When should you assess technology due diligence?
The short answer
Start technology due diligence early enough to inform an acquisition, lease, support-provider transition or major capital decision. Review is also useful when equipment ownership, administrative access, contract obligations or support coverage cannot be clearly established. Define the decision deadline and prioritize uncertainties that could change the scope, operating responsibility or planned investment.
Answered by Jim Mazzarella, CEO & Managing Partner
Review before responsibilities change
A property or business transition is a useful point to reconcile equipment records, service accounts and maintenance arrangements. Ask which information must be confirmed before handover and who will resolve missing records. Keep commercial or legal conclusions with the relevant advisors while the technology review supplies traceable operational evidence.
Consider these assessment triggers
- A proposed acquisition or lease includes poorly documented technology assets
- A support provider is leaving and administrative access is uncertain
- A major refresh depends on assumptions about existing infrastructure
- Contract renewals or ownership questions affect the planned operating model
- Repeated incidents reveal missing diagrams, unclear dependencies or unsupported equipment
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