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Review Microsoft Licensing to Save 25%

Microsoft licensing is complicated. Often, the same software can be licensed a number of ways. It’s difficult to know which edition and licensing model is best. This Guided Implementation is a 4-phased process where you will conduct a thorough needs assessment and document the results. Well documented needs will be your best asset in navigating Microsoft licensing and negotiating your agreement.

  • Call #1: Establish licensing requirements

    Assess the current state and determine your licensing position.

  • Call #2: Evaluate licensing options

    Review product options and licensing rules.

  • Call #3: Evaluate agreement options

    Review contract option types and vendors.

  • Call #4: Manage purchases and licenses

    Finalize your contract, identify purchase negotiation points, discuss license management and develop a roadmap for future licensing.

Create a Right-Sized Disaster Recovery Plan

DR is about service continuity — that means accounting for minor and major events. Cost-effective DR and service continuity starts with identifying what is truly mission critical so you can focus resources accordingly. Not all systems require fast-failover capability. Create an effective DRP by following a structured process to discover current capabilities and define business requirements for continuity, not by completing a one-size-fits-all traditional DRP template.

  • Call #1: Create a DRP pilot project charter

    Set project goals, assign a DRP pilot team, and define roles and responsibilities.

  • Call #2: Identify key applications and dependencies

    Identify critical business operations and the applications that support those operations, identify application dependencies, and assess your existing incident response plans to establish a baseline DRP metric.

  • Call #3: Determine the desired (target) recovery timeline

    Conduct a business impact analysis (BIA), and identify RTOs and RPOs.

  • Call #4: Determine the current achievable recovery timeline, RTO/RPO gaps, and risks

    Conduct a tabletop planning exercise and document the results, determine RTO and RPO gaps, and identify risks.

  • Call #5: Identify and prioritize projects to close gaps and mitigate risks

    Identify and prioritize projects to close RTO/RPO gaps and mitigate risks, and create a project roadmap.

  • Call #6: Document the incident response plans

    Determine your incident response plan for the desired state, document the step-by-step incident response plans for the desired state and current state, and ensure service management guidelines align with DR timeline requirements.

  • Call #7: Complete the DRP for remaining applications

    Summarize pilot results and obtain approval to continue the DRP process, repeat the DRP methodology for remaining applications, and ensure alignment between your DRP and BCP.

Build an IT Strategy for Small Enterprise

IT Directors and CIOs in small IT shops know that IT services enable the organization to meet its strategic goals, and they need to draft a quick IT strategy to prioritize short- and long-term investments. However, the energy and resources of SE IT shops are consumed providing everyday IT services. To make matters worse, the corporate strategy on which IT’s own strategic planning relies may only be an informal scheme in the mind of the entrepreneur-owner. Clarify what the organization expects of IT. Operating under the false expectation that IT should strive for innovation can result in wasted resources and unwanted spending.

  • Call #1: Assess the current state of IT

    Make the case to garner support for the project, run diagnostics to determine IT maturity, and review SWOT and PEST analyses.

  • Call #2: Design the target state of IT

    Align IT projects with corporate goals, map initiatives to business programs and create an IT strategy roadmap.

  • Call #3: Communicate the IT strategy

    Create a communication plan, prepare a refresh plan for the IT strategy.

Build a Right-Sized Service Desk for Small Enterprise

Service managers in small IT shops often lack the staff, tools, and budget to deliver the quality service that end users expect. They often rely on email, spreadsheets, and homegrown solutions to manage IT requests and resolve device and system issues.

  • Call #1: Plan a strategy

    Review the results of the service desk diagnostics and develop a service desk strategy.

  • Call #2: Design an action plan

    Define roles, responsibilities, and decision rights, and develop sustainable incident, request, and knowledge management processes.

  • Call #3: Execute the action plan

    Define requirements for an affordable service desk solution, and review the standard operating procedure document and service desk roadmap.

Formalize Project Portfolio Management for Small Enterprise

Many small organizations lack the time, tools, and skillset to engage in traditional project portfolio management (PPM). These organizations tend to focus on low-value initiatives and often have trouble finishing projects that will allow the business to meet strategic goals. Successful PPM doesn’t require additional time or administrative overhead. A right-sized approach to PPM improves project results and business satisfaction without imposing additional load on small IT teams.

  • Call #1: Develop your portfolio operating plan

    Establish portfolio visibility, manage resource capacity and optimize project throughput.

  • Call #2: Implement the plan

    Configure the PPM tool and engage portfolio stakeholders.


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