Independent IT Assessment for a Fast-Growing Professional Services Firm

Independent IT ReviewIT OperationsProfessional Services

Executive Summary:

Independent ReviewProfessional Services

Independent IT Assessment for a Fast-Growing Professional Services Firm

A board concerned that its IT provider had not kept pace with rapid growth asked for an independent, evidence-based view of whether its technology was fit for the business it had become.

Discuss an independent review

30-minute call with a partner. No pitch, no sales process.

Industry
Professional Services
Engagement
Independent IT review and assessment
Deliverable
Independent view of IT capability, cost and risk
Led by
Partner-level consultant

The situation

The firm had grown quickly, from a small professional services practice to a mid-sized business in just a few years, through a combination of acquisition and organic growth. That pace created a common problem: the IT arrangements that had suited a small practice had not evolved with the organisation around them.

The board and executive team were concerned that their incumbent IT provider had not kept up with the changing circumstances, and was no longer delivering to their requirements cost effectively. Before deciding what to change, they wanted an objective view of where their technology actually stood, independent of the provider responsible for it.

Why independent advice mattered

Asking the incumbent provider to assess its own performance was never going to produce an answer the board could rely on. The provider had a commercial and reputational stake in the verdict, which is precisely the conflict that makes self-assessment unreliable.

As independent technology advisors with no stake in the provider relationship and nothing to sell, our role was to give the board an evidence-based picture it could trust, and act on. That is the whole point of an independent assessment: the findings are shaped by what is right for the business, not by what any supplier wants to defend.

What we did

The review brought three separate lenses together into a single independent view for the board.

01

Reviewed the IT service experience

We assessed whether the technology, and the way it was supported, was capable of meeting the growing business’s expectations and its increasingly digital future, rather than the needs of the smaller firm it used to be.

02

Benchmarked IT costs

We compared the organisation’s IT spend against benchmarks for organisations of a similar size and context, so the board could see whether it was paying a fair price for what it received, measured against evidence rather than assertion.

03

Examined the IT risk profile

We assessed the organisation’s IT risk position and considered it against comparable organisations, surfacing exposure the business had not been able to see from the inside.

04

Framed the findings for the board

We brought capability, cost and risk together into one independent assessment the board could use to make decisions about its provider and its future technology direction.

The outcome

  • An independent, evidence-based view of whether IT was meeting the needs of the larger organisation, free of the incumbent provider’s influence
  • A benchmarked read on whether IT costs were reasonable for the firm’s size and context
  • Visibility of the organisation’s IT risk profile relative to comparable organisations
  • A clear basis for the board to make informed decisions about its IT provider and future technology direction

The value was in the quality of the decision that followed. The board moved from a general unease that IT had not kept pace to a costed, benchmarked and independent understanding of exactly where it stood, and what to do next.

Concerned your IT has not kept pace with your growth?

If your organisation has scaled quickly and you need an independent read on whether IT is still fit for purpose, that is exactly where our reviews begin.

Speak with a consultant

No pitch, no sales process. Just a senior view.

Is this your situation?

The signals that led this organisation to seek independent advice

If any of these feel familiar, the conversation is worth having before the next decision locks you in.

You have grown faster than your IT

The technology and support arrangements that suited a smaller business have not evolved with the organisation, and the gap is starting to show.

You suspect you are overpaying, but cannot prove it

IT costs feel high for what you get, but there is no independent benchmark to test them against, so nothing changes.

The board wants assurance, independent of the provider

Good governance calls for a view of IT capability and risk that does not come from the supplier responsible for delivering it.

Ready to talk?

Independent perspective. One conversation away.

A 30-minute conversation with a partner is the simplest way to see whether independent advice is the right next step for your organisation. No pitch, no sales process – just a senior view of where you are and where the priorities should sit.

Findings:

  • The organisations had outgrown the existing managed service provider and was no longer receiving good value for money.
  • The MSP was providing competent services, however the technology architecture was no longer appropriate and negatively impacted the organisations ability to evolve and compete within an increasingly digital market.
  • The IT risk profile had degraded significantly due to its cyber resilience and security posture not being effectively managed or improved in recent years.

Actionable Advice:

  • We recommended that the organization revamp its IT operations strategy and modernize its foundational IT infrastructure.
  • This entailed considering the insourcing of certain IT support functions and selecting a new managed service provider that better aligned with their size and changing requirements.

Client Outcomes:

  • Beyond Technology provided an Interim CIO service for a period of six months, assisting in the development of a new IT Operations strategy that was focused on both the immediate and future business requirements.
  • This lead to the recruitment of a few internal IT resources and the migration to a new managed service provider. Beyond Technology assisted with the approach to market and selection of the provider that facilitated the deployment of a scalable and cost-effective network architecture that reduced future costs and supported increased automation across the business.

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