http://www.TechGuideforLAInvestmentAdvisors.com How a Technology Plan Helps Los Angeles RIAs (SlideShare) Having a good technology plan in place is important. Find out how Los Angeles RIAs are putting together strategies that ensure business continuity and growth. Copyright (C) FPA Technology Services, Inc. All worldwide rights reserved.

1. How a Technology Plan
Helps Los Angeles RIAs
Courtesy of FPA Technology Services, Inc.
http://www.TechGuideforLAInvestmentAdvisors.com

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Many companies have
had the negative experience
of investing in new hardware
and software only to discover
the following:

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• It is incompatible with
the existing equipment
or IT infrastructure

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• No proper training for staff

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• Upgrade and support costs
are higher than expected

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A well-written technology plan
will help a Los Angeles
investment firm articulate what
is needed and communicate
those details to all employees

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Assess Company Needs

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When putting together
a technology plan,

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the employee or employees
responsible must determine
IT requirements from every
level of the investment firm

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Once products (computers,
software) and/or services
(cloud storage) have been
obtained,

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goals need to be set
for features such as
network availability, firewall
performance, and reliability
of new software

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Select Adaptable Technologies
Whenever Possible

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A solid plan needs to take into
account where the company
will be in six months, a year,
and beyond,

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so IT staff can seek out
technology that will
support those goals

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Develop a Business
Contingency Plan

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That way, company
applications and data remain
available to both employees
and clients in the event of a
natural or man-made disaster

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Develop a Strong Support Base

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All technology plans need
to identify support services
and the parties responsible
for them

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Examples include:

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• Help with installing and
upgrading hardware,
software, and applications

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• Troubleshooting

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• Ensuring that critical
operations can carry on
without disruption
during maintenance

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• Security protocols
for protecting company
and client information

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By addressing current
shortcomings and future goals,

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a well-rounded plan ensures
that technology will always be
a company asset instead
of a hindrance

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Bottom Line

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Developing a budget
supported technology plan
and reviewing it at
regular intervals can ensure

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that company hardware and
software solutions continue to
provide maximum value

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Does your firm have
a technology plan in place?

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Do you feel that it has
contributed to operational
strength and stability?

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Let us know your thoughts
in the Comments box below

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