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What is UMT360?

UMT360's Strategic Portfolio Management Solution delivers essential portfolio management functionalities that numerous organizations currently lack. By implementing UMT360, businesses can ensure they have appropriate planning and governance mechanisms in place to effectively model and analyze various dimensions, align investments with strategic goals, expedite business transformation, and drive growth. Our distinct methodology enables clients to gradually adopt the necessary capabilities, enhancing visibility, generating insights, and fostering enterprise connections to speed up transformation and refine decision-making processes. Key features of our solution include: * Governance Controls for All Portfolios * Demand & Innovation Management * Forecasting and Budgeting * Resource Utilization & Management * Outcome Management * Strategic Portfolio Analysis * Roadmapping and Release Management * Business Intelligence & Metrics These capabilities collectively empower organizations to achieve greater alignment between their strategies and operational execution, ensuring they remain competitive in a rapidly changing market.

What is ScalePad Lifecycle Insights?

Lifecycle Insights by ScalePad is a cloud-centric solution crafted for managed service providers (MSPs) to boost client interaction through virtual Chief Information Officer (vCIO) services and quarterly business assessments. This platform offers seamless integration with a variety of tools such as Professional Services Automation (PSA), Remote Monitoring and Management (RMM), and hardware suppliers, ensuring that critical data on assets, contracts, users, and security awareness is aggregated into a single, user-friendly interface. It includes a suite of templated risk evaluations, tools for generating quarterly business review (QBR) and budget reports, along with features for managing contracts and organizing meetings, complemented by a customizable assessment creation tool. By leveraging a unique digital maturity index and predictive analytics, it identifies potential technology vulnerabilities and calculates the total cost of ownership, turning insights into actionable strategies supported by detailed roadmaps and scorecards. In addition, integrations like Crewhu for customer satisfaction and net promoter score feedback, as well as INFIMA security training, enrich the reporting framework by embedding client satisfaction and security metrics into the evaluations. This comprehensive approach allows MSPs to provide their clients with detailed and insightful reports, ultimately driving more informed decision-making and strategic planning. By centralizing these diverse functionalities, Lifecycle Insights empowers MSPs to enhance their service offerings and strengthen client relationships.

Media

Media

Integrations Supported

Microsoft 365
Microsoft Power BI
Azure Boards
Microsoft Dynamics 365 Project Operations
Microsoft Planner
Microsoft Power Platform
Microsoft Project
ServiceNow

Integrations Supported

Microsoft 365
Microsoft Power BI
Breach Secure Now
HaloPSA
INFIMA
IT Glue
Liongard
Microsoft Word
Phin Security Awareness Training
ScalePad
Simplesat
SmileBack
Syncro
vCIO Hero

API Availability

Has API

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$149/month
Complete customer success

$15/month/per licensed client:

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

UMT360

Date Founded

2010

Company Location

United States

Company Website

www.umt360.com/products/strategic-portfolio-management-software/

Company Facts

Organization Name

ScalePad

Date Founded

2015

Company Location

Canada

Company Website

www.scalepad.com/lifecycle-insights/

Categories and Features

Change Management

Not specified

Demand Planning

Not specified

Enterprise Architecture

Application Portfolio Management
Architecture Governance
Capability Mapping
Diagramming
Modeling & Simulation
Risk Assessment
Transformation Roadmapping

Innovation

Not specified

IT Project Management

Not specified

OKR

Not specified

Product Management

Not specified

Product Roadmap

Not specified

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Project Portfolio Management

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Resource Management

Not specified

Strategic Planning

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

Categories and Features

MSP

Not specified

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