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Develop Agility and Resistance

Audit your technology

Work smarter not harder. Gathering a list of the tools you currently have could help you determine areas to streamline or invest to reach your goals.


Estimated time: 4m

Review the tools you have today. Consider your future plans. Does your audit expose any unnecessary duplication? Can integrating new technology improve processes? Look at your goals. Is a big tech investment justified?

Complete your own tech audit

A basic tech audit should include a list of every computer, printer, router, external hard drive and any other hardware tool. It should also include list of every software system used by your business. Once you've completed your technology audit, you'll have the basic information you need to make future decisions, including what maintenance to prioritize and whether your technology can accommodate your expected growth. However, technology decisions are complicated and almost always require a deeper dive into the specifics of your goals, budget and available tools.

After adding your hardware and software tools, answer the following questions:

  • Are all of your IT procedures well documented? Do you have network security in place?
  • Are you complying with all relevant business regulations?
  • If you deal with health information, are you complying with the Health Insurance Portability and Accountability Act of 1996 (HIPAA)?
  • Do you have a regular data backup regimen and do you know how to recover the data?
  • Do you have an IT maintenance schedule?

Invest in technology

The right tools can mean everything. But how do you know which tech to invest in? Revisit your goals. What do you need to achieve this year? In two years? In five years? What technology do you already have that can help you achieve those goals? What technology might you need soon, and how might you expect to see a return on investment?

A technology services nonprofit called Tech Impact provides resources for nonprofits and businesses that need help with security, technology planning and more. Visit Tech Impact's Technology Learning Center for free reports, workbooks and webinars.

Business Checking

Chase offers a wide variety of business checking accounts for small, mid-sized and large businesses. Compare our business checking solutions and find the right checking account for you.

Business Loans

Finance your small business with business loans from Chase. Find a variety of financing options including SBA loans, commercial financing and a business line of credit to invest in the future of your business.

Business Credit Cards

Find and apply for the Ink business credit card best suited for your business. Compare the benefits of the Ink business credit cards.

Payment Solutions

Accept debit and credit cards with safe, secure, and convenient Payment Solutions from Chase anywhere you do business – online, in-store, and on the go. Visit our Developer Center to find Payments APIs, developer tools, and documentation.

Business Savings

Chase offers a variety of business savings accounts including Total Savings, Premier Savings and a business CD. Compare savings accounts and find the right business savings account for you.

Business Debit Cards

More convenient than cash and checks - money is deducted right from your business checking account. Make deposits and withdrawals at the ATM with your business debit card. Save time every month with recurring payments.

Commercial Banking

Commercial Banking provides businesses with annual revenues ranging from $20 million to more than $2 billion with a range of domestic and international solutions including investment banking and asset management - designed to help you achieve your business goals.

Business Services

We're here to help with your business banking needs. From payment processing to foreign exchange, Chase Business Banking has solutions and services that work for you.

Retirement Plans

Help your employees plan, save, and invest for their future with 401(k) plan solutions. J.P. Morgan’s low cost retirement plans are built for you and your employees.

For informational/educational purposes only: The views expressed in this educational website and associated resources may differ from those of other employees and departments of JPMorgan Chase & Co. Views and strategies described may not be appropriate for everyone and are not intended as specific advice/recommendation for any individual. Information has been obtained from sources believed to be reliable, but JPMorgan Chase & Co. or its affiliates and/or subsidiaries do not warrant its completeness or accuracy. You should carefully consider your needs and objectives before making any decisions and consult the appropriate professional(s). Outlooks and past performance are not guarantees of future results. Participants compensated.

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