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2015 Technology Planning
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.
2015 Technology Planning
- 1. 2015 Technology Planning ForStartups 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 11/14/2016 3
- 4. Deliverables • Technology Plan •Projects / Initiatives • Budget needs • Updates to your Business Plan • 2015 Technology Budget • Operating Expenses • Capital Expenses - replacements • Capital Expenses - growth 11/14/2016 4
- 5. 2. Review ExistingTechnology • Replacement • Repairs • Upgrades • Don’t need 11/14/2016 5
- 6. 3. Functional NeedsAnalysis 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 Planitems- 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 11/14/2016 7
- 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 11/14/2016 8
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- 10. 4. For EachTechnology 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 11/14/2016 10
- 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 - 11/14/2016 11
- 12. 6. Group theneeds into initiatives Need 1 Need 2 Need 3 Initiative 11/14/2016 12
- 13. 7. Create yourPlan • 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 11/14/2016 13
- 14. Sample Initiatives • Backupcritical 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. 11/14/2016 14
- 15. Review last year’s expenses Equipment & Services Refresh NewIT 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 11/14/2016 16
- 17. Offer to attendeestoday 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