Business Improvement Workbook
Practical tools to help you secure, connect, and improve your data and IT operations.
Sample: IT Assessment Findings (Northline Supplies)
See what a finished assessment report looks like — prioritized findings and a 30-day plan for a fictional wholesale business.
This is a sample deliverable for IT Management & Assessment. It shows clear, plain-language findings labeled Critical, High, or Medium, explains what’s working well, and sets out three clear commitments. It’s marked SAMPLE and does not represent a real client.
IT Assessment Quick-Start
Get a clear picture of your tech setup before something breaks or costs you. A free checklist you can finish in under two hours.
Go through what you have, see who has access, check your backups, and spot common weaknesses. You’ll end up with Critical, High, or Medium findings and a straightforward 30-day action list.
Business Automation Starter Kit
Find busywork worth automating, estimate what it costs you, and define one safe first project — no coding required.
Identify repeating tasks in your business, figure out which ones are good candidates for automation, and quickly estimate how much time and money you could save. The kit includes example files and spreadsheets, and walks you through scoping your first project to hand off.
Data Protection Checklist
Check how customer and company data is protected, then commit to three fixes over the next 30–90 days.
Use this free checklist to review protections for your data—see what’s in place, partially set up, missing, or unknown. You’ll also get a simple protection plan, which helps with leadership questions, insurance, or as an intro if you’re considering Data Protection Strategies. This isn’t a formal audit or a hacker test.