Introduction
The Your IT Plan page offers a tailored overview of your IT strategy aligned with your organization's goals. Here, you will find a personalized list of recommended actions designed to optimize your IT management. This page also highlights your top goal and indicates whether it is on track. We continuously update this page with new resources and recommendations to ensure your IT operations remain efficient and effective. Stay informed and take proactive steps to achieve your company’s IT objectives with your personalized IT plan.
IT Questionnaire
As an admin, when you log in to the IT Hub for the first time, you will see the IT Intake form. This questionnaire is designed to help populate your IT plan, ensuring that it is tailored to your organization's specific needs and goals.
To fill out the form:
Log in to the IT Hub for the first time
Click the Get started on my assessment button
Answer the questions
View your IT Plan and goals
You can choose to skip the assessment and pick it up at a later time on the Your IT Plan page.
Your Recommended Actions
This is a personalized list of recommendations based on your company's goals. This is displayed on the left side of Your IT Plan.
Security Plan
The security plan includes installing the Electric app and, if you are on the Pro plan, implementing MDM. Additionally, it ensures that your organization has antivirus software, email protection, and cyber insurance in place to safeguard against potential threats.
Walk through each of the steps to secure your company.
Action Plan
The Action Plan will guide you through configuring the IT Hub and help you understand how it works, ensuring a smooth and efficient setup process.
Your Top IT Goal
Your IT Goal will change based on the steps you have completed and will appear on the right side of Your IT Plan.