Do You Know Your Technology Strength Score? Increase your business efficiency by eliminating technology you don't need, optimizing what you have, and creating a technology improvement roadmap.

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Technology Summary Scorecard

Knowing your score helps you understand how technology can improve your business and where you should focus your attention. This assessment will help you understand what you need to eliminate, what you need to optimize, and how you need to leverage improvements to grow your business.

The assessment takes only 10-15 minutes.

Technology Strength Assessment™


  • Information Assessment
    • Part I
    • Part II
  • Print
    Assessment
    • Part I
    • Part II
  • Process Assessment
    • Part I
    • Part II
  • Communication Assessment
    • Part I
    • Part II
  • Personal Information
Do you execute periodic vulnerability scans in order to test for your security position?
Do you enable multi-factor authentication, for administrator and user accounts, in order to improve security for all accessed systems including email, line-of-business and VPN?
Are your business's password and password change policies managed centrally and strong enough to protect your data?
Is your server data backed up nightly with more than one instance that is stored off-site or in the cloud?
Do you have someone patch your servers and computers at least once a month?
Do you have procedures in place to review updates for your corporate firewall(s)?
Are you confident that all computers in your company have a common anti-virus program that is centrally managed and that the computers consistently receive updated signature files?
Do you have a procedure to perform restoration tests of your backups in order to assure they are working properly?
Do you have a written Disaster Recovery Plan that includes IT systems and is revised once or twice a year?
Do you utilize device monitoring software in order to detect and remediate system issues and concerns quickly?
  • Information Assessment
    • Part I
    • Part II
  • Print Assessment
    • Part I
    • Part II
  • Process Assessment
    • Part I
    • Part II
  • Communication Assessment
    • Part I
    • Part II
  • Personal Information
In the event of a power outage, do you know that you have a battery backup system that will keep your router, firewall and servers running for a minimum of 30 minutes?
Do you utilize security awareness training to make sure users are trained to avoid email and web-based hacking attempts?
Do you have software and operating systems that are in end-of-life status?
Do you utilize server virtualization in order to leverage fault tolerance and disaster recovery gains?
Do you have the ability to send encrypted email when sharing potentially sensitive information?
Do you assess your technology vendors annually to ensure they extend your security standards and policies?
Do you share written Internet Usage and Corporate Email policies with your end users?
Do you have an operable employee onboarding and offboarding policy as it relates to IT?
Do you have a multi-cloud strategy that ensures common authentication, security and policies apply across all cloud vendors?
Do you have computers that are older than five years?
  • Information Assessment
    • Part I
    • Part II
  • Print Assessment
    • Part I
    • Part II
  • Process Assessment
    • Part I
    • Part II
  • Communication Assessment
    • Part I
    • Part II
  • Personal Information
Does your company have and execute a formal records retention schedule?
Does your company have a centralized document repository for your business records?
Are your current business processes more than 50% paper based?
Does your company utilize a clear defined strategy that allows you to continue operating at 100% if the building and/or paper records were not accessible?
Are more than 50% of your department records stored and accessed as paper files?
Does your administrative staff currently perform more than 50% of the day to day office services (copy print, mail, shipping/receiving, scanning)?
Does your company screen visitors or employees for Temperatures and/or health screening?
Are you relocating, remodeling or opening a new location in the next 2 years?
Does your company currently automate your AP processing?
Does your company currently automate your HR/ON-BOARDING processes?
  • Information Assessment
    • Part I
    • Part II
  • Print Assessment
    • Part I
    • Part II
  • Process Assessment
    • Part I
    • Part II
  • Communication Assessment
    • Part I
    • Part II
  • Personal Information
Is your LEGAL/CONTRACT MANAGEMENT documentation automated?
Does your company experience high turnover in your administrative staff and/or in-house resource center?
Does your company have a centralized resource center for office services?
Does your company have a coverage plan when an employee is out ill or vacation?
Does your company utilize a paper visitor management system to track visitors as they enter and leave your organization?
Does your company currently deploy an electronic conference room management system for scheduling and usage tracking?
Does your company currently track inbound packages from the time they are received (dock) through delivery to the end recipient (desktop)?
Is your company currently taking full advantage of carrier and USPS discounts for outgoing overnight mail parcels and USPS mail?
Does your company currently have an electronic forms management and/or print submission tool ?
Does your company have to outsource most of your print technology to local printers?
  • Information Assessment
    • Part I
    • Part II
  • Print Assessment
    • Part I
    • Part II
  • Process Assessment
    • Part I
    • Part II
  • Communication Assessment
    • Part I
    • Part II
  • Personal Information
Is your data switching infrastructure Power over Ethernet (PoE) compliant?
Is your internet service satisfactory to your current business needs?
Do you subscribe to multiple internet services for traffic steering, shaping and/or failover?
Do you have a disaster recovery plan for your business phone system?
Do you currently support remote users that are fully integrated with your phone system?
Do you currently utilize an IP based phone system?
Is your phone system cloud based?
Are your Smart Phones connected to your corporate phone system (extension dialing, real time presence, corporate directory)?
Do you have the ability to record calls today?
Do you have a desktop client to manage call activity, real time presence, and call routing?
  • Information Assessment
    • Part I
    • Part II
  • Print Assessment
    • Part I
    • Part II
  • Process Assessment
    • Part I
    • Part II
  • Communication Assessment
    • Part I
    • Part II
  • Personal Information
Do you use Microsoft Teams for Videoconferencing and Collaboration?
Can you currently use your desktop or laptop as your phone?
Do you have appropriate Wi-Fi coverage?
Do your meetings ever start late or not work effectively due to technology?
Does your phone system have contact center functionality that queues calls, emails and chat requests within high call volume groups?
Do you utilize call reports to analyze employee productivity?
Do you have a dedicated employee or team to handle conference room technology in your workplace?
Are you satisfied with your current conference room technology
Does your company have a mobile service plan?
If yes, does your company have 50 or more mobile devices managed under a company mobile plan?
  • Information Assessment
    • Part I
    • Part II
  • Print Assessment
    • Part I
    • Part II
  • Process Assessment
    • Part I
    • Part II
  • Communication Assessment
    • Part I
    • Part II
  • Personal Information

Name

Company Name

Email Address

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