The Most Reliable IT Assessment Checklist You’ll Ever Need

A3Logics 18 Aug 2022


In this digital era, technology has enabled businesses to expand at breakneck speed. But, any small loophole in your IT environment can cause major havoc in your routine business operations. It is essential that you keep a lookout regarding IT system security standards. Can it prevent exterior cyber-attacks, data leaks, and malware occurrences? Are your tools up to current and free of security flaws? Do you have robust cybersecurity policies, protocols, and guidelines in place to protect your workplace? If you feel hesitant to answer any of these questions, you should consider teaming up with an expert IT consulting services provider to assess your existing technology infrastructure for implementing robust information security measures.

Besides that, you should also prepare a solid IT assessment strategy for identifying weak areas in your organization requiring immediate attention and technology overhaul. To help you out, we’ve prepared a detailed IT assessment checklist to ensure your workflows stays operational with any information security failure.

But before we disclose the key items in an IT assessment checklist, let’s first understand the following.


What Exactly is IT Assessment?


IT assessment, in simplest words, refers to the process of assessing the overall strength and weaknesses of IT systems in an organizational network, as well as suggesting methods for improving system security, network design, and overall IT infrastructure.


An IT assessment is a comprehensive evaluation of an organization’s information technology (IT) infrastructure, processes, and systems. The goal is to identify potential risks and vulnerabilities and making recommendations to optimize and improve the IT environment.


The assessment typically involves analyzing various aspects of an organization’s IT, including hardware, software, network infrastructure, security, backup and disaster recovery, and compliance with industry regulations. The assessment may also include an evaluation of the organization’s IT policies, procedures, and governance, as well as an analysis of the IT staff’s capabilities and training.


The purpose of an IT assessment is to provide organizations with a clear understanding of their current IT environment, its strengths and weaknesses, and areas where improvements can be made to enhance security, efficiency, and effectiveness. The assessment can help organizations develop a roadmap for IT improvements, prioritize IT projects and investments, and ensure that their IT environment is aligned with business goals and objectives.


For making such interventions, an IT consulting services provider will require full access to your company networks, IT facilities, and other relevant information. By analyzing all the data and systems present in your “digital environment,” a well-rounded assessment can be done by your technology partner.

Key areas that are examined during an IT assessment include:

  • System/Data Security
  • Network Design
  • Mobile Device Management
  • Technology Management
  • Server Infrastructure
  • Data Storage fasciitis
  • IT security and administration police
  • Network software


The possible difficulties that you face during an IT assessment are the lack of control and sensitive business data leakage to third-party vendors. It’s crucial you work with trusted IT consulting companies having a solid market reputation. They comply with your internal work policies and guidelines while handling IT assessment duties.


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Why Should You Have an IT assessment?


As time and technology advance, companies are forced to evaluate and keep up with these ongoing changes, keeping the current business needs in mind. 

The purpose of any assessment is also to check how much damage an organization’s assets have incurred. Moreover, the IT assessment also covers a prediction of threat events that could impact the business highly. An IT assessment is a thorough evaluation of a company’s network, security, software, and hardware infrastructure. It aims to identify gaps and vulnerabilities in the organization’s IT systems and to provide recommendations to address them.


IT evaluations are important for companies for a number of reasons.


Identifying Potential Risks


They help organizations identify potential risks and vulnerabilities in their IT systems, which may include security breaches, data theft, hardware and software failures, and network downtime. By identifying these risks, organizations can take proactive measures to mitigate them and prevent potential disruptions to their operations.


Improving effciency


IT assessments can help organizations optimize their IT systems by identifying areas where they can improve efficiency, reduce costs, and enhance productivity. For example, an IT assessment may identify areas where an organization can streamline its hardware and software infrastructure, reduce redundant systems, and leverage new technologies to achieve greater efficiency.


Ensuring Adherence to rules


Third, IT evaluations can assist organizations in ensuring adherence to pertinent rules and standards. Many industries are subject to regulations that require them to comply with specific IT security standards, such as HIPAA, PCI DSS, and GDPR. By conducting IT assessments, organizations can ensure they are in compliance with these standards and avoid potential penalties and fines.


Finally, IT Assessments through IT Consultation Services can give businesses a roadmap for upcoming technological investments. By identifying areas where an organization’s IT infrastructure is lacking, an IT assessment can help organizations prioritize technology investments and develop a long-term IT strategy that aligns with their business goals.


