01
What We Review
- Current systems and infrastructure
- Vendors and service providers
- Documentation and processes
- Devices and asset inventory
- Workflows and support model
- Gaps and risks
A PRACTICAL OUTSIDE LOOK
Technology Operations Review
A structured outside view of your technology operations — what you have, how it works together, where the gaps are, and what to do next.
02
Who It Is For
- Organizations with an MSP but no internal coordinator
- Small businesses evaluating their IT setup
- Nonprofits needing clarity on technology operations
- Organizations preparing for MSP selection
- Teams with internal IT staff needing an outside perspective
03
Remote Review Process
- Initial discovery call to understand the current situation
- Interviews with key staff and leadership
- Documentation review — contracts, asset lists, support tickets
- Screen sharing sessions to review systems and workflows
- Photos or videos of equipment areas as needed
- Analysis and findings compilation
04
Optional Onsite Assessment
- Physical review of equipment and network infrastructure
- Office workflow observation
- Network closet and server room assessment
- Multi-site operations review
- Travel expenses billed separately and approved in advance
05
Final Deliverables
- Findings summary — executive overview
- Technology operations snapshot
- Vendor and MSP coordination notes
- Prioritized risk and gap list
- Priority recommendations with actionable next steps
- Suggested next steps — timeline and approach
- Optional monthly support plan