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Before your next IT review: a practical preparation checklist

A clearer picture of your environment makes the first conversation more useful.

Use this checklist as a starting point for your internal preparation or your discussion with BDTECH.

  1. List your critical systems and their business owners.
  2. Record recurring issues, downtime, and support requests.
  3. Review who has administrative access and how it is approved.
  4. Gather backup arrangements and the date of the last restore check.
  5. Identify important vendors, licensing renewals, and support responsibilities.
  6. Note upcoming changes, deadlines, and business priorities.

The details will depend on your organization and the engagement scope. This guide is general preparation material and does not replace a scoped assessment.

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a good conversation.

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