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Short guides to help you ask better questions and plan the next step.

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FIELD NOTES / 01

A practical IT handover checklist

Before changing IT provider, gather your asset inventory, licence renewals, domain ownership, administrator access arrangements and backup documentation. Agree how credentials will be transferred securely, who owns each task and when the old provider’s access will be removed.

FIELD NOTES / 02

Planning a business phone migration

List your numbers, users, call flows and any services attached to existing lines. Check number portability and contract obligations, confirm internet capacity and power resilience, and test inbound and outbound calling before the changeover.

FIELD NOTES / 03

Preparing for Cyber Essentials Plus

Start by defining the assessment scope and identifying gaps against the current scheme requirements. Address issues, complete the Cyber Essentials foundation and coordinate the technical audit with an authorised certification body. Confirm current requirements and timelines with your assessor.

FIELD NOTES / 04

A better backup conversation

Ask what is backed up, how long copies are retained, who can access them and what would happen if your main administrator account were compromised. A successful backup job is not the same as a tested recovery. Agree recovery priorities and practise restoration.

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