The IT assessment checklist thereby underlines the areas in which improvements can be made, such as security deficiencies, disaster recovery, backup failures, misconfigurations, and many more.


Benefits of IT Assessments Checklist


Some of the best practices recommended by professional IT service providers help in building a strong foundation as well as future-ready plans.


There are 7 potential benefits for preparing a checklist for your IT Assessment


  • IT Inventory


IT assessment checklist can provide you with the number of hardware you possess along with their actual age. By having a comprehensive list of all IT assets, including their location, software version, and hardware specifications, organizations can better manage their IT infrastructure. IT assessments can help identify underutilized assets, track the lifecycle of hardware devices, and ensure that software is up-to-date and patched regularly.


  • Backups and Recovery


Preparing an assessment checklist also helps the company understand the need for backups and recovery plans. Service providers can train employees and customers to have requisite backups during the assessment which can help them in restoring essential data at the time of disaster. IT assessments can help ensure that backups are stored securely, with appropriate access controls and encryption, and can help identify potential risks to the backup data, such as malware or unauthorized access.


  • Technology Stack


A compiled checklist acts as a succor for the company to perceive the technology stack they are using. The integration of the latest technology services, such as chatbot development services, artificial intelligence solutions, blockchain development , AR & VR solutions, IoT, and big data services. IT assessments can help identify opportunities to optimize technology stack costs, such as migrating to open-source frameworks or cloud-based infrastructure or using more efficient coding practices.


  • Environmental Assessment


The checklist includes a collected list of tools, procedures, and tech components for evaluation. Through a checklist, you can also assess and identify environmental issues, such as incorrect equipment mounting, hardware wires on a firewall, water sprinkler mounting positions, and much more. This can help ensure that critical systems and data remain accessible in case of power outages, natural disasters, or physical security threats, enabling business continuity.


  • Security Checks


The checklist is purposefully made to scrutinize the security measures of the system, software, and network. Moreover, with the help of an IT assessment checklist, the service provider also assesses the devices interacting with users and the company. This helps in potential security issues identification and requisite security certification and practices for long-term success.


  • Easy to Read


An IT assessment checklist makes it easy for business owners and employees to read the assessment report. This report gives complete transparency of the current situation of the resources, which helps in taking the right steps cost-effectively.


  • Improved Communication and Motivation


Complete transparency aid in better communication necessary for taking the right security measures and better decision-making. The checklist aids in determining what is most sensitive and requires urgent consideration. Hence, with the help of workforce knowledge, companies can improve their security, reinforce infrastructure, and boost productivity.

Checklist to Consider During an IT Assessment


Now that you’ve got an idea about IT assessment works, let’s look at the key points you should look for:

1. Hardware and Software Capabilities


Be honest and ask the following questions to yourself: 

  • How long have you been using our computer systems?
  • Does your computer have antivirus software?
  • How frequently are updates installed in your critical systems
  • When was the last time system security got compromised by an employee?
  • Do all your systems have high-processing power?

If you get nervous and insecure answering any of the above questions, chances are high that your technology infrastructure is not optimized for security and performance.

Remember, your security is as strong as a potential technology security loophole in your IT environment. So never compromise by using outdated systems and applications for lowering your operating costs. It can be the entry point for a potential cyber-attack that can harm your business reputation badly.

Make sure you conduct regular audits to assess your network infrastructure, including workstations, printers, scanners, conference room equipment, and so on.


2. Data Storage and User Access


Data storage should be an integral part of your IT assessment strategy. You should analyze how your critical data is stored, what systems are used, and how it is backed up. Evaluate the organization’s access controls, including user authentication, password policies, and access management procedures. Are these security measures successful at stopping unauthorized access? Are there any areas where access controls are lacking or ineffective?

Security precautions and disaster recovery precautions should fall under your ongoing assessment. A common intervention is to store your mission-critical data in two or even three places. Such bifurcation keeps you operational in emergencies too. Don’t forget to take incremental backups of such data weekly. Besides that, you should identify people in your IT department, as well as senior management, to take feedback on the existing system. Ask questions like how they usually access the network, what they like, and what doesn’t. Make security improvements based on that feedback to advance protection.

