The Importance of Pre-IT Work Site Surveys

Smooth and effective—these are two things almost every client will have on their wish list when it comes to technology installation and maintenance. But this isn’t always an easy feat for IT technicians to accomplish, especially when they’re going into a site blind.

Pre-work site surveys provide very real benefits to both the technician and the end-user, even when the specified job seems small. Technology is tricky, so getting the whole picture before any work gets started will set technicians up for success on the first go. Let’s talk about how  pre-work site surveys support and streamline a successful IT deployment or break-fix process.

Understanding the Environment and Existing Setup

Even when the job deals with only one small piece of the company’s technology puzzle, it can quickly become a complicated process when the working technician doesn’t have a good understanding of that puzzle as a whole before they begin their work. When the technician doesn’t have the opportunity to conduct  site survey isn’t before the work is started, they’re basically going in blind or with a salesperson’s secondhand account of the site.. This means it could take extra time for a tech to get acquainted with the systems, software, or site layout before they can confidently and effectively begin the work they’ve been given. This can become a time-sink, especially if they are working within a large, complicated system.

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Allows the Tech to Fully Prepare

Imagine having to solve a puzzle with missing pieces, or ones that simply don’t belong. This is what it’s like for a technician to walk into a job without knowing what exactly they need to get it done. Sure, technicians generally have a store of equipment with them, plus their store of experience. But a missing piece or other variable can cause a serious delay in the deployment or break-fix, especially if the technician needs to leave in the middle of the project to acquire that missing tool or material. What is expected to be a quick job can quickly turn into a drawn-out process. Good-bye, smooth and effective. Pre-site surveys give the technicians a better understanding of what materials and  tools they’ll need to bring with them to ensure that the project is completed as anticipated. They also prepare them to get any information they need beforehand, like product manuals or answers from other techs.

Detect Possible Bumps in the Road 

Even if a technician has all the right pieces to complete the puzzle, it can be pretty hard to place said pieces correctly if what’s already there isn’t in the right place. In some cases, a technician might arrive to find a company’s technology infrastructure incorrectly assembled or flat-out broken. If they just work around this issue, it’s like mashing together pieces that don’t fit simply because they look like they could be a match. That’s fine for the time being, but once the time comes to finish the puzzle, something won’t be quite right.. A survey can judge whether the existing infrastructure and physical site can support the work and technology requested, or if there needs to be some extra preparation to make it all fit together.

A technician that is set up for success from the get-go is one that thrives.There’s no better way for a tech to get prepared for a job than to go over all the details themselves from start to finish.  Learn more about how to bring out the best in your technicians (or yourself, if you are a tech) with a free download of our white paper, The Thriving Technician: A Field Guide.

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