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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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  • 1. Technology Planning for Business & Non-Profits Jim Locke, Principal ResultWorx Technology Group
  • 2. 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…
  • 3. 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
  • 4. Why Plan for Technology?
    • Reduce Costs
    • Improve productivity
    • Create competitive advantage
    • Align your technology with your business plan
    • Protect Assets
  • 5. 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
  • 6. Evaluating your Technology
    • Compile an inventory of your current hardware
    • Identify important software applications
    • Identify technology vendors
    • Review Existing Infrastructure
  • 7. 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
  • 8. 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
  • 9. 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
  • 10. 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
  • 11. Security
    • Physical countermeasures
    • Network Resources
      • Check using ShieldsUp
    • Remote Communications
      • Remote Access & VPN’s
      • Mobile Phones
    • Internet security
    • Patch Management
  • 12. 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?
  • 13. 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
  • 14. Web Presence
    • When was your website last updated?
    • Has it been integrated with the latest marketing technologies like:
      • Blogging
      • Social Media
      • E-mail Newsletter
  • 15. 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
  • 16. 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
  • 17. 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
  • 18. 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?
  • 19. Technology Trends to Watch
    • Cloud Computing
    • Social Media Marketing
    • Voice-over-IP
    • Mobility
    • Security
    • Collaboration
    • Compliance Issues
  • 20. 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
  • 21. 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!
  • 22. 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
  • 23.
    • Please feel free to contact us:
    • Jim Locke
    • (626) 689-4491
    • [email_address]