System Health Review
A monthly review of system health, configuration, and operational risks.
Technology Management uses a standardized checklist to review system health and identify operational risks.
What we review
- Automation: Errors, unused processes, configuration, naming, documentation, and overlapping behavior.
- Users and security: New and inactive users, permissions, and authentication settings.
- Data health: Missing operational information, inconsistent formatting, and gaps that affect system reliability.
- System structure: Configuration changes and the relationships that support day-to-day processes and reporting.
- Integrations: Connected applications, changes, and unusual data flows.
- Platform usage: Activity patterns and how available functionality is being used.
The detailed checks depend on the technology being managed. For HubSpot’s workflow, CRM, data hygiene, and integration checklist, see HubSpot Management Program.
How findings become action
We document findings and prioritize recommendations. When appropriate, we create tasks and schedule them within your plan’s available capacity.
A review identifies issues and opportunities. Any corrective work still follows the program’s request scope, prioritization, and capacity rules.
See Limitations and Best Practices for help planning follow-up work.