BUSINESS DIGITAL MANAGEMENT

Business Digital Readiness Assessment

The 3C Method™

1 - Not organized. No systems or documentation are in place.
2 - Some information exists, but there are major gaps and risks.
3 - Key areas are documented, but processes and records need improvement.
4 - Business systems are organized, with only minor improvements needed.
5 - Fully documented, regularly reviewed, and supported by effective business processes.
CLARITYKnow Your Business

1. Is all of your critical business information organized in one secure location?

2. Can you quickly locate important contracts, licenses, permits, and legal documents?

3. Do you maintain a current inventory of all software, cloud platforms, AI tools, and digital subscriptions?

4. Are your domains, websites, hosting, and business email systems fully documented?

5. Is your customer, supplier, and professional advisor information organized and current?

6. Do you know exactly what digital assets your business owns?

7. Are your standard operating procedures (SOPs) documented and easy to find?

CONTROLManage Your Business

8. Are administrative passwords and account access securely documented and controlled?

9. Have you assigned backup administrators for critical systems?

10. Can another trusted person operate your business if you are unavailable?

11. Are employee roles, responsibilities, and digital permissions clearly documented?

12. Do you regularly review software subscriptions, vendor agreements, and technology expenses?

13. Are financial systems, banking access, and payment platforms documented and protected?

14. Have you documented your AI systems, automations, workflows, and intellectual property?

CONFIDENCEBuild a Resilient Business

15. Does your business have a documented Business Digital Management Plan?

16. Have you identified who would lead the business during an emergency?

17. Could your business continue operating for at least 30 days without you?

18. Do you review your Business Digital Management Plan annually?

19. Are you confident your business could recover quickly from a cyberattack, system failure, or unexpected disruption?

20. Overall, how confident are you that your business operates with Clarity, Control, and Confidence?