Rubber stamp your checklist

The Small Business IT Health Check: 10 Things to Review Today

June 12, 20265 min read

As a business owner, technology may not be at the top of your to-do list. As long as emails are flowing, files are accessible and the team can get on with their work, it's easy to assume everything is fine.

The trouble is that many IT issues remain hidden until they cause disruption. By then, you're dealing with lost productivity, security risks or unexpected costs.

The good news is that you don't need to be an IT expert to spot potential problems. Here are ten areas every small business should review regularly to make sure their technology is supporting the business rather than holding it back.

1. Are You Still Using Windows 10?

Microsoft ended support for Windows 10 in October 2025. Since then, devices no longer receive security updates, making them increasingly vulnerable to cyber threats.

Take a few minutes to check:

  • Which devices are still running Windows 10

  • Whether they can be upgraded to Windows 11

  • Whether any older devices need replacing

Many businesses still have one or two ageing machines tucked away in a corner that have been forgotten about.

2. Could You Recover Your Data If Something Went Wrong?

Most businesses rely heavily on Microsoft 365, Google Workspace or cloud storage. Unfortunately, many assume their data is automatically protected against every possible scenario.

That's not always the case.

Consider:

  • Are your emails backed up?

  • Are shared files and documents backed up?

  • How would you recover deleted or corrupted data?

  • How long would recovery take?

It's worth knowing the answers before you need them.

3. Is Multi-Factor Authentication Enabled for Everyone?

Passwords alone are no longer enough to protect business accounts.

Multi-factor authentication (MFA) adds an extra layer of security by requiring users to confirm their identity using an app, code or biometric authentication.

Check that:

  • MFA is enabled for all users

  • Staff aren't sharing accounts

  • Any old accounts have been removed

This single step can prevent a significant number of cyber attacks.

4. Do You Know Who Has Access to Your Systems?

Permissions tend to grow over time. New employees join, contractors are given temporary access and systems evolve. Unless access is reviewed regularly, people often end up with permissions they no longer need.

Review:

  • Shared folders and file permissions

  • Cloud applications

  • Administrator accounts

  • Former employee accounts

Many businesses are surprised by what they discover during a permissions review.

5. How Old Are Your Computers?

A computer doesn't need to stop working completely before it becomes a problem. Older devices can slow staff down through poor performance, battery issues and reliability problems.

Ask yourself:

  • How old are your laptops and PCs?

  • Are staff regularly complaining about slow devices?

  • Are batteries lasting through the working day?

  • Is storage running low?

Replacing ageing equipment before it fails is usually cheaper than dealing with the disruption of an unexpected breakdown.

6. Could Your Team Spot a Phishing Email?

Cyber criminals are becoming increasingly sophisticated. Many phishing emails now look remarkably convincing and often impersonate trusted suppliers, banks or Microsoft itself.

Think about:

  • Have staff received any cyber awareness training?

  • Do they know how to report suspicious emails?

  • Would they recognise a fake login page?

Your employees are often your first line of defence against cyber threats.

7. Are You Paying for Software Nobody Uses?

Subscription costs have a habit of creeping up over time. Many businesses are paying for licences, applications and services that nobody actually uses.

Review:

  • Microsoft 365 licences

  • Software subscriptions

  • Cloud services

  • User accounts for former employees

Even a small tidy-up can lead to meaningful savings over the course of a year.

8. Do You Have a Process for Employees Leaving?

When someone leaves the business, there is usually a lot more to do than simply disabling their account.

You may need to:

  • Forward emails

  • Set up an automatic response

  • Transfer file ownership

  • Remove access to systems

  • Reassign licences

Having a simple leaver checklist ensures nothing gets missed.

9. Is Shadow AI Creeping Into Your Business?

Just as "shadow IT" describes software used without IT approval, "shadow AI" refers to AI tools being used without any business oversight.

Staff may be using AI to:

  • Draft client communications

  • Analyse sensitive documents

  • Generate reports

  • Create marketing content

  • Process customer information

Without clear guidance, there's a risk that confidential business, financial or customer data could be shared with external AI platforms.

A simple conversation and a basic AI usage policy can go a long way towards helping staff use these tools safely and effectively.

10. What Would Happen If Your IT Person Was Unavailable?

Whether your technology is managed by an employee, a director or an external supplier, it's worth considering what would happen if they suddenly became unavailable.

Ask yourself:

  • Where are important passwords stored?

  • Is there documentation for key systems?

  • Who knows how everything works?

  • Could someone else step in if needed?

A little planning now can prevent a lot of stress later.

Final Thoughts

Technology doesn't need to be complicated, but it does need regular attention.

You don't need a formal audit or a major project to improve your IT. Simply taking the time to review these ten areas can help identify risks, improve productivity and avoid expensive surprises down the line.

If you've worked through this list and found a few questions you're not entirely sure how to answer, don't worry as that's completely normal. The important thing is identifying potential issues before they become business problems.

A healthy business needs healthy technology. A quick IT health check today could save you a lot of time, money and frustration tomorrow.

If you'd like a second opinion on any of the areas above, feel free to get in touch. We're always happy to have a chat about technology and how it can better support your business. Email us at [email protected]

small business IT healthcheckIT support for small businesses
Liz Turner

Liz Turner

Liz Turner has over 20 years experience in the business world. From working in IT in a local authority, a corporate and then an ISP, she started her own IT services and consultancy business in 2004. After selling this business in 2017, she’s been working in other businesses and now provides business consultancy on a full-time basis. Based in Surrey but works nationwide.

