This document provides guidance on including technology planning in a business plan. It discusses reviewing current technology assets and needs across functional areas like marketing, sales, operations and finance. Key topics that should be addressed in a technology plan are identified, such as IT infrastructure, business systems, management and projects. The goals are to identify technology questions missing from the business plan, determine current and future needs, and include related line items in the technology budget. Developing a thorough technology plan takes several weeks but provides essential information for effective business planning.
Make Customers Fall in Love with Your Salesforce Self-service CommunityPerficient, Inc.
Many companies face the same challenges with their community: an abundance of great content but no easy way for users to access all that knowledge. In the end, self-service all comes down to the experience and how your users interact with your community in order to find what they need.
Making content discoverable wherever it resides can feel like a Herculean task, but it doesn’t have to be. Our best practices driven webinar, with real life examples from GoPro, demonstrated proven ways to:
-Design an engaging, value-driven community
-Drive self-service success by delivering relevant and proactive answers
-Leverage insights from your member interactions to continuously improve your content
-Create intuitive community experiences that connect your members with answers, faster
No data scientist (or pocket protector) needed!
Deck of our breakfast session series - part 1, where we talked with leaders of the Hungarian SSC industry about RPA; whether it is a hype, nice tool or solution for shared services
Make Customers Fall in Love with Your Salesforce Self-service CommunityPerficient, Inc.
Many companies face the same challenges with their community: an abundance of great content but no easy way for users to access all that knowledge. In the end, self-service all comes down to the experience and how your users interact with your community in order to find what they need.
Making content discoverable wherever it resides can feel like a Herculean task, but it doesn’t have to be. Our best practices driven webinar, with real life examples from GoPro, demonstrated proven ways to:
-Design an engaging, value-driven community
-Drive self-service success by delivering relevant and proactive answers
-Leverage insights from your member interactions to continuously improve your content
-Create intuitive community experiences that connect your members with answers, faster
No data scientist (or pocket protector) needed!
Deck of our breakfast session series - part 1, where we talked with leaders of the Hungarian SSC industry about RPA; whether it is a hype, nice tool or solution for shared services
SAP has reimagined finance for the digital age with S/4HANA Finance (formerly SAP Simple Finance). The software runs on the SAP HANA in-memory computing platform, so you can optimize processes, run on-the-fly analysis, and more. In this webinar, you will be introduced to some of the S/4HANA Finance key features and functionality likely to benefit your organization immediately.
This presentation talks about how SAP S/4HANA can empower finance to strategically guide your business evolution via instant insights, intuitive user experience, and a flexible non-disruptive platform.
All common business functions (accounting, customer relationship management, operations, sales, marketing, service, warehousing, and more) come in one package – easy to set up and use. Complete visibility and better control help running end-to-end business processes professionally.
There a lot of confusion between a Cloud ERP and a SaaS-based ERP, so much so that most of the time they are used interchangeably. This presentation provides a comprehensive breakdown of both the terms along with their definition, benefits and differences in terms of scope, payment option, usability, et al.
Curious how your business can benefit from using
SAP HANA? This collection of case studies spans a
variety of the 27 industries SAP HANA is used in,
and shows why SAP HANA is the future of business.
If you own a business, you might have come across the word ERP more often than not. People in your fraternity talk about it on a fairly regular basis and it seems to you as if it is the single most important thing that your business needs in order to grow. It thus becomes important for you to know what an ERP is – in case you aren’t already aware – and what value does it add to your business.
Oracle Fusion Applications promises a lot of business benefits, but should existing users of Oracle E-Business Suite rush to go to Fusion? How will maintenance, costs and standardization practices be affected by implementing Fusion? This session compares a Fusion and an Oracle E-Business Suite Release 12 strategy while considering common concerns, challenges, complexities and alternatives.
