Initial Assessment

Before taking on end user support and defining specific projects, Macktez starts every new client relationship with an audit of the client’s current technology and a review of the client’s workflow to make sure we have enough information to successfully offer support and make appropriate recommendations.

During the initial assessment, Macktez will:

• Verify or create records of key assets (hardware, software, personnel).
• Verify credentials (domain ownership, admin access to online services, admin access to workstations and servers).
• Review all on-premises and cloud-based services (file sharing, database, directory, communications).
• Review existing network topology documentation.
• Review existing security policies.
• Review existing backup policies.
• Review existing IT budget.
• Identify and prioritize pain points, frustrations, and ongoing needs.
• Create basic client support documentation (overview, new hire, computer setup, termination, network overview, network topology).
• Create appropriate initial recommendations.

We typically complete this initial assessment within four weeks, though how quickly we proceed depends on the condition of a client’s existing documentation and equipment, and availability of key staff to help answer questions. Additionally, we may need to address urgent problems that prevent staff from working or indicate an imperative security gap, which could prolong the audit.

Once the initial assessment is complete, Macktez will lay out a strategic roadmap to help our new client meet specific challenges and adhere more closely to best practices. At that time, Macktez is also ready to accept incident support and service requests.