No technology roadmap
IT decisions get made in isolation, with no plan for the next one to three years.
IT STRATEGY
Strategic IT planning for regulated firms
A clear technology roadmap for law, accounting and financial services firms that want IT to drive productivity and profitability.
IT without a plan holds your firm back
When technology decisions get made one at a time, firms overspend, carry hidden risk and miss chances to improve. Without a roadmap, IT drifts instead of supporting where the firm is heading.
Unpredictable budgets
Investment arrives as a surprise because spend is not planned or benchmarked.
Strategy and IT disconnect
Systems are chosen without a clear link to how the firm wants to work and grow.
No independent guidance
Partners make major IT decisions without an adviser who knows regulated firms.
What strategic IT planning delivers
Strategic planning turns technology into a business asset: a costed roadmap, clear priorities and decisions tied to how the firm wants to grow.
A clear roadmap
Know what to change, when to change it and why it matters to the firm.
Predictable spend
Plan and forecast IT spend instead of reacting to unexpected costs.
Better decisions
Choose systems and suppliers with independent, sector-aware advice.
Reduced risk
Keep technology aligned to security, compliance and continuity needs.
Aligned priorities
Make sure IT supports the firm’s goals, not just today’s problems.
More confidence
Move forward knowing your technology plan fits a regulated firm.
PRO DRIVE 360 METHODOLOGY
Pro Drive 360 – a structured, repeatable approach to IT
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Audit
Identifying the gaps
We audit your entire IT environment and critical business infrastructure, covering everything from cyber security and compliance to core systems and tools like AI. By benchmarking your systems against our evolving standards, we provide a clear risk assessment of your current technical infrastructure.
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Roadmap
Prioritising actions
We translate your risk assessment into a strategic IT roadmap built around your business goals and modern industry developments. This strategy provides clear, costed plans that prioritise the exact actions required to maintain compliance, unlock productivity gains, and support ongoing growth.
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Align
Meeting the standard
We technically align your IT to our best practice standards to rapidly reduce risk and immediately unlock productivity gains. In parallel, we maximise your IT investment by progressing towards key milestones on your strategic roadmap. These concurrent workstreams mean you’re covered today and set up for success tomorrow.
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Enforce
Maintaining the standard
We keep enforcing the highest standard of IT for your firm by continuously monitoring, auditing and updating your environment as our set of best practice standards evolve - with the latest regulations, new cyber threats and application updates.
How we build your roadmap
Technology roadmap
A costed one to three year plan tied to the firm’s priorities.
Budget forecasting
Clear, predictable IT budgets with no surprise investment.
Systems and supplier review
Independent assessment of your core systems and providers.
Risk and compliance alignment
A plan that keeps IT aligned to security and regulatory expectations.
Strategy reviews
Build a stronger proposition around optimisation, integration, implementation or managed service support.
Board-ready reporting
Clear summaries partners can use to make confident decisions.
Designed for law, accounting and financial services firms
Our IT planning reflects how regulated firms actually work, aligning your roadmap to the software, data and compliance demands of your sector.
How strategic IT planning helped firms like yours
25+
years supporting professional services firms
200+
factors assessed through the governance model
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Quest Fund Placement is a London based leading placement agency that partners over the long term with high quality private equity fund managers to advise them on raising capital.
- Problem
Quest Fund Placement and Pro Drive’s partnership began in 2012. The team wanted to upgrade office space and completely start afresh on infrastructure. The office move gave Quest the perfect opportunity to review a number of systems, including IT.
- Solution
Pro Drive recommended using Microsoft’s Office 365 platform for emails, so that Quest could utilise its legal compliance systems to ensure that the company fully adheres to the Financial Conduct Authority’s regulations. In addition, a local server and cloud based system were implemented to store file data and provide speed and reliability for staff.
- Outcome
Pro Drive continues to work closely with Quest Fund Placement to provide them with ongoing IT support and strategic advice to enable them to continue to develop and maintain IT systems.
Explore other ways Pro Drive can strengthen your IT
Cyber Security
Protect your firm from evolving threats and reduce security uncertainty.
Managed IT Support
Reliable, proactive support for teams that cannot afford disruption.
Microsoft 365 & Cloud
Make Microsoft 365, cloud platforms and collaboration tools work properly.
Ready to plan IT with purpose?
Start with a clear assessment of your current technology, costs, risks and priorities.
FAQS
Common questions about our IT planning service
No. IT planning is offered as a standalone service, so you don’t need to be a Pro Drive support client to get a roadmap built. Many firms start here first, using the plan to see where their IT stands before deciding on ongoing support. If you’d like both, we can align the roadmap with day-to-day support so nothing gets duplicated.