Technology Assessment
Date
*
-
Month
-
Day
Year
Date
Hour Minutes
AM
PM
AM/PM Option
Assessment Technician
*
First Name
Last Name
Site Details
Company Name
*
Primary Contact
*
First Name
Last Name
Primary Contact Email
*
example@example.com
Locations
*
Network Details
Primary ISP
*
Primary ISP Info
*
Please Select
Fiber
Coax
DSL
Satellite
Cellular
Static IP Address?
*
Please Select
Yes
No
Not Sure
Secondary ISP
Secondary ISP Info
Please Select
Fiber
Coax
DSL
Satellite
Cellular
Static IP Address?
Please Select
Yes
No
Not Sure
Does the Site have the following?
*
Network Closet
Firewall
Switch
Access Point
Other
Hardware Details
Does the Site have the following hardware?
*
Desktops
Laptops
Tablets/Mobile Devices
Printers
Scanners
NAS
Server
Workstation Count
*
Server Count
*
Printers - List Them All
Software Details
Does the Site have the following software?
*
POP/IMAP Email
Microsoft 365
Microsoft OEM
Google Workspace
Dropbox/File Sharing System
Accounting (i.e. Quickbooks)
N/A
Are there any mapped drives?
*
Yes
No
List the critical or top software used by the organization
*
Security Details
Does the site have the following device security?
*
Anti-Virus
Anti-Malware
Anti-Ransomware
Device Encryption
Mobile Device Management (MDM)
Onsite Full Image Based Backups
Offsite Full Image Based Backups
2 Factor Authentication (2FA)
Password Management Software
Password Policies
None
Does the site have the following domain & email security?
*
Domain External
Spam Filter
O365 Backups
Email Encryption
Email Backups
DNS / WebSite Blocking
E-Mail DMARC
E-Mail SPF
E-Mail DKIM
None
Does the Site have the following Network and Site Security?
*
Locked Network Closet / Data Cener
Domain
Guest Network / WiFi
VPN - Virtual Private Network
DNS / WebSite Blocking
Intrusion Detection and Prevention
None
Does the Site have any Compliance Requirements?
*
HIPAA (Health Insurance Portability and Accountability Act)
PCI DSS (Payment Card Industry Data Security Standard)
NIST (National Institute of Standards and Technology)
SOC 2 (Service Organization Control 2)
SOX (Sarbanes–Oxley Act)
CMMC (Cybersecurity Maturity Model Certification)
None
Other
Note any other issues or concerns you see
Phone Details
Does the Site have the following?
*
POTS Phones System
POTS Faxing
VOIP Phones System
PBX Phone System
Fax to Email / eFaxing
Over-head Paging
Over-head Chime or
None
Other
Select the Types of Phones Used
*
Desk Phone
Wireless \ Cordless Phone
Forwarding to Cell Phone
Conference Room
Web Phone App
Computer App
IOS / Android App
Other
How many total phones?
*
Site Photos
File Upload
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Save
Submit
Should be Empty: