Tech System Upgrade Impact Assessment Form
Help us evaluate the impact, risks, and benefits of the upcoming technology system upgrade.
Project Name
*
Department or Team
*
Please Select
IT
HR
Finance
Operations
Sales
Marketing
Other
Contact Person Full Name
*
First Name
Last Name
Contact Email Address
*
example@example.com
Upgrade Implementation Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Hour Minutes
AM
PM
AM/PM Option
Which system(s) are being upgraded?
*
Enterprise Resource Planning (ERP)
Customer Relationship Management (CRM)
Email/Communication Platforms
Data Storage/Backup
Network Infrastructure
Other
Please rate the expected impact of the upgrade on the following areas:
*
Rows
Business Operations
Employee Productivity
Customer Experience
Data Security
Compliance
No Impact
1
2
3
4
5
Minor Impact
6
7
8
9
10
Moderate Impact
11
12
13
14
15
Significant Impact
16
17
18
19
20
Critical Impact
21
22
23
24
25
What are the main anticipated benefits of this upgrade? (Select all that apply)
Improved Performance
Cost Savings
Enhanced Security
Better User Experience
Increased Scalability
Other
What are the main risks or challenges associated with this upgrade?
*
How would you rate your department's readiness for this upgrade?
*
Not Ready
1
2
3
4
Fully Ready
5
1 is Not Ready, 5 is Fully Ready
Are additional resources or training required for a successful upgrade?
*
Yes
No
Not Sure
Please provide any additional comments or suggestions regarding the upgrade.
Submit Assessment
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