Website: www.eprentise.com
Twitter: @eprentise
Google+: https://plus.google.com/u/0/+Eprentise/posts
Facebook: https://www.facebook.com/eprentise
Ariba and SAP Simple Finance – a Perfect CombinationSAP Ariba
Get the most out of the world's leading business network and SAP Simple Finance. Integration and business networks are a key topic for collaboration across enterprises and with partners. During this session, we will show how the Ariba Network can revolutionize Simple Finance processes for buyers and suppliers--adding value to your business. Learn how the Ariba Network in combination with SAP Simple Finance adds great value to both your Procurement and Finance teams. We will also show you how the Ariba Network is being complemented by other SAP solutions to provide end-to-end coverage of processes in Finance Operations. Easier to join than ever before, the Ariba Network not only helps to optimize and automate key Finance processes inside the company, it also enables you to optimize the collaboration with external business partners like buyers or suppliers. You won’t want to miss this session to familiarize yourself with these solutions, processes, and benefits.
Deploying an enterprise resource planning (ERP) system is an expensive proposition, not just in terms of licensing and maintenance, but in terms of dedicated resources and time. The implementation of ERP systems has helped small and mid-sized companies, significantly improve their business metrics by process optimization, improving the entire supply chain process, better inventory control, better reporting to take decisions, integration across functionalities and increasing transparency across the company. Purchase department can see the sales department data, Sales department can see inventory data, and top management can see any data on a click of single button.
Improve Your Business Processes with Oracle Order Management CloudPerficient, Inc.
According to IDC, by 2019, 50% of manufacturing supply chains will have benefited from digital transformation, with the remainder held back by outdated business models or functional structures.
Improving business processes is a top supply chain priority, especially in a digitally enabled world. If you’re looking to modernize your supply chain by making a move to the cloud, this is an opportunity to see the look and feel of Oracle Supply Chain Management Cloud with a drill-down into Drop Ship.
We covered:
-Key benefits and features of Oracle Order Management Cloud
-Drill-down into drop shipment functionality
-Key components for a successful implementation
-Client success story
SAP has reimagined finance for the digital age with S/4HANA Finance (formerly SAP Simple Finance). The software runs on the SAP HANA in-memory computing platform, so you can optimize processes, run on-the-fly analysis, and more. In this webinar, you will be introduced to some of the S/4HANA Finance key features and functionality likely to benefit your organization immediately.
This presentation talks about how SAP S/4HANA can empower finance to strategically guide your business evolution via instant insights, intuitive user experience, and a flexible non-disruptive platform.
All common business functions (accounting, customer relationship management, operations, sales, marketing, service, warehousing, and more) come in one package – easy to set up and use. Complete visibility and better control help running end-to-end business processes professionally.
There a lot of confusion between a Cloud ERP and a SaaS-based ERP, so much so that most of the time they are used interchangeably. This presentation provides a comprehensive breakdown of both the terms along with their definition, benefits and differences in terms of scope, payment option, usability, et al.
Curious how your business can benefit from using
SAP HANA? This collection of case studies spans a
variety of the 27 industries SAP HANA is used in,
and shows why SAP HANA is the future of business.
If you own a business, you might have come across the word ERP more often than not. People in your fraternity talk about it on a fairly regular basis and it seems to you as if it is the single most important thing that your business needs in order to grow. It thus becomes important for you to know what an ERP is – in case you aren’t already aware – and what value does it add to your business.
Oracle Fusion Applications promises a lot of business benefits, but should existing users of Oracle E-Business Suite rush to go to Fusion? How will maintenance, costs and standardization practices be affected by implementing Fusion? This session compares a Fusion and an Oracle E-Business Suite Release 12 strategy while considering common concerns, challenges, complexities and alternatives.
Website: www.eprentise.com
Twitter: @eprentise
Google+: https://plus.google.com/u/0/+Eprentise/posts
Facebook: https://www.facebook.com/eprentise
Ariba and SAP Simple Finance – a Perfect CombinationSAP Ariba
Get the most out of the world's leading business network and SAP Simple Finance. Integration and business networks are a key topic for collaboration across enterprises and with partners. During this session, we will show how the Ariba Network can revolutionize Simple Finance processes for buyers and suppliers--adding value to your business. Learn how the Ariba Network in combination with SAP Simple Finance adds great value to both your Procurement and Finance teams. We will also show you how the Ariba Network is being complemented by other SAP solutions to provide end-to-end coverage of processes in Finance Operations. Easier to join than ever before, the Ariba Network not only helps to optimize and automate key Finance processes inside the company, it also enables you to optimize the collaboration with external business partners like buyers or suppliers. You won’t want to miss this session to familiarize yourself with these solutions, processes, and benefits.
