4: Building the Business Technology Foundation

Building the solid business technology foundation is an ongoing mutual commitment. This means regular conversations between the company leader and their IT team. Because you have worked through the roadmap discovery together, you have a clear, shared strategic vision. Together you'll build the right foundation that delivers the right outcomes for long-term success and peace of mind.

Contents

Discovering Your Company's Current Technology Foundation

Technology has never looked more simple and been more complex to manage. It easy to find yourself running in circles, looking for the right place to start. If you're like too many of us, you simply quit running.

A clear picture of what your company's technology framework looks like now brings clarity and sanity.

Don't let the number of workbooks create more anxiety. We organized the information this way to make it manageable and focused. Read through the short Getting Started Intro, and you'll see how easily this picture comes together for you and your team.

Tech Foundation Series : Getting Started [PDF]
  • 278 KB
Tech Foundation Series : Who's On Your Team [Word]
  • 39.4 KB
Tech Foundation Series : User Management [Word]
  • 54.6 KB
Tech Foundation Series : Equipment Admin & Management [Word]
  • 56.9 KB
Tech Foundation Series : Application Management [Word]
  • 55 KB
Tech Foundation Series : Data Management [Word]
  • 54.3 KB
Tech Foundation Series : Backups and Recovery Management [Word]
  • 55.1 KB
Tech Foundation Series : Cybersecurity Management [Word]
  • 56.4 KB
Tech Foundation Series : Software Inventory Workbook.xlsx
  • 29.7 KB

Setting Priorities and Taking Action

Information, tools, and the right team are only useful with an action plan. Small, practical steps are the way you and your clients will reach their long-term goals.

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Setting Priorities and Getting Actionable Template [PDF]
  • 111 KB
Setting Priorities and Getting Actionable Template [Word]
  • 57.2 KB
Leading the Successful Client Services Checkup Meeting Template [PDF]
  • 134 KB
Leading the Successful Client Services Checkup Meeting Template [Word]
  • 59.8 KB

Giving Technology Concepts Business Context

The most effective technology decisions are made when clear business purpose and outcomes are aligned with the right technology for the job.

Too often, though, buying decisions are ad hoc, based on an immediate problem to solve. Setting aside time to thoroughly consider the longer-term impacts is skipped in favor of achieving short-term solutions. This leads to overspending, duplication of technologies, and a repetitious react-fix cycle.

Even small companies should be thoughtful in their decisions. When your clients make the time to outline their company's roadmap, they have a clearer decision-making path.

The content in this section will help your clients expand their knowledge to make more informed, targeted decisions.

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Discovering and Managing Shadow IT eBook [PDF]
  • 670 KB
Implementing an Always-On IT Asset Discovery eBook [PDF]
  • 518 KB

Business-First Technology Buying Decisions

The collection of short worksheets, templates, and infographics to simplify messy technology thinking.

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11 Technology Decision Questions to Start the Discussion [PDF]
  • 88.8 KB
Who Does What on Your Technology Team [PDF]
  • 200 KB
Technology Performance Review Template [Word]
  • 33.6 KB

šŸ’¬ Talk with a Real Human

There's a lot to think about, and sometimes you want to bounce ideas off someone who thinks like you do.

What about one of those reality check conversations? You know the ones where you bounce between "what an amazing idea!" to "what on earth am I thinking?".

We've created a one-hour ask-us-anything for just this reason. When you aren't ready to commit to the CIO for MSP services yet, this one-time conversation will help you move your best ideas ahead.

Book your 1-hour session with us. We want you to succeed so we'll make the most of your $175 investment.

Tips for a Productive Let's Talk About It Hour [PDF]
  • 95.1 KB