A clear picture of your IT environment, from discovery to roadmap.
WBM’s IT Discovery & Assessment gives organizations across Western Canada a complete, documented view of their current technology. We look at infrastructure, security posture, key applications, and how your people actually work. From there, we build a roadmap grounded in where you are today, with priorities and costs that reflect your actual situation.
IT Discovery & Assessment Services
End User Survey
Most IT decisions get made without asking the people most affected by them. WBM distributes a structured 27-question survey to employees at all levels of your organization, capturing how your team currently uses technology, where friction is highest, and what they need to do their best work. A 60% response rate target means the findings reflect how technology actually works across your organization. Those insights feed directly into the roadmap recommendations that follow.
Technical Onsite Discovery
A WBM Technical Analyst visits your site documenting and cataloguing every supportable IT asset: servers, workstations, networking equipment, firewalls, and backup infrastructure. We assess your current environment against WBM’s support standards and produce a complete inventory your team can rely on. That technical foundation lets us scope your transition accurately and sequence onboarding around what we actually find.
Key Application Workshop
Your critical applications define what a disruption actually costs your organization. In a focused 30-minute workshop, WBM works with your key personnel and IT staff to document the software your people depend on most, understand your tolerance for downtime, and identify the dependencies that need to be managed through any transition. That picture gives us the risk profile and sequencing we need to build your roadmap.
Executive Visioning Discussion
Technology decisions stick when leadership is aligned on where the organization is headed. WBM facilitates a 45-to-60-minute roundtable with your executive team to understand your business direction, your technology philosophy, and the role IT should play in delivering your outcomes. The result is a shared frame of reference that keeps your roadmap grounded in business priorities alongside technical ones.
Roadmap & Financial Model
Within 10 business days of the onsite discovery, WBM delivers a full findings presentation. It includes your current state documentation, an initial technology roadmap, and a financial model covering managed services pricing and transformation project estimates. The roadmap opens an ongoing conversation about priorities, projects, and pace. It is a starting point, built to be refined as your needs evolve.
Alberta Municipalities has recently onboarded with WBM for Managed IT Services and I couldn’t be more pleased with the result. Their attention to detail and seamless transition has brought noticeable improvements to our environment from week one. From new Surface devices to live support, WBM continues to receive high praise from our staff every day. As the technology leader for our organization, this helps me focus on other things knowing our operations are in good hands.
Frequently Asked Questions
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Ready to see exactly where your IT stands?
Whether you’re considering a managed IT partnership or just want an honest assessment of your current environment, WBM’s discovery process is built to give you that clarity. We work with organizations across Calgary, Saskatoon, Regina, Winnipeg, and Vancouver, and we know that no two starting points look the same. We’ll document what you have, talk to your people, and deliver a roadmap built around your actual situation.
Request a call below to learn what an IT Discovery & Assessment would involve for your organization.