IT
The IT provider fixes tickets, but nobody checks whether the setup still fits how the firm works today.
Free book by Peter Nelson
Everyone owns their piece. You're left owning the gaps.
Your IT provider, phone company, web developer, SEO agency and ads person each look after their own slice. Nobody owns the whole thing, so the risk and the cost land on you. This book shows you how to take it back in 90 days.
The problem
All of it. One owner.
Most professional services firms did not plan their technology. It grew one supplier at a time. A new phone system here, a website refresh there, an agency for Google Ads, and now a handful of AI tools nobody signed off on.
Each supplier does their job. But when something falls between them, nobody picks it up. A domain expires. A backup was never tested. A former staff member still has access. The partners only find out when it has already cost them. Nobody Owns Your Technology is a plain English guide to fixing that, written for the people who run the firm, not the people who run the servers.
Eight areas, one picture
Where the gaps hide
The book walks through the eight parts of technology every firm relies on, and the gap that usually opens up in each one.
Cyber
Everyone assumes someone else has the backups, the MFA and the incident plan covered.
Phones
A phone contract signed years ago, a system nobody can change and calls that go nowhere after hours.
Internet
One connection, no backup, and a provider that only answers to whoever is on the account.
Website
Built by one person, hosted by another, and the login sits in the inbox of someone who left.
Search
Monthly reports full of numbers, but no clear link to the phone ringing or new clients signing.
Ads
Money goes out every month to an account the firm does not own and cannot see inside.
AI
Staff are already using AI tools with client data, with no policy and no one in charge of it.
The 90 day reset
A plan you can start on Monday
No big project, no rip and replace. Three clear stages that bring every piece of your technology back under one owner.
- 01 Days 1 to 30
See all of it
Write down every system, contract, login and supplier in one place. Most firms find things they are paying for and nobody uses, and things nobody is paying attention to at all.
- 02 Days 31 to 60
Close the gaps
Fix the risks that matter first: who holds the keys, where the backups live, what happens when a supplier walks away. Cut what is not earning its keep.
- 03 Days 61 to 90
Give it one owner
Put one person or one partner accountable for the whole picture, with a simple scorecard the partners can read in five minutes each month.
What you will learn
Inside the book
- Why splitting technology across many suppliers quietly costs more and protects less
- The questions to ask so you know who really holds your logins, domains and data
- How to spot the gaps between suppliers before a criminal or an outage finds them
- A practical 90 day plan to bring IT, cyber, phones, internet, website, search, ads and AI under one owner
- What a partner level technology report should look like, in plain English
Written for professional services firms
If your firm has 10 to 100 staff, a handful of technology suppliers and partners who would rather be serving clients, this book is for you.
- Accounting firms
- Law firms
- Financial planners
- Architects and engineers
- Medical and allied health
- Consultancies
About the author
Peter Nelson
Peter is the co-founder and Director of CX IT Services in Melbourne. He has spent years walking into firms where technology was spread across a dozen suppliers and nobody could say who was responsible for what.
This book is the approach he uses with clients every week, written down so any partner or practice manager can use it, whether or not they ever work with CX IT.
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