This document discusses conducting an IT assessment for an organization. It explains that an assessment can help with planning for upgrades, introducing new technology, improving processes, and preparing for an audit or request for proposal. The assessment evaluates staff, technology, infrastructure, software, and IT planning. It is intended to help the organization, not threaten IT staff, by providing recommendations from experiences with other similar organizations. Areas covered in an assessment include the network infrastructure, network security, and disaster recovery. The document concludes by asking if there are any questions about the assessment process.

1. Thrive. Grow. Achieve.
De-Mystifying the
IT Assessment
Nate Solloway
September 25, 2013

2. WHAT’S ON TAP?
• What we do
• Why do an IT Assessment?
• Is this a threat to my IT Staff?
• Network Infrastructure
• Network Security
• Disaster Recovery
• What’s New?
• Are You Being Served?
• IT Budget Review
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3. WHY DO AN ASSESSMENT?
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4. WHY? PLANNING FOR THE FUTURE
• IS IT TIME FOR UPGRADES?
• PREPARING FOR AN RFP
• TIME TO INTRODUCE NEW TECHNOLOGY
• IMPROVE BUSINESS PROCESSES
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5. WHY? WAS THERE A PROBLEM?
• WAS THERE A SERVER OUTAGE?
• AN AUDIT IS COMING UP
• STAFF NEED ASSESSING OR THERE IS POTENTIAL LOSS OF STAFF
• RECURRING ISSUES
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6. • STAFF
• TECHNOLOGY
• INFRASTUCTURE
• PLANNING FOR A MOVE?
• SOFTWARE , AMS
• IT PLANNING FOR THE NEXT FEW YEARS
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7. WHAT ABOUT MY IT STAFF?
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8. COACHES NOT ADVERSARIES
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9. AN ASSET MANAGER, NOT A STOCK
BROKER
• WE ARE PART OF YOUR TEAM
• EXPERIENCES FROM OTHER SIMILAR ORGANIZATIONS
• TRAINING RECOMMENDATIONS
• IN-HOUSE OR THE CLOUD?
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10. DOES YOUR NETWORK LOOK LIKE THIS?
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11. OR THIS?
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12. NETWORK SECURITY
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13. • UNAUTHORIZED ACCESS
• CONCERNS WITH IN-HOUSE STAFF
• EXTERNAL THREATS
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16. ARE YOU BEING SERVED?
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17. IT BUDGET REVIEW
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18. QUESTIONS?
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