.

Is ScalePad Worth It for MSPs?

ScalePad is a valuable tool for MSPs looking to streamline IT asset lifecycle management. By automating asset tracking, warranty management, and data collection, the platform reduces manual workload and improves operational efficiency. 

Its integration with RMM and PSA tools ensures real-time asset monitoring, helping MSPs proactively address aging hardware, warranty expirations, and potential service disruptions. This automation allows MSPs to focus on higher-value services while maintaining accurate asset records.

Beyond operational efficiency, ScalePad creates opportunities for MSPs to expand their service offerings. With detailed asset insights, MSPs can identify upsell and cross-sell opportunities, such as recommending hardware replacements, extended warranties, or managed IT services. 

The platform’s customizable reporting capabilities also facilitate data-driven discussions with clients, strengthening relationships and reinforcing the MSP’s role as a strategic IT advisor. Providing proactive recommendations backed by real-time data not only improves client trust but also generates additional revenue streams.

While ScalePad optimizes IT asset lifecycle management, it does not provide cybersecurity protection. MSPs must ensure their clients are also safeguarded against cyber threats by integrating Unified Detection and Response (UDR) solutions such as Guardz

A comprehensive IT management strategy requires both asset lifecycle oversight and cybersecurity defense. By pairing ScalePad’s asset management capabilities with a robust security platform, MSPs can offer a complete solution that maximizes operational efficiency while securing their clients’ infrastructure.

Final Thoughts on ScalePad

ScalePad is a strong choice for MSPs seeking to automate IT asset lifecycle management. Its integration with RMM and PSA tools provides real-time asset tracking, warranty management, and strategic IT planning. 

By reducing manual workload and offering data-driven insights, ScalePad helps MSPs improve operational efficiency, minimize downtime, and strengthen client relationships. However, for MSPs that also want to provide their clients with comprehensive cybersecurity, a UDR solution such as Guardz stands out. 

Find out how Guardz can address your specific pain points and enhance your service offerings by visiting Guardz.com.

Frequently Asked Questions

Can ScalePad Help with Compliance Management?

Yes, through its ControlMap module, ScalePad assists MSPs in managing compliance with frameworks like SOC 2 and ISO 27001. It offers automated risk assessments, audit tracking, and policy management.

How Does ScalePad Compare to RMM and PSA Tools?

ScalePad is not a replacement for RMM or PSA tools but enhances them by centralizing asset data, automating lifecycle tracking, and improving warranty management.

Does ScalePad Provide Hardware Procurement or Disposal Services?

No, but it tracks asset lifecycles, helping MSPs determine when to retire and replace IT assets. MSPs must manage procurement and disposal separately or through integrations.

What Types of Reports Can MSPs Generate with ScalePad?

ScalePad provides customizable reports covering hardware age, security risks, warranty coverage, and budget forecasts, helping MSPs justify IT recommendations to clients.

Can ScalePad Be Used for IT Budget Planning?

Yes, the platform helps MSPs forecast IT budgets, track hardware refresh cycles, and align spending with long-term infrastructure goals.

What Are the Main Limitations of ScalePad?

ScalePad lacks cybersecurity management, advanced reporting customization, and built-in procurement features. MSPs needing cybersecurity should integrate Guardz or similar solutions.

About Guardz
Guardz is on a mission to create a safer digital world by empowering Managed Service Providers (MSPs). Their goal is to proactively secure and insure Small and Medium Enterprises (SMEs) against ever-evolving threats while simultaneously creating new revenue streams, all on one unified platform.

About Version 2 Digital

Version 2 Digital is one of the most dynamic IT companies in Asia. The company distributes a wide range of IT products across various areas including cyber security, cloud, data protection, end points, infrastructures, system monitoring, storage, networking, business productivity and communication products.

Through an extensive network of channels, point of sales, resellers, and partnership companies, Version 2 offers quality products and services which are highly acclaimed in the market. Its customers cover a wide spectrum which include Global 1000 enterprises, regional listed companies, different vertical industries, public utilities, Government, a vast number of successful SMEs, and consumers in various Asian cities.

Microsoft Joins the Club: Secure Your DNS or Risk the Junk Folder

Key Takeaways

  1. May 5, 2025, enforcement date – Outlook.com, Hotmail.com, and Live.com will start Junk‐foldering mail from domains that send 5,000+ messages per day and fail SPF, DKIM, or DMARC checks.
  2. SPF + DKIM must PASS; DMARC must align – At minimum p=none is required. Misaligned records will tank deliverability.
  3. Microsoft joins Gmail & Yahoo – All three consumer providers demand the same trio: email protocol authentication, <0.3 % spam complaints, and one‑click unsubscribe.
  4. MSPs must audit client DNS now – Waiting until May means clients risk brand damage, lost revenue, and junked newsletters.

Why Microsoft’s Move Matters

On April 2, 2025, Microsoft announced “Strengthening Email Ecosystem: Outlook’s New Requirements for High‑Volume Senders,” bringing its consumer mail properties in line with Google and Yahoo’s 2024 bulk‑sender rules. The policy targets any aggregate domain + sub‑domains that exceed 5k outbound mails per 24h, where even a single spike triggers permanent “bulk sender” status.

