Schedule Your IT Assessment
What to Expect
Step 1: 30-Minute Discovery Call
We'll discuss your current IT environment, compliance requirements, and any specific concerns about security, performance, or costs. This is an opportunity for you to ask questions about our approach and determine if we're the right fit for your firm.
If it makes sense to move forward, we'll schedule our comprehensive IT Systems Assessment.
Step 2: Complete IT Systems Assessment
This assessment is conducted remotely and can be performed with or without your current IT provider's knowledge—we'll discuss the best approach during our initial call.
What You'll Learn
Our assessment provides a clear picture of your current IT security and infrastructure:
Security & Compliance
- Whether your systems meet FTC Safeguards and other regulatory requirements
- Specific vulnerabilities that could expose you to ransomware or data breaches
- Gaps in your current security posture
Data Protection
- If your backups would actually work in an emergency
- Recovery time estimates for various failure scenarios
- Compliance with data retention requirements
Cost & Performance
- Where you may be overpaying for services or technology
- Areas where you're underserved by your current provider
- Opportunities to improve efficiency and reduce IT-related downtime
Strategic Recommendations
- How to strengthen security while managing costs
- Ways to improve staff productivity through better technology
- Long-term IT planning aligned with your business goals
Why Get a Third-Party Assessment?
Even if you're satisfied with your current IT situation, an independent evaluation provides valuable insight. You may discover security gaps, cost savings, or efficiency improvements that weren't previously apparent.
There's no cost and no obligation—just objective analysis from a team that specializes in your industry.
Ready to schedule your discovery call?
Fill out the form on this page and we'll be in touch within one business day.
Contact Us Today
To Schedule Your
Discovery Call
As a large operation, we have an internal IT team, but there are times when we need additional support and expertise. Vanguard has been an excellent partner in that capacity. Whenever we get stretched thin, someone is always there to step in and help. That reliability matters more than most people realize.
What sets them apart is the combination of knowledge and availability. They are highly knowledgeable across IT and cybersecurity, and they are consistently accessible when we need them. That is not something you find with every provider.
If another business is considering working with Vanguard, I would tell them they are a great company to work with. Honest, upfront, and highly knowledgeable. For us, having a partner we can trust to step in and handle things the right way has made all the difference.
Ben Jitima
IT DirectorForth Foods
We have an internal team that monitors things on a regular basis, but what Vanguard brings is a level of support that is both wide and deep. Knowing they are in the background allows us to keep doing what we do without losing sleep over the things that can go wrong on the IT and security front. There is real value in that, and we feel it day to day.
What sets them apart is how they communicate. There is often a disconnect between the IT side of things and what the operations side actually needs to know. That has not been our experience with Vanguard. Every time we hear from them, it is relevant, it is meaningful, and it is something that needs to be addressed. We are not bombarded with information that does not apply to us.
But if I had to point to one thing that has proven their value, it is how they show up when something goes wrong. A lot of people can be your IT group on good days. Only a select few can be your IT group on bad days. Vanguard has been with us on the bad days, and the response has been appropriate, quick, and reassuring every time. That is what earns trust.
Michael Misiti
PartnerThe Fyffe Jones Group, AC
