IT Solutions Discovery Checklist

1.1 Current IT Frustrations & Challenges

Have you identified your top 3-5 biggest frustrations or challenges with your current IT setup (e.g., slow systems, frequent downtime, security concerns)?

1.2 Business Goals & Technology Alignment

Have you defined your key business goals for the next 12-24 months and how technology can support them (e.g., growth, efficiency, remote work)?

1.3 Current IT Support Assessment

Have you assessed your current IT support model and identified its gaps (e.g., in-house, break-fix, no dedicated support)?

2.1 Solution Category Identification

Have you identified which solution categories you need (cybersecurity, cloud services, managed IT, data backup, or a combination)?

2.2 Budget Parameters & Cost Structure

Have you established budget parameters including understanding of one-time vs. recurring costs for new IT solutions?

2.3 Required Expertise & Support Level

Have you determined the level of expertise or ongoing support needed from a provider (full management, co-managed, project-based)?

3.1 Provider Comparison Criteria

Have you established key criteria for comparing IT partners (industry experience, certifications, client testimonials, response times)?

3.2 Service Level Agreement Understanding

Do you understand the SLAs offered by different providers, especially for critical support and uptime guarantees?

3.3 Business-Specific Needs Assessment

Have you established how to assess a provider's ability to understand your specific business needs beyond generic solutions?

4.1 Scalability & Flexibility Requirements

Have you assessed how important scalability and flexibility are for your IT solutions to accommodate future business growth?

4.2 Strategic Technology Guidance

Are you looking for a partner who can provide strategic guidance on emerging technologies (AI, IoT) and industry trends?

4.3 Implementation Timeline & Transition Management

Have you established a timeline for implementing new IT solutions with a plan for managing the transition?

5.1 Stakeholder Alignment & Buy-in

Do you have stakeholder alignment on IT priorities and decision-making authority for solution selection?

5.2 Risk Assessment & Mitigation

Have you identified potential risks in your IT solution selection and implementation process?

5.3 Success Metrics & Evaluation

Have you defined how you will measure the success of your new IT solutions and evaluate provider performance?