Unlike previous guidance, this update includes an explicit enforcement timeline:

  • May 5 → Junk for non‑compliant domains (soft landing)
  • Future TBD → Reject if issues persist

For MSPs overseeing SMB tenants, that leaves only days to get records in order.

Breakdown of the New Requirements

RequirementWhat Microsoft Wants
SPFPass; ≤10 DNS look‑ups; include all third‑party senders
DKIMPass; at least one selector; rotate keys periodically
DMARCPublish record with p=none, rua reports; align with SPF or DKIM
UnsubscribeFunctional RFC 8058 one‑click for bulk/marketing
From/Reply‑ToRFC‑compliant, deliverable addresses

How This Aligns with Gmail & Yahoo

Google and Yahoo began rejecting unauthenticated bulk mail in February 2024. Their baseline: SPF + DKIM + DMARC, complaint‑rate < 0.3%, one‑click unsubscribe. Microsoft’s announcement completes the trifecta, meaning 90%+ of consumer inboxes now share the same gate‑keeping playbook. For MSPs that already hardened client domains for Gmail/Yahoo, only minor tweaks may be needed; for everyone else, the learning curve just got steeper.

Three‑Step Action Plan for MSPs

  1. Audit & Map
    Inventory every sending source (marketing tools, CRM, scan‑to‑email devices) and export current DNS records.
  2. Fix & Align
    Flatten oversized SPF, deploy DKIM keys, and publish a DMARC p=none record with aggregate (RUA) reporting.
  3. Monitor & Enforce
    Review DMARC reports daily, then progress to p=quarantine → p=reject within 60 days.

How Guardz Accelerates Compliance

The Guardz security platform automatically scans email for authentication in the following ways:

  • Continuously Assessing the External Footprint: Guardz automatically discovers and monitors clients’ external digital assets. This includes identifying critical missing or misconfigured DNS records (SPF, DKIM, DMARC), exposed services, and other potential attack vectors. This proactive scanning helps MSPs pinpoint compliance gaps related to email authentication before they impact deliverability.
  • Facilitating Remediation and Reporting: When a misconfiguration in DNS records is discovered, Guardz triggers actionable alerts and streamlined remediation playbooks. Additionally, tools like Prospecting Reports and Business Reviews, allow MSPs to assess client risk posture (including DNS-related risks), demonstrate the value delivered by achieving compliance, and track security improvements over time.
  • Inbound Email Security: Building on top of the new rules for bulk email, Guardz uses email authentication to verify all incoming emails using SPF, DKIM, and DMARC protocols to protect against spoofing and phishing attacks. Emails failing authentication will be flagged with a warning banner or sent to quarantine.

Final Thoughts

Microsoft’s move isn’t “just another update”, it’s a significant development in the email landscape. It signals that bulk email without strong authentication is no longer a viable option. By taking action now, MSPs can protect their clients from the negative consequences of undelivered emails, unsuccessful marketing campaigns, and damaged reputations.

Need help? Schedule a demo today and discover your organization’s email security posture or connect with us on LinkedIn.

About Guardz
Guardz is on a mission to create a safer digital world by empowering Managed Service Providers (MSPs). Their goal is to proactively secure and insure Small and Medium Enterprises (SMEs) against ever-evolving threats while simultaneously creating new revenue streams, all on one unified platform.

About Version 2 Digital

Version 2 Digital is one of the most dynamic IT companies in Asia. The company distributes a wide range of IT products across various areas including cyber security, cloud, data protection, end points, infrastructures, system monitoring, storage, networking, business productivity and communication products.

Through an extensive network of channels, point of sales, resellers, and partnership companies, Version 2 offers quality products and services which are highly acclaimed in the market. Its customers cover a wide spectrum which include Global 1000 enterprises, regional listed companies, different vertical industries, public utilities, Government, a vast number of successful SMEs, and consumers in various Asian cities.

36 Endpoint Security Statistics MSPs Should Know About in 2025

You can’t secure what you don’t know exists.

That’s only part of the challenge MSPs face when managing endpoint security.

Endpoint security becomes even more complex when you factor in the number of unmanaged devices continually added to the corporate network.

Do you know the number of unauthorized productivity SaaS applications being used by employees on their personal devices? Most likely not. But shadow IT is only part of the problem MSPs and IT managers encounter daily.

We’re not even talking about BYOD policies that aren’t deployed or followed protocol. How about former employees who still have company-issued laptops they haven’t returned yet? Each unsecured endpoint is a prime target for attackers to exploit.

Wait until you see what else the Guardz team discovered.

Here are 36 endpoint security statistics in 2025 that every MSP must be aware of.

