IT Operations

IT best practices: Navigating the chaos for today's IT leaders

juanhernandez@preyhq.com
Juan H.
Jul 3, 2025
0 minute read
IT best practices: Navigating the chaos for today's IT leaders

Let's be direct. As an IT leader – whether you're a Manager, Director, CIO, CTO, or CISO – your typical day can feel like conducting a complex orchestra where every musician has a different score, is in a separate location, and some instruments seem perpetually problematic. Does this resonate? You're managing diverse remote work setups across numerous operating systems, grappling with ever-increasing compliance demands, and constantly working to prevent cyber threats from breaching your defenses.

The core challenge, as you're well aware, extends beyond routine technical fixes. It’s about establishing a resilient, compliant, and manageable IT environment. This isn't another abstract discussion filled with technical jargon. Instead, it’s a collection of practical, field-tested advice, drawing from the experiences of your peers. Consider it a straightforward conversation about what truly works.

Laying the groundwork: fundamental practices for stability and control

Before addressing advanced security measures or emerging technologies, mastering the fundamentals is crucial. These foundational elements are essential for building a stable and secure IT infrastructure.

Documentation, documentation, documentation (because institutional memory is key)

Advice from the trenches: "If it’s not written down, it’s a rumor, not a procedure. Document for your future (panicked) self.”


While it might seem like an administrative task, robust documentation is invaluable for onboarding new team members efficiently, navigating audits successfully, and ensuring operational continuity, especially when key personnel are unavailable. What should be documented? Consider network diagrams, clear password policies, essential vendor contacts, and standard operating procedures for common issues. Relying on individual memory isn't a scalable or secure approach; solid documentation mitigates key person dependencies.

Inventory management: Understand your complete asset landscape

Advice from the trenches: "If it blinks, connects, or computes, catalog it—or it'll become a ghost in your machine (or worse, a backdoor).”


An unmanaged or unknown device on your network can introduce significant risks. Effective inventory management encompasses not just hardware like laptops and servers, but also software licenses (to ensure compliance and cost-efficiency), cloud services, and any IoT devices connected to your network. Why is this critical? For security (to identify and manage all potential vulnerabilities), for budget control (to avoid unnecessary expenditures), and for compliance (to accurately report on data location and asset control). Diligent oversight of all assets is paramount.


The essential ticket system: your hub for operational coordination

Advice from the trenches: "Ticket or it didn't happen. (And yes, that includes those 'quick five-minute fixes'!)”


If documentation is your reference library, a well-implemented ticketing system is your operations control center. It's fundamental for tracking issues, prioritizing tasks effectively, ensuring accountability, and identifying recurring problems before they escalate into major disruptions.

Establishing robust IT governance: Steering the ship effectively

Before diving deeper into defenses and daily operations, let's talk about the helm: IT Governance. For an IT leader, this isn't about bureaucratic red tape; it's about ensuring your IT department is a strategic partner to the business, operating efficiently, managing risks, and adhering to essential rules. It’s the framework that keeps your IT efforts aligned, compliant, and continuously improving.

Align IT with business strategy: Ensuring IT is an enabler, not a silo

Advice from the trenches: "Speak 'business outcome,' not just 'tech spec,' to earn your seat at the strategy table.”


Your IT initiatives shouldn't exist in a vacuum. True strategic alignment means deeply understanding the overall business goals and ensuring every major IT project, investment, and policy directly supports these objectives. This requires ongoing dialogue with business leaders, translating their needs into technical capabilities, and demonstrating how IT contributes to the bottom line, innovation, and competitive advantage.


Establish a clear IT governance framework: Defining the rules of engagement

Advice from the trenches: "Clear rules + clear roles = no chaos. Define who decides what before the crisis hits."


Who makes which decisions? Who is responsible for what? A clear governance framework answers these questions. This involves defining roles (think RACI charts – Responsible, Accountable, Consulted, Informed), establishing transparent decision-making processes, and documenting standard operating procedures for key IT management functions. This clarity prevents confusion, speeds up action, and ensures consistency in how IT operates.


Implement a comprehensive risk management framework: Identifying and mitigating threats proactively

Advice from the trenches: "Don't just fight fires; become a fire marshal—predict the risks and remove the fuel.”


The digital world is fraught with risks – from cyber threats and data breaches to system failures and compliance missteps. A formal risk management framework helps you systematically identify potential IT risks, assess their likelihood and impact, and prioritize them for treatment. This isn't a one-time task; it involves developing mitigation strategies and regularly reviewing the evolving risk landscape to protect the organization's assets and reputation.


Ensure compliance with regulations and standards: Navigating the legal and industry maze

Advice from the trenches: "Compliance isn't just a checkbox; it's your 'avoid massive fines & public shame' card. Keep it current.”


Depending on your industry and geographical reach, you're likely subject to a host of regulations (like GDPR, HIPAA, PCI DSS, SOX) and industry standards (like ISO 27001 or NIST frameworks). A core part of governance is identifying all applicable requirements, implementing the necessary controls and processes to meet them, and maintaining auditable evidence of compliance. Staying updated on these ever-changing mandates is crucial to avoid penalties and maintain trust.


