Technology decision checklists
Short, plain-language checklists to answer before you renew a contract or talk to a provider. Each one takes about five minutes and is free to download.
Technology overview checklist
Not sure where to start? Six questions that help you prioritize internet, phones, cloud, security and IT support before a technology conversation.
Open the checklistBusiness internet checklist
Six questions to answer before renewing or changing business internet: locations, providers, speeds, backup connections, static IPs and contract dates.
Open the checklistBusiness phone system checklist
Six questions to answer before replacing or renewing a business phone system: users, current platform, analog lines, mobility and call routing.
Open the checklistContact center checklist
Six questions to answer before changing contact center software: agents, channels, current platform, CRM, reporting, AI and renewal timing.
Open the checklistSD-WAN and multi-site network checklist
Seven questions to answer before an SD-WAN or network redesign: sites, connections, critical apps, cloud access, firewalls and contract dates.
Open the checklistMicrosoft 365 and email checklist
Seven questions to answer before moving to or reorganizing Microsoft 365: mailboxes, licenses, file storage, SharePoint, security and compliance.
Open the checklistVirtual desktop checklist
Seven questions to answer before moving to virtual desktops: users, devices, applications, graphics needs, licensing and security drivers.
Open the checklistColocation and data center checklist
Seven questions to answer before moving servers to colocation: equipment, space and power, locations, connectivity, cloud links and on-site help.
Open the checklistCybersecurity readiness checklist
Seven questions that show how ready your business is for a cyberattack: protections, training, response plans, downtime tolerance and support.
Open the checklistManaged security services checklist
Seven questions to answer before hiring a managed security provider: concerns, data, existing tools, audits, testing and contract timing.
Open the checklistBackup and disaster recovery checklist
Seven questions to answer before choosing backup or disaster recovery: what to protect, how fast to recover, how much data you can lose, and testing.
Open the checklistCloud and infrastructure checklist
Seven questions to answer before moving servers to the cloud or a hosted provider: users, servers, applications, growth, licensing and support.
Open the checklist
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