Sample report · fictional company
IT Assessment: Harbor Supply Co.
This is what every IT Assessment ends with. Harbor Supply is made up: a 42-person distributor with one office, a warehouse and a managed IT provider. The format is real.
6Good
5Needs attention
3Fix now
Summary
Harbor's day-to-day IT is in good hands. The gaps are above the help desk: two former employees still have access, backups have never been restore-tested, and nobody owns the stalled inventory system upgrade. About $4,100 a year in unused licenses and duplicate tools can be cut right away.
Top three actions
- Remove access for two former employeesThis week · no cost · fix now
- Run and document a full restore test of accounting and file sharesThis month · about 6 hours of provider time · fix now
- Name an owner and reset the inventory system upgradeThis quarter · project scope to follow · fix now
Findings
AreaFindingRating
Admin accessTwo former employees still have active accounts, one with admin rights.Fix now
BackupsBackups run nightly but have never been restore-tested.Fix now
ProjectsInventory system upgrade is five months late with no internal owner.Fix now
Licenses9 unused Microsoft 365 seats and a second file-sharing service.Needs attention
Vendor contractsPhone and copier leases auto-renew within 60 days at higher rates.Needs attention
SecurityMulti-factor sign-in on email, but not on the accounting system.Needs attention
InsuranceCyber policy renewal asks for controls Harbor can't yet document.Needs attention
IT providerMonthly reports arrive, but no one reviews them against the contract.Needs attention
DevicesLaptops are current, encrypted and centrally managed.Good
Help deskTickets are answered within the provider's contract terms.Good
EmailDomain email set up correctly, with spam and spoofing protection.Good
NetworkOffice and warehouse network is stable and on supported equipment.Good
PasswordsShared logins are stored in a password manager, not a spreadsheet.Good
DomainWebsite domain is registered to the company and set to auto-renew.Good
A real report also includes a 12-month roadmap with rough budget numbers and a walkthrough meeting.