Technology Consulting

Initial Assessment

A structured audit of your current technology and workflows — the foundation of every RSystems engagement and the prerequisite for an accurate strategic roadmap.

Overview

You can't build a roadmap from assumptions.

RSystems begins each new client engagement with an audit of the client's current technology and a review of the client's workflow. This ensures we have sufficient information to provide appropriate support and guidance — and that the recommendations we make reflect your actual environment, not a generic model.

The assessment typically takes four weeks, contingent on documentation quality and staff availability. Urgent problems may adjust the timeline. Upon completion, RSystems develops a strategic roadmap to help address specific challenges and becomes available for incident support and service requests.

Assessment Scope

What the assessment covers.

  • Verify or create records of key assets (hardware, software, personnel)
  • Verify credentials — domain ownership, admin access to online services, admin access to workstations and servers
  • Review all on-premises and cloud-based services (file sharing, database, directory, communications)
  • Review existing network topology documentation
  • Review existing security policies
  • Review existing backup policies
  • Review existing IT budget
  • Identify and prioritize pain points, frustrations, and ongoing needs
  • Create basic client support documentation (overview, network overview, network topology)
  • Create appropriate initial recommendations

Take Stock

Not sure where your systems stand?

An initial assessment gives you a documented picture of your environment and a prioritized roadmap for what to fix first. It's the best way to begin working together.

Let's Talk

Related

To start sizing up your own environment, see our University guide on self-assessment:

To see what a clear-eyed assessment can uncover, see these case studies: