Documentation Portfolio · Edition 2026

Frankie Ryan

Technical Writer

Fifteen documentation samples selected from my published work at ScalePad, spanning integration guides, analytics references, and troubleshooting articles. Each entry links to the live article and includes a short note on why it's here.

15 articles 3 products 7 categories

Part 01 — Integrations4 articles

Integrating with Microsoft 365 (Multi-Tenant)

A six-phase Entra ID and Partner Center setup spanning service-account creation, GDAP relationships, and role elevation, with a genuine security best practice built in: use Global Administrator only for initial setup, then downgrade it.

LIFECYCLE MANAGER 02

Integrating with HaloPSA

A full role, permission, and API-scope walkthrough across two connected systems.

LIFECYCLE INSIGHTS 03

Understanding Lifecycle Manager data syncing

Cleanly separates two easily-conflated concepts, syncing and processing, and gives a concrete self-service fix (running a manual sync) instead of just pointing to support.

LIFECYCLE MANAGER 04

Integrating with ServiceNow

Enumerates the exact ServiceNow table names required for each synced data type and branches instructions by which opportunity module the customer uses, comfortable operating at the data-model level, not just the UI-click level.

LIFECYCLE MANAGER

Part 02 — Analytics & Reporting2 articles

About Client Analytics

Explains how a scoring system actually derives its numbers, not just what the numbers mean.

LIFECYCLE MANAGER 06

Understanding hardware replacement status in the Hardware Lifecycle Report

Takes a genuinely confusing two-variable interaction (asset age vs. warranty expiry) and makes it reasoned-through rather than memorized, using a worked numeric example before the reference table.

LIFECYCLE MANAGER

Part 03 — Client Management2 articles

Merging and renaming Clients

Documents a real data-integrity operation with genuine consequences (parent/child rollup, temporary record locking mid-merge) and its own safe reversal path via unlinking.

LIFECYCLE MANAGER 08

Creating and Linking PSA Opportunities from Initiatives

A fee-mapping table that's explicit about where behavior differs by PSA (ConnectWise Manage vs. Autotask vs. Halo PSA), rather than presenting one system's behavior as universal.

LIFECYCLE MANAGER

Part 04 — SaaS Management2 articles

Navigating the SaaS Management page

Documents a dense, data-heavy screen (panels, filters, columns) in a way that's organized by what the reader is trying to find, not just a top-to-bottom feature list.

LIFECYCLE MANAGER 10

Deploying the SaaS Management agent

Walks through deployment across multiple methods and includes real failure modes and how to recognize them, not just the happy path.

LIFECYCLE MANAGER

Part 05 — Troubleshooting2 articles

Troubleshooting Microsoft 365 integrations

A short, symptom-to-cause diagnostic flow rather than a generic list of unrelated tips.

LIFECYCLE INSIGHTS 12

How to eliminate duplicate assets

Teaches the reader to diagnose the problem (reading a spreadsheet, matching by serial number, name, or MAC address) rather than just clicking a fix, and states plainly when an issue isn't worth resolving.

LIFECYCLE MANAGER

Part 06 — Assessments & Marketplace2 articles

About assessments for non-LMX clients

Explains a fiddly licensing rule through a before/after use-case lens rather than a bare feature list, then pre-empts the obvious follow-up questions in a tight, genuinely useful FAQ.

LIFECYCLE MANAGER 14

About weighting in assessments

A concise three-layer scoring model (responses, then items, then categories) explained in a few hundred words, with a worked example instead of an abstract formula.

LIFECYCLE MANAGER

Part 07 — Getting Started1 article

Getting started with ScalePad MCP

A conceptual, screenshot-free explainer of a brand-new technical category, written for a business reader rather than a developer, and the closest thing in the set to a platform-agnostic piece.

SCALEPAD