June 09, 2025
Waiting until your IT contract renewal to engage with your provider? That approach could be putting your business at risk.
Technology is never static—it's a dynamic, ever-changing force that requires constant attention. Alongside it, cyber threats evolve relentlessly. That's why scheduling quarterly IT reviews is essential to keep your business secure, efficient, and ahead of the competition.
But here's the challenge: most business owners aren't sure what to ask during these check-ins.
To help, we've created a straightforward guide. These are the critical questions your IT provider should confidently answer every quarter—clear, jargon-free insights that ensure your operations stay seamless.
1. Are There Any Immediate Security Vulnerabilities We Need To Fix?
This goes beyond routine checks. You need detailed answers on:
● Is our antivirus software fully updated and effective?
● Are there any systems pending critical patches?
● Have there been any recent security alerts or near breaches?
Being cautious isn’t paranoia—it’s smart preparation.
2. What’s the Health of Our Backups? Have They Been Tested Recently?
Think of backups as your safety net—you want to be sure it holds when needed. Ask:
● When was the last successful full data restoration test?
● Are we using the most effective backup strategy—off-site, cloud, or hybrid?
● Are all critical data and systems included in the backups?
● Is the backup data stored securely to prevent unauthorized access?
Many businesses mistakenly assume they're fully backed up—only to discover gaps when disaster strikes.
3. Are All Employees Adhering to Security Best Practices?
One careless click can compromise your entire network. Verify:
● Have there been any suspicious login attempts or risky behaviors?
● Is it time for another round of phishing awareness training?
● Are all employees using multifactor authentication to secure access?
If your IT provider proactively addresses these points, it’s a sign they’re truly vigilant.
4. How Is Our Network Performing? Are There Any Bottlenecks?
Slow technology means lost time and revenue. Ask:
● Are there recurring issues affecting system speed or reliability?
● Is our current hardware or software sufficient for our growth?
● What optimizations can boost our network’s efficiency?
Even minor improvements can significantly enhance productivity.
5. Are We Fully Compliant With Industry Regulations Like HIPAA, PCI-DSS, or GDPR?
Compliance rules evolve constantly. Ensure you’re up to date by asking:
● Are we meeting all current industry standards?
● Have there been any recent changes to compliance requirements?
● Do we need to update policies, software, or employee training?
Noncompliance fines can be costly—staying ahead protects your bottom line.
6. What IT Expenses Should We Anticipate Next Quarter?
Proactive budgeting avoids surprises. Ask:
● Are any software licenses due to expire soon?
● Is any hardware approaching end-of-life and needing replacement?
● Are there upcoming projects requiring IT investment?
Planning ahead ensures smooth operations and financial control.
7. Which IT or Cybersecurity Trends Are We Missing That Could Impact Us?
Technology and cyber threats evolve quickly. Check with your IT provider:
● Are there innovative tools or best practices we haven’t adopted yet?
● Are we falling behind in security measures or performance standards?
● What are similar businesses doing that we should consider?
● Are there emerging threats we need to be more vigilant about?
Staying current isn’t optional—it’s critical to avoid vulnerabilities and maintain speed. A top-tier IT partner keeps you ahead, not chasing trends.
If You’re NOT Having These Conversations, Consider It a Warning Sign.
If your IT provider can’t answer these questions clearly—or doesn’t initiate quarterly meetings—you may be missing vital support.
Technology changes fast, and cyber threats move even faster.
You deserve an IT partner who proactively prevents issues before they arise—not just reacts when things break.
We offer a FREE 15-Minute Discovery Call to help business owners like you gain a comprehensive understanding of your technology setup—what’s working, what isn’t, and how to fix problems before they escalate.
Click here or call us at 714-579-3026 to schedule your 15-Minute Discovery Call today!
