Client Audit Questionnaire Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form. - Step 1 of 10Company Name *Primary Contact Name *Email *Phone *Industry *Number of Employees *Number of Locations *Next1. INFRASTRUCTURE OVERVIEW Network & Connectivity Primary ISP ProviderInternet Bandwidth (Download/Upload)Backup ISP (if any)WAN Type *MPLSSD-WANVPNDirect ConnectOtherNetwork Equipment BrandsManaged WiFi Solution:YesNoIf yes, brand?Number of ModemsNumber of RoutersNumber of SwitchesNumber of Access PointsNumber of Firewalls Server Environment On Premises Servers *Server Operating SystemsWindows ServerLinuxOtherServer OS Version(s)Cloud InfrastructureAWSAzureGoogle CloudOtherOtherVirtualization PlatformVMwareHyper-VNoneOtherOtherHybrid Cloud SetupYesNo Backup Solution Existing Backup Solution *--- Select Choice ---On-PremCloudNoneBackup Solution/VendorBackup ScopeServer(s)Workstation(s)Microsoft 365 AccountsNetwork Attached Storage (NAS)Backup Retention Required2 Years5 Years7 YearsDo you have an existing Disaster Recovery Plan? *YesNo RTO (Recovery Time Objective) *RPO (Recovery Point Objective) *Please provide the existing DRP Drag & Drop Files, Choose Files to Upload PreviousNext2. ENDPOINT MANAGEMENT Device Inventory Workstations WindowsmacOSLinuxWindows VersionsMacOS VersionsLinux Versions Mobile Phones iOSAndroid Tablets iOSAndroidBring Your Own Device (BYOD) PolicyNoYes Growth Windows Business Current Management Existing MDM/MEM SolutionDevice Encryption Status *--- Select Choice ---NonePartiallyFully DeployedPatch Management *--- Select Choice ---NoneAutomatedManualPreviousNext3. IDENTITY & ACCESS MANAGEMENT Primary Identity Provider (IdP) Main IdP *Active DirectoryAzure ADGoogle WorkspaceOktaOtherOtherSingle Sign-On (SSO) Implemented *--- Select Choice ---YesPartiallyNoMulti-Factor Authentication (MFA) *--- Select Choice ---Fully DeployedPartiallyNonePrivileged Access Management *--- Select Choice ---YesNo User Management Total User Accounts *Admin Accounts *Service Accounts *External / Guest Users *PreviousNext4. SOFTWARE APPLICATIONS Core Business Applications Email PlatformMicrosoft 365Google WorkspaceOn-Premises ExchangeOtherOtherProductivity SuiteCRM SystemERP SystemDocument ManagementSaaS Applications (List all with user counts) Line of Business Applications Industry-Specific SoftwareDatabase SystemsDevelopment ToolsCollaboration ToolsPreviousNext5. SECURITY POSTURE Current Security Solutions Please provide the name of the solutions used or enter 'None' if not implemented or currently provided.Endpoint Detection & Response (EDR) *Extended Detection & Response (XDR) *Security Information Event Management (SIEM) *Email Security *Web Filtering *DLP (Data Loss Prevention) *Managed Detection Response Provider (MDR) * Compliance Requirements Industry Regulations *APRA CPS 234PCI-DSSASD Essential EightISO 27001IRAPASD ISMDISPSOCI ActGDPRHIPAANoneOtherOtherDo you currently comply with the above regulations?YesPartiallyNoData Classification *ImplementedNeededNoneCyber-Security Awareness Training *RegularOccasionalNone Incident History Has your organisation had a security breach? *YesNoDate / Time of last Breach *DateTimePlease provide details of the breach *Security Incidents (Last 12 months) *Downtime Events *PreviousNext6. AUTOMATION & AI REQUIREMENTS Current Automation IT Process AutomationWorkflow Automation ToolsScripting/Orchestration AI/ML Interest Areas Predictive AnalyticsYesMaybeNoAutomated Threat DetectionYesMaybeNoHelp Desk AutomationYesMaybeNoPerformance OptimisationYesMaybeