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B2B diagnostic tool · 2026
IT Risk and
Maturity Checklist

Identify the main leaks in control, budget and productivity in companies with growing technology operations.

IT assets and licenses Support and help desk Hybrid meeting rooms Cybersecurity and Dark Web Security and continuity
A tool for CIOs, IT Directors, CISOs
and procurement teams with technology decisions.
cynersis.pe · Peru
The invisible cost of growth
When IT operations grow, disconnected tools
become an operational risk.

Once an organization passes 50 employees, what used to be handled with spreadsheets, emails or isolated tools can turn into a lack of traceability, IT team overload, audit risk and silent productivity loss.

Common signs in organizations without centralized IT management
The IT team handles repetitive incidents instead of focusing on strategic priorities.
There's no clarity on how many assets, licenses or contracts are active and under control.
Hybrid meetings consume technical support time before and during every session.
Repetitive processes depend on specific people, creating bottlenecks as the company grows.
An internal or external audit forces the team to rebuild information manually and urgently.
There are no clear indicators to demonstrate the value or real cost of IT operations.
How to use this checklist Mark with a ✔ the statements that ARE currently true in your organization. When you finish, add up the total number of checks and find your maturity level on the results page. This diagnostic is a guide — every honest answer brings the team closer to a more precise assessment.
0 – 5
High-risk zone
Critical manual processes and lack of visibility. Immediate action priority.
6 – 10
Transition zone
Tools exist but are disconnected. You need to unify and automate.
11 – 15
Operational maturity
High infrastructure control. Next step: optimize and secure.
Checklist — Part 1 of 2
IT management, support and assets
1
IT assets and licenses (ITAM)
Lack of traceability is the biggest enemy of the IT budget.
01
We have full visibility of all equipment, licenses and software assigned across the organization — updated and accessible in real time.
02
If we had a software audit, we could quickly access reliable information on licenses, usage, owners and expiration dates.
Without needing to rebuild data manually from different sources.
03
We have a centralized platform — not an Excel sheet or emails — to manage the asset lifecycle: acquisition, assignment, renewal and retirement.
2
Support and help desk (ITSM)
Reactive support without metrics drains the technical team's energy.
04
Users channel their requests through a unified portal or system — not by email, WhatsApp or direct communication with the technician.
05
We have IT support performance indicators: resolution times, most frequent incident types and workload per technician or area.
06
We have documented procedures for the most frequent incidents, reducing dependence on key people to solve routine problems.
Subtotal, areas 1 and 2:
/ 6
Checklist — Part 2 of 2
Collaboration, security and continuity
3
Meeting rooms and hybrid collaboration
Technical friction destroys executive productivity and damages the image in front of clients.
07
Our meeting rooms are ready to start a videoconference instantly, without wasting time connecting cables, adjusting audio or calling technical support.
08
Managers and executives can operate the hybrid rooms autonomously, without technical assistance in every meeting with clients, the board or remote teams.
09
The audio and video experience in meetings with clients, suppliers or remote teams is consistent and professional across all of the organization's rooms.
4
Cybersecurity and credential exposure
The most costly security breaches start with a stolen, unmonitored credential.
10
We know whether corporate credentials (emails, passwords) have been exposed on the Dark Web or in public data breaches.
11
We have active threat monitoring and early alerts for unauthorized access attempts or suspicious activity.
12
We have clear policies for password management, multi-factor authentication and security incident response.
5
Security, continuity and operational control
Operational control is what separates a reactive IT function from a strategic one.
13
We have visibility over all devices, users and software connected to our network, and can detect unauthorized assets or misconfigurations.
14
We have a documented IT continuity or incident recovery plan that has been reviewed or tested at least once in the past year.
15
The IT area can show management or the board the state of the technology infrastructure with reliable, up-to-date information, without prior preparation.
Total checks marked:
/ 15
Interpret your result
Each level includes warning signs and concrete first steps to move forward.
0–5
High-risk zone
Operation dependent on manual processes with no centralized visibility

Your IT operation is exposed to overcosts, repeated errors and audit risk. Most of the technical team's time goes to putting out fires. Every week without change deepens the gap.

  • Build a real inventory of assets, licenses and software in use.
  • Centralize tickets and requests on a help desk platform.
  • Identify the 3 most repetitive processes with the highest time cost.
  • Prioritize an ITAM/ITSM solution assessment before the next audit.
6–10
Transition zone
Tools exist but are disconnected or underused

You have part of the right infrastructure, but the systems don't talk to each other. The IT team still manually solves what should be automated.

  • Integrate scattered tools into a unified IT management ecosystem.
  • Measure response and resolution times to spot bottlenecks.
  • Automate the most repetitive workflows with RPA or configured rules.
  • Standardize the hybrid room experience to reduce recurring incidents.
11–15
Operational maturity
High control of the technology infrastructure with real-time visibility

Your IT operation is under control. The team can demonstrate its value, respond to audits and focus on higher strategic-impact initiatives.

  • Optimize complex integrations and measure technology ROI by area.
  • Move toward AI-driven automation for higher-complexity processes.
  • Strengthen operational continuity and advanced cybersecurity posture.
  • Explore regional expansion of the IT operation with local support in LATAM.
Next step
Want to review your result
with a specialist team?

If this checklist revealed visible gaps in your IT operation, Cynersis can help you assess priorities, size solutions and define an implementation path suited to your technology reality. We're part of a group with 30 years of track record in LATAM.

Assets and support
ProactivaNET ITAM/ITSM
Inventory, tickets, licenses and audits from a single platform.
Hybrid collaboration
Enterprise Zoom
Design, implementation and support for meeting rooms that just work.
Cybersecurity
Heroic Dark Web Monitoring
Continuous Dark Web monitoring to detect exposed corporate credentials.
Energy management
Energy / BESS — CESC
Energy storage systems to reduce electricity costs, with calculated payback.
Review my result with the Cynersis team
Free initial diagnostic · No commitment · Response within the business day
Web
cynersis.pe
Phone
+56 9 9826 6153
Email
[email protected]