Use high-touch scoring and reports with clients to generate a remediation roadmap
1. COVID-19 Readiness Audit Explained
A simple way to communicate how well a business is prepared for remote work, and where they need to implement technologies.
2. COVID-19 Readiness Audit Tool and Report
- Main Readiness Score
- Category Scores
- Remediation Plan (budget / time / status) with Connectwise Integration
- Detailed Remediation Project Templates (customizable for each client)
- Detailed assessment with notes / tickets with Connectwise Integration
- PDF export / Online Share
3. COVID-19 Readiness Audit Process
This is a complete Report with a questionnaire, scoring, 23 remediation projects, and project roadmaps.
This is going to help you to audit clients, show them a score with a breakdown, and follow up with an action plan.
Using the COVID-19 Readiness Assessment Audit
- Create a client or import from your PSA
- Add the report to the client
- Complete internally or send this questionnaire to a tech / client
- Add the remediation Projects to the COVID-19 Remediation Plan
- Customize the projects by clicking on them in the plan
- Add budget / time estimates
- Select statuses and responsibilities
- Review the Project Scope Section
- Share the report with the client
Completion time around 15-20 minutes per client; produces a report supporting a remote meeting.
4. How-To Setup & Use the COVID-19 Remote Work Readiness Audit