CO Needs Assessment

Your Information
Name of Business	*
Number of Employees	*
Industry	*
Your Name	*
Your Title	*
Your Email	*
Postal/Zip Code	*
Your Phone #	*



Business Related
1. What is your current support model? Internal employee(s) Outsourced - Reactive (i.e. break/fix) Outsourced - Proactive (i.e. systems monitored, automated and preventative maintenance)
If you selected Internal employee(s) please specify how many you have:

2. Do your end-users currently have access to a helpdesk for their desktop issues?	*	Yes No

3. What is your satisfaction level with your technology on a scale of 1-10? (1 is low, 10 is high) 1 2 3 4 5 6 7 8 9 10

4. Do you have any immediate technology concerns? (i.e. security, training, SPAM, data backup, etc.) Please list any concerns you have.

5. How are your communication systems functioning on a scale of 1-10? (1 is poorly, 10 is perfectly)
Voice 1 2 3 4 5 6 7 8 9 10
Email 1 2 3 4 5 6 7 8 9 10
Website 1 2 3 4 5 6 7 8 9 10

6. Do you have a specific line of business application (web-based / client-server)? Yes No
If yes, please list:

7. What customer relationship management (CRM) system do you use for sales management and/or customer support?

8. What accounting software do you use?



Technical Related
9. How many computer users do you have – laptops/desktops?
Total Users *
Laptops *
Desktops *

10. How many network devices do you have?
Physical Servers
Virtual Servers
Printers
Firewall
Other Devices

11. Is your IT infrastructure currently monitored 24 x 7? Yes No
If yes, do you receive a monthly executive summary report on IT performance?		Yes No
12. How much corporate data requires backup (in GBs)?

13. How do you currently backup your data?


14. How many email users do you have?

15. How many Blackberry/mobile device users?

16. How many locations (and if you have multiple location, how many users per location) do you have?

17. Rate your dependence on technology (scale 1-10) (1 is none, 10 is highly reliant) 1 2 3 4 5 6 7 8 9 10

18. Would you consider ‘going virtual’ with your future hardware and software needs or to replace aging systems over time? (i.e. virtual server, desktop, applications, hosted Microsoft Exchange) Yes No

19. Do you ever have problems with SPAM? Yes No
If yes, what % of your email is SPAM?



Financial Related

20. Estimate how much you spend (monthly or annually) for technology service and support:

21. Do you budget for technology? Yes No

22. Have you done capacity planning – spending projections? Yes No

23. Do you have a disaster recovery plan in place? Yes No

24. Do you have an Information Security Program (policies & procedures) to safeguard corporate, client and personal data? Yes No

25. Do you have any regulatory compliance requirements?

Security Code	*