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Technology Planning for Business & Non-Profits Jim Locke, Principal ResultWorx Technology Group
Welcome to Technology Tuesdays! <ul><li>Technology Tuesdays are educational technology seminars held on the 3 rd  Tuesday ...
Organizational Use of Technology <ul><li>Strategic </li></ul><ul><ul><li>View technology as a strategic resource </li></ul...
Why Plan for Technology? <ul><li>Reduce Costs </li></ul><ul><li>Improve productivity </li></ul><ul><li>Create competitive ...
Creating a Technology Plan <ul><li>Evaluate your current technology </li></ul><ul><ul><li>Determine your strengths and wea...
Evaluating your Technology <ul><li>Compile an inventory of your current hardware </li></ul><ul><li>Identify important soft...
Taking Inventory of Hardware <ul><li>Create a simple hardware inventory </li></ul><ul><ul><li>Friendly name (e.g. “Bob’s L...
Taking Software Inventory <ul><li>Ask yourself the following questions: </li></ul><ul><ul><li>What software do you use dai...
List Technology Vendors <ul><li>Compile a list of the following vendors: </li></ul><ul><ul><li>Telephone Service Vendor </...
Review Existing Infrastructure <ul><li>Review the following infrastructure: </li></ul><ul><ul><li>Security </li></ul></ul>...
Security <ul><li>Physical countermeasures </li></ul><ul><li>Network Resources </li></ul><ul><ul><li>Check using  ShieldsUp...
Data Protection <ul><li>Backup </li></ul><ul><ul><li>How often is backup performed? </li></ul></ul><ul><ul><li>Is it regul...
Internet Access, Domains & E-mail <ul><li>Internet Access </li></ul><ul><ul><li>T-1, DSL, etc. </li></ul></ul><ul><ul><li>...
Web Presence <ul><li>When was your website last updated? </li></ul><ul><li>Has it been integrated with the latest marketin...
Compliance <ul><li>Company Policy </li></ul><ul><ul><li>Authorized Use Policy </li></ul></ul><ul><ul><ul><li>New policies ...
Telephone Systems <ul><li>Examine your current phone bills for: </li></ul><ul><ul><li>Unused phone lines </li></ul></ul><u...
Management & Training <ul><li>Lifecycle Management </li></ul><ul><ul><li>Computers over 3 years old are 1.65 times more ex...
Business Considerations <ul><li>What is the organization’s strategy for 2010? </li></ul><ul><li>How are competitors making...
Technology Trends to Watch <ul><li>Cloud Computing </li></ul><ul><li>Social Media Marketing </li></ul><ul><li>Voice-over-I...
Assembling Your Plan <ul><li>Summarize your strategy for 2010 </li></ul><ul><ul><li>Identify technologies in use by compet...
Assembling Your Plan (con’t) <ul><li>Identify technology trends that may impact your organization </li></ul><ul><li>Summar...
Resources <ul><li>Get our 2010 Technology Trends Report </li></ul><ul><li>Get a copy of this presentation at  www.ResultWo...
<ul><li>Please feel free to contact us: </li></ul><ul><li>Jim Locke </li></ul><ul><li>(626) 689-4491 </li></ul><ul><li>[em...
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Technology Planning for Business & Non-Profits

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An intoduction to technology planning for businesses and non-profit organizations. Provides details on assessing your technology infrastructure and integrating it with your organizational strategy.

