ROI Audit Checklist

🔌 1. Connectivity Assessment

Current Infrastructure

Internet Connectivity

• Primary ISP details and bandwidth
• Secondary/backup connectivity
• Uptime metrics (target: 99.9%+)
• Latency measurements
• Bandwidth utilization trends
• Cost per Mbps analysis

Network Performance

• WAN/LAN throughput metrics
• Network congestion points identified
• Packet loss analysis
• QoS policies reviewed
• Network equipment age and lifecycle

Redundancy & Resilience

• Failover mechanisms in place
• Backup connectivity tested
• Disaster recovery connectivity
• Single points of failure identified

Cost Analysis

• Current monthly/annual connectivity costs
• Cost per user/location breakdown
• Comparison with market rates
• Contract terms and renewal dates
• Hidden fees and charges identified

ROI Opportunities

• Potential bandwidth optimization savings
• Consolidation opportunities
• Negotiation leverage points
• Alternative provider evaluation
• SD-WAN migration potential

🌐 2. SD-WAN / SASE Assessment

Current State

SD-WAN Implementation

• Current SD-WAN solution (if any)
• Branch office connectivity
• Cloud connectivity optimization
• Application performance visibility

Security Posture

• Firewall capabilities at branch offices
• VPN infrastructure and usage
• Security policy enforcement
• Threat detection capabilities

ROI Calculation

Cost Savings

• Potential MPLS cost reduction
• Reduced network equipment costs
• Lower IT operational overhead
• Bandwidth optimization savings

Efficiency Gains

• Simplified network management
• Faster branch deployment time
• Reduced downtime risk
• Improved application performance

☁️ 3. Cloud Services Assessment

Cloud Infrastructure Review

Cloud Adoption

• Current cloud services inventory (IaaS, PaaS, SaaS)
• Cloud spending by service/project
• Reserved instances vs. on-demand usage
• Resource utilization metrics
• Unused/underutilized resources

Cost Optimization

Waste Identification

• Idle resources running
• Oversized instances
• Unattached storage volumes
• Orphaned snapshots
• Unused reserved instances

Security & Compliance

• Cloud security configuration review
• Identity and access management (IAM) policies
• Data encryption at rest and in transit
• Compliance requirements (SOC2, HIPAA, etc.)
• Backup and disaster recovery in cloud

📞 4. UCaaS / CCaaS Assessment

Current Communication Systems

• PBX system (on-premises or cloud)
• Number of phone lines/extensions
• Long-distance and international calling costs
• Video conferencing platform usage
• Contact center platform (if applicable)

ROI Opportunities

Cost Savings

• Elimination of hardware costs
• Reduced maintenance overhead
• Lower telecom charges
• Consolidated vendor costs

Productivity Gains

• Improved collaboration efficiency
• Faster customer response times
• Better remote work capabilities

🔒 5. Security Assessment

Security Posture Review

Infrastructure Security

• Firewall configuration and rules
• Network segmentation
• Intrusion detection/prevention systems
• Vulnerability management program
• Patch management processes

Identity & Access Management

• Multi-factor authentication (MFA) adoption
• User access reviews and certifications
• Privileged access management
• SSO implementation
• Password policies and enforcement

Endpoint Security

• Antivirus/EDR solution coverage
• Device management and compliance
• Data loss prevention (DLP)
• Encryption on endpoints

Security Monitoring

• SIEM/SOC capabilities
• Log collection and analysis
• Incident response readiness
• Threat intelligence integration
• Security awareness training

Risk Assessment

Threat Landscape

• Current security threats relevant to industry
• Past security incidents analyzed
• Regulatory compliance requirements
• Data classification and protection

Gap Analysis

• Security controls missing or weak
• Compliance gaps identified
• Incident response gaps
• Security tool redundancies or overlaps

Security ROI

Risk Reduction Value

• Estimated cost of security incidents prevented
• Compliance risk mitigation
• Reputation protection value
• Business continuity assurance

Efficiency Improvements

• Automated security processes
• Reduced false positives
• Faster threat detection and response
• Consolidated security tooling

Cost Optimization

• Security tool consolidation opportunities
• Vendor consolidation potential
• Managed security services evaluation

💰 6. Financial Analysis

Current IT Spend

• Current annual IT budget
• Breakdown by category (infrastructure, security, services)
• Capital vs. operational expenditures
• Year-over-year trends

ROI Calculations

• Total Estimated Savings: $______ / year
• Percentage Reduction: _____%
• Payback Period: _____ months
• 3-Year ROI: _____%

📊 7. Performance & Uptime Metrics

Current Performance

Availability Metrics

• Current uptime percentage
• Planned vs. unplanned downtime
• MTTR (Mean Time To Repair)
• MTBF (Mean Time Between Failures)

Performance Metrics

• Application response times
• Network latency
• System throughput
• User experience scores

Service Level Agreements

• Current SLAs with vendors
• SLA compliance rates
• Penalties/credits received
• Internal SLA targets

Target Improvements

• Uptime Goals: _____% (target: 99.9%+)
• Performance Targets: Response time < _____ms
• Availability Improvements: _____% increase
• Downtime Reduction: _____ hours/year saved

Business Impact

Productivity Value

• Employee productivity gains
• Reduced frustration/help desk tickets
• Faster project delivery

Revenue Impact

• Revenue protection from uptime improvements
• Customer satisfaction improvements
• Competitive advantage

📈 8. Recommendations & Action Plan

Prioritized Recommendations

Quick Wins (High Impact, Low Effort)

• Recommendation 1: _________________________
• Recommendation 2: _________________________
• Recommendation 3: _________________________

Strategic Initiatives (High Impact, High Effort)

• Recommendation 1: _________________________
• Recommendation 2: _________________________
• Recommendation 3: _________________________

Long-term Investments

• Recommendation 1: _________________________
• Recommendation 2: _________________________

Implementation Roadmap

• Phase 1 (0-3 months): Quick wins and immediate optimizations
• Phase 2 (3-6 months): Medium-term improvements
• Phase 3 (6-12 months): Strategic transformations
• Phase 4 (12+ months): Long-term strategic initiatives

Success Metrics

Key Performance Indicators (KPIs)

• Cost reduction target: $______ / month
• Uptime improvement target: _____%
• Security posture improvement: _____ score increase
• User satisfaction improvement: _____%

✅ Audit Completion Checklist

• All assessment areas completed
• Financial analysis completed
• Recommendations documented
• ROI calculations finalized
• Executive summary prepared
• Detailed report compiled
• Presentation prepared for stakeholders
• Action plan developed
• Follow-up meetings scheduled

📅 Audit Information