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Why & How to Perform a Tech Audit

Just like your computer needs regular updates, your business needs its own technological tune-up occasionally.

If you are not a technological guru, the term “audit” can feel intimidating. But if you’re hoping to improve your client experience and boost growth, looking at the technology you use is essential. These systems and tools allow us to streamline communication, processes, and workflows.

Though incredibly helpful, technology evolves at a rapid rate. If we don’t keep up, we are stuck using outdated programs and apps that impact our productivity and overall reputation. Just like your computer needs regular updates, your business needs its own technological tune-up occasionally.

As most event professionals are still dealing with the impact of the COVID-19 pandemic, having reliable digital systems in place is more important than ever. With most businesses still working from home, falling behind in terms of technology is no longer an option for those looking to keep up with the latest trends.

If you are new to tech audits, there’s no need to panic. Instead, follow these steps to assess your current methods and how you can use your technology to stand out against the noise.

Start from the beginning

When you take an overarching look into your tech landscape, you might feel overwhelmed. That’s why it is best to start at the beginning and work your way through each process. For example, think about the systems you use when a potential client reaches out, all the way to when you offboard them.

Make a note of the tools you use to complete each task and which ones allow you to stay organized. Next, review each of your workflows and pay close attention to the programs you feel you can’t live without and those that slow you down. Finally, create a list of ideal solutions that would allow you to save time and take on additional clients.

Keep your clients in mind

Providing a high-quality client experience is at the top of all event professionals’ to-do lists. These days, with our phones in our pockets and our devices connected to one another, it’s impossible to do so without using the right tech systems. Many clients are accustomed to doing things virtually—from onboarding to follow-up calls to regular meetings.

This is why you need to keep your clients top of mind as you conduct your tech audit. For example, if your audience is full of Gen X-ers, they may prefer to communicate through email or phone calls. Whereas if you are continuously working with Millennials, you might want to look at systems that include texting or instant messaging channels.It’s all about finding the intersection between your needs and your clients’ needs. Think about what your audience values most and how you can implement tech updates they’ll appreciate.

Move one piece at a time

You have looked at your systems, and it turns out you need a new client management, invoicing, and email marketing platform. That’s enough to make even the savviest of tech professionals’ heads spin! Before you dive in and feel as though everything needs immediate attention, focus on one area at a time.

Ask yourself which tech updates will allow you to bring in additional business. What causes you the biggest headaches? Which program needs immediate attention, and which can wait? Don’t feel you have to enact significant changes overnight. Instead, develop a timeline to help outline which systems you’ll replace and when.

And before jumping into any new programs, be sure to pay close attention to reviews and recommendations. Past and current users will provide you with an unfiltered opinion that will be instrumental in helping you choose a system that will work for your business.

Virtual solutions have become a game-changer for event professionals looking to support collaboration with clients, colleagues, and employees. Conducting a tech audit will help you stay on top of the latest tech solutions, so you can emerge as a leader in today’s ever-changing market.

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