About this template
Work type: Admin
Location: United States
Client industry: Generic
Version: 4 (Latest)
This template includes
- 25 tasks
Share Technology Stack Review
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| 1.Technology Stack Assessment Sheet | ||
|---|---|---|
| Create the worksheet in Excel, Google Sheets, or your preferred spreadsheet software. |
Upper Level Management Reviewer
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| 2. Inventory Current Technology | ||
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| Inventory Software & Subscriptions |
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| Software Name | ||
| Business Function | ||
| Vendor | ||
| Monthly or Annual Cost | ||
| Renewal Date | ||
| Number of Users | ||
| Primary user | ||
| 3. Review Business Applications | ||
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| Accounting Software |
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| Business need | ||
| User adoption | ||
| Integrations | ||
| Cost vs Value | ||
| Duplicate functionality | ||
| AI Capabilities | ||
| Review CRM System |
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| Business Need | ||
| User Adoption | ||
| Integrations | ||
| Cost vs. Value | ||
| Duplicate Functionality | ||
| AI Capabilities | ||
| Project Management System |
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| Business Need | ||
| User Adoption | ||
| Integrations | ||
| Cost vs. Value | ||
| Duplicate Functionality | ||
| AI Capabilities | ||
| Document Management Systems |
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| Business Need | ||
| User Adoption | ||
| Integrations | ||
| Cost vs. Value | ||
| Duplicate Functionality | ||
| AI Capabilities | ||
| Password Manager System |
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| Business Need | ||
| User Adoption | ||
| Integrations | ||
| Cost vs. Value | ||
| Duplicate Functionality | ||
| AI Capabilities | ||
| Review Tax Software Software |
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| Business Need | ||
| User Adoption | ||
| Integrations | ||
| Cost vs. Value | ||
| Duplicate Functionality | ||
| AI Capabilities | ||
| AI Tool System & Programs |
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| Business Need | ||
| User Adoption | ||
| Integrations | ||
| Cost vs. Value | ||
| Duplicate Functionality | ||
| Communication Platforms |
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| Business Need | ||
| User Adoption | ||
| Integrations | ||
| Cost vs. Value | ||
| Duplicate Functionality | ||
| AI Capabilities | ||
| Review Payment Processing System |
Upper Level Management Reviewer
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| Business Need | ||
| User Adoption | ||
| Integrations | ||
| Cost vs. Value | ||
| Duplicate Functionality | ||
| AI Capabilities | ||
| Review Scheduling Software |
Upper Level Management Reviewer
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| Business Need | ||
| User Adoption | ||
| Integrations | ||
| Cost vs. Value | ||
| Duplicate Functionality | ||
| AI Capabilities | ||
| 4. Review Users & Security | ||
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| Review active users |
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| Admin users | ||
| Inactive users | ||
| MFA enabled | ||
| Security concerns | ||
| Review Integrations |
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| Connected systems | ||
| Broken integrations | ||
| Manual processes | ||
| Automation opportunities | ||
| 5. Review Integrations & Automation | ||
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| Verify integrations are functioning |
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| Identify duplicate data entry |
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| Identify automation opportunities |
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| Document integration issues |
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| 6. Analyze Findings | ||
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| Identify Duplicate Software |
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| Identify Consolidation Opportunities |
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| Identify Cost Savings |
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| 7. Final Recommendations | ||
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| Complete Technology Stack Assessment |
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| Present Recommendations |
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| 8. Complete | ||
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| Document recommendations |
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| Verify recurring workflow is enabled |
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