How do you plan technology due diligence?
The short answer
Start with the decision the review must support, such as an acquisition, lease, support transition or capital plan. Define the sites and systems included, available records, authorized inspection methods and reporting deadline. Assign specialist reviews where needed, track evidence gaps and agree on how findings will be prioritized before collecting data or testing systems.
Answered by Jim Mazzarella, CEO & Managing Partner
Set scope and access boundaries first
Identify the owners who can authorize site visits, record sharing and any technical testing. Use a request list covering equipment, services, contracts and operating dependencies. Specify how sensitive material will be handled and what the report must exclude. Legal, financial and specialized security conclusions should remain with the appropriately qualified reviewers.
Work backward from the decision date
- Separate must-answer questions from optional investigation
- Schedule interviews and site observations with the responsible operational teams
- Log each finding with its evidence, confidence and unresolved dependencies
- Review material uncertainties while there is still time to request clarification
- Deliver prioritized actions with owners rather than an unranked equipment inventory
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