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IT Due Diligence Checklist

IT Due Diligence Checklist

Use this IT due diligence checklist template to check IT investments for important factors in advance.

Use this template
or download pdf
IT Due Diligence Checklist

Use this IT due diligence checklist template to check IT investments for important factors in advance.

Use this template
or download pdf

About the IT Due Diligence Checklist

Tech due diligence checklist template provides an extensive assessment of all factors regarding your products and services, software architecture, IP, human resources, internal operations, policies, and IT assets. The goal is to understand the challenges and realities of a company that may help investors figure out the level of technical execution risk. With the extensive and detailed template, you can clarify organizational factors as well as all essential questions software itself. After completing the audit, you will receive an automatically generated report and you will be able to see sources of errors and problems at a glance.

Protect your business with a IT due diligence checklist


There are multiple facets that need to be considered within a business from a technical standpoint. The role of the assessor is to open up the questioning to explore avenues of weakness and strength. In the IT industry, a technical due diligence template can be used to verify the code quality or the security of the product. These are all factors that should not be overlooked in any investment decision. With a tech due diligence checklist, all requirements for an investment can be checked.

It due diligence checklist templates are in respective coordination with the assessor’s obligation to do a thorough evaluation and report any deficiencies. Tech due diligence provides investors with detailed information about the It system prior to any commitment. IT due diligence checklist helps investors identify both the opportunities and limitations of an investment.

The digital templates from Lumiform provide a flexible way to examine technical skills through a variety of features.

Users of Lumiform can enjoy features such as


  • Simple interface
  • Unlimited queries, schedules, forms
  • Analytics
  • Text and photo comments
  • QR codes
  • Custom reports
  • Advanced user management
  • Related categories

    • Risk management and compliance templates
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    Preview of the template
    Technical Due Diligence
    Technical Due Diligence
    Organization
    IT Organization chart & Client structure (quantity, type, location)
    Incorporation Documents of the Company
    Employee List – name, responsibility, salary, start date
    Help Desk approach & Change Management processes
    Financial Statements
    Have consolidated financial statements of the company been audited?
    Have past budgets been reviewed with actual experience to verify accuracy of projections?
    Hardware
    Have CPU's & locations been checked?
    Have you checked the database for functionality?
    Are the networks (LAN/WAN) in working condition?
    Has the telecommunications/connectivity been tested?
    Do certain parts of the hardware need to be replaced or repaired?
    Systems Software
    Are the operating systems working properly?
    Check the software for the development of application systems
    Check the database management systems
    Is the system software secure?
    Architecture and Code
    Architecture Review
    Legacy Components
    Third-party/open source components
    Code Quality
    Apps
    Have you checked the application systems (quantifying all systems in use)?
    Standard across the network?
    Approach to the management of releases
    Standard across the network?
    Test report writing skills
    Treten Probleme bei der App auf?
    Give an assessment of the application
    Projects
    Check all ongoing major projects, such as reengineering, new systems, SW development
    Improvements in the medium speed range
    Software support backlog
    Has the need for new business development been assessed?
    Have you noticed any productivity improvements?
    Budget and Trends
    Personnel
    Software maintenance
    Hardware maintenance
    Equipment leases & rental
    Supplies
    Data Communications
    Voice communications
    Outside contractors
    Rent related to IT equipment and staff
    Consulting/contractors
    Material technology-related expenses due to the company’s industry
    Capital Budget
    Immediate needs (next 6 months)
    Anticipated need for normal growth (next 12-18 months)
    Contracts
    Server application software licenses
    PC software licenses
    Software support & maintenance
    Hardware leases
    Hardware maintenance
    Software and/or hardware purchase agreements (ownership)
    Contract programmers or other consulting agreements
    Computer Operations
    Service level – response time, system availability, report distribution, etc.
    Network management – circuit uptime, new installations, changes planned
    Batch processes
    Public Documents
    Have the public documents been submitted?
    Press Releases about the company/product
    Social media pages
    Uploaded videos regarding the company/product
    Scalability
    Storage of sessions
    Separation of services across servers
    Bounds and constraints of services
    Segmentation of users into pods
    Completion
    Final comments
    Name, first name
    This template was downloaded 1467 times

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    This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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