Deploying an enterprise resource planning (ERP) system is an expensive proposition, not just in terms of licensing and maintenance, but in terms of dedicated resources and time. The implementation of ERP systems has helped small and mid-sized companies, significantly improve their business metrics by process optimization, improving the entire supply chain process, better inventory control, better reporting to take decisions, integration across functionalities and increasing transparency across the company. Purchase department can see the sales department data, Sales department can see inventory data, and top management can see any data on a click of single button.
Improve Your Business Processes with Oracle Order Management CloudPerficient, Inc.
According to IDC, by 2019, 50% of manufacturing supply chains will have benefited from digital transformation, with the remainder held back by outdated business models or functional structures.
Improving business processes is a top supply chain priority, especially in a digitally enabled world. If you’re looking to modernize your supply chain by making a move to the cloud, this is an opportunity to see the look and feel of Oracle Supply Chain Management Cloud with a drill-down into Drop Ship.
We covered:
-Key benefits and features of Oracle Order Management Cloud
-Drill-down into drop shipment functionality
-Key components for a successful implementation
-Client success story
Destination Digital: Tracking Progress to Continue First Class PerformanceNGA Human Resources
Your Digital HR journey doesn't stop once you have gone live. The continuous innovations that keep digital HR processes efficient, and your HR team high performing, need to be integrated and optimized to ensure you continue to reach your performance objectives.
In this webinar we talk you through the maintenance of your new HR platform, vital to ensure that it remains optimized in line with the quarterly SuccessFactors updates.
In addition, we reveal to you the value of the business intelligence insights that Digital HR gathers, analyzes and reports on as part of the digital data processes.
These real-time and retrospective insights make it easy for you to make smart strategic decisions and meet KPIs.
Transitioning to HR Tech: Leveraging Technology to Automate HR Naba Ahmed
As the HR industry embraces the future of work, we have the technology to become more efficient. However, many organisations continue to use manual workarounds for processes that could be partially or fully automated. To embrace this transition, CleaHRStrat Consulting Inc. CEO Eric St-Jean explores the capabilities of technology and how you can leverage it for both small and large HR projects.
Transitioning to HR Tech: Leveraging Technology to Automate HRAggregage
As the HR industry embraces the future of work, we have the technology to become more efficient. However, many organisations continue to use manual workarounds for processes that could be partially or fully automated. To embrace this transition, CleaHRStrat Consulting Inc. CEO Eric St-Jean explores the capabilities of technology and how you can leverage it for both small and large HR projects.
Wake Up – It’s Time to Upgrade Your S/4HANA System!panayaofficial
While many organizations are still running their ERP on SAP’s veteran platform – ECC, many others already completed their move to the newer S/4HANA platform.
Having said that, for those who were early adopters and implemented the first major S/4HANA versions between 2015 to 2017, it’s time to upgrade.
As SAP officially supports each S/4HANA version 5 years, these early versions (1511 to 1709) are already in end of life (EOL) mode.
This imposes significant risks to organizations, as well as preventing them adopt newer SAP solutions and innovations introduced in the further S/4HANA versions.
SharePoint is one of the technologies which will give the user a rich and highly integrated blend of deliverables. The technology which makes the user more comfortable does not mean that user will adopt so quickly, they need proper involvement, ownership, guidance and training.
Want to expand your company, career success and future opportunities? Your technical ability is, of course, key to your professional performance, but it’s your understanding of the business you serve and your ability to communicate with others that drives your professional brand, future promotions and yet unforeseen opportunities. Learn how enhanced business savvy and stronger soft skills can propel you forward.
