Technical due diligence checklist
A technical due diligence is sometimes called an it due diligence and it helps it managers check all essential information technology related assets of a business during mergers and acquisitions. this is crucial for streamlining it assets and processes.
What does this form include?
This form contains 12 sections:
Please review all the items below
Organization
- IT Organization chart & Client structure (quantity, type, location)
- Employee list – name, responsibility, salary, start date
- Help Desk approach & Change Management processes
- Key support issues & challenges
Hardware
- CPU’s & location
- Database
- Networks by location (LAN/WAN)
- Telecommunications/connectivity approach
- Stability? Life expectancy? Replacement/upgrade strategy?
Systems Software
- Operating systems
- Application systems development software
- Database Management systems
- Security
- Current technology? Life expectancy? Replacement/upgrade strategy?
Apps
- Application systems (Quantify all in use)
- Electronic interfaces
- Special processes
- Standard across the network?
- Approach to release management
- Report Writing capabilities
- Support approach & known issues
- Stability? Life expectancy? Replacement/upgrade strategy?
Projects
- Large scale projects – i.e., reengineering, new systems, SW development
- Mid-range enhancements
- Software support backlog
- New business development needs
- Productivity enhancements
- Client requirements
- New technology R&D
- Consulting and/or contractor needs anticipated (next 12 months)
Budget and trends
- Personnel
- Software maintenance
- Hardware maintenance
- Equipment leases & rental
- Supplies
- Data Communications
- Voice communications
- Outside contractors
- Rent related to IT equipment and staff
- Consulting/contractors
- Material technology-related expenses due to the company’s industry
Capital budget
- Immediate needs (next 6 months)
- Anticipated need for normal growth (next 12-18 months)
Contracts
- Server application software licenses
- PC software licenses
- Software support & maintenance
- Hardware leases
- Hardware maintenance
- Software and/or hardware purchase agreements (ownership)
- Contract programmers or other consulting agreements
Computer Operations
- Service level – response time, system availability, report distribution, etc.
- Network management – circuit uptime, new installations, changes planned
- Batch processes
General Comments
Conducted by: (Name and Signature)
Use this template