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ScalePad integration

What the ScalePad integration does

What Lemhi sends to and reads from ScalePad Lifecycle Manager, and what you need in place before you connect it.

Written By The Lemhi Product Team

Last updated 10 days ago

Your vCIO runs the quarterly review in ScalePad. Your client's AI program lives in Lemhi. The integration connects the two, so nobody copies the AI roadmap into ScalePad by hand. This article is for MSP admins and vCIOs deciding whether to connect it.

What the integration does

Feature

What it does

AI roadmap to initiatives

Approved use cases on a client's AI Roadmap become initiatives on the client's ScalePad roadmap.

Two-way status

A status change made in ScalePad shows up in Lemhi. If both sides changed, ScalePad wins.

QBR AI progress summary

A 90-day summary of Compass work, attached to the client's next QBR or business review meeting.

Send reports

Send finished Lemhi reports to a ScalePad meeting as PDFs, or as a client note with links.

Shadow AI from SaaS Management

AI apps ScalePad SaaS Management sees count toward the client's AI Tooling inventory in Lemhi.

Setup in minutes

One ScalePad API key, then Auto-map matches your clients through ConnectWise, name, or domain.

Before you start

  • ScalePad Lifecycle Manager. The ScalePad account needs a Lifecycle Manager subscription.

  • A ScalePad administrator to set up a dedicated ScalePad user and create the API key while signed in as that user. The user's Lifecycle Manager role needs to read clients and to create and edit initiatives, meetings and notes.

  • Admin access in Lemhi. Only an admin of your MSP account can connect ScalePad and map clients. Other team members see the page read-only.

  • Clients that exist in both. Each Lemhi client is matched to a client that already exists in ScalePad.

  • For the QBR summary and sending reports: the client is on the Lifecycle Manager X license, which includes Meetings. The QBR summary also needs a meeting whose type includes "QBR" or "business review".

  • For Shadow AI: the client is enrolled in ScalePad SaaS Management.

Next

Connect ScalePad to Lemhi

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