This will be a 30-minute on-line meeting via MS teams to get acquainted and to gain familiarity with your business and organization. I will provide an overview of the services to be offered and discussed. There will be some documentation requests necessary to assist in the initial analysis. Contact information for the Company and any vendor contacts will be established. An agenda will be developed and forwarded to all in advance of the first meeting

The objective of this meeting is to learn about your individual business to gain a full understanding of the internal and external factors that impact your operation. Any challenges or concerns associated with the current state and future direction of your business systems will be discussed in detail. A review of your current vendors and expenses related to agreements, subscriptions, service calls, and projects will be conducted. The departmental structure and the end user experience will be defined to analyze operational methods. A discussion of any regulatory or compliance standards related to your business operations and how these are managed will be required to form the initial baseline assessment details supported by a physical site survey.

This survey is required to gain a complete understanding of your physical assets in the form of an inventory audit. In this session, I will begin with a review of the backbone network that connects each of your end user devices. In some cases, there will be multiple building connections or remote user sites served by wireless, fiber, or internet services. An inventory of devices consisting of network computers and laptops, business phones, mobile phones, wireless access points, application servers, and hosted/cloud services will be documented. Department leaders may be interviewed to gain a more complete understanding of the daily operations of your business. I will conduct this survey accompanied by a designated company contact.

This is a report that details the items found in the initial contact interview and the site survey. It is provided in comparison to a matrix that shows everything the technology ecosystem would entail. These will be categorized to the degree of importance and relevance to your business. Specifically, there are many systems and processes that are currently being utilized and there are those that your business should or must have. Recommendations for improvements based on industry best practices and best-of-breed products will be provided. This will become the basis for progress improvements and budget formulations as the technology roadmap is developed. An analysis of current and projected expenses and agreements will be included to summarize annual capital outlay.

This documentation will develop the strategic plan as a result of the information discovered in the initial interview, the site survey, and the baseline assessment. The executive summary will define sub-categories based on criteria related to the four pillars of the technology ecosystem. A set of recommendations focused on enhancing operational efficiencies, potential cost reductions, and risk mitigation will be provided in accordance with industry standards and best practices.

The recommendations and the pace of progress will be measured over time and the Executive Summary will be updated on a continual basis. The importance and priority of the suggested recommendations will become the basis for the technology roadmap and budgetary projections over a defined time period. Any new projects or initiatives will be addressed and incorporated into the summary analysis with progress measured in future meetings.

The Executive Summary will be the basis for the initial Technology Business Review (TBR) meeting and subsequent meetings on a quarterly or semi-annual basis. The technology roadmap and a series of TBR meetings will provide the consistency needed to follow through on the recommendations and to assure compliance with the strategic plan.

These meetings involve discussions and review of the technical aspects of your technology ecosystem with the key leadership team on a periodic basis. A focus on the technology roadmap and how it impacts your business objectives and goals is the basis for adherence to the strategic plan. Specific agenda items covered in the TBR include:

• Comprehensive review of addressable concerns
• Project development, status updates, and implementation progress
• Priority budget and future resource allocation considerations
• Security strategies and risk/vulnerability mitigation measures
• Open forum Q & A - defining next steps and action items

The initial TBR is more extensive as it encompasses a complete review of the inventory audit found in the site survey and the baseline assessment. A more thorough analysis of the cost and expense structure, criteria for defining priority measures associated with risks and vulnerabilities, and the development of the technology roadmap are formulated at this stage.

Subsequent TBR meetings will focus more on measured progress from the recommendations contained in the executive summary and any project-related requests. Time will be allocated for a consistent, on-going review of agreements, subscriptions, and vendor or service costs. An update on new industry trends and developments along with evolving cyber threats and advanced protections will be provided. A revised executive summary with recommendations and an updated baseline assessment will be documented after each Technology Business Review meeting.

• Needs analysis and solution design
• Vendor qualification and solicitation of proposals
• Solution proposal review and analysis
• Executive Recommendations based on best value criteria
• On-going project management and vendor relations

• Retainer of time for additional consulting and design services
• Formulated in accordance with Project Planning and Vendor Services Management
• Full-time available telephone and email correspondence
• Research and comparative analyses for pending and/or future initiatives

• Client Representative acting on your behalf with Managed Service Providers
• On-going analysis of Vendor Services, agreements, and subscriptions
• Discussion and evaluation of monthly and annual reports with MSP's
• Executive overview of results, recommendations, and progress initiatives
• Forecasting budgets and technology roadmap development