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Assessments

Technology Assessment Checklist for Small Businesses

A technology assessment is a simple review of what you have, what is working, what is risky, and what needs attention.

What is a technology assessment?

A technology assessment is like a health check for your business technology. It looks at your computers, software, accounts, vendors, backups, security settings, documentation, and support process. The purpose is to find gaps before those gaps become expensive problems.

What to review first

Start with the basics: internet service, email, Microsoft 365 or Google Workspace, file storage, phone systems, accounting software, line-of-business software, backups, antivirus, firewalls, and user accounts. These are the tools most businesses depend on every day.

Questions to ask

Ask simple questions. Who supports this system? Who has admin access? Is MFA turned on? Is it documented? Is it backed up? When was it last reviewed? What happens if it fails? These questions reveal whether the business is prepared or just hoping everything keeps working.

Why documentation matters

If only one person knows how something works, the business has a risk. Good documentation helps employees, managers, vendors, and consultants understand what exists and how to respond when something changes.

How McComb Services can help

McComb Services can perform a practical technology review, organize findings, identify high-priority risks, and help create a realistic improvement plan. This can be especially useful before a major project, vendor change, audit, or business continuity planning effort.

Main takeawayYou cannot improve what you cannot see. A technology assessment gives you a clearer picture.