develop monthly it ‘flash’ reports

businessman sitting in office and reading documentsit should be a quick read, similar to a financial statement.

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 servers,
  • internet bandwidth,
  • verify that antivirus and other updates are done properly,
  • the status of helpdesk support calls and
  • list the core initiatives assigned to the it department to monitor progress.

while 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. as firms transition to more cloud-based applications and services, these metrics will need to change to capture uptime and quality of service.

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