3. Disaster Recovery Plan


In case of a catastrophe, does your company have a reliable IT emergency preparedness strategy in place? The present COVID-19 pandemic is a great example of this where businesses having resilient backup systems and technology infrastructure continued their operations without any difficulty. Businesses that were ill-prepared performed purely in the remote work environment as they lack knowledge about how to arrange remote working capabilities using cloud solutions. It can help minimize the impact of disruptive events, protect critical IT systems and data, and ensure that an organization is able to recover quickly in the event of a disaster. By developing and implementing a disaster recovery plan, organizations can enhance their ability to serve their customers, meet regulatory requirements, and ensure business continuity.

4. On-premise/Cloud Storage


If you’re a business that has relied on on-premise data storage facilities to run your critical systems for a long time, it’s high time you switch to cloud solutions for better performance, accessibility, and security. But this does mean you shift the entire infrastructure over the cloud. Strategize carefully by splitting data across three locations, including on-site, off-site, and cloud. This gives you better flexibility and storage access if an emergency occurs. Evaluate the organization’s data protection measures, including encryption, data backup and recovery procedures, and data retention policies. 

When working with an expert cloud computing consulting services, consider things like

  • Where will you store files and data in cloud storage?
  • What cloud services provider you’ll work with – Google Cloud, AWS, and Azure?
  • Does your cloud service partner meet compliance requirements and maintain privacy?
  • Who would be responsible for updates?


5. Governance, Risk, and Compliance


Examining your existing IT policies, procedures, and governance model should be a part of your IT infrastructure assessment checklist.  Check where your existing policies clearly define what information needs to be protected, areas where critical data is stored, and people involved in ensuring robust network security. A network security strategy typically includes multiple layers of protection, such as firewalls, intrusion detection systems, access controls, and encryption. You should alter your existing policies in a way that they can accommodate new technology or system changes. For example, the growing usage of mobile devices among employees is enabling separate BYOD procedures and rules in global enterprises. List each of the specific technology challenges your business has presently related to information security and then customize related policies accordingly to instill better control and transparency. Organizations can reduce risks, safeguard confidential data, and guarantee the stability and security of their network capacity by putting these steps in place.

6. Password Protection


Password protection is an essential element of any IT assessment checklist. A key element of any security strategy, passwords serve as the first line of defense against unauthorized access to computer systems and networks.


Goals for Password Protection


  • Choose strong passwords: Strong passwords are more secure than shorter, simpler ones because they are lengthy, complex, and challenging to decipher. IT assessments often include requirements for password complexity and length, as well as recommendations for using password managers to securely store and manage passwords.
  • Two factor authntication: IT assessments may also include measures to protect passwords from theft or compromise. Two-factor authentication, which adds an additional layer of security by requiring a second form of authentication in addition to a password, might be one of these requirements majorly suggested by IT Consultation Services.
  • Education about Best Practices: IT assessments may include recommendations for security awareness training to help users understand the importance of strong passwords and how to create and manage them securely. This may include guidelines for creating unique passwords for each account, avoiding common password mistakes like using dictionary words or personal information, and reporting suspicious activity or security incidents.


Communicate information frequently to your employees about the password protection measures they should undertake at work. It’s not a good idea if someone in your team has a password, something like “password123” and “company123. Such passwords are prone to cyber-attacks and can be broken down in minutes. Instructing employees to enable two-factor authentication, use password generation tools, and avoid emails with spam links.

7. Partner with IT Security Specialists


Having an in-house IT department that takes care of all your network administration and security needs is good. But, complementing your in-house capabilities with the expertise of outsourced IT consulting services allows you to rectify security issues and eradicate them faster and smartly. Such third-party vendors have specialized resources and years of experience to guide you in the right direction and provide optimum information security solutions. Working with an outsourced IT consulting partner is never a bad idea if you lack time and dedicate resources in-house.


Partnering with IT security specialists can be a wise decision for organizations looking to enhance their network security. IT security specialists are professionals who specialize in identifying and mitigating security risks within computer networks. They have in-depth knowledge and expertise in a range of security technologies, tools, and methodologies that can help organizations build a strong defense against cyber threats.


