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IT Current State Review

Demystifying Your IT: Current State Assessments

In today’s rapidly evolving business landscape, staying ahead of the curve isn’t just an option, it’s a necessity. Technology plays an increasingly critical role in driving operational efficiency, fostering innovation, and achieving strategic objectives. However, without a clear understanding of your current IT landscape, it can be challenging to optimise your technology investments and maximise their potential benefits.

A Current State IT Assessment offered by Ballards LLP is your key to unlocking a clear and concise picture of your IT function. This comprehensive assessment provides an independent review, acting as a thorough “health check” at an affordable cost. By partnering with our experienced IT professionals, you gain valuable insights into the strengths, weaknesses, and opportunities within your IT infrastructure, empowering you to make informed decisions about your technology roadmap.

Ballards LLP High-Level Approach to a Current State IT Assessment


  • Interviews: Our team conducts in-depth interviews with key stakeholders, including business owners, IT staff, and leadership, to gather a comprehensive understanding of your IT landscape and its alignment with your business objectives.
  • Documentation Review: We analyse relevant documentation and procedures, including business strategy documents, IT policies, and software licences, to gain further insights into your IT environment.



  • Information Consolidation: We meticulously analyse the information gathered during the review phase, building a holistic picture of your IT function.
  • Benchmarking: We compare your current state against industry best practices and relevant benchmarks, identifying areas where you excel and potential areas for improvement.
  • Risk and Opportunity Identification: We uncover potential risks and opportunities associated with your current IT setup, allowing you to proactively address challenges and capitalise on promising avenues for growth.



  • Scorecard Report: We present a clear and concise scorecard report using a “Red, Amber, Green” system, highlighting areas of strength, highlighting areas requiring attention, and identifying areas with potential for improvement.
  • Recommendations and Quick Wins: We provide a detailed report outlining actionable recommendations and quick wins, empowering you to take immediate steps towards optimising your IT function.
  • Presentation: Our team presents the findings and recommendations in a clear and concise manner, facilitating informed decision-making and fostering a collaborative discussion about your IT roadmap.

See our case studies to understand more of how our current state review services can support businesses;

Case Study: Risilience

Risilience, in rapid growth, struggled with disparate IT systems causing inefficiencies. They sought a seasoned IT director’s expertise without the full-time cost, aiming for streamlined technology solutions to drive efficiency and business improvements.

Case Study: PSE Offline Marketing

PSE Offline Marketing wanted an independent review to assess their current systems and processes to identify risks and efficiencies but also to advise of any wider opportunities that could be exploited to improve their service offerings.

Case Study: The Wave

Opening in 2019, and having experienced a post Covid period of rapid growth and innovation The Wave wanted an independent review to assess their current systems and processes to identify risks and efficiencies but also to advise of any wider opportunities that could be exploited compared to best practice.

Get in touch to learn more about our
Fractional CIO / IT Director Services.

What Does a Current State IT Assessment Encompass?

Tailored to your specific needs and objectives, a Current State IT Assessment typically delves into the following areas:

IT Strategy Alignment to Business Goals

  • We assess how well your current IT strategy aligns with your overall business goals and objectives. Do your technology investments directly support your growth aspirations and strategic initiatives?
  • We identify any potential discrepancies and recommend adjustments to ensure your technology strategy is a driving force for your business success.

Software Landscape

  • We map out your existing software applications, including their functionalities, integration points, and licensing agreements.
  • We identify any redundancies, inefficiencies, or outdated software, allowing you to optimise your software portfolio and identify potential opportunities for consolidation or modernisation.

Disaster Recovery

  • We evaluate your existing disaster recovery plans and processes, ensuring they are adequate to protect your critical data and operations in the event of disruptions.
  • We identify any gaps or weaknesses and provide recommendations to bolster your disaster preparedness and minimise downtime in unforeseen circumstances.

IT Governance and Control

  • We evaluate your IT governance framework, focusing on decision-making processes, change management procedures, and risk mitigation strategies.
  • Our analysis ensures you have adequate controls in place to safeguard your IT assets, manage costs effectively, and maintain compliance with relevant regulations.


  • We analyse your underlying IT infrastructure, including hardware, network configurations, and security protocols.
  • Our assessment ensures your infrastructure is robust, scalable, and equipped to support your current and future business needs.