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Transcript of "Technology Planning for Business & Non-Profits"

  1. 1. Technology Planning for Business & Non-Profits Jim Locke, Principal ResultWorx Technology Group
  2. 2. Welcome to Technology Tuesdays! <ul><li>Technology Tuesdays are educational technology seminars held on the 3 rd Tuesday of each month </li></ul><ul><li>Some of the topics we will cover include: </li></ul><ul><ul><li>Windows 7 </li></ul></ul><ul><ul><li>Working Remotely </li></ul></ul><ul><ul><li>Backup & Disaster Recovery </li></ul></ul><ul><ul><li>Social Media Marketing </li></ul></ul><ul><ul><li>Introduction to Voice-over-IP </li></ul></ul><ul><ul><li>Much more… </li></ul></ul>
  3. 3. Organizational Use of Technology <ul><li>Strategic </li></ul><ul><ul><li>View technology as a strategic resource </li></ul></ul><ul><ul><li>Technology Budget: Varies widely </li></ul></ul><ul><li>Essential </li></ul><ul><ul><li>View technology as necessary to their operations </li></ul></ul><ul><ul><li>Technology Budget: Typically 2-4% of Revenues </li></ul></ul><ul><li>Technology Averse </li></ul><ul><ul><li>View technology as non-essential or a nuisance </li></ul></ul><ul><ul><li>Technology Budget: None </li></ul></ul>
  4. 4. Why Plan for Technology? <ul><li>Reduce Costs </li></ul><ul><li>Improve productivity </li></ul><ul><li>Create competitive advantage </li></ul><ul><li>Align your technology with your business plan </li></ul><ul><li>Protect Assets </li></ul>
  5. 5. Creating a Technology Plan <ul><li>Evaluate your current technology </li></ul><ul><ul><li>Determine your strengths and weaknesses </li></ul></ul><ul><ul><li>Identify necessary changes </li></ul></ul><ul><li>Evaluate your business needs </li></ul><ul><ul><li>Determine which technologies align with your business plan and provide competitive advantage </li></ul></ul><ul><ul><li>Improve Productivity </li></ul></ul><ul><ul><li>Reduce Operating Costs </li></ul></ul><ul><li>Consider Technology Trends </li></ul>
  6. 6. Evaluating your Technology <ul><li>Compile an inventory of your current hardware </li></ul><ul><li>Identify important software applications </li></ul><ul><li>Identify technology vendors </li></ul><ul><li>Review Existing Infrastructure </li></ul>
  7. 7. Taking Inventory of Hardware <ul><li>Create a simple hardware inventory </li></ul><ul><ul><li>Friendly name (e.g. “Bob’s Laptop”) </li></ul></ul><ul><ul><li>Serial Number </li></ul></ul><ul><ul><li>Service Tag (where applicable) </li></ul></ul><ul><ul><li>Date Purchased </li></ul></ul><ul><ul><li>Warranty Information </li></ul></ul><ul><li>Other information you may want: </li></ul><ul><ul><li>Location </li></ul></ul><ul><ul><li>Primary user </li></ul></ul>
  8. 8. Taking Software Inventory <ul><li>Ask yourself the following questions: </li></ul><ul><ul><li>What software do you use daily? </li></ul></ul><ul><ul><li>What software would impair your ability to operate if it was unavailable for several days? </li></ul></ul><ul><li>Create a simple software inventory </li></ul><ul><ul><li>Software name and version </li></ul></ul><ul><ul><li>Product License key / Serial number </li></ul></ul><ul><ul><li>Location of original software </li></ul></ul>
  9. 9. List Technology Vendors <ul><li>Compile a list of the following vendors: </li></ul><ul><ul><li>Telephone Service Vendor </li></ul></ul><ul><ul><li>Telephone System Vendor </li></ul></ul><ul><ul><li>Broadband Service Vendor </li></ul></ul><ul><ul><li>Copier Vendor </li></ul></ul><ul><ul><li>Printer Vendor </li></ul></ul><ul><ul><li>Fax Vendor </li></ul></ul><ul><ul><li>Hardware Vendors </li></ul></ul><ul><ul><li>Line-of-Business Application Vendors </li></ul></ul><ul><ul><li>Web Hosting Vendor </li></ul></ul><ul><ul><li>Mobile Phone Vendor </li></ul></ul><ul><ul><li>All other technology vendors </li></ul></ul>
  10. 10. Review Existing Infrastructure <ul><li>Review the following infrastructure: </li></ul><ul><ul><li>Security </li></ul></ul><ul><ul><li>Data Protection </li></ul></ul><ul><ul><li>Internet Access, E-mail & Web Presence </li></ul></ul><ul><ul><li>Compliance with policies and applicable laws </li></ul></ul><ul><ul><li>Telephone Systems </li></ul></ul><ul><ul><li>Technology Management & Training </li></ul></ul>
  11. 11. Security <ul><li>Physical countermeasures </li></ul><ul><li>Network Resources </li></ul><ul><ul><li>Check using ShieldsUp </li></ul></ul><ul><li>Remote Communications </li></ul><ul><ul><li>Remote Access & VPN’s </li></ul></ul><ul><ul><li>Mobile Phones </li></ul></ul><ul><li>Internet security </li></ul><ul><li>Patch Management </li></ul>
