1. Info-Tech Research Group1 1 Info-Tech Research Group, Inc. is a global leader in providing IT research and advice. Info-Tech’s products and services combine actionable insight and relevant advice with ready-to-use tools and templates that cover the full spectrum of IT concerns. © 1997-2015 Info-Tech Research Group Inc. Build an IT Strategy for Small Enterprise Don’t let false assumptions hold you back.

2. Info-Tech Research Group2 2 Table of contents 1. Title 2. Introduction 3. Project Rationale 4. Execute the Project/DIY Guide 4.1. Assess the current state of IT 4.1.1. Make the case for the project to garner support 4.1.2. Run diagnostics to gather relevant data 4.1.3. Determine IT maturity to establish next steps 4.1.4 Perform SWOT and PEST analyses to provide context for the strategy 4.2. Design the target state of IT 4.2.1. Complete a goals cascade to align IT initiatives with corporate goals 4.2.2. Assess risks and dependencies of IT initiatives to anticipate challenges 4.2.3. Create strategic roadmap to structure next steps 4.3. Communicate the IT strategy 4.3.1. Build stakeholder consensus 4.3.2. Prepare a refresh plan for the IT strategy 5. Summary/Conclusion 6. Next Steps

3. Info-Tech Research Group3 3 This Research is Designed For:This Research Will Help You:This Research Is Designed For Small Enterprise:This Research Will Help You: Our understanding of the problem IT Directors and CIOs who want to develop an IT strategic plan. IT departments that are ready to move out of firefighting mode and begin planning their strategic direction. IT departments that want a time- and resource- efficient process to carry out IT strategic planning. Mature IT departments looking to optimize their process. Get longer-term funding for multi-year initiatives. Understand the critical steps and key players in the strategy planning process. Create an effective short- and long-term IT strategy using a best-practice methodology.

4. Info-Tech Research Group4 4 Resolution Situation ! Complication ? Info-Tech Insight Build an IT strategy for small enterprise IT Directors and CIOs in small enterprise (SE) IT shops are generalists who provide a full suite of IT services with limited resources. They know that the IT services they produce enable the organization to meet its strategic goals. They need to draft a quick IT strategy to move out of firefighting mode, and prioritize short- and long-term investments. The energy and resources of SE IT shops are consumed providing everyday IT services. To make matters worse, the corporate strategy on which IT’s own strategic planning relies may only be an informal scheme in the mind of the entrepreneur-owner. Articulating a clear IT strategy that aligns with business objectives is the most important activity a CIO can do for the IT department and organization. The strategic exercise requires that the IT Director or the CIO assess the current state of IT, imagine a target state aligned with the organization’s strategic priorities, and focus efforts on the most important challenges and opportunities. The key is to identify the business capabilities required to execute the corporate strategy. Supporting these business capabilities will drive the IT strategy and focus its efforts on achieving the strategic goals of the organization. Formulating a formal IT strategy may thrust IT into a leadership role, especially if the organization has not yet formulated a formal strategy of its own. 1.Clarify what the organization expects of IT. Operating under the false expectation that IT should strive for innovation can result in wasted resources and unwanted spending. 2.Go beyond alignment. Once you link IT initiatives to organizational goals, look for the chance to partner with business leaders and create new opportunities for the organization.

5. Info-Tech Research Group5 5 Info-Tech offers various levels of project support to best suit your needs DIY Toolkit Guided Implementation Workshop Consulting Info-Tech Involvement “Our team has already made this critical project a priority, and we have the time and capability, but some guidance along the way would be helpful.” “Our team knows that we need to fix a process, but we need assistance to determine where to focus. Some check-ins along the way would help keep us on track.” “We need to hit the ground running and get this project kicked off immediately. Our team has the ability to take this over once we get a framework and strategy in place.” “Our team does not have the time or the knowledge to take this project on. We need assistance through the entirety of this project.” Degree of Customization Diagnostics and consistent frameworks used throughout four options

6. Info-Tech Research Group6 6 Best-Practice Toolkit 1.Make the case to garner support. 2.Determine IT maturity. 3.Complete a goals cascade. 4.Assess risks and dependencies. 5.Communicate the IT strategy. Guided Implementations Make the case to garner support for the project; run diagnostics to gather relevant data. Determine IT maturity; review SWOT and PEST analyses. Complete a goals cascade to align IT projects with corporate goals; map initiatives to business programs; identify and prioritize big bets. Assess risk and dependencies; create IT strategy roadmap. Identify stakeholders for communication; create communication plan; prepare a refresh plan for the IT strategy. Onsite Workshop Module 1: Assess current state Module 2: Design target state Module 3: Communicate the strategy Phase 1 Outcome: Focus your strategic efforts on the organization’s most important priorities. Phase 2 Outcome: Align IT with the organization’s strategic goals; identify risks and dependencies; create strategic roadmap. Phase 3 Outcome: Ensure you deliver the right message to the right audience. 1. Assess current state2. Design target state 3. Communicate the strategy Build an IT strategy for small enterprise – overview

7. Info-Tech Research Group7 7 Day 1Day 2Day 3Day 4 PreparationWorkshop Day Working Session Workshop Preparation Review the scope of the project Tailor workshop activities to client need Morning Itinerary Phase 1 Assess current state: Make the case Review diagnostics Determine IT maturity Perform SWOT and PEST analyses Afternoon Itinerary Phase 2 (part 1) Define target state: Complete a goals cascade Morning Itinerary Phase 2 (part 2) Define target state: Assess risks and dependencies Create strategic roadmap Afternoon Itinerary Phase 3 Communicate strategy: Build stakeholder consensus Gain executive approval Workshop Debrief Review: IT Strategy Communication Plan Identify ITRG material relevant to IT initiatives Workshop overview This workshop can be deployed as either a four- or five-day engagement depending on the level of preparation completed by the client prior to the facilitator arriving onsite. Contact your account representative or email Workshops@InfoTech.com for more information.Workshops@InfoTech.com