report monthly on tech kpis

what are your core initiatives?

by roman h. kepczyk
quantum of paperless

most firms have a line partner or firm administrator overseeing the firm’s information technology department.

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these personnel may have an interest in information technology, but their primary responsibility often lies in other production areas. they need a way to efficiently oversee the firm’s it initiatives and report to management.

that tool is a monthly it flash report, which is a one-page summary that monitors progress on the firm’s core it performance indicators. this form, usually done on a spreadsheet, should monitor items such as disk usage and processor performance on each server, internet bandwidth, verify that antivirus and other updates are done properly, the status of help desk support calls, and list the core initiatives assigned to the it department to monitor progress.

though the it person will initially have to explain the status of each item and what it means, after a few months, the director/administrator will be able to review it similar to the way a financial statement is reviewed.

recommended action: have internal/external it personnel provide a monthly it flash report that monitors the current technology infrastructure and status of ongoing projects.