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Discovering Your IT

Introducing our "Save Money" initiative! Complete the form below to receive a no-cost IT assessment tailored to your business. Answer all the questions to the best of your ability, and our team will provide you with a customized technology solution designed to optimize your infrastructure and save you money. Let's start saving together!

Intial Information

Let's take a moment to get the basics out of the way.

Name*

Job Title*

Company*

Email*

Phone Number*

Type*

As we move forward, what are your preferred method(s) of communication?*

Select all that apply.

Call

Text Message

Microsoft Teams Chat

Current IT Status*

Are your under a contract with your IT provider?*

If you are currently under contract for IT services, when does that agreement end?

Business Goals and Roadblocks

Tell us about the goals your company has for your infrastructure.

What are your goals for the next six months?

What are some of the roadblocks you've been facing with achieving these goals?

Technology

Now, let's focus on the technology your organization has.

How many of your employees use computers in the organization?*

How many computers are there in your office?*

This is the number of computers your company owns whether they are currently being used or not.

Number of Office Locations*

How many Bring Your Own Devices (BYOD) are in use today?*

Number of Physical Servers

Number of Virtual Servers

Do you have servers in Microsoft Azure?*

If you do have virtual servers and they are not in Microsoft Azure, what cloud computing software does your company use?

Corporate Domains

Here we'd like to see a list of all corporate domains. For example: wheelhouseit.com, wheelhouseit.co, wheelhouse.com

Collaboration & Line of Business Applications

Note: In another section, we will ask you to upload a copy of your latest invoice from your email provider. (Microsoft, GSuite, GoDaddy, etc.) This will help us have a full picture of your current IT status.

What is your current email service?*

How many email boxes are in your organization?*

What is your current Collaboration Tool?*

Microsoft Teams

Zoom

Google Meet

Slack

RingCentral Meetings

Other

None

What Line of Business Applications are in use today?

Here we are looking to understand the applications that your team uses daily. The ones that are a MUST have for the company to function. PRO TIP: Don't just think about your department.

What Enterprise Resourcing Planning (ERP) Software is currently in use?

What finance software is in use?

Information Management

Help us understand the current applications your company uses on a day-to-day basis when store files and important information.

Where does the company store internal corporate data?*

On-Premise Server

Cloud Server

Google Drive

OneDrive

SharePoint

DropBox

SAN/NAs

NetApp

Other

Where does the company store client-facing data?*

This is referring to spreadsheets, PDFs, quotes, presentations, etc.

On-Premise Server

Cloud Server

Google Drive

OneDrive

SharePoint

DropBox

SAN/NAs

NetApp

Other

Security & Compliance

Is there a defined Work From Home policy in place?*

Is there a defined Bring Your Own Device (BYOD) policy in place?*

Does your organization provide company-owned mobile devices?*

Phones, iPad, or Tablets via a mobile carrier like AT&T, Verizon, etc.

Is there a defined Backup and Disaster Recovery policy with a Recovery Time Objective in place?*

Do you have a written security policy in place?*

Is there a defined New Hire & Termination policy in place?*

Do you have any Regulatory Compliance needs?*

HIPAA

CMMC

PCI DSS

FINRA

GDPR

FERPA

Other

I'm not sure

None

When did you last train your employees on proper cybersecurity protocols?*

Does your company have Multi-Factor Authentication enabled for email?*

Do you currently have cyber-liability insurance?*

Internet and Phone Providers

Note: In another section, we will ask you to upload a copy of your latest invoice from your internet provider (AT&T, Comcast, Verizon, Spectrum, etc). This will help us have a full picture of your current IT status.

What internet service provider(s) is your organization using today?

PRO TIP: If you have multiple offices, don't forget about them. We want to understand the whole picture.

What VoIP or On-Premise Telephone Solution(s) are in place?

PRO TIP: If you have multiple offices, don't forget about them. We want to understand the whole picture.

Additional Feedback

In the CEO's opinion, what is the most important project IT should be working on?

Take a moment to list current pain points that revolve around IT.*

There is no pain point too small or big to list here. The more we understand, the better we can evaluate your current situation. Feel free to use this section to vent. Honestly, the more we understand the better we can help!

Phone

This field is for validation purposes and should be left unchanged.

Services

Solutions

Microsoft 365

Microsoft Azure

Industries

Security

Compliance

Company

Contact

Locations

Discovering Your IT

Intial Information

Business Goals and Roadblocks

Technology

Collaboration & Line of Business Applications

Information Management

Security & Compliance

Internet and Phone Providers

Additional Feedback

Contact Support

Links

Contact Sales

Social

Locations

Discovering Your IT

Intial Information

Business Goals and Roadblocks

Technology

Collaboration & Line of Business Applications

Information Management

Security & Compliance

Internet and Phone Providers

Additional Feedback

Contact Support

Links

Contact Sales

Social

Let's Start a Conversation