June 09, 2025
Waiting until contract renewal to engage with your IT provider is a missed opportunity.
Technology is a dynamic force, constantly shifting alongside emerging threats. That's why scheduling quarterly IT reviews is essential to keep your business secure, efficient, and ahead of the competition.
Yet, many business owners are unsure what to ask during these meetings.
To help, here’s a practical guide with key questions your IT provider should confidently address each quarter—clear, jargon-free insights that safeguard your operations.
1. Are There Any Immediate Security Weaknesses We Should Fix?
This goes beyond routine tasks. You need to confirm:
● Is our antivirus software fully updated?
● Are there any systems missing critical patches?
● Have there been any recent security warnings or incidents?
Being cautious means being prepared.
2. How Reliable Are Our Backups? Have They Been Tested Recently?
Think of backups as your safety net—you hope you never need them, but when you do, they must work flawlessly. Ask:
● When was the last successful full data restoration test?
● Are we employing the best backup method—off-site, cloud, or hybrid?
● Are all critical files and systems included in backups?
● Is the backup data securely stored and protected?
Many businesses believe they’re covered—until disaster strikes.
3. Are Our Employees Adhering to Security Best Practices?
It only takes one careless click to compromise your entire network. Check:
● Have there been any suspicious login attempts or risky behaviors?
● Is it time for another round of phishing awareness training?
● Are all staff members using multifactor authentication?
Proactive IT providers will bring up these topics without prompting—showing they’re truly vigilant.
4. How Is Our Network Performing? Are There Any Bottlenecks?
Slow technology equals lost time and revenue. Ask:
● Are there recurring issues affecting system speed or reliability?
● Is our current hardware or software becoming outdated?
● What optimizations can boost our network’s efficiency?
Even minor improvements can significantly enhance productivity.
5. Are We Fully Compliant With Industry Regulations?
Rules evolve, and so must your compliance efforts. Confirm:
● Are we meeting all current standards for our sector?
● Have any regulatory requirements recently changed?
● Do we need to update policies, software, or employee training?
Noncompliance fines are costly—staying ahead is crucial.
6. What IT Expenses Should We Plan for Next Quarter?
Effective IT management is forward-thinking. Inquire:
● Are any software licenses expiring soon?
● Is any equipment nearing replacement?
● Are there upcoming projects that require budgeting?
Planning ahead prevents unexpected costs and keeps your budget on track.
7. What Emerging IT or Cybersecurity Trends Are We Missing That Could Impact Us?
Technology and cyber threats evolve rapidly. Ask your IT provider:
● Are there new tools or best practices we should adopt?
● Are we falling behind in security protocols or performance standards?
● What strategies are similar businesses implementing that we aren’t?
● Are there new threats we need to be extra vigilant about?
Lagging behind not only slows your operations but also increases risk. A trusted IT partner keeps you ahead, not catching up.
If You Aren't Having These Discussions, Consider It a Warning Sign.
If your IT provider can’t give clear answers or doesn’t propose regular quarterly meetings, you might be missing critical support.
Technology advances fast—and cyber threats even faster.
You need a partner who proactively prevents issues, not just reacts when problems arise.
We offer a FREE Systems Assessment to help business owners like you get a transparent assessment of your technology—what’s effective, what needs improvement, and how to fix issues before they escalate.
Click here or call us at 503-210-5203 to schedule your Systems Assessment today!
