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IT Questionnaire for Prospective Customers

Technical Questionnaire - Master

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

It allows us to gather important information about your organization and IT 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

Submitter Name
Submitter Name
First Name
Last Name
DMS iTech Representative
DMS iTech Representative
First Name
Last Name

Technical Questions

e.g., Sufficient or insufficient storage? Frequent security incidents? License or regulatory limitations? Slow internet?
e.g., MFA/2FA, antivirus, automated threat hunting, separate WIFI for guest users, phishing campaign training

Cloud Services

e.g., Email, file storage, phone system, remote desktops, remote or web applications
e.g., Microsoft 365, AWS, Google Cloud, Azure
e.g., Excessive time (cost) spent to manage complex file structures, web applications that have saved the company time/resources
e.g., Object, block or file storage.

Licenses and Software

e.g., AI, Outlook or Office Apps, Customer Relationship Management (CRM), Enterprise Resource Planning (ERP), custom applications, time tracking software
e.g., Microsoft 365 NCE, server remote access licenses, backup and digital security services
e.g., Microsoft NCE managed by MSP, enterprise license managed in house, cloud licenses managed by third-party (non primary IT)
e.g., Annual Microsoft NCE licenses which expire on a set date

Networking

e.g., Remote users connect to office via VPN, site-to-site VPN is in use, cloud VPN in use for docker containers, etc.
Do you have a network or site topology diagram available to share with us?

Maximum file size: 8MB

If total size is above 8MB please send the file(s) to your DMS iTech representative via email.
e.g., Can the business still operate during an internet outage?
e.g., 300 Mbps Download & 50 Mbps Upload
e.g., Employees primarily use Wi-Fi, guest users connect to separate SSID, Wi-Fi is not monitored, etc.
1 = Not satisfied at all
5 = Very satisfied

Solutions and Inventory Details

e.g. Mailbox backups, file/storage backups, server infrastructure is or is not backed up off site
e.g., Cell phones and tablets are provided and/or managed, monitored, and secured by the business
e.g., Security cameras, NVRs, PLCs, manufacturing equipment, IoT devices, smart TVs, POS systems, door access systems
e.g., Label printers; high security devices

Maximum file size: 8MB

If not previously provided, please download the Inventory Spreadsheet Template by clicking on the green button below.

DOWNLOAD TEMPLATE

Is there any hardware not included in the inventory spreadsheet?

Additional Inventory Details

Network Devices

e.g., Meraki for main office, Fortinet used in remote locations, etc.
e.g., Three HP switches in "remote location", many non-managed switches for use by end-users in main office, etc.
e.g., Fortinet or Ubiquiti access points used for main office, ASUS used for warehouse, etc.

User Endpoints

e.g., 30x Laptops in main office, 10x Laptops are remote, 20x Desktop Towers, 5x iPads, etc.
e.g., Windows 11; Windows 7; MAC; Linux; Android
e.g., CAD, engineering, high graphics, uncommon ports for special tools (such as dental cameras), etc

Servers

e.g., Two HP servers at main office which are three years old each.
e.g., File server, remote apps or remote desktop, enterprise application, etc.
e.g., Windows Server 2025; Windows Server 2012 R2; Ubuntu; SBC devices
e.g., Direct-attached storage, SAN, NAS

Exclusions

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