Invest in continuous improvement: Evolving IT practices for ongoing excellence

Advice from the trenches: "IT excellence is a journey, not a destination. After every project or incident, ask: 'How can we do this even better?'”


The IT landscape and business needs are constantly changing, so your IT practices must evolve too. Continuous improvement means regularly reviewing your processes, learning from incidents and audits (without a culture of blame), seeking feedback, and encouraging your team to find better ways of working. This commitment to refinement ensures your IT department remains efficient, effective, and aligned with best practices.

Fortifying the defenses: proactive security is not optional

With a solid foundation, the next step is to secure your environment. The digital landscape presents persistent threats, requiring diligent protective measures.

Adopt and master cybersecurity frameworks: Leveraging proven strategies

Advice from the trenches: "Don't freelance your security posture. Pick a solid framework, tailor it, and live by it.”


You don't need to invent your security strategy from scratch. Established cybersecurity frameworks like the NIST Cybersecurity Framework (CSF), ISO 27001, or CIS Controls offer comprehensive, recognized best practices. Adopting and adapting one of these frameworks provides a structured approach to identifying risks, implementing controls, measuring maturity, and communicating your security posture to stakeholders, including the board. It’s about choosing a framework that fits your organization’s size and complexity and using it as a guide to systematically enhance your defenses.


Passwords & multi-factor authentication (mfa): A critical security pairing

Advice from the trenches: "Passwords are like underwear: unique, complex, changed often, and never shared. MFA is the Kevlar vest.”


Passwords remain a common vulnerability. Weak, reused, or poorly managed passwords can be easily compromised. The current standard demands strong, unique passwords for all accounts, powerfully supplemented by Multi-Factor Authentication. While MFA isn't infallible, it significantly raises the bar for unauthorized access. Encourage, implement, and enforce MFA wherever possible. While users may initially resist, the security benefits far outweigh the minor inconvenience, especially when compared to the fallout from a breach.


Patch management: The consistent workhorse of cybersecurity

Advice from the trenches: "Patch today, Patch Tomorrow, Patch Always. Automate where possible'”


Patch management is a continuous and vital process in maintaining security. It involves identifying, testing, and deploying updates to remediate vulnerabilities in software and systems. Prioritize patches based on criticality, but ensure a consistent process for all updates. Balancing system uptime with the need for timely patching is a common challenge, so develop a sustainable rhythm and automate where feasible to prevent systems from remaining vulnerable.


Encryption: Safeguarding data everywhere

Advice from the trenches: "Encrypt sensitive data, at rest and in transit. FDE is mandatory'”


Encryption is a fundamental tool for rendering data unreadable to unauthorized parties. This isn't just for super-secret files; it should be applied broadly. Consider full-disk encryption for laptops and servers, encryption for databases holding sensitive information, and always use encrypted communication protocols (like TLS/SSL) for data in transit over networks, especially the internet. Effective encryption is a cornerstone of data breach prevention and a common requirement for regulatory compliance.


Backups and Disaster Recovery Planning: Ensuring business continuity

Advice from the trenches: "Backups are your time machine; DRP is its operating manual. Test both like your company's future depends on it (because it does).”'


Regular, reliable backups are your lifeline in case of data loss. The 3-2-1 rule (three copies, two different media, one offsite) remains a solid guideline. Crucially, test your restore process regularly. An untested backup is a gamble.But beyond backups, a comprehensive Disaster Recovery Plan (DRP) is essential. This plan outlines how your organization will recover its IT infrastructure and resume critical operations after a significant disruption. It should define Recovery Time Objectives (RTOs – how quickly you need to be back up) and Recovery Point Objectives (RPOs – how much data loss is tolerable), identify alternate sites or systems if needed, and include clear communication plans for your team and stakeholders during a crisis. This is about ensuring business continuity, not just data retrieval.

User management & empowerment: turning users into security allies

Your users interact with company data and systems daily. With the right guidance and tools, they can be a significant asset to your security posture rather than an inadvertent risk.

Clear policies & consistent enforcement: defining secure behavior

Advice from the trenches: "A policy nobody knows is just wasted paper. Train, remind, enforce – kindly but firmly.'”


Effective IT policies – covering acceptable use, data handling, incident reporting, and more – must be clearly written, easily accessible, and regularly communicated. Training is essential, reinforced by periodic reminders or awareness exercises. Consistent enforcement ensures that policies are taken seriously. For CISOs, this is vital for mitigating insider risks, whether they stem from accidental actions or deliberate intent.


Principle of least privilege: grant access on a need-to-know basis

Advice from the trenches: "Give users keys only to the rooms they absolutely need. Less access = less 'oops' = less damage.'”


