Tech Investment Readiness Checklist – 2021

This checklist helps New Zealand SMBs evaluate their readiness for strategic technology investments in 2021.

☁ Cloud & Hybrid Strategy

• We’ve mapped our current SaaS/IaaS usage
• We have a clear policy for hybrid deployments
• We track cloud usage and costs monthly

🔒 Security & Identity

• We enforce MFA across all platforms
• We use endpoint protection on all devices
• We’ve started adopting Zero Trust principles

🔁 Workflow Automation

• We use tools like Power Automate or Zapier
• Key business processes are documented
• Manual tasks are reviewed for automation potential

📊 Data & Visualisation

• We use dashboards to track business KPIs
• Staff have access to key reports
• Data is pulled from multiple systems into one view

🤝 Collaboration & Culture

• We use a consistent toolset across teams (Teams, Zoom, etc.)
• Meetings have agendas and follow-ups
• We promote digital-first collaboration practices