This presentation is for IT technical professionals looking to advance their companies and careers through enhanced business and interpersonal communication skills and a greater understanding of the businesses they serve.
How to unlock unsurpassed customer loyalty.
Learn what you need to create high performance teams that succesfully meet the new requirements, rules and roles for IT in financial services.
From special benefits to server monitoring, new reliable tools and informative insights for your strategy.
SharePoint as a Business Platform Why, What and How? – No Codedox42
"SharePoint as a Business Platform
Why, What and How? – No Code"
Im Vortrag von Jean-François Saint-Pierre von Evolusys erfahren Sie mehr über das nahtlose Zusammenspiel von SharePoint und dox42.
24.09.2014, Swiss SharePoint Club Genf
Upgrade JDE Quicker, Faster, and More PredictableTerillium
There is never a good time to upgrade JDE. You have to make the time. Read how three clients made the time to do a simplified upgrade to support their business initiatives.
Building a Lean and Agile I&O – The Engine for your Digital Business
Digitalization is redefining the future of business, challenging I&O leaders to bring fresh new thinking to the IT Infrastructure and Operations space.
NOPERU is the organization responsible for handing out permits those Corporations, Governments and Citizens need for activities that involve emissions – such as CO2 – or resource usage – such as energy or water. NOPERU works with 100s users from five locations. A transition is taking place from decentralized data, Oracle Forms based application silos, paper based documents, data oriented, outdated character based user interfaces to a future steeped in Fusion Middleware, with modern pages (ADF), a serviced oriented architecture with decoupling and reuse (SOA Suite and OSB), a unified database (Oracle 11gR2) and digital documents (WebCenter Content). Then a business process approach (BPM Suite & BAM) that aligns with how business really works and provides operational insight to managers. This presentation tells the story of the transition, functional, architectural and technological aspects.
1. Putting Technology Planning
into Your Business Plan
For Established Small to Mid Sized Business
Linda Kuppersmith, President and Chief Technology Advisor
CMIT Solutions of Stamford
11/14/2016 1
7. What you will walk out of here with
• The questions you need to add to your business
planning process
• A start on some of the answers
• Maybe some projects you need to take on
• What IT “things” you already have and are managing
• What IT “things” you need and/or need to be
managing
• Line items for your technology budget
11/14/2016 7
9. What you should know about me
• I’ve been focused on technology since I was 16
• Software development manager
• System Architect
• Enterprise System Architect and Manager
• IT Infrastructure Management
• IT Planning and Budgeting
• Strategic Planning
• IT Change Agent
• IT Function Management
11/14/2016 9
• Wall Street Broker-Dealer
• Reinsurance
• Annuities
• Health Insurance Company
• Wireless / Mobile
• Insurance
• Call Centers Software
• Accounting Software
• ERP & LOB
• Claims Processing
• Technical Infrastructure
• Application Infrastructure
10. 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
11. Background – How to think about technology
in relation to your Business Plan
11/14/2016 11
16. Information technology (IT) is the application of computers and
telecommunications equipment to store, retrieve, transmit and
manipulate data, often in the context of a business or other
enterprise.
The term is commonly used as a synonym for computers and
computer networks, but it also encompasses other information
distribution technologies such as television and telephones.
Several industries are associated with information technology,
including computer hardware, software, electronics,
semiconductors, internet, telecom equipment, e-commerce
and computer services.” , Wikipedia
11/14/2016 16
17. 11/14/2016 17
Defend the network.
Protect the data.
Empower staff.
Data Curation
Data Protection
Security
Mobility
On
Premise
Cloud
19. Step 1
Identify the technology topics (layers) that
need to be in your plan
11/14/2016 19
20. Technology Planning Layers
The IT Function
IT Infrastructure
Business Systems
11/14/2016 20
Marketing
Sales
Operations
Finance
Maintenance
& Monitoring
Help Desk
Projects
Desktop
Network
Server
New Technology /
Development
Strategic Planning and
Budgeting
21. 11/14/2016 21
How do my employees going to
interact with my core
applications?
What core applications do I
need?
What technical infrastructure do
I need?
