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Technical Due Diligence Checklist for IT/Software

Use this technical due diligence checklist for IT investments and tailor it to your needs. Use the template to pre-audit software purchases and control factors such as legal, security, open-source, and code quality standards compliance. 
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Technical Due Diligence Checklist for IT/Software

Technical Due Diligence

Please review all the items below


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

Key support issues & challenges

Financial Statements

Audited and unaudited consolidated financial statements of the business

Budget projections and business plans

Compared past budgets with actual experience to check accuracy of projections


CPU’s & location


Networks by location (LAN/WAN)

Telecommunications/connectivity approach

Stability? Life expectancy? Replacement/upgrade strategy?

Systems Software

Operating systems

Application systems development software

Database Management systems


Current technology? Life expectancy? Replacement/upgrade strategy?

Architecture and Code

Architecture Review

Legacy Components

Third-party/open source components

Code Quality


Application systems (Quantify all in use)

Electronic interfaces

Special processes

Standard across the network?

Approach to release management

Report Writing capabilities

Support approach & known issues

Stability? Life expectancy? Replacement/upgrade strategy?


Large scale projects – i.e., reengineering, new systems, SW development

Mid-range enhancements

Software support backlog

New business development needs

Productivity enhancements

Client requirements

New technology R&D

Consulting and/or contractor needs anticipated (next 12 months)

Budget and Trends


Software maintenance

Hardware maintenance

Equipment leases & rental


Data Communications

Voice communications

Outside contractors

Rent related to IT equipment and staff


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)


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

Publicly-filed documents

Press Releases about the company/product

Social media pages

Uploaded videos regarding the company/product


Storage of sessions

Separation of services across servers

Bounds and constraints of services

Segmentation of users into pods


General Comments

Conducted by: (Name and Signature)