Business Needs Assessment
Company
Address
Street Address
City
State / Province
Postal / Zip Code
Phone Number
-
Area Code
Phone Number
Email
example@example.com
Owner / Director
First Name
Last Name
Office Manager/CIO
First Name
Last Name
Point of Contact
Meet and Greet information
Number of locations:
Please Select
1
2
3
4
5
Are you a non-profit?
Yes
No
Non Profit Software Vender
Tech Soup
Microsoft
Other
VPN access
Number of users
Compliance
Rows
Yes
No
Unknown
Needs
FTC Safeguards Rule
NIST 800-171 compliance / CMMC
PCI compliance
HIPAA compliance
Compliance Officer
First Name
Last Name
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Internet Service Provider
ISP Company
Internet Speed Up/Down
Internet Type
Fiber
DSL
Cable
Wireless
Failover ISP
Yes
No
Wants
Failover ISP Company Speed Up/Down
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Network
Current Firewall/Model
Time left on Warranty/Service
Firewall
Rows
Yes
No
Unknown
Firewall Managed
Firewall Services/Warranty SLA
Firewall Leased
Firewall Replacement
Switch Information
Rows
Model
Quantity
Total Ports
Available Ports
POE
Switch 1
Switch 2
Switch
Rows
Yes
No
Unknown
Switch Replacement
Switch Add
Access Point Information
Rows
Model
Quantity
Managed
POE
Access Point 1
Access Point 2
Network Wiring
Rows
Yes
No
Wireless AP add
Wireless AP Replace
Wireless Structure
Rows
Yes
No
Unknown
Trusted Network
Guest Network
Other Network
Network Wiring
Rows
Yes
No
Wiring Necessary
Network Attached Storage
Rows
Model
Age
Purpose
NAS 1
Yes
No
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Server
Number of Servers
Server Information
Rows
Manufacturer
Quantity
Mount
Age
OS/Version
Replacement Needed
On-Prem
N/A
Tower
Rack
Cloud
N/A
Tower
Rack
Server Warranty
Rows
Under Warranty
Expiration Date
Server 1
Yes
No
Server 2
Yes
No
Server Room Locked
Yes
No
UPS
Rows
Quantity
Size
Age
Managed
Info
Yes
No
Rows
Active Directory
EntraID
Hybrid
Environment
On-Prem Server Applications
Rows
Yes
No
Unknown
Exchange
SQL
Company Calendar
Company Folder
QB DB Server
Other DB
Mission Critical Software
Rows
Software Name
Purpose
On-Prem
Cloud
Software URL
Application 1
Application 2
Application 3
Accounting Software (including version)
Rows
Name
On-Premises
Cloud
Application 1
Server Notes
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Workstations
Workstation Status
Rows
Windows
Apple
Android
# of Workstations
# of Laptops
# of Tablets
# of Cell Phones
Workstation Changes (OS or Age)
Rows
To Replace
To Add
To Upgrade OS
# of Workstations
How many seasonal users which require access to computers and software?
How many shared user accounts
i.e. How many computers have a single account used by multiple people
Do workstation users have Admin rights?
Yes
No
Unknown
Do workstation users need Admin rights
Yes
No
Is your company's confidential information consolidated in a central location with restricted access?
Yes
No
Unknown
Other
Does your company permit use of personal devices to access confidential information?
Yes
No
Unknown
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Productivity Suite
Cloud Applications (SaaS)
Rows
Yes
No
Needs
Office 365
Office OEM
Google Workplace
Email Solution
On Prem Exchange
Office 365
Google Workspace
Domain Host Email Portal
Other
Email Client
Outlook
Web Portal
Unknown
Number of Office 365 Licenses
Rows
Business Basic
Apps
Business Standard
Business Premium
E3
Other
Number of Licences
Documents
One Drive
Share Point
Google Drive
Other
Sharepoint
Internal File Share
External File Share
Other
Teams
Video Conferencing
Shared Documents
Chat
Other
Multi Function Printers
Rows
# of MFP
Managed
Unmanaged
Group 1
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Security Stack
Existing Setup: (in place or Needs to implement)
Rows
Yes
No
Unknown
Needs
HD encryption
email encryption
Rogue Device Detection
Network Device(s) management
Bring your own device policy
MFA solution
Password requirements
Rotation
Complexity
Other
User Education
Phishing
Social Engineering
Other
Do you have spam filtering?
Yes
No
Unknown
Spam Filter Solution
AV Solution
MDR/XDR Solution
SIEM Solution
Do you have local backup?
Yes
No
Unknown
Other
Do you have cloud backup?
Yes
No
Unknown
Other
Web Access Control
URL Filtering
Categories
Whitelist
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Current IT Support
Current IT Provider
Current Support
Break/Fix
Managed
Monthly IT Budget
Current Challenges / Notes
Need to Quote
Rows
Yes
No
Unknown
SASE - Zero Trust
Firewall
Switch
Access Point
Rogue Device Detector
Server
Workstation(s)
Spam Filtering
Password Manager
Office 365
Backup Local
Backup Cloud
Battery Backup
Cabling
User Training
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