IT Strategy and Planning Assessment
Developing and executing a business-aligned IT roadmap is more important than ever. In today's digital world, technology is the foundation in every business. Every organization must have a clear strategic direction and priorities that are linked to the business strategy.
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Why do you need an IT Strategy Assessment?
Our methodology is intended to provide a comprehensive view of the existing IT environment, as well as a roadmap to improvements. Working with both business and technology leaders, we will help you define a plan that gets you where you need to be.
Our ultimate IT Strategic Planning capabilities for your organization.
A consultant certified in multiple cloud solutions will come to your location or virtually to facilitate an interactive white-boarding session to review the following:
Assess the Current Situation
We will review your existing technical environment, key pain points, known limitations, and security concerns.
Understand Your Goals
In our engagement we will review your organization's business priorities for the next one to three years.
Launch You to the Next Level
Once we define the right plan for your organization, we will help get you where you need to be.
Do you want to find out more?
Contact us today and we can help you build a technology plan to support your business.
Our unique approach to IT Strategy and Planning.
We will customize our services based on your organization's needs.
Design and planning
We define clear objectives, key stakeholders, scope, and timeline to address your unique challenges.
Customer value conversations
Targeted discussions give us insight into your business priorities and challenges.
Key results, suggestions, and next steps
A concise report of critical findings, prioritized recommendations, and a clear roadmap.
Demos
Tailored demos that help stakeholders visualize the impact and benefits of recommended measures.
Why should you partner with Synergy Technical?
Synergy Technical was founded in Richmond, Virginia in 2011. Since our inception, we have been dedicated to helping organizations secure their environments, transform their operations, and empower their people.
Over the last 15 years, we've helped organizations secure their environments, modernize infrastructure, transform the way people work, navigate complex technology investments, and adopt what's next. Our capabilities have expanded. Our partnerships have grown. And the technology has changed more than we ever could have imagined. Today, we bring together strategy, security, cloud, data, applications, managed services, and AI to help organizations solve today's challenges while preparing for what's next.
Learn more about who we are.
We are Synergy Technical, an award-winning Microsoft Security Deployment Partner and trusted partner of Google, Anthropic, and Cisco, as well as the Official Cloud Solutions Partner of the VCU Rams.
Watch the Video →Our consulting services related to IT Strategy Assessment.
We offer assessments, engagements, design and configuration, and more. Each resulting in a roadmap to success for your digital transformation.
Powered by the platforms your business already trusts—and the ones defining what comes next.
Vendor-agnostic. Outcome-driven. We work across Microsoft, Google Cloud, Anthropic, Cisco, and other leading platforms—bringing together the right technologies for each organization's needs. From cloud and security to data, AI, and business applications, we design solutions that are secure, governed, scalable, and built for what comes next.
Prioritized Tier · Copilot Advanced Specialization · AI Foundry · Modern Work · Security · Data & AI
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Select Partner · Gemini Enterprise Practice · Vertex AI
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Claude Partner Network · Financial Services MCP
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Select Partner · SMB and Mid-Market Business Practice
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When it comes to strategizing your technology investments, you need a trusted and experienced partner. Synergy Technical has a proven track record of delivering tailored IT Strategy Assessments to organizations worldwide. With expertise across all 50 states and 70+ countries, we have the knowledge and technical skills to build a technology plan that can support your business.
- An accurate and unbiased assessment of your current technology environment
- Recommendations for securing your data, no matter where it lives
- A roadmap for future technology investments to meet your business goals


