1. Thrive. Grow. Achieve.
De-Mystifying the
IT Assessment
Nate Solloway
September 25, 2013

2. WHAT’S ON TAP?
• What we do
• Why do an IT Assessment?
• Is this a threat to my IT Staff?
• Network Infrastructure
• Network Security
• Disaster Recovery
• What’s New?
• Are You Being Served?
• IT Budget Review
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3. WHY DO AN ASSESSMENT?
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4. WHY? PLANNING FOR THE FUTURE
• IS IT TIME FOR UPGRADES?
• PREPARING FOR AN RFP
• TIME TO INTRODUCE NEW TECHNOLOGY
• IMPROVE BUSINESS PROCESSES
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5. WHY? WAS THERE A PROBLEM?
• WAS THERE A SERVER OUTAGE?
• AN AUDIT IS COMING UP
• STAFF NEED ASSESSING OR THERE IS POTENTIAL LOSS OF STAFF
• RECURRING ISSUES
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6. • STAFF
• TECHNOLOGY
• INFRASTUCTURE
• PLANNING FOR A MOVE?
• SOFTWARE , AMS
• IT PLANNING FOR THE NEXT FEW YEARS
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7. WHAT ABOUT MY IT STAFF?
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8. COACHES NOT ADVERSARIES
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9. AN ASSET MANAGER, NOT A STOCK
BROKER
• WE ARE PART OF YOUR TEAM
• EXPERIENCES FROM OTHER SIMILAR ORGANIZATIONS
• TRAINING RECOMMENDATIONS
• IN-HOUSE OR THE CLOUD?
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10. DOES YOUR NETWORK LOOK LIKE THIS?
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11. OR THIS?
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12. NETWORK SECURITY
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13. • UNAUTHORIZED ACCESS
• CONCERNS WITH IN-HOUSE STAFF
• EXTERNAL THREATS
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16. ARE YOU BEING SERVED?
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17. IT BUDGET REVIEW
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18. QUESTIONS?
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