New Client Audit Checklist

Tracking client contact details, circuit information, network equipment, cloud services, software applications, telephony systems, workstations, servers, security and access control platforms and extraneous notes is a complex process susceptible to error. Simple but important details and configurations are easily overlooked when you first meet a client and review their technology infrastructure. Documenting a site, determining and logging technology weaknesses and vulnerabilities that require attention and tracking which recommendations have been provided to clients (in writing, no less) are difficult tasks.

This checklist from TechRepublic Premium provides a method for auditing and documenting a client site and assembling an inventory of systems and software, as well as giving you a framework for developing recommendations, applying costs to them, and storing all that information in one file.

The download comprises a 14-page PDF and Word document.

Previously priced at $99, this is now available to download for $9. Or free with a Premium annual subscription: click here to find out more.

TIME SAVED: It took 20 hours of writing, editing and research to create this content.

Subscribe to the TechRepublic Premium Exclusives Newsletter

Save time with the latest TechRepublic Premium downloads, including customizable IT & HR policy templates, glossaries, hiring kits, features, event coverage, and more. Exclusively for you! Delivered Tuesdays and Thursdays.

Subscribe to the TechRepublic Premium Exclusives Newsletter

Save time with the latest TechRepublic Premium downloads, including customizable IT & HR policy templates, glossaries, hiring kits, features, event coverage, and more. Exclusively for you! Delivered Tuesdays and Thursdays.

Resource Details

or

* Sign up for a TechRepublic Premium subscription for $299.99/year, and download this content as well as any other content in our library. Cancel anytime. Details here.

Provided by:
TechRepublic Premium
Published:
December 17, 2023
Topic:
TechRepublic Premium
Format:
Other Download
or

* Sign up for a TechRepublic Premium subscription for $299.99/year, and download this content as well as any other content in our library. Cancel anytime. Details here.