Technology Planning for Business & Non-Profits
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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.

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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    Technology Planning for Business & Non-Profits Technology Planning for Business & Non-Profits Presentation Transcript

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