Technology Maintenance Technology Management – Technology Maintenance New Technology Technology Maintenance Description: This workflow describes all the steps required to assess and manage the maintenance of technology. Technology includes but is not limited to computers, software, CRMs, financial planning tools, hardware, etc. This workflow is reactionary, meaning it’s only initiated when someone identifies that there is an issue or need to repair the technology. Process Checklist PREPARE ROLE TASK DETAILS/TIPS Client Service Associate Survey Office to Assess Maintenance Needed Ask the team to explain the reason for the maintenance request and to provide feedback on what the issue is Test the technology to try to replicate the issue and confirm the team's feedback Take notes on the issue and what occurs when the technology malfunctions These notes are for reference when describing the issue to the service provider Coordinate Scheduling of Maintenance Collect all of the information needed for the service request Contact the service provider to schedule the maintenance Be sure to check the team’s calendars when scheduling the maintenance for any conflicts (i.e., events, holidays, etc.) Notify any team members of the scheduled maintenance as appropriate Process Checklist CONDUCT ROLE TASK DETAILS/TIPS Client Service Associate Oversee & Monitor Maintenance Ensure the maintenance takes place as scheduled Contact the provider if there is any delay with their services Test the equipment to confirm that the issue is actually resolved Address any questions or issues with the service provider Process Checklist FOLLOW-UP ROLE TASK DETAILS/TIPS Client Service Associate Manage Tasks to Follow-Up on Maintenance Pay and provide feedback to the service provider as appropriate Notify the team that the maintenance is complete sei.com/advisors © 2015 SEI. This information is proprietary.  No further distribution is intended.