Do more with less using our best-practice research.
- Survive and Thrive With Effective Requirements Gathering
- Master the Art of Stakeholder Management in Small Enterprise Environments
- Rebalance Project Intake for Small Enterprise
- Focus on Project Management Essentials
- Avoid Project Management Pitfalls
- Tailor Project Management Processes to Fit Your Projects
Planning IT Strategy
Tools & Templates
Save valuable time with these ready-to-go tools and templates.
Book a call with one of our experienced analysts to dive deeper into solutions.
Need help with a pressing challenge?
Contact our analysts to discuss one of the following hot topics:
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.
Collect the data you need to make key IT decisions.
CIO Business Vision
Stakeholder management is a critical aspect of running a successful IT department. Info-Tech’s CIO Business Vision program will give you detailed report cards on the organization's satisfaction with IT’s core services. Use these insights to understand your key business stakeholders, find out what is important to them, and improve your interactions.Learn More
IT Security Diagnostic Program
Thinking your organization is sufficiently protected against security threats isn’t good enough. You need to know. The IT Security Diagnostic Program is designed to help IT Security Leaders assess and improve their security practices. Gather and report on IT Security governance, business satisfaction, and effectiveness to understand where you stand and how you can improve.Learn More