Smart-Host Digital Audit™

Step 1 of 5Direction and foundations

Direction and foundationsPractice and oversightPeople and performanceInvestment and evidenceAudit Snapshot

Answer the questions about your current practice. No company or contact details are needed to complete the audit and see your snapshot. You can request a personalised report at the end.

SECTION 01 OF 10

Direction and accountability

0 of 3 responses

How clearly are technology priorities linked to the business results you want?

Select a response

We buy tools when problems arise, without agreed business goals.Some purchases have a business reason, but priorities compete.Our main technology priorities have agreed business goals and owners.We review results against those goals and change priorities when needed.Not sure / needs checking

Evidence or explanation (optional)

One priority and the business result it supports. Use a redacted summary. Do not include passwords or confidential records.

D01 evidence summary

Who is responsible for technology, information and AI decisions?

Select a response

No one has clear responsibility.Someone usually deals with issues, but authority is unclear.Named people have clear responsibilities and approval limits.Responsibilities, supplier access and decisions are reviewed regularly.Not sure / needs checking

Evidence or explanation (optional)

Named owners and a recent approval. Use a redacted summary. Do not include passwords or confidential records.

D02 evidence summary

How do you manage your technology improvement plan?

Select a response

We have no agreed plan.We have a list of ideas, without firm owners or timing.We have an agreed plan with owners, costs, dates and success measures.We review delivery and benefits, and record changes to the plan.Not sure / needs checking

Evidence or explanation (optional)

Current roadmap and last review. Use a redacted summary. Do not include passwords or confidential records.

D03 evidence summary

SECTION 02 OF 10

Infrastructure and website

0 of 3 responses

How reliably do hosting and core business systems support your work?

Select a response

Disruption regularly prevents important work and has no clear owner.Systems usually work, but problems are handled only after disruption.Requirements, support and capacity are agreed and monitored.We review reliability and capacity against business needs and act on findings.Not sure / needs checking

Evidence or explanation (optional)

Recent disruption/support record and agreed requirements. Use a redacted summary. Do not include passwords or confidential records.

D04 evidence summary

How well do you control business domains, email and shared working tools?

Select a response

Ownership or access to important accounts is uncertain.We control most accounts, but renewals and administration depend on individuals.Business-owned accounts have named administrators, renewal records and documented settings.We regularly check ownership, renewals, email protection and administration cover.Not sure / needs checking

Evidence or explanation (optional)

Business-owned account and renewal record; no passwords. Use a redacted summary. Do not include passwords or confidential records.

D05 evidence summary

How safely can your website be maintained and improved?

Select a response

Changes are made directly to the live site without reliable checks or recovery.Updates are made, but testing, ownership or recovery arrangements are incomplete.Updates have an owner, a test process and a documented way to restore the site.We review update results, performance and accessibility, and test recovery arrangements.Not sure / needs checking

Evidence or explanation (optional)

Update, staging and rollback record. Use a redacted summary. Do not include passwords or confidential records.

D06 evidence summary

SECTION 03 OF 10

Customer systems and integration

0 of 3 responses

How well does your customer record system support agreed daily work?

Select a response

Customer information is scattered and important work is missed.We keep customer records, but staff use separate workarounds.One agreed customer record system supports the required workflows and permissions.We review usage, record quality and reliability, and improve the system.Not sure / needs checking

Evidence or explanation (optional)

One agreed CRM workflow and recent usage check. Use a redacted summary. Do not include passwords or confidential records.

D07 evidence summary

How reliably does information move between your business systems?

Select a response

People repeatedly copy information and errors or delays are common.Some transfers are reliable, but important gaps remain.Necessary transfers have clear owners and checks; deliberate manual steps are documented.We review transfer accuracy and delay, and improve connections where justified.Not sure / needs checkingNot applicable — adviser confirmation required

Evidence or explanation (optional)

System/data-flow map and transfer check. Use a redacted summary. Do not include passwords or confidential records.

D08 evidence summary

How do you detect and correct missing, duplicate or incorrect system records?

Select a response

We usually discover problems after they affect work.Staff check some records, but checks and correction are inconsistent.Important records and transfers have defined checks, owners and correction procedures.Checks are monitored, causes are investigated and recurring errors are reduced.Not sure / needs checking

Evidence or explanation (optional)

Example error check and correction record. Use a redacted summary. Do not include passwords or confidential records.

D09 evidence summary