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Featured Posts

Rubber stamp your checklist

The Small Business IT Health Check: 10 Things to Review Today

June 12, 20265 min read

As a business owner, technology may not be at the top of your to-do list. As long as emails are flowing, files are accessible and the team can get on with their work, it's easy to assume everything is fine.

The trouble is that many IT issues remain hidden until they cause disruption. By then, you're dealing with lost productivity, security risks or unexpected costs.

The good news is that you don't need to be an IT expert to spot potential problems. Here are ten areas every small business should review regularly to make sure their technology is supporting the business rather than holding it back.

1. Are You Still Using Windows 10?

Microsoft ended support for Windows 10 in October 2025. Since then, devices no longer receive security updates, making them increasingly vulnerable to cyber threats.

Take a few minutes to check:

  • Which devices are still running Windows 10

  • Whether they can be upgraded to Windows 11

  • Whether any older devices need replacing

Many businesses still have one or two ageing machines tucked away in a corner that have been forgotten about.

2. Could You Recover Your Data If Something Went Wrong?

Most businesses rely heavily on Microsoft 365, Google Workspace or cloud storage. Unfortunately, many assume their data is automatically protected against every possible scenario.

That's not always the case.

Consider:

  • Are your emails backed up?

  • Are shared files and documents backed up?

  • How would you recover deleted or corrupted data?

  • How long would recovery take?

It's worth knowing the answers before you need them.

3. Is Multi-Factor Authentication Enabled for Everyone?

Passwords alone are no longer enough to protect business accounts.

Multi-factor authentication (MFA) adds an extra layer of security by requiring users to confirm their identity using an app, code or biometric authentication.

Check that:

  • MFA is enabled for all users

  • Staff aren't sharing accounts

  • Any old accounts have been removed

This single step can prevent a significant number of cyber attacks.

4. Do You Know Who Has Access to Your Systems?

Permissions tend to grow over time. New employees join, contractors are given temporary access and systems evolve. Unless access is reviewed regularly, people often end up with permissions they no longer need.

Review:

  • Shared folders and file permissions

  • Cloud applications

  • Administrator accounts

  • Former employee accounts

Many businesses are surprised by what they discover during a permissions review.

5. How Old Are Your Computers?

A computer doesn't need to stop working completely before it becomes a problem. Older devices can slow staff down through poor performance, battery issues and reliability problems.

Ask yourself:

  • How old are your laptops and PCs?

  • Are staff regularly complaining about slow devices?

  • Are batteries lasting through the working day?

  • Is storage running low?

Replacing ageing equipment before it fails is usually cheaper than dealing with the disruption of an unexpected breakdown.

6. Could Your Team Spot a Phishing Email?

Cyber criminals are becoming increasingly sophisticated. Many phishing emails now look remarkably convincing and often impersonate trusted suppliers, banks or Microsoft itself.

Think about:

  • Have staff received any cyber awareness training?

  • Do they know how to report suspicious emails?

  • Would they recognise a fake login page?

Your employees are often your first line of defence against cyber threats.

7. Are You Paying for Software Nobody Uses?

Subscription costs have a habit of creeping up over time. Many businesses are paying for licences, applications and services that nobody actually uses.

Review:

  • Microsoft 365 licences

  • Software subscriptions

  • Cloud services

  • User accounts for former employees

Even a small tidy-up can lead to meaningful savings over the course of a year.

8. Do You Have a Process for Employees Leaving?

When someone leaves the business, there is usually a lot more to do than simply disabling their account.

You may need to:

  • Forward emails

  • Set up an automatic response

  • Transfer file ownership

  • Remove access to systems

  • Reassign licences

Having a simple leaver checklist ensures nothing gets missed.

9. Is Shadow AI Creeping Into Your Business?

Just as "shadow IT" describes software used without IT approval, "shadow AI" refers to AI tools being used without any business oversight.

Staff may be using AI to:

  • Draft client communications

  • Analyse sensitive documents

  • Generate reports

  • Create marketing content

  • Process customer information

Without clear guidance, there's a risk that confidential business, financial or customer data could be shared with external AI platforms.

A simple conversation and a basic AI usage policy can go a long way towards helping staff use these tools safely and effectively.

10. What Would Happen If Your IT Person Was Unavailable?

Whether your technology is managed by an employee, a director or an external supplier, it's worth considering what would happen if they suddenly became unavailable.

Ask yourself:

  • Where are important passwords stored?

  • Is there documentation for key systems?

  • Who knows how everything works?

  • Could someone else step in if needed?

A little planning now can prevent a lot of stress later.

Final Thoughts

Technology doesn't need to be complicated, but it does need regular attention.

You don't need a formal audit or a major project to improve your IT. Simply taking the time to review these ten areas can help identify risks, improve productivity and avoid expensive surprises down the line.

If you've worked through this list and found a few questions you're not entirely sure how to answer, don't worry as that's completely normal. The important thing is identifying potential issues before they become business problems.

A healthy business needs healthy technology. A quick IT health check today could save you a lot of time, money and frustration tomorrow.

If you'd like a second opinion on any of the areas above, feel free to get in touch. We're always happy to have a chat about technology and how it can better support your business. Email us at [email protected]

small business IT healthcheckIT support for small businesses
Liz Turner

Liz Turner

Liz Turner has over 20 years experience in the business world. From working in IT in a local authority, a corporate and then an ISP, she started her own IT services and consultancy business in 2004. After selling this business in 2017, she’s been working in other businesses and now provides business consultancy on a full-time basis. Based in Surrey but works nationwide.

Back to Blog