What to expect from the free IT assessment

Every relationship with us starts with a free IT assessment, whether you want a single project or ongoing support. It costs nothing and carries no obligation, and we do not change anything in your systems while we do it. This article explains what happens so you know what to expect.

Booking it

Book online at /book or answer a few questions first, or call 855-248-2637. We can do the assessment on site or remotely. Set aside about an hour for the conversation; the rest of the work is ours.

The conversation

We start by listening: what the business does, how many people and locations, what systems you rely on, what frustrates people, what has gone wrong before, and what you are planning. We ask who looks after IT today and what you pay for. Nothing here is a sales pitch; we need to understand the business before we can say anything useful about the technology.

What we look at

With your permission, we look at how email and files are set up and whether the security features you already pay for are switched on, including multi-factor authentication. We look at the computers: age, updates, antivirus, who has admin rights. We look at the network: what sits between the office and the internet, Wi-Fi, guest access. We look at backups: what is backed up, where, and when it was last tested. We look at accounts: who holds the admin accounts and domain, whether leavers still have access, and what would happen if a key person were unavailable. And we ask about your obligations: privacy law, card payments, insurance.

What we never do

We do not install anything, change any setting or sign in to anything without you present and agreeing. We do not need your passwords. The assessment is a look, not a fix, and you remain in full control of your systems throughout.

The report

Within a few days you receive a written report: what is working well, what is at risk, and what to tackle first, ranked by how much it matters, with an estimated cost for each item. It is written in plain language for the business owner, not for an IT person. It is yours to keep whether or not you work with us, and some clients use it simply as a to-do list for their existing provider.

Afterwards

If you want to go further, the items you choose become a fixed-scope written quote, and nothing starts until you approve it. If you want ongoing support, the report becomes the starting point for your service agreement. If the right answer is to keep what you have, we say so. More in How we work.