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.