1. 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
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