Ascertain customer needs
Gather information on current architecture, IT
systems, and applications
Gather information on customer's business process
and future outlook
General inventory of current servers, workstations,
shares, backups
Determine customer's category in the maturity model
Create quote based on discovery
Perform thorough inventory of servers, workstations,
and architecture
Obtain and centralize all usernames and passwords
for all equipment
Create network diagram giving a snapshot look at
current environment
Document gathered information
Review documentation with customer
Document customer's business process and ensure
understanding of goals
Evaluate current position and create stabilization
plan to move from fire fighting to fire prevention
Create long-term plan and budget enabling customer
to understand what is in their
technologies future preventing unpleasant and costly
challenges
Create added value plan to fully leverage current
and future technologies adding benefits
for the customer's customer maximizing the client's
profitability
Plans are added to documentation acting as the
company's technology business plan
The steps of each plan are put in to process.
Documentation is update as progress is made
Checklists are created for each process
Standardization and full leverage occurs
Meet with customer and complete punch list after
each milestone
Consistently be in communication throughout each
step of project
Aquire final sign-off when necessary
Train customer and staff when appropriate
Ensure documentation is up to date
Continued Maintenance and prompt resolution to any
issues that arise
Continue to consult customer on new technologies
becoming a partner
Continued reporting to customer and access to case
logs
Be aware of what is happening in customers industry
and adjust
Repeat process for each project
Continued support
Ascertain customer needs
