Initial Consultation
A Focused Review of Your Current Needs
The initial consultation is used to understand the organization, current systems, immediate concerns, and the outcome you need.
What the Consultation Covers
- Organization size, locations, users, and internal IT responsibilities.
- Current servers, networks, cloud services, identity, applications, backup, and support.
- The business problem or project being considered.
- Timing, constraints, risk, ownership, and budget planning.
- Appropriate next steps, which may include discovery, assessment, proposal, or referral.
Who Should Attend
Include the business owner, operational decision-maker, internal IT contact, or department leader who understands the problem and can explain current systems and priorities.
What to Prepare
- A brief description of the current environment.
- Known problems, deadlines, or upcoming changes.
- Approximate number of users and locations.
- Existing vendors or internal staff involved.
- Any available diagrams, inventories, proposals, or backup information.
What Happens Next
After the consultation, Blue Heron InfoTech may recommend a focused assessment, request technical information, provide a scoped proposal, or explain that another provider or approach is a better fit.
Request the Consultation
Calendar Booking
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