| [Firm
Name] |
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| Technology Committee Survey |
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| [Firm Name] is in the process of developing a long-term technology plan |
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| for
the firm. We would like your
input. Please complete the survey
below and return |
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| to
[Name] by [Date]. We will compile the results and use your |
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| input
as we move forward with the technology plan. |
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| Degree
of Importance - Scale 1-5 (5 = very important) Indicate
how important you think |
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| this
item is - regardless of whether currently available |
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| Current
Rating - Scale 1-5 (5 = excellent) Rate the item as it
exists in our current technology |
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| (type
n/a if not currently available or in place) |
Result
Averages |
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| Item |
Requirement |
Degree of Importance |
Current Rating (if applicable) |
|
Variance |
| 1 |
Personal understanding of desktop software applications |
- |
- |
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-
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| 2 |
Hardware and software training provided by the firm |
- |
- |
|
-
|
| 3 |
Help Desk or Desktop Support provided by the firm |
- |
- |
|
-
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| 4 |
Timeliness of response to hardware and software problems |
- |
- |
|
-
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| 5 |
Solutions are provided by firm to hardware and software
problems |
- |
- |
|
-
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| 6 |
E-mail access as e-mail relates to your job needs |
- |
- |
|
-
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| 7 |
Internet access as the Internet relates to your job needs |
- |
- |
|
-
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| 8 |
Speed of e-mail access |
- |
- |
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-
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| 9 |
Speed of Internet access |
- |
- |
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-
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| 10 |
Ability to access the network from home (or any pc) |
- |
- |
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-
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| 11 |
Ability to
access network from the field |
- |
- |
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-
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| 12 |
Speed while working on network |
- |
- |
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-
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| 13 |
Share network files and software between offices |
- |
- |
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-
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| 14 |
Ability to access CD ROM through the network |
- |
- |
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-
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| 15 |
Structured and standardized file storage method (on network) |
- |
- |
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-
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| 16 |
Personal
understanding of the operation of the network |
- |
- |
|
-
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| 17 |
The firm technology currrently meets my needs (if < 3
explain) |
- |
- |
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-
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| |
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| Comments
/ Suggestions |
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| Need
to move toward more paperless envirnoment. |
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| ATB
no longer technically supported - need powerful alternative |
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| Need
software that will interface audit, tax return and financial stmt |
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| Need
to train staff in new software. |
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| Very
satisfied |
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| Desktop
software works well, however share laptop when in field - field |
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| auditors
should have laptops with docking stations |
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| Need
backup for Rob when he is out of the office |
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| Tax
updates should be loaded when least amount of staff are working |
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| Need
timely training for staff and partners on hardware and software |
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| We
could substantially expand field capabilities to require less work in the
office |
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| Need
sophisticated estate planning software. |
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| Frustrating
when have to wait for answers to computer problems |
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| Need
another printer - waste time waiting for other jobs to finish |
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| Don’t
do a good job of dissiminating useful information relative to computers to
staff |
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| Need
faster internet access (email, internet access, and remote) |
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