Firm websites
Record the content-management system, enquiry routes and publishing needs. Include testing of the forms and integrations that connect visitors with your team.
Server Hosting for Professional Services
Choose infrastructure for your firm’s website, client portal or business applications around the software and information your team manages.
Plan the applications you will host
Client portals
Define how the application separates each client’s documents and access. Plan permissions for staff, clients and temporary project collaborators.
Business applications
Check server and licence requirements for time tracking, project management and document software. Record links to external accounting or identity services.
Remote work
Test the application from the locations and connections your staff use. Assign responsibility for account changes and administrator access.
Choose a configuration for your workload
Compare memory and database storage for interactive business applications, and capacity for retained documents. Check whether the application vendor supports the dedicated or virtual environment under consideration. Include software licences and operating responsibilities in the comparison of configured totals.
Use the server comparison to review the two server types, or explore country and city guides for location options.
Before putting the application live
Test separate client accounts
Verify document upload, download and permissions using test clients with different access rights.
Check the working day
Test common tasks, scheduled reports and integrations at representative concurrent usage.
Restore a complete workspace
Recover the database, documents and application configuration together, and record the steps needed to reopen access.
Operating your server
The standard dedicated and cloud plans are presented as unmanaged. Assign responsibility for the operating system, applications, updates, monitoring and backups. Review server management responsibilities and use the deployment checklist to plan the move.
Choose your server plan
Compare the current configurations and prices, then review your product, location, options and final total in the cart.