2015 Technology PlanningFor Startups and Established Small/Mid Sized Business

Linda Kuppersmith, President and Chief Technology Advisor

CMIT Solutions of Stamford

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145+ Offices / 800+ Engineers / full time staff for vendor management, education and supportVetted technology partners

Dell, Intuit, Microsoft, Apple, Continuum, Datto, Sonicwall, Freedom, Flashback Data, Microsoft, Reflexions and more

Big Company abilities with small company implementation

Productivity

Defend your network

Protect your data

Technology planning

Let you sleep at

night

Become part of your

staff

A whole IT Department without the expense and managementOnboarding

Assessment

Support, Maintenance,Monitoring

Quarterly Review and Planning meeting

1177 High Ridge Road Stamford, CT 203-595-9091 www.cmitstamford.com

100

10

1. Getting Ready1. 2015 Business Goals

2. Create a list of Technology expenses in the last 3 years, 1 at a minimum.

3. Create a list of your IT Assets1. Hardware

2. Software

3. Support agreements

4. Services

4. 2015 Business Initiatives / 2015 Business Plan

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Deliverables

• Technology Plan• Projects / Initiatives

• Budget needs

• Updates to your Business Plan

• 2015 Technology Budget• Operating Expenses

• Capital Expenses - replacements

• Capital Expenses - growth

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2. Review Existing Technology

• Replacement

• Repairs

• Upgrades

• Don’t need

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3. Functional Needs AnalysisFunctional Areas

• Executive• Products & Services• Marketing• Sales• Operations• Accounting• HR• IT/IS

Technology Components• Hardware• Software• Support Agreements• Maintenance Agreements• Internet based services – “the

cloud”• Backup• Business Contingency Planning• Disaster Recovery• Training• Assessments

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Typical Technology Plan items- Executive Function1. Executive - Hardware

1. Desktop/laptop/smart phone/tablet

2. Printer3. Scanner4. Desk phone5. Headset6. Home computer7. Projector

2. Executive – Software1. Freeware – ie: Adobe reader,

LogMeIn2. Payware – Office, Quickbooks,

Lastpass, GTM,

3. Support Agreements3. QuickBooks4. LOB5. Firewall

4. Maintenance Agreements3. Printer4. IT Provider

5. Internet based services – “the cloud”3. Website Hosting (Marketing)4. Domain Registrar5. DNS Host6. Office 365

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Cont.

6. Backup• Data

• Full Disk Image

7. Business Contingency Planning• How to run the business when

some part of technology is down. Internet? Workstation? Phones? Power?

8. Disaster Recovery• Recovery from a disaster

• What events can occur?• Physical destruction – Fire, flood, etc.

• Hard drive crash

• Loss of power for extended time

• Loss of internet for extended time

• Loss of phone service for extended time

• Theft of data

• Technology Vendor goes out of business

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Repeat

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4. For Each Technology Component Consider

• Operating Costs

• Replacement

• Upgrade

• ROI – Is this technology component providing you more value than it costs?

• ROT – Return on Time – is this technology component robbing you of time you should be using to grow your business and service your clients?

• Management effort – DIY, Outsource or Hire a Pro

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5. Needs -> Impact Study

For each Technology Initiatives (projects) consider

• strategic or tactical

• Infrastructure• Needs• Replacement• Repairs• Upgrades• Don’t need

• Technology Training

• Data Management

• Communications

• LOB or Functional area computer systems• EMR• Case Management• Project costing and management• ERP• CRM

• Regulatory requirements

• Total Cost -

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6. Group the needs into initiatives

Need 1

Need 2

Need 3

Initiative

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7. Create your Plan

• Technology Plan• Projects / Initiatives

• You already have the needs!

• Budget needs• Operating Expenses

• Capital Expenses - replacements

• Capital Expenses - growth

• Updates to your Business Plan

• 2015 Technology Budget

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Sample Initiatives

• Backup critical data on Lucy and Bob’s machines to protect our assets

• Move to a better email system to increase productivity

• Purchase new equipment to replace equipment older than 4 years

• Get a Security Risk Assessment because we handle credit cards and/or social security numbers

• Move to the cloud to reduce expenses and increase productivity

• Find a order management system

• Hire a Technology Management company to increase dollars and time to our business goals.

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Review last year’s

expenses

Equipment & Services Refresh

New IT needs

Growth

Regulation

Security

Disaster Recovery

Technology Planning

1177 High Ridge Road Stamford, CT 203-595-9091 www.cmitstamford.com

Summary

1. Get ready

2. Existing technology review

3. Functional Needs Analysis based on your goals

4. Additional Considerations for each tech component

5. Impact Study

6. Group into Initiatives

7. Create your Technology Plan

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Offer to attendees today

Start - ups• 1 hour phone consult – tell me

about your business and I’ll make some technology recommendations to get started on the right foot

Established Businesses< 5 computers – 1 hour phone consult

Or

Onsite technology assessment

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Give me your card and write “CALL ME” or email Linda@cmitstamford.com

Bring your coach!

Coaches bring your clients

145+ Offices / 800+ Engineers / full time staff for vendor management, education and supportVetted technology partners

Dell, Intuit, Microsoft, Apple, Continuum, Datto, Sonicwall, Freedom, Flashback Data, Microsoft, Reflexions and more

Big Company abilities with small company implementation

Productivity

Defend your network

Protect your data

Technology planning

Let you sleep at

night

Become part of your

staff

A whole IT Department without the expense and managementOnboarding

Assessment

Support, Maintenance,Monitoring

Quarterly Review and Planning meeting

1177 High Ridge Road Stamford, CT 203-595-9091 www.cmitstamford.com

100

10