Unsecured Connections: Endpoint Security Risks of BYOD

  • 92% of remote workers report using their personal tablets or smartphones for work tasks, with 46% of them having saved a work file onto those devices. – The State of Remote Work Security
  • 97% of executives access work accounts or applications via their personal devices. – 2023 Not (Cyber) Safe for Work Report
  • 80% of executives are likely to send work-related messages from their personal devices. – 2023 Not (Cyber) Safe for Work Report
  • Microsoft research found that 80-90% of successful ransomware attacks come from unmanaged devices. – Microsoft
  • 62% of cybersecurity professionals cite data loss and leaks as their top BYOD-related concerns. Menlo Security
  • 36% of employees who said they use a personal device for work purposes admitted to delaying applying security updates. – The HIPAA Journal
  • 71% of employees store sensitive work passwords on personal phones. – Security Magazine
  • 67% of enterprises use up to five separate vendors for management and security across all device types. Computerworld
  • Only 38% of companies have a policy prohibiting employees from storing plain-text access credentials on their devices. The Sensitive Data Report
  • Only 42% of companies surveyed have a solution to proactively locate sensitive data on an employee device. The Sensitive Data Report
  • 38% of employees admitted that their employer doesn’t have any BYOD policies, or the policy is sometimes or always ignored. – The HIPAA Journal

Endpoints Unknown: The Dangers of Shadow IT

  • Gartner found that shadow IT accounts for 30-40% of IT spending in large enterprises. Forbes
  • According to Cisco, 80% of company employees use shadow IT. IBM
  • 76% of SMBs report that shadow IT threatens security. LastPass
  • 58% of SMBs have experienced high-impact shadow IT efforts outside the knowledge of their official IT department. Capterra
  • While the average large enterprise believes it uses 37 apps, employees actually use 625 apps. – CIO
  • 30% of IT leaders claim that information security is the biggest obstacle to BYOD adoption. CloudSecureTech
  • Shadow IT usage has increased by 59% with remote work. Keepnet
  • 47% of companies allow employees to access their resources on unmanaged devices, authenticating via credentials alone. The Shadow IT Report
  • 70% of employees using ChatGPT at work hide it from their employers. Business Insider
  • Nearly 1/3 (32%) of remote and hybrid workers use apps or software not approved by IT.  Infosecurity Magazine
  • A study found that 59% of organizations have experienced data loss through cloud-based shadow IT. Ponemon Institute
  • ChatGPT is the top unauthorized app that is secretly used by workers. Fortune
  • “By 2027, 75% of employees will acquire, modify or create technology outside IT’s visibility — up from 41% in 2022.” Gartner

Employee-Related Endpoint Security Threats

  • Among HR workers who offboarded employees in the past year, 71% say at least one employee didn’t return company-owned equipment, like a laptop or smartphone. Capterra
  • 65% of employees said they often bypass their organization’s security policies to improve productivity and make their lives easier. The HIPAA Journal
  • Over 90% of security incidents involving lost or stolen devices result in an unauthorized data breach. Samsung Knox
  • 13% of employees admit to falling for phishing attacks while working at home. – Security Magazine
  • A study by Wing Security found that 63% of businesses may have former employees with access to organizational data. The Hacker News
  • 62% of employees surveyed reported moving company IP to non–company devices. USACI
  • An HR offboarding study found that 59% of stolen company-owned equipment contained sensitive information and that only 55% were able to completely lock out the employee from using the equipment. Capterra

Endpoint-Related Attacks

  • There was a 300% increase in endpoint malware detections in Q3 of 2024. Help Net Security
  • In 2024, a Twilio data breach exposed 33 million phone numbers from Authy accounts, which was traced back to an unauthenticated API endpoint. Security Week
  • A study found that 90% of successful cyberattacks and as many as 70% of successful data breaches originate at endpoint devices. Verizon Business 2023 Mobile Security Index
  • 54% of security professionals said that more than 20% of their overall endpoints were unmanaged. CSO Online
  • A survey found that 67% of MSPs experienced an attack from an AI-borne threat in the last 12 months and that AI attacks could soon become more of a threat than endpoint attacks. SC Media

Secure Your Endpoints with Guardz

Visibility is the key factor when it comes to endpoint security.

The Guardz platform includes native endpoint protection that integrates with SentinelOne EDR, delivering best-in-class endpoint security. This enables MSPs to scale 365-day coverage without added complexity or cost.

About Guardz
Guardz is on a mission to create a safer digital world by empowering Managed Service Providers (MSPs). Their goal is to proactively secure and insure Small and Medium Enterprises (SMEs) against ever-evolving threats while simultaneously creating new revenue streams, all on one unified platform.

About Version 2 Digital

Version 2 Digital is one of the most dynamic IT companies in Asia. The company distributes a wide range of IT products across various areas including cyber security, cloud, data protection, end points, infrastructures, system monitoring, storage, networking, business productivity and communication products.

Through an extensive network of channels, point of sales, resellers, and partnership companies, Version 2 offers quality products and services which are highly acclaimed in the market. Its customers cover a wide spectrum which include Global 1000 enterprises, regional listed companies, different vertical industries, public utilities, Government, a vast number of successful SMEs, and consumers in various Asian cities.

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