The document provides an overview of CMIT Solutions' 2015 technology planning services for startups and small/mid-sized businesses. It outlines a 7-step process for conducting a technology assessment, identifying needs and initiatives, and creating a technology plan and budget. Key steps include reviewing existing technology, performing a functional needs analysis, considering factors for each component, conducting an impact study, grouping needs into initiatives, and developing a technology plan and budget to address equipment refresh, growth needs, security, and disaster recovery. The document offers initial consultations to discuss technology recommendations for startups or conduct on-site assessments for established businesses.

1. 2015 Technology Planning
For Startups and Established Small/Mid Sized Business
Linda Kuppersmith, President and Chief Technology Advisor
CMIT Solutions of Stamford
11/14/2016 1

2. 145+ Offices / 800+ Engineers / full time staff for vendor management, education and support
Vetted technology partners
Dell, Intuit, Microsoft, Apple, Continuum, Datto, Sonicwall, Freedom, Flashback Data, Microsoft, Reflexions and more
Big Company abilities with small company
implementation
Productivity
Defend your
network
Protect
your data
Technology
planning
Let you
sleep at
night
Become
part of your
staff
A whole IT Department without the
expense and managementOnboarding
Assessment
Support, Maintenance,
Monitoring
Quarterly
Review and Planning meeting
1177 High Ridge Road  Stamford, CT  203-595-9091  www.cmitstamford.com
100
10

3. 1. Getting Ready
1. 2015 Business Goals
2. Create a list of Technology expenses in the last 3 years, 1 at a
minimum.
3. Create a list of your IT Assets
1. Hardware
2. Software
3. Support agreements
4. Services
4. 2015 Business Initiatives / 2015 Business Plan
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4. Deliverables
• Technology Plan
• Projects / Initiatives
• Budget needs
• Updates to your Business Plan
• 2015 Technology Budget
• Operating Expenses
• Capital Expenses - replacements
• Capital Expenses - growth
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5. 2. Review Existing Technology
• Replacement
• Repairs
• Upgrades
• Don’t need
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6. 3. Functional Needs Analysis
Functional Areas
• Executive
• Products & Services
• Marketing
• Sales
• Operations
• Accounting
• HR
• IT/IS
Technology Components
• Hardware
• Software
• Support Agreements
• Maintenance Agreements
• Internet based services – “the
cloud”
• Backup
• Business Contingency Planning
• Disaster Recovery
• Training
• Assessments
11/14/2016 6

7. Typical Technology Plan items- Executive
Function
1. Executive - Hardware
1. Desktop/laptop/smart
phone/tablet
2. Printer
3. Scanner
4. Desk phone
5. Headset
6. Home computer
7. Projector
2. Executive – Software
1. Freeware – ie: Adobe reader,
LogMeIn
2. Payware – Office, Quickbooks,
Lastpass, GTM,
3. Support Agreements
3. QuickBooks
4. LOB
5. Firewall
4. Maintenance Agreements
3. Printer
4. IT Provider
5. Internet based services – “the
cloud”
3. Website Hosting (Marketing)
4. Domain Registrar
5. DNS Host
6. Office 365
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8. Cont.
6. Backup
• Data
• Full Disk Image
7. Business Contingency Planning
• How to run the business when
some part of technology is down.
Internet? Workstation? Phones?
Power?
8. Disaster Recovery
• Recovery from a disaster
• What events can occur?
• Physical destruction – Fire, flood, etc.
• Hard drive crash
• Loss of power for extended time
• Loss of internet for extended time
• Loss of phone service for extended
time
• Theft of data
• Technology Vendor goes out of
business
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9. Repeat
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10. 4. For Each Technology Component Consider
• Operating Costs
• Replacement
• Upgrade
• ROI – Is this technology component providing you more value than it
costs?
• ROT – Return on Time – is this technology component robbing you of
time you should be using to grow your business and service your
clients?
• Management effort – DIY, Outsource or Hire a Pro
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11. 5. Needs -> Impact Study
For each Technology Initiatives
(projects) consider
• strategic or tactical
• Infrastructure
• Needs
• Replacement
• Repairs
• Upgrades
• Don’t need
• Technology Training
• Data Management
• Communications
• LOB or Functional area computer
systems
• EMR
• Case Management
• Project costing and management
• ERP
• CRM
• Regulatory requirements
• Total Cost -
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12. 6. Group the needs into initiatives
Need
1
Need
2
Need
3
Initiative
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13. 7. Create your Plan
• Technology Plan
• Projects / Initiatives
• You already have the needs!
• Budget needs
• Operating Expenses
• Capital Expenses - replacements
• Capital Expenses - growth
• Updates to your Business Plan
• 2015 Technology Budget
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14. Sample Initiatives
• Backup critical data on Lucy and
Bob’s machines to protect our
assets
• Move to a better email system
to increase productivity
• Purchase new equipment to
replace equipment older than 4
years
• Get a Security Risk Assessment
because we handle credit cards
and/or social security numbers
• Move to the cloud to reduce
expenses and increase
productivity
• Find a order management
system
• Hire a Technology Management
company to increase dollars and
time to our business goals.
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15. Review last
year’s
expenses
Equipment &
Services
Refresh
New IT needs
Growth
Regulation
Security
Disaster
Recovery
Technology Planning
1177 High Ridge Road  Stamford, CT  203-595-9091  www.cmitstamford.com

16. Summary
1. Get ready
2. Existing technology review
3. Functional Needs Analysis based on your goals
4. Additional Considerations for each tech component
5. Impact Study
6. Group into Initiatives
7. Create your Technology Plan
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17. Offer to attendees today
Start - ups
• 1 hour phone consult – tell me
about your business and I’ll
make some technology
recommendations to get started
on the right foot
Established Businesses
< 5 computers – 1 hour phone
consult
Or
Onsite technology assessment
11/14/2016 17
Give me your card and write “CALL ME” or email
Linda@cmitstamford.com
Bring your coach!
Coaches bring your
clients

18. 145+ Offices / 800+ Engineers / full time staff for vendor management, education and support
Vetted technology partners
Dell, Intuit, Microsoft, Apple, Continuum, Datto, Sonicwall, Freedom, Flashback Data, Microsoft, Reflexions and more
Big Company abilities with small company
implementation
Productivity
Defend your
network
Protect
your data
Technology
planning
Let you
sleep at
night
Become
part of your
staff
A whole IT Department without the
expense and managementOnboarding
Assessment
Support, Maintenance,
Monitoring
Quarterly
Review and Planning meeting
1177 High Ridge Road  Stamford, CT  203-595-9091  www.cmitstamford.com
100
10