Anyone have a good playbook for updating up their technical infastructure?

May 23, 2025
by a searcher from University of Washington in Seattle, WA, USA
Hi all,
I purchased my company about a year ago, and we've made a ton of improvements to our basic tech infrastructure (swapping edi providers, moving from a server to cloud-based file shares, improving our email retention policies etc, improving identify management.) but we still have a long way to go.
Right now I'm evaluating each decision (e.g. switching from individual email addresses to shared inboxes to improve information sharing, transitioning from an email based customer service queue to a case-based platform or ticketing service, automating our manual PO to Invoice conversion process) as the need arises.
I'd getting caught in the cycle of "well I need to wait for X improvement so that we can do Y improvement the right way". I don't have a prioritized IT plan or roadmap, but I have a long list of things that need to get done, and I know that sequencing these tasks would be beneficial.
Does anyone have a roadmap they've implemented to bring their acquisition up to date with modern services, and/or service providers they can recommend?
Appreciate it!
from Emory University in Tucson, AZ, USA
in Monroe, WA, USA