Business Questionnaire

Business Questionnaire for Prospective Customers

Business Questionnaire - Master

This Business Questionnaire is part of DMS iTech’s assessment process for prospective customers.

It allows us to gather important information about your organization and business environment, including details that cannot be fully captured through a technical assessment alone.

All information provided is kept confidential and used solely for assessment and planning purposes.

We ask that you answer as many questions as possible, to the best of your knowledge - partial information is perfectly acceptable.

Your responses help us better understand your needs and ensure any recommendations or next steps are aligned with your environment.

Customer Information

Business Name

Submitter Name

First Name

Last Name

Submitter Phone

Submitter Email

DMS iTech Representative

First Name

Last Name

Current Objectives

What are the primary business objectives, and how does the IT infrastructure or resources support them?

Does the company have cyber insurance? If so, would you allow us to review the current policy and coverage?

What kind of IT support does the business currently utilize (in-house team, outsourced, hybrid support)?

What are the greatest challenges with the current IT provider?

What are the company’s greatest challenges relating to IT?

What was the approximate, previous IT budget?

Operations

What are the business regulatory or compliance requirements?

e.g., Cloud storage locations restricted to Canada, HIPAA, uptime requirements

What dependencies does the company have on technology?

e.g., Communication; File Storage; Building access; Hand Scanners; AI Chatbots; eCommerce; Learning System; Cloud services; Customer Relationships; Vehicle tracking

How many total users (employees) does the business have?

Users are defined as: Employees who require the use of technology

How many locations does the business have?

Include all locations with technology

What processes are in place for onboarding and offboarding employees regarding IT access?

e.g., New user onboarding forms; Retention policy for old user data and mailboxes

Is there a formal security policy for employees, and when was it last updated?

e.g., Formal acceptable usage policy for browsing the internet

Does the company have a written business continuity plan (BCP) that consists of service recovery and disaster recovery plans (DRP)?

A BCP or DRP is: A documented strategy to resume essential functions during and after a disaster, such as cyberattacks, natural disasters, or pandemics

Has the business experienced any security incidents in the past? If so, how were they handled and by who?

Future Objectives

What are the company’s growth plans for the next 12–18 months and how does technology fit or support them?

How does the company plan to achieve its growth?

What are the planned future IT goals or projects (upgrades, migrations, new solutions)?

e.g., Replace server hardware; Migrate to the cloud; Expand storage availability; Deploy new software

What are the most important things IT needs to focus on to support the company business plans – both current & future?

Are there specific pain points or challenges you’re looking to address with the IT infrastructure or resources??

Additional Information

Please include any other business information you think we may need.