Administrative privileges should be tightly controlled and granted only when absolutely necessary for a specific role or task. Regularly review user access rights: who has access to what systems and data, and is that level of access still required? This isn't about being overly restrictive; it's about limiting potential damage if an account is compromised or if an error occurs. This practice can prevent many common data handling mistakes.

Maintaining operational health & demonstrating value

Effective IT leadership extends beyond technology management to encompass strategic planning, communication, fostering a strong team, and proving the department's contribution to business objectives.

Nurturing your team: Preventing burnout and fostering growth

Advice from the trenches: "Your team are your digital first responders; protect their sanity as fiercely as you protect your servers.”


Your team is your most valuable asset. The IT field is notoriously demanding, and burnout is a real and present danger that can cripple productivity and lead to costly errors. Actively manage workloads, ensuring they are challenging but realistic. Promote a culture of open communication where team members feel comfortable discussing pressures. Invest in their training and professional development – it not only boosts skills but also morale and loyalty. Recognize achievements, provide constructive feedback, and foster an environment where people feel supported and valued. A healthy, engaged, and well-rested team is more innovative, more meticulous, and ultimately, more effective at protecting and supporting the organization.


Change management: Navigating transitions smoothly

Advice from the trenches: "Communicate IT changes like you're launching a beloved product: build buzz, explain benefits, offer support. No surprise parties!'”


When implementing new systems, upgrading infrastructure, or making any significant IT changes, clear and consistent communication is key. Explain the reasons behind the change and its benefits to encourage user adoption and minimize disruption. For CTOs, successfully integrating new technologies and demonstrating their positive impact relies heavily on effective change management.

Regular audits & reviews: Verify controls and drive improvement

Advice from the trenches: "Audits are free (ish) consultancy. Welcome the scrutiny; find your weaknesses before attackers do.”


Audits, both internal and external, can be a daunting prospect, but they are invaluable for verifying that security controls are working as intended and for identifying areas for improvement. Approach them as learning opportunities rather than exercises in assigning blame. They are essential for maintaining compliance with the complex regulatory landscape (e.g., GDPR, HIPAA, ISO 27001) and for providing assurance to stakeholders.


Vendor management: Ensuring partners meet your standards

Advice from the trenches: "Your vendor's security flaw is your security flaw. Vet them like they're handling the company crown jewels.'”


Your third-party vendors can be an extension of your team, but also an extension of your risk surface. Scrutinize their security practices, understand their data handling procedures, and ensure Service Level Agreements (SLAs) align with your requirements. From an ROI perspective, regularly assess if vendors are delivering the expected value. Choose partners who prioritize security and understand your operational needs.


Optimize the technology lifecycle: From procurement to sunset

Advice from the trenches: "Tech isn't immortal. Plan its birth, prime, and dignified retirement, or it'll haunt you as costly legacy debt.”


Effective IT leadership involves managing technology assets throughout their entire lifecycle. This means strategic planning for procurement, careful deployment, diligent maintenance and patching, timely upgrades, and secure, responsible decommissioning and disposal. Optimizing the technology lifecycle ensures that your hardware and software remain current, secure, cost-effective, and aligned with evolving business needs, helping to avoid ballooning technical debt or the risks associated with obsolete systems.The following IT infrastructure examples are not exact extinction dates but approximate lifespan guidelines:

  • Laptops – three years
  • Workstations – three to four years
  • Servers – three to five years
  • Wireless Access Points – three to five years
  • Firewalls – five to seven years
  • Switches – seven to ten years
  • Cabling & Wiring (Low Voltage) – seven to ten years


Establish and manage an IT budget: Funding success and proving ROI

Advice from the trenches: "Every IT dollar needs a mission and must report back on its success. Justify, track, and shout the ROI from the rooftops.'”


A well-planned and managed IT budget is the financial backbone of your strategy. This involves more than just tallying costs; it means forecasting future needs accurately, justifying investments with clear business cases, meticulously tracking spending against allocations, and, crucially, demonstrating a tangible return on investment (ROI) for technology expenditures. A transparent budget empowers you to prioritize initiatives, make informed decisions when resources are constrained, and clearly communicate IT's financial value to the rest of the organization. As a benchmark for establishing an annual technology budget, Gartner Group cites a cross-industry average of 3.3% of sales.

Conclusion: The marathon continues, but you've got this

This overview of IT best practices, hopefully, has served as a helpful and practical guide. These principles are not a one-time checklist; they represent an ongoing commitment to continuous improvement and adaptation in the ever-evolving IT landscape.

The good news is that you're not facing these challenges in isolation. IT leaders across all industries are navigating similar complexities – the pressure to secure expanding environments, ensure unwavering compliance, and achieve these goals with often constrained resources is a common professional experience.

But here’s a final encouraging thought: consistent, incremental improvements generally yield better long-term results than reactive, crisis-driven efforts. Focus on making steady progress, building upon solid foundations, fostering a culture of security and operational excellence, and supporting the well-being of your team.

Now, perhaps take a well-deserved break – you've earned it. (And yes, ensuring your screen locks automatically is still a good habit.)

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