June 09, 2025
If your only interaction with your IT provider is during contract renewal, you're missing a crucial aspect of efficient IT management.
Technology is dynamic, never just a "set it and forget it" piece of your business infrastructure. As technology evolves, so do the cyber threats targeting it. That's why scheduling quarterly IT reviews is essential to keep your business secure, efficient, and ahead of the competition.
But here's a challenge: most business owners aren't sure what to ask their IT teams.
To help you out, we've created this essential checklist. These are the critical questions your IT provider should address every quarter—clear, jargon-free, and focused on keeping your operations seamless.
1. Are There Any Current Vulnerabilities That Need Immediate Attention?
This goes beyond ticking off routine tasks. You should ask:
● Is our antivirus software completely up-to-date?
● Are there any systems pending critical patches?
● Have we experienced any recent security warnings or close calls?
Being cautious here isn't paranoia—it's smart preparedness.
2. What Is The Status Of Our Backups? Have They Been Tested Recently?
Think of backups like safety belts—you don't notice them until the moment you need them most. Ask:
● When did you last perform a complete restore test?
● Are we employing the best backup method for our needs? Off-site, cloud-based, or hybrid?
● Are we backing up all critical data?
● Is all backed-up information secured properly?
Many companies *assume* they are backed up—until disaster strikes.
3. Are All Team Members Adhering to Security Best Practices?
Just one employee clicking a malicious link can jeopardize your entire network. Key questions include:
● Have there been any suspicious login attempts or risky activities?
● Is there a need for updated phishing awareness training?
● Is multifactor authentication implemented for all users?
It's a good sign when your IT provider proactively monitors and updates you on these concerns.
4. How Is Our Network Performing? Are There Any Bottlenecks?
A sluggish system means less productivity and lost revenue. So, inquire:
● Are ongoing performance issues affecting our workflow?
● Is our hardware or software becoming outdated?
● Are there optimizations available to accelerate system performance?
Sometimes, even minor adjustments can create significant improvements.
5. Are We Fully Compliant With Industry Regulations Like [HIPAA, PCI-DSS, GDPR]?
Rules for data protection evolve constantly. You need to ask:
● Are we adhering to all applicable compliance standards?
● Have regulatory requirements changed recently?
● Do our policies, software, or employee training need updates?
Failing to comply can mean costly fines, so staying ahead is critical.
6. What Should We Anticipate Budgeting For In The Next Quarter?
Effective IT management is proactive budgeting. Ask your provider:
● Are any software licenses about to expire?
● Is any hardware nearing replacement time?
● Are there upcoming projects that require planning and resources?
Having this foresight helps you prevent unexpected costs and manage investments smarter.
7. Which IT Or Cybersecurity Trends Are We Falling Behind On That May Increase Our Risks Or Reduce Efficiency?
Technology and cyber threats are always advancing. Engage your IT partner with:
● Are there emerging tools or best practices we haven't adopted yet?
● Do we lag in any current security measures or productivity benchmarks?
● What are comparable businesses implementing that we aren't?
● What new threats should raise our caution level?
Ignoring innovation risks leaving your business vulnerable and inefficient. A committed IT partner keeps you moving forward—not playing catch-up.
If These Conversations Aren't Happening, That's a Major Red Flag.
If your IT provider can't answer these questions clearly, or if quarterly meetings aren't scheduled proactively, you may not be receiving the level of service your business deserves.
Technology evolves rapidly—and cyber threats even faster.
You need a partner who doesn't just react when problems arise but actively works to prevent them.
We offer a FREE Discovery Call to help business owners like you gain a transparent understanding of your IT environment—what's working, what needs improvement, and how to resolve issues before they escalate.
Click here or call us at (802) 331-1900 to schedule your Discovery Call now!
