Planning summary
5 initiatives in 3 phases
Priorities, by illustrative score
- Strengthen identity and access security (9 points)
- Improve backup and recovery (8 points)
- Improve IT support (7 points)
- Improve IT documentation (4 points)
- Modernise the cloud workspace (4 points)
Assumptions (your inputs)
- 25 to 100, one office, working hybrid.
- Technology maturity: developing. Internal IT capacity: one person.
- Budget flexibility: moderate. Urgency: medium. Security priority: standard.
- Pain points: IT problems disrupt work, security worries.
- What matters most: balanced.
Suggested sequence
- Stabilise: Strengthen identity and access security; Improve backup and recovery; Improve IT support.
- Establish: Improve IT documentation.
- Improve: Modernise the cloud workspace.
- Optimise: nothing in this phase.
Dependencies
- Modernise the cloud workspace depends on strengthen identity and access security.
Risks and unknowns
- Strengthen identity and access security: locking people out without a plan for lost phones.
- Improve backup and recovery: backups that report success but can’t be restored.
- Improve IT support: choosing on price alone, without agreed response targets.
- Improve IT documentation: documentation written once and never updated.
- Modernise the cloud workspace: copying old permissions and clutter into the new workspace.
- Modernise the cloud workspace: disruption if the move isn’t piloted first.
Questions for discovery
- Strengthen identity and access security: which systems people sign in to.
- Strengthen identity and access security: who holds admin access today.
- Improve backup and recovery: which data the business can’t lose, and how long it can wait.
- Improve backup and recovery: where backups live today.
- Improve IT support: what support exists today, and where it falls short.
- Improve IT support: the hours of cover the business needs.
- Improve IT documentation: what already exists, and who will keep it current.
- Modernise the cloud workspace: current licences and contracts.
- Modernise the cloud workspace: data volumes, and what depends on the old systems.
Suggested first steps
- List every account with admin rights, and turn on MFA for those first.
- Restore one important folder and one database from backup, and see what comes back.
- Write down last month’s IT problems and how long each took to fix.