30. Technology Planning Layers
The IT Function
IT Infrastructure
Business Systems
11/14/2016 30
Marketing
Sales
Operations
Finance
Maintenance
& Monitoring
Help Desk
Projects
Desktop
Network
Server
New Technology /
Development
Strategic Planning and
Budgeting
31. Step 2 – Choose your technology
attitude
11/14/2016 31
32. Reactive or Proactive
1. Wait ‘til it breaks or replace on a schedule
2. Wait for problems or monitor for problems
3. Find out something is running or Monitor for non activity
4. Apply known updates and upgrades
5. On the job training or dedicated training
6. Wing it or have a plan
11/14/2016 32
33. Step 3 – Review what you already
have
11/14/2016 33
34. Technology Planning Layers
The IT Function
IT Infrastructure
Business Systems
11/14/2016 34
Marketing
Sales
Operations
Finance
Maintenance
& Monitoring
Help Desk
Projects
Desktop
Network
Server
New Technology /
Development
Strategic Planning and
Budgeting
35. 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 35
36. 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
11/14/2016 36
37. Step 4 – Walk through the needs
of your functional areas
11/14/2016 37
38. Technology Planning Layers
The IT Function
IT Infrastructure
Business Systems
11/14/2016 38
Maintenance
& Monitoring
Help Desk
Projects
Desktop
Network
Server
New Technology /
Development
Strategic Planning and
Budgeting
40. Functional Areas and Considerations
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 40
41. Needs -> Impact Study
For each Technology Need
consider
• Functionality / Fit to your
business and IT infrastructure
• 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 41
42. Common Marketing Systems
• Contact Management
• Leads & Targets
• Active Prospective Customers
• Current & Past Customers
• Vendors
• Email Marketing
• Direct Mail Marketing
• Website / Internet Presence
• Flyers, ads, brochures
• Presentation Materials
• Videos
• Graphics Library
11/14/2016 42
45. Services or a Product Business?
What is the core “product” you need to organize the operation around? A project?
A contract for services? Furniture?
11/14/2016 45
46. Does your industry have one or
more prevalent “line of business”
software?
LOB, ERP, System
11/14/2016 46
47. LOB Selection
• Features that meet your needs
• Price – one time and ongoing
• yearly subscriptions (support
contract, maintenance),
• Infrastructure requirements
• Training
• Customization
• Infrastructure needs – server,
another desktop, printers, internet
• Software Defect Process
• Bug Fixes
• Platforms supported
• US / Offshore
• Code Escrow
• Financial strength of the company
• Customer/Technical Support
experience
• How many versions? Is new
functionality added regularly?
• Are you keep up with the latest
technology platforms?
• Where is the data stored? How
backed up?
• Number of developers / # QA
• Number of support professionals
• 24x7 support? holidays?
• Response Time agreement
11/14/2016 47
48. Cloud Hosting
• Location of Data Center(s)
• Hot or Standby Backup Data
Centers
• # Internet providers that service
the Data Center
• Is Throttling done
• Data Center Certification Level
• Technology Partners
• Last downtime incident – date
and now long
• Forecasted Growth
• Staffing and Training strategy
• Term Agreement
11/14/2016 48
49. Financial Systems
• QuickBooks, Sage, Dynamics
• Sometimes built into LOB or ERP
• Integrations between other software systems and the financial
systems
• Security Needs
• Outside Access needs
• Data and Records Retention
• Invoicing, AR, bill approval, AP, financial reporting
11/14/2016 49
50. Technology Planning Layers
The IT Function
IT Infrastructure
Business Systems
11/14/2016 50
Maintenance
& Monitoring
Help Desk
Projects
Desktop
Network
Server
New Technology /
Development
Strategic Planning and
Budgeting
51. End User Hardware, Software, Services
11/14/2016 51
Desktop
Laptop
Mobile
Phone
Tablet
Home
equipment
Email
Generic EU
Software
Remote
Access
File
Storage
Phones
Headsets
52. IT Infrastructure Hardware, Software, Services
11/14/2016 52
Firewall WAP Patch Management AV Software Content Filtering Email System
Data Backup
Email Encryption
and Archiving
WebSite Hosting,
Domain Registar,
DNS Host, Email
Host
Remote Access
Data Storage,
backup and remote
access
Internet Service
Ethernet Cabling Phone System Phone cabling Network switches
Static IP
reservations
Active Directory
Management
UPS Virtual machines
Mobile device