Benefits of Partnering with IT specialists


  • They can provide a fresh perspective on an organization’s security posture. They can assess the current state of an organization’s network security and identify vulnerabilities that may have been overlooked. IT security specialists can also provide recommendations for improving security policies, procedures, and technologies.
  • Secondly, they bring a range of specialized skills to the table, including expertise in security technologies such as firewalls, intrusion detection and prevention systems, and endpoint protection. IT Consulting Services can also offer advice on the best ways to conduct security awareness training, respond to incidents, and plan for disaster recovery.
  • Organizations can stay current on security threats and trends by collaborating with IT security experts. Security specialists are constantly monitoring the threat landscape and can provide timely information on emerging threats and vulnerabilities. Organizations can use this information to guide proactive risk mitigation and security posture improvements.
  • Finally, it can help organizations save time. IT security specialists have the expertise and resources to quickly identify and remediate security issues, reducing the time and effort required by internal staff. Organizations can also prevent expensive data breaches and other security incidents by proactively addressing security risks.


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Key Items Necessary for IT Assessment Checklist


Cleaning unnecessary software and applications are requisite for the optimum health of your system. This cleaning is an integral part of the IT assessment solution, which consists of IT planning and strategy focusing on the current state, defining a path for the future, and identifying loopholes to patch and move ahead.

Existing Shape of the Business


This is the first step to checking the list of software and systems in an IT assessment. Here, the complete review of the company goals, visions, as well as objectives is made . It ensures that all the compiled information follows the current AS-IS status of the Information Technology department. The process is followed by –


  • Identifying, collecting, and analyzing all IT documentation.
  • Interviewing IT customers, staff, key stakeholders, business owners, and vendors.
  • Identification of changes made in the artifacts or recently added in the IT documentation.

The process of reviewing and assessing people must be comprehensive, such as job titles, performance, skills, organizational structure, engagement level, relationship with the customer, training, and communication channel utilized.

It assists in developing a clean and perfect IT strategy roadmap, which also includes requisite software migrations and upgrades of process, policy, and technology.


The technology assessment of this phase also includes a diagram of data architecture, network architecture, application architecture, and hardware architecture. It also includes a complete inventory assessment of vendors, applications, and end-user computing.

Future-Oriented Analytics and Comparison


In order to have a perfect roadmap to help you attain the business goals while reducing risks, this phase becomes essential in an IT assessment. After the complete examination and identification of the potential elements, companies can establish a specific level of products and services.

Along with supporting the business vision, strategies, and goals, this phase also focuses on the following aspects.

  • The number of resources needed to support business vision, inclusive of SLA level & governance.
  • Comparison of business vision with the competitor’s vision.
  • Which technology stack is requisite to support the business vision?
  • Assessing the ability of vendors to comply with future assessments.
  • Assessing the best practices requisite.
  • Establishment of SLA metrics & scores.
  • Assessment of core and strategic IT services for internal management.


Well-defined Plan for Fixing Gaps


The final stage involves the identification and analysis of the first two phases by comparing them. The critical comparison presents gaps and critical information that can influence the future ROIs, dependencies, and risks imposed in the system or software.


Hence with a perfect IT disaster and recovery plan, after the complete IT assessment, gaps can be patched along with the absolute alignment of IT and organizational ability with the business vision.

Selecting the Right Professional Service Provider


Finding a perfect professional service provider for a complete and substantial IT assessment can be challenging. The service provider should have the expertise, experience, and tools necessary to conduct a thorough assessment. They must also provide actionable recommendations for improvement.

Since most of the IT consulting and product engineering services providers claim to offer the optimum assessment services. Learn more about how to choose the right provider through this set of questions. 

  • What process do you follow for an IT assessment?
  • How do you evaluate the gaps and loopholes in my process, policy, or systems?
  • Do they have a proper and reliable business continuity plan checklist?
  • What does the final status assessment look like?
  • What governance, risk & compliance strategy do you use at the time of sudden risks?
  • What do you offer beyond IT inventory assessment?


To Conclude


IT assessments have become an essential process for organizations to ensure that their technology infrastructure is operating efficiently and effectively. A well-planned and executed IT assessment can help organizations identify potential vulnerabilities, improve system performance, and mitigate risks.

In this article, we have discussed the importance of IT assessments and the key items that should be included in an IT assessment checklist. We have also highlighted the benefits of performing an IT assessment, including improving system performance, reducing risks, and enhancing security.

Additionally, we have discussed the importance of selecting the right professional service provider when conducting an IT assessment.  Organizations can select a service provider that meets their needs and delivers value for their investment. Below are the factors they must look:

  •  expertise,
  • experience,
  • tools and technologies,
  • communication, methodology,
  • reputation, and
  • cost

Our cyber security experts perform a robust IT assessment for your business, track issues, provide recommendations, and deliver solutions to change the way your technology systems work.

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