Fractional

I.T. Due Diligence Assessment

Written by Sean Hogg | Jan 13, 2024 1:09:53 PM

In preparation for a M & A, or annual roadmap alignment, it's best to have a I.T. Due Diligence Assessment (DDA) conducted.

We'll conduct a full 360 review of your entire I.T. operations by conducting interviews, and data collection via several workstreams. 

Each workstream is discussed in detail and determined if its "In Scope" and "Out of Scope". Overall, we have multiple workstreams:

  1. IT REVIEW
    1. Business Applications
    2. IT Organization / Governance
    3. IT Infrastructure 
    4. Proprietary Applications Review
    5. High-Level Integration Analysis
    6. High-Level Carveout / TSA Assessment
    7. HIPAA Compliance
    8. Contact Center Review
    9. Deep Dive Code Review
    10. Data & Analytics Review
    11. Comparative Analysis
    12. Contract Review (Optional)
  2. CYBER
    1. Cybersecurity Assessment (NIST)
    2. Contract Review (Optional)

We conduct each workstream and prepare all scoping materials based upon the itinerary outline below.  

Scope /
Workstream

Topics

Participants

Interview Date/Time

FIX I.T.

Business

IT Review

Executive Overview 

20-30 minutes

Company strategy – short and long term

Understand technology’s role in strategic plans

FIX I.T.

 

TBD		  

IT Review

Business Applications

CRM, Customer Facing Apps– 45 minutes

FIX I.T.

TBD

  

Core Operations Apps – 45 minutes

TBD

  

Data and Analytics – 20 minutes

TBD

  

Financial Systems and Reporting – 30 minutes

FIX I.T.

TBD

  

IT Review

IT Org

30 minutes

IT staff, IT Spend, IT Controls, Governance, Risk & Compliance, Vendors/3rd Party contractors

FIX I.T.

TBD

  

IT Review

Proprietary Software Review

2-4 hours

Development Org – Skills, SDLC, Project Management

FIX I.T.

TBD

  

Technology – Software stack, reliability, scalability, roadmap, product demo,  investments

TBD

  

IT Review

Infrastructure 2-4 hours

Core Infrastructure – EUC, helpdesk, Messaging, Server, Storage, Data Center, Network, Telecom

FIX I.T.

TBD (TA Resources)

  

Cyber

Cyber Review

1-2 hours

Cyber Governance, Risk Management, Incident Response, Information Protection 

FIX I.T.

TBD (Cyber Resources)

  

Optional

Contract Review

60 minutes

Review all contracts

FIX I.T.

TBD

  

 

Upon completing the I.T. DDA a thorough report is shared with all the findings.

  
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