Quick Answer

When should you assess technology due diligence?

The short answer

Assess technology due diligence ahead of a renewal, renovation, occupancy change, or support gap — and any time assets, contracts, supportability, cybersecurity, lifecycle risk, and near-term capital no longer match how the building actually operates. Assessing early keeps the work planned rather than reactive.

Answered by Jim Mazzarella, CEO & Managing Partner

Triggers that should start an assessment

Waiting for a failure removes your options on technology due diligence. Renewals, capital planning cycles, and end-of-support notices are the moments when an assessment still changes the outcome.

Assess when any of these are true

  • A service contract or lease is up for renewal
  • Renovation, expansion, or an occupancy change is planned
  • Equipment is approaching end of support
  • Staff are working around the system instead of with it

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