Springtime chores generally include a list of items that you didn’t get o during the busy first quarter, or
those tasks you really want to get done
before summer begins. Or maybe it’s a mix
of both, along with items you rarely get
around to, regardless the time of year.
Here is a list of technology items that
warrant the attention of all advisors,
whether you are a technology power user
or a neophyte.
Access Credential Details: You may
have a long list of products and solutions
that you regularly log into for conducting
business. Take the time now to review
your account profile details for these systems. Review and correct all information,
including your email address, phone numbers, etc. It can be very frustrating when
you are trying to resolve a log-in issue and
the company has an old phone number or
Anti-Virus Programs: Generally
speaking, anti-virus software operates in
the background and often does a full scan
of your files overnight or over the weekend. This is a good set-up, but when was
the last time you actually saw that the program had conducted a scan of your files?
Perhaps you receive a report of the scanning results when it is complete, which is
good. However, consider initiating the file
scanning process manually every so often
as well. Then you can directly confirm
that it is working properly and you can
review the process followed in scanning
your computer files.
Computer Performance: Do you feel
like your computer’s performance is slow-
ing down? Several variables can cause this
problem. Begin by reviewing the programs
that are part of the computer’s “start-up”
process. Are there programs in this group
that do not need to be running each time
that you use your computer? If yes, remove
them from the group.
Also, take a look at all the programs
installed on your computer and uninstall
the programs that are no longer used.
However, if you don’t recognize a program,
don’t be too quick to remove it. Do some
research first. It could be something that
is necessary to support other important
programs on your computer.
Springtime is another opportunity to
review the credential permissions and
data access details for your outside partner
relationships. Make sure everything is up
to date and accurate.
Perhaps you have added new partner relationships, or are no longer doing
business with other companies, or have
reduced or expanded the work scope with
another provider. Be critical of the specific
details in these partner relationships, and
avoid providing too much permission or
data access beyond the requirements of
the partner relationship.
IT Company Relationships: A good
relationship with an IT company really
can assist an advisory firm in running a
smooth operation while protecting the
overall technology infrastructure. The
IT company should serve an active role
in working with your firm and regularly
produce reports that essentially detail the
work that they are doing for your firm.
For example, take an inventory of all
hardware (computers, servers, firewalls,
etc) that the IT company maintains and
supports for your firm. Details in the
report could include warranty status, last
software update on the device, estimated
In addition, make sure that you under-
stand any hardware within your firm that
is not included in the IT company’s sup-
port. There could be a good reason for
this, for example, perhaps it is a personal
device used for business. But in such cases,
understand who is ultimately responsible
for supporting and protecting the device.
Back-Up Files: Periodically confirming that your back-up process is working
should always on be on your to-do list.
Unfortunately, sometimes a simple hiccup can derail the whole back-up process.
Therefore, double-check that the process
is working, and review the data on the
Dan Skiles is the president of Shareholders
Service Group in San Diego. He can be reached
THE TECHNOLOGY COACH
By Dan Skiles
Tech Spring Cleaning
Now is a good time to review your technology infrastructure to see that it’s
up to date and working properly