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Client IT Infrastructure and Support Needs Assessment

Understanding Your IT, Enhancing Your Business

Thank you for considering Precision Technology Solutions as your managed services provider. This assessment form aims to capture critical details about your IT environment, including hardware, software, network architecture, and support requirements. Your responses will assist us in creating a customized service plan that aligns with your organizational goals and ensures optimal performance and security.
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Name
Can you provide a detailed overview of the hardware and software your organization is currently using, as well as an inventory of all endpoint devices (desktops, laptops, tablets, smartphones) that will need support?
Can you describe your network architecture and any cloud services you are currently utilizing?
What specific IT support services are you currently receiving, and what additional services do you require from a managed services provider?
How many total users will require IT support and services?
Operating Systems:
What operating systems are currently in use across your servers, desktops, and other endpoint devices?
Can you estimate the total amount of data your organization stores, including documents, databases, and backups?
Data Growth Expectations:
What are your expectations for data growth in your organization over the next 1-3 years?
Office Locations:
How many physical office locations does your organization have, and where are they located?
How many employees work remotely, and do they require the same level of support as on-site employees?
What are your required support hours? Do you need 24/7 support, or is support limited to business hours?
Service Coverage:
Are there any specific locations or remote areas that require specialized support or additional resources?
What are your requirements for data backup frequency and storage solutions? Do you need cloud storage, on-premises storage, or a hybrid solution?
What types of firewalls, intrusion detection/prevention systems, and other network security measures do you have in place? (enter N/A if none present in system)
Are there any specialized software applications that require dedicated support or additional licensing fees?
Hardware Refresh Cycle:
What is your planned refresh cycle for hardware, and how frequently do you replace or upgrade endpoint devices and servers?
What is your budget for managed IT services, and are there any specific cost constraints we should consider? Please specify if monthly or yearly.