new client questionnaire

Current IT relationship/ workflow?

Are you bound by corporate IT rules? Or do you write your own policies?*

How your current IT relationship is built?*

Do you have an IN-HOUSE I.T. person?*

How often do you run maintenance on your computers and servers?*

Are you mostly comfortable with on-site, or remote support?*

Do you have an “IT Folder” with all your network info on it?*

Network information

How many PHYSICAL servers do you have?*

Physical servers dedicated to being a server, and not used by any user on a regular basis

How many VIRTUAL servers do you have?

If you are not sure, leave this field empty

How many people in your organization are using a company-provided Email address?*

How many full AND part time employees are currently employed by your company?

Number of users who work remotely at least 25% of their time*

How do the remote users connect?

skip this questions if you have no remote users...

Remote Desktop (RDP)
CITRIX
GoToMyPC or LOGMEIN
VPN
Other

Email provider*

Who is your Internet Service Provider?*

The speed that you pay for? (upload/ download speed)

Please refer to a recent bill from your internet provider, and enter UPLOAD_SPEED / DOWNLOAD SPEED.... (For example: 50/10)

Who is your phone service provider?

Do you use Voice Over IP phones?

Do you have a phone system at your office?

Does your company currently have any open issues related to IT/ computers/ servers?

Please explain briefly which issues you are expriencing now. For example: 1. slow network 2. security worries 3. WiFi issues 4. Backups not working/ not tested etc...

Does your company currently have any planned projects/ upgrades related to IT/ computers/ servers?

For example: Office move, new server implementation, phone service change, hire new people, etc...

Backup information

What backup / disaster recovery program do you use?

When was the last time you recovered a file or folder?

Do you currently get notification Emails when backups fail?

Did you simulate a disaster recovery scenario in the past 12 months?*

Where is the data being backed up to?

Software used

What are the main programs that are being used by your company on a daily basis?

Do you update your programs to the latest available version as those become available?

Optional Notes...

Optional notes that you would like to include:

CAPTCHA

Phone

This field is for validation purposes and should be left unchanged.

New Client Technical Questionnaire

This New Client Questionnaire will assist us with information gathering, to better understand your current network status, vendors’ relationships, and user procedures.

We understand if you can’t find the answer to all the below questions, but please note that we might have to spend more time (hence- more money) to find the information below if it’s required for the type of assessment, and you didn’t provide it.

We understand that this might be a lot of information that’s being asked here, but as a business, you should always know the answer to those questions, so answering them now, will help your business operate smoother and more securely.

Your answers will remain secured and confidential, and will not be shared with anyone outside our organization

New Client Network Self Assessment Sheet

Company Information