Being involved with a company’s short-term and long-term goals is essential when planning for their technical needs. Without this knowledge, we wouldn’t be able to properly plan out the hardware and software needs.
Knowing the company’s needs and goals should also be part of our “planning” stage, before we provide the customer any quotes and/or estimations.
There is a quote that always sticks with me and it is known as “The 5 Ps” (also known as “The 7 Ps”)
The 5 Ps: Proper Planning Prevents Poor Performance
The 7 Ps: Proper Planning and Preparation Prevents Piss Poor Performance
Learn the Business Goals
Setup a meeting with the company’s owner, CEO, and/or decision makers.
Find out what their short-term and long-term goals are. Also discuss what their expectations of you and your services are.
What type of business is this fictitious company?
This fictitious business is going to be a credit union.
What are the credit union’s goals?
For this video series, below are some of the needs, goals, and expectations from my meeting with the business owner:
- 7 total employees
- 1 CEO
- 1 Office Manager
- 1 Loan Manager
- 4 Tellers
- Central location for shared files
- Different file permissions for different users
- All users can log into any computer with 1 username
- Minimal end-user maintenance for desktops
- Central management for antivirus
- Wireless access for employees
- Wireless access for guests
- Future remote office VPN connection
- New computer imaging
- Disaster recovery (backup strategy)
Question for You
Do you feel you have a good grasp on what you would like to setup knowing the above information about our fictitious business?
Photos found on flickrcc.net