  12. 12. Data Protection <ul><li>Backup </li></ul><ul><ul><li>How often is backup performed? </li></ul></ul><ul><ul><li>Is it regularly tested? </li></ul></ul><ul><ul><li>Is media protected in a fireproof data safe? </li></ul></ul><ul><li>Power Protection </li></ul><ul><ul><li>Is critical equipment protected by a UPS? </li></ul></ul><ul><li>Virus Protection </li></ul><ul><ul><li>Is Antivirus protection current? </li></ul></ul>
  13. 13. Internet Access, Domains & E-mail <ul><li>Internet Access </li></ul><ul><ul><li>T-1, DSL, etc. </li></ul></ul><ul><ul><li>Perform Internet Speed Test </li></ul></ul><ul><li>Domain Names </li></ul><ul><ul><li>Identify registered domains </li></ul></ul><ul><ul><li>Identify renewal dates </li></ul></ul><ul><li>Email </li></ul><ul><ul><li>Check Blacklists </li></ul></ul><ul><ul><ul><li>MXToolbox </li></ul></ul></ul>
  14. 14. Web Presence <ul><li>When was your website last updated? </li></ul><ul><li>Has it been integrated with the latest marketing technologies like: </li></ul><ul><ul><li>Blogging </li></ul></ul><ul><ul><li>Social Media </li></ul></ul><ul><ul><li>E-mail Newsletter </li></ul></ul>
  15. 15. Compliance <ul><li>Company Policy </li></ul><ul><ul><li>Authorized Use Policy </li></ul></ul><ul><ul><ul><li>New policies necessary to address issues like text messaging, social media, etc. </li></ul></ul></ul><ul><li>Applicable Laws </li></ul><ul><ul><li>CAN-SPAM Act </li></ul></ul><ul><ul><li>PCI </li></ul></ul><ul><ul><li>HIPPA </li></ul></ul><ul><ul><li>Sarbanes-Oxley </li></ul></ul>
  16. 16. Telephone Systems <ul><li>Examine your current phone bills for: </li></ul><ul><ul><li>Unused phone lines </li></ul></ul><ul><ul><li>Excessive charges </li></ul></ul><ul><li>Consider the use of new Voice-over-IP technologies to reduce costs and possibly improve productivity </li></ul>
  17. 17. Management & Training <ul><li>Lifecycle Management </li></ul><ul><ul><li>Computers over 3 years old are 1.65 times more expensive to repair </li></ul></ul><ul><ul><li>Operating system support (Generally 7 years) </li></ul></ul><ul><ul><li>Software support </li></ul></ul><ul><li>Standardization </li></ul><ul><ul><li>Reduces maintenance costs </li></ul></ul><ul><li>Training </li></ul><ul><ul><li>Improves employee productivity </li></ul></ul><ul><ul><li>Reduces support costs </li></ul></ul>
  18. 18. Business Considerations <ul><li>What is the organization’s strategy for 2010? </li></ul><ul><li>How are competitors making use of technology? </li></ul><ul><li>How can you use technology to impact: </li></ul><ul><ul><li>Employee Productivity </li></ul></ul><ul><ul><li>Competitive Advantage </li></ul></ul><ul><ul><li>Operating Expenses </li></ul></ul><ul><li>What is your level of satisfaction with existing vendors? </li></ul>
  19. 19. Technology Trends to Watch <ul><li>Cloud Computing </li></ul><ul><li>Social Media Marketing </li></ul><ul><li>Voice-over-IP </li></ul><ul><li>Mobility </li></ul><ul><li>Security </li></ul><ul><li>Collaboration </li></ul><ul><li>Compliance Issues </li></ul>
  20. 20. Assembling Your Plan <ul><li>Summarize your strategy for 2010 </li></ul><ul><ul><li>Identify technologies in use by competitors </li></ul></ul><ul><li>Identify specific equipment and software to be replaced or upgraded </li></ul><ul><li>Identify applicable technologies that would reduce your costs of operations </li></ul><ul><li>Identify applicable technologies that provide competitive advantages </li></ul>
  21. 21. Assembling Your Plan (con’t) <ul><li>Identify technology trends that may impact your organization </li></ul><ul><li>Summarize your recommendations </li></ul><ul><li>Create your technology action plan </li></ul><ul><li>Extra Credit: </li></ul><ul><ul><li>Create a technology budget </li></ul></ul><ul><ul><li>Make sure you review your results next year! </li></ul></ul>
  22. 22. Resources <ul><li>Get our 2010 Technology Trends Report </li></ul><ul><li>Get a copy of this presentation at www.ResultWorx.com </li></ul><ul><li>Web Resources </li></ul><ul><ul><li>GRC – www.grc.com </li></ul></ul><ul><ul><li>DNS Reports – www.dnsreport.com </li></ul></ul><ul><ul><li>MX Toolbox – www.mxtoolbox.com </li></ul></ul><ul><ul><li>Internet Speed Test – www.speakeasy.net/speedtest </li></ul></ul>
  23. 23. <ul><li>Please feel free to contact us: </li></ul><ul><li>Jim Locke </li></ul><ul><li>(626) 689-4491 </li></ul><ul><li>[email_address] </li></ul>
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