IT Assessment – IT Support LLC

Free Network Environment Assessment

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Personal Information

Your Name *

Company Name *

Business address where services will be provided *

Suite number, etc.

City *

State/Province *

ZIP Code *

Country

Email Address *

Phone Number *

1. Business Context (Start Here – Non Technical)

We want to understand how the network supports the business, not just what gear your network has.

What does your company do, and how does technology support day to day operations?

How many employees do you have today, and how many rely on IT systems? *

Are there any upcoming changes (growth, mergers, new locations, remote staff)?

What is working well with your current IT setup?

What prompted you to explore a new IT provider now?

2. Network Overview & Architecture

We’re only gathering a high-level map, not doing a deep audit.

How many physical locations do you have?

Are locations connected via VPN, SD WAN, or something else?

Approximate number of: *Servers (on prem, cloud, or hybrid)?Network devices (firewalls, switches, wireless access points)?

Who designed the current network, and when was it last refreshed?

Is there network documentation (diagrams, IP schema, credentials)?

3. Internet, Firewalls & Wireless

Connectivity issues directly impact productivity.

Who provides your internet service(s), and do you have redundancy?

What firewall(s) are in place (brand, approximate age)?

Is there centralized firewall management?

Any recurring internet or Wi Fi complaints from staff?

Is guest Wi Fi separated from the corporate network?

4. Servers, Cloud & Critical Systems

The following questions will help us reveal risks and complex issues fast.

Are you running on prem servers, cloud services, or both?

What are your mission critical systems (ERP, line of business apps)?

Are servers virtualized? If so, using what platform?

Any systems that cause frequent issues or downtime?

Are any systems vendor managed or unsupported?

5. Security & Risk Management (Crucial)

This is where our IT service value is often the clearest.

Do you have any regulatory or compliance requirements (HIPAA, PCI, CMMC, etc.)?

Is security awareness training provided to employees?

6. Backup, Disaster Recovery & Business Continuity

This is a must ask area for us to understand a global grasp of how your data is backed up.

How is data backed up today (local, cloud, both)?

What data is considered most critical?

How often are backups tested?

Has recovery ever been attempted?

Do you have: *A disaster recovery plan?A documented recovery time objective (RTO)?

If your main server went down tomorrow, how long could the business operate?

7. User Environment & Devices

This impacts support load. By asking, we are wanting to understand the overall load on bandwidth, the firewall and the rest of your network resources.

How many endpoints (PCs, laptops, Macs)?

Are devices standardized?

Who owns devices—company or employee?

Are mobile devices managed (MDM)?

Any challenges supporting remote or hybrid users?

8. Current IT Management & Pain Points

These questions help us understand what changer or improvements you might be seeking.

Who currently handles IT (internal staff, another MSP, consultant)?

What do employees complain about most?

How are IT issues reported and tracked?

What would “great IT support” look like to you?

9. Access, Documentation & Transition Readiness

These questions will help us gauge any potential onboarding complexities.

Is there centralized access management?

Are admin credentials stored securely?

Is documentation up to date?

Has the current provider agreed to cooperate in a transition?

10. Expectations, Budget & Decision Process

These questions also assist us in understanding further expectations.

What level of IT support are you looking for (basic, fully managed, strategic)?

Are you looking for predictable monthly IT costs?

Who is involved in the decision making process?

What is your target timeline?

IT Network Assessment