Management
53. Technology Planning Layers
The IT Function
IT Infrastructure
Business Systems
11/14/2016 53
Maintenance
& Monitoring
Help Desk
Projects
Desktop
Network
Server
New Technology /
Development
Strategic Planning and
Budgeting
54. IT Management
11/14/2016 54
Maintenance Patch Management Server Monitoring Desktop Monitoring Network Monitoring
Network Equipment
Monitoring
Email Monitoring
Cloud Services
Monitoring
Data and Server Backup
Monitoring
Data and Server
Restore Testing
Help Desk – someone
to call when things go
wrong
IT Specialist/Manager/
Director/CIO – who to
call when you have
questions
Technology Change
Assessments
PCI, HIPAA, FINRA,
Insurance Compliance
Application monitoring
55. Technology Planning Layers
The IT Function
IT Infrastructure
Business Systems
11/14/2016 55
Maintenance
& Monitoring
Help Desk
Projects
Desktop
Network
Server
New Technology /
Development
Strategic Planning and
Budgeting
56. The missing questions
• Hardware – what do I have to buy?
• Software – what software will each
person and functional area need?
• Where will the data be stored? Backed
up? How versioned? How archived? How
secured?
• Where am I going to get Technology
Advise?
• Do I need a server?
• What kind of a network do I need
• Should I allow employees to use their
own equipment to save money?
• What software should I use for inventory
management?
• How will I share my contacts with other
people in my company?
What do I look for in an IT Provider?
How do I contract with an app developer?
How do I choose software?
What do I need so I can work when outside
of the office?
What do my employees need to
collaborate?
How do I become PCI Compliant? What is
PCI?
How do I protect my business when disaster
strikes?
What about security?
What is an MSP?
What kind of a phone system do I need?
11/14/2016 56
57. • How can I spend less time on creating proposals?
• How do I manage my contracts with clients and vendors?
11/14/2016 57
58. 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
11/14/2016 58
59. What you will walk out of here with
• The questions you need to add to your business
planning process
• A start on some of the answers
• Maybe some projects you need to take on
• What IT “things” you already have and are managing
• What IT “things” you need and/or need to be
managing
• Line items for your technology budget
11/14/2016 59
60. 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 60
Give me your card and write “CALL ME” or email
Linda@cmitstamford.com
Bring your coach!
Coaches bring your
clients
61. 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
62. 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
11/14/2016 62
63. 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 63
Editor's Notes
The template of the business plan does have a technology section, why? Because unless your product or service is technology it is an enabler to what you want to achieve.
But often an significant expense. That expense also gets hidden in your bookkeeping system because it allocated to the functional area it supports. COGS, Marketing & Sales, Operations, G&A.
The business plan template for established businesses outlines questions to make you think of what you need to think about, research, decide on.
What you need to know to be the decision maker…. Not the doer
We will cover the obvious and the not so obvious…. We will get into the weeds….
How do my employees to interact with my core applications?
What core applications do I need?
What technical infrastructure do I need?
There are many clouds
Reactive or Proactive
Difference between update and upgrade
Create an inventory if you don’t already have one.
Create an inventory if you don’t already have one.
What Hardware do you need? What does each person, department, functional area need? What shared equipment is needed?
Buy tips – Business Class, who to buy from, read technical specifications, use the compare function
When do you replace
What Hardware do you need? What does each person, department, functional area need? What shared equipment is needed?
Buy tips – Business Class, who to buy from, read technical specifications, use the compare function
When do you replace
What Hardware do you need? What does each person, department, functional area need? What shared equipment is needed?
Buy tips – Business Class, who to buy from, read technical specifications, use the compare function
When do you replace