Assessments and checklists you can use today
If you own the AI, security, cost or device management problem at a UK business and haven't had time to get to the bottom of it, these are the exact checklists our team runs with clients. Every guide is free to read on the page, and the branded PDF is a short form away.
Checklists and assessments
The Copilot Readiness Assessment
AIA practical self-assessment across data, security and adoption readiness, so you know if you are ready for Microsoft 365 Copilot before you switch it on.
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The Microsoft 365 Security Posture Assessment
SecurityA scored self-assessment across identity, data, device and threat protection, so you know exactly how exposed your Microsoft 365 tenant really is.
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The Microsoft 365 Cost Optimisation Checklist
Cost OptimisationThe exact checklist our team runs against every Microsoft 365 and Azure estate to find wasted spend, oversized licences and forgotten resources.
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The Intune Device Management Checklist
Device ManagementTake real control of your device estate with Microsoft Intune: enrolment, compliance policy, app deployment and conditional access, done properly.
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The Legacy Migration Roadmap
Legacy ModernisationThe assess, capture and migrate process for moving legacy servers and unsupported line-of-business apps onto modern, supported operating systems.
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Managed Firewall: What's Actually Included
Managed ServicesWhat a properly managed firewall covers end to end: deployment, maintenance, support, backup, change control and monitoring, 24/7 if needed. What DIY misses.
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The Compliance Pack Starter Kit
ComplianceEvery document a real compliance pack needs, policies, procedures, SOPs and registers, plus where the evidence lives. Map your gaps before you buy a template.
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The UK Cyber Essentials Readiness Checklist
SecurityA practical, self-assessment checklist covering all five Cyber Essentials control themes, so you know exactly where you stand before you apply.
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AVD, Windows 365 or AVD Hybrid? A decision guide
Virtual DesktopFive ways to deliver a Windows desktop, compared on where data lives, hardware, multi-session, scaling, licensing and who runs what. Choose on evidence.
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The RDS Estate Health Checklist
Virtual DesktopCheck a Remote Desktop Services estate end to end: broker, gateway, session hosts, profiles, licensing, patching, Server 2016 dates, backup, monitoring.
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The Backup and Restore Readiness Checklist
Backup and RecoveryProve your backups restore: Microsoft 365 data and tenant settings, servers and VMs, testing cadence, RPO and RTO, immutability and the recovery plan.
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The Co-Managed IT Responsibility Matrix
Managed ServicesA ready-to-edit RACI for co-managed IT: who owns support, patching, backup, security, admin roles, alerts and change between your team and Systech.
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The AI Agent Governance Checklist
AIA checklist for governing AI agents in a Microsoft estate: identity, least privilege, approvals, data protection, tracing, testing and change control.
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The Microsoft 365 Licensing Review Worksheet
Cost OptimisationA worksheet to review your Microsoft 365 licences: assigned against active users, shelfware, plan fit, add-ons, Copilot seats and renewal dates and terms.
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The White-Label Delivery Capability Pack
Partner DeliveryWhat Systech delivers under your brand for MSPs, vendors and partners: the services, engagement models, NDA and non-solicit terms, and how a job runs.
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The DfE Digital Standards Checklist
EducationA practitioner checklist for all twelve DfE digital and technology standards: what each one requires, and exactly what to check in your own school.
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UK SME Cyber Security Stat Sheet 2026
SecurityEleven sourced UK cyber security figures for small and medium businesses, from the government's breaches survey and the NCSC, and how you compare.
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Schools Cyber and Digital Standards Stat Sheet
EducationEleven sourced figures on cyber security and the DfE digital and technology standards in schools, quoted exactly, with a page to see where you stand.
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Which Virtual Desktop? A Decision Infographic
Virtual DesktopAVD, Windows 365, AVD Hybrid, Remote Desktop Services, Citrix and Parallels RAS: one decision flowchart to the answer, and the six side by side.
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Managed, Co-Managed or Call-Off IT Support?
Managed ServicesThree ways to buy IT support compared: a decision flowchart, who does what under each, how each is priced, and when each is the wrong choice.
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Windows 10 ESU, 11 or Cloud PC: Decide by Device
Legacy ModernisationFour questions per Windows 10 device, what ESU costs per device from Microsoft Learn, the three routes compared, and a worksheet to count your estate.
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The 30-Day IT Provider Handover Checklist
Managed ServicesSwitching IT provider in 30 days: what to gather, what to ask the outgoing provider for, and the order to do it in, from notice period to cutover.
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The IT Support Quote Comparison Scorecard
Managed ServicesCompare three to five IT support proposals line by line: ten weighted criteria, the questions to ask, a 0 to 5 scale and a score grid you can type into.
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Cyber Incident Response Plan Template
SecurityA one-page cyber incident response plan to fill in and print: roles, contacts, the first hour, and who to notify, with the ICO 72-hour rule cited.
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AI Acceptable Use Policy Template
AIA short, dated AI acceptable use policy in plain English: approved tools, the one line about data, who owns the output, and who to ask. Fillable.
Get the free PDFGuides to read on screen
- The DfE digital and technology standards, explained
All twelve DfE standards, the six core ones every school and college should be working towards by 2030, and how to baseline and evidence progress against each.
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