Why Take This Assessment?

Technology can drive or delay your business — depending on how it’s managed. This quick assessment will help you identify potential risks, gaps, and opportunities in your current IT setup. Whether you’re looking to outsource, stabilize your systems, or modernize your infrastructure, our goal is to give you clarity before making your next move.

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Name *

First

Last

Email *

Company Name

Industry: *

• Healthcare
• Logistics
• Legal
• Construction
• Ecommerce
• Technology
• Other

Number of Employees: *

• 1-10
• 11-50
• 51-200
• 200+

Locations: *

• Single Office
• Multiple Offices
• Remote Workforce

Number of Servers: *

• 1-2
• 3-10
• 11-50
• 50+

Number of Workstations: *

• 1-10
• 11-50
• 51-200
• 200+

Workstation Operating Systems in Use *

• Windows Server 2012
• Linux
• Linux (Ubuntu 22.04)

Networking: *

• DNS
• DHCP
• Active Directory

Storage & File:

• File Server
• Print Server
• NAS or Shared Drives

Servers Operating Systems in Use *

• Linux
• Windows Server 2012
• Virtualized (VMware / Hyper-V)

Email & Collaboration *

• Microsoft 365
• Google Workspace
• Exchange
• Other

Databases: *

• MySQL
• MSSQL
• PostgreSQL
• MongoDB
• Oracle

Line-of-Business Applications: *

• ERP
• CRM
• Custom software
• Other

Cloud Providers: *

• Azure
• AWS
• Google Cloud
• Other

Web Server: *

• IIS
• NGINX
• Apache

Hosting: *

• On-Premise
• Cloud
• Hybrid

Checkboxes *

• First Choice
• Second Choice
• Third Choice

Firewall (If yes) name the brand: *

VPN Setup *

• Yes
• No

Antivirus/EDR: *

• Yes
• No

Security Policies: *

• Yes
• No

Dedicated Internal Security Team: *

• Yes
• No

Security Awareness Training for Staff: *

• Yes
• No

MFA Enabled: *

• Yes
• No

Operating IT Systems

Backup Type: *

• Cloud
• Local
• Hybrid

Backup Software: *

Disaster Recovery Plan: *

• Yes
• No

Licensing Type: *

• OEM
• Volume
• Subscription
• Mixed

Do you maintain a technology inventory (Hardware & Software)? *

• Yes
• No

Internal IT Team: *

• None
• 1 person
• 2–5
• 6+

IT Pain Points (choose all if apply): *

• Slow response
• Lack of visibility
• Outdated systems
• High costs

Do you currently use databases for analytics? *

• Yes
• No

Do you have dashboards in Power BI, Tableau, or similar tools? *

• Yes
• No

Are you interested in AI solutions such as Chatbots, RPAs, or Virtual Agents? *

• Yes
• No

Do you currently outsource any IT services? *

• Yes, fully
• Partially
• No, all in-house

What is you primary goal for IT in the next 6–12 months? *

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