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IT Checklist to Improve Your Security, Costs & Revenue

Dec 21, 2023

As you close out 2023 and launch into the new year, here’s an IT checklist that can help you bolster security, optimize costs, enhance revenue, and streamline organizational processes:

  1. Security Audit and Updates: Conduct a comprehensive security audit to identify vulnerabilities in systems and networks. Ensure all software, including antivirus programs, firewalls, and operating systems, is up to date with the latest patches and security updates. We also recommend conducting a 3rd party penetration test at least annually.
  2. Data Backup and Recovery: Verify the effectiveness of your data backup and recovery systems. Test data restoration to guarantee it’s functioning properly in case of emergencies. Review and update disaster recovery plans if necessary. We recommend practicing your disaster recovery plan at least once a year.
  3. Budget Review and Planning: Evaluate IT expenses from the current year and strategize for the upcoming year. Identify areas where cost optimization is possible without compromising quality or security. Consider new technologies or upgrades that might contribute to revenue growth. For example, how can you leverage AI to enhance your organization.
  4. Compliance Check: Ensure your IT infrastructure complies with industry standards and regulations. Review compliance requirements and implement any necessary changes to avoid penalties or legal issues. This is especially important if you manage or store health information, sensitive personal information or financial data including credit card numbers.
  5. Inventory and Asset Management: Take stock of all IT assets, including hardware, software licenses, and subscriptions. Identify outdated or underutilized resources and consider reallocating or retiring them to save costs. Most managers are amazed when they see how many subscriptions go unused or can be reduced.
  6. Performance Analysis and Optimization: Analyze the performance of your systems, networks, and applications. Identify bottlenecks or inefficiencies and take steps to optimize performance. Consider upgrades or enhancements where necessary. Are there, for example, opportunities to move systems and data into the cloud for greater collaboration and potential cost savings?
  7. Employee Training and Awareness: Conduct refresher cybersecurity training for employees to reinforce best practices and raise awareness about potential threats, especially considering evolving cyber risks. LogicalNet recommends at least monthly training and testing as the rate of cyber-criminal innovation continues to grow.
  8. Vendor Contract Review: Review contracts with IT vendors and service providers. Assess their performance and negotiate better terms or explore alternative options if needed. Call LogicalNet at 518-292-4500 to see how we can help you leverage technology to grow your business.
  9. Strategic Planning and Goal Setting: Collaborate with the leadership team to align IT goals with broader business objectives for the upcoming year. Set clear, measurable targets and establish a roadmap for achieving them. We are available to meet with you to help you plan out the strategic use of technology for your business.
  10. Documentation and Documentation Updates: Ensure all IT processes, procedures, and documentation are up to date. Document any changes made throughout the year for reference and future planning. Train your staff on your policies and any changes to those policies. Make sure to confirm your policies are followed and collect evidence of the same.

Completing these end-of-year tasks can fortify your business against potential risks, optimize costs, and lay a strong foundation for growth and efficiency in the upcoming year.

As you work through this IT checklist, it’s natural to feel a bit overwhelmed, especially when resources are stretched thin. It’s important to remember that you’re not alone in this journey. At LogicalNet, we understand these challenges and are here to offer our expertise and support. Whether it’s navigating complex IT tasks or planning for the year ahead, our team is dedicated to helping organizations like yours thrive. If you find yourself needing guidance or simply wish to discuss your IT strategy, don’t hesitate to reach out. Together, we can ensure that your organization is robust and well-equipped for a successful 2024.