3rd Party IT Suppliers/Partnerships

  • We review your relationships with third-party IT vendors, assessing the effectiveness of existing partnerships and identifying potential areas for improvement.
  • Our analysis ensures these partnerships are delivering the value and expertise you expect, and we can suggest strategies to optimise vendor management and contractual negotiations.

The Importance of an IT Current State Review

An IT current state review is a critical process, providing an in-depth understanding of the present position of an organisation’s IT landscape. It lays the foundation for informed decision-making regarding the alignment of IT with overall business objectives.

Furthermore, it enables a complete understanding of current technological assets, operations, and capabilities, and how effectively they meet business needs. Without this, an organisation could be missing out on opportunities to enhance operations or reduce inefficiencies.

For more information about our Digital Transformation services
please get in touch.

Benefits of a Current State IT Assessment


Independent Review: Uncovering Blind Spots and Unbiased Insights

An internal team, despite their best efforts, can become accustomed to existing processes and may overlook potential inefficiencies or missed opportunities. A Current State IT Assessment, conducted by independent and experienced IT professionals, offers an unbiased perspective, identifying areas that may have gone unnoticed internally. This objective viewpoint allows you to:

  • Identify hidden challenges: Uncover underlying issues or inefficiencies that may have gone unnoticed due to familiarity or internal bias.
  • Gain fresh perspectives: Benefit from the expertise and diverse experience of our team, who can offer new insights and innovative approaches to address your IT challenges.
  • Promote transparency and trust: Build trust and confidence within your organisation by demonstrating your commitment to continuous improvement and a willingness to seek external validation.


Cost-Effective “Health Check”: Affordable Insights with High ROI

Investing in a Current State IT Assessment is a cost-effective way to gain valuable insights into your IT function. Compared to the potential costs associated with addressing unidentified IT issues or missed opportunities down the line, a well-structured assessment offers a significant return on investment (ROI).

  • Identify and address issues early: Proactive identification and resolution of IT challenges can prevent costly disruptions, data breaches, or missed business opportunities.
  • Optimise resource allocation: By identifying areas for improvement and prioritising investments, you can allocate resources more effectively and maximise the value of your IT budget.
  • Inform strategic decision-making: Data-driven insights from the assessment empower you to make informed decisions about your IT investments and ensure they align with your overall business goals.


Actionable Recommendations: A Roadmap for IT Optimisation

Following the assessment, you’ll receive a clear and concise report with a “Red, Amber, Green” scorecard. This user-friendly format provides a quick and easy-to-understand summary of your IT function’s health, highlighting areas of strength, highlighting areas requiring attention, and identifying areas with potential for improvement.

More importantly, the report goes beyond mere observation by offering a comprehensive set of actionable recommendations and quick wins. These recommendations are designed to be practical and implementable, providing a clear roadmap for optimising your IT function and addressing the identified issues and opportunities.


Strategic Foundation: Building a Stronger IT Future

The insights gained from a Current State IT Assessment serve as a valuable foundation for various strategic initiatives:

  • Developing a comprehensive digital strategy: The assessment findings can be leveraged to identify key technology needs and opportunities, informing the development of a future-proof digital strategy that aligns with your overall business goals.
  • Crafting compelling business descriptions for software selection tenders: By highlighting your IT infrastructure and requirements, the assessment report can be used to create clear and concise business descriptions for software selection tenders, attracting the most relevant and qualified vendors.
  • Supporting continuous improvement: The assessment serves as a baseline measurement, allowing you to track your progress over time and evaluate the effectiveness of implemented improvements, fostering a culture of continuous improvement within your IT function.

Take Control of Your IT Future: Get a Current State IT Assessment Today!

Ready to gain a clear picture of your IT landscape and unlock its full potential? A Current State IT Assessment from Ballards LLP is your key to achieving just that. Here’s what you’ll gain:

  • Unbiased insights: Gain an objective perspective on your IT function, identifying areas that may have gone unnoticed internally.
  • Cost-effective “health check”: Conduct a thorough assessment at a competitive price, offering valuable insights without breaking the bank.
  • Actionable recommendations: Receive a clear and concise report with actionable recommendations and quick wins to address identified issues and opportunities.
  • Strategic foundation: Utilise the assessment’s findings to develop a comprehensive digital strategy or crafting a compelling business description for software selection tenders.

Don’t wait to gain the clarity and insights you need to optimise your IT function and propel your business forward.

For more information about an IT current state review or digital transformation, please contact Sean Devlin on 01905 794 504, email or fill out the contact form below.

For more information about our Digital Transformation services
please get in touch.
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