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How a Technology Plan
Helps Los Angeles RIAs
Courtesy of FPA Technology Services, Inc.
http://www.TechGuideforLAInvestmentAdvisors.com
![Page 2: How a Technology Plan Helps Los Angeles RIAs (SlideShare)](https://reader031.vdocuments.site/reader031/viewer/2022021919/586f86351a28ab54768b5473/html5/thumbnails/2.jpg)
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Many companies have
had the negative experience
of investing in new hardware
and software only to discover
the following:
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• It is incompatible with
the existing equipment
or IT infrastructure
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• No proper training for staff
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• Upgrade and support costs
are higher than expected
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A well-written technology plan
will help a Los Angeles
investment firm articulate what
is needed and communicate
those details to all employees
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Assess Company Needs
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When putting together
a technology plan,
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the employee or employees
responsible must determine
IT requirements from every
level of the investment firm
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Once products (computers,
software) and/or services
(cloud storage) have been
obtained,
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goals need to be set
for features such as
network availability, firewall
performance, and reliability
of new software
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Select Adaptable Technologies
Whenever Possible
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A solid plan needs to take into
account where the company
will be in six months, a year,
and beyond,
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so IT staff can seek out
technology that will
support those goals
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Develop a Business
Contingency Plan
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That way, company
applications and data remain
available to both employees
and clients in the event of a
natural or man-made disaster
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Develop a Strong Support Base
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All technology plans need
to identify support services
and the parties responsible
for them
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Examples include:
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• Help with installing and
upgrading hardware,
software, and applications
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• Troubleshooting
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• Ensuring that critical
operations can carry on
without disruption
during maintenance
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• Security protocols
for protecting company
and client information
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By addressing current
shortcomings and future goals,
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a well-rounded plan ensures
that technology will always be
a company asset instead
of a hindrance
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Bottom Line
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Developing a budget
supported technology plan
and reviewing it at
regular intervals can ensure
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that company hardware and
software solutions continue to
provide maximum value
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Does your firm have
a technology plan in place?
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Do you feel that it has
contributed to operational
strength and stability?
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Let us know your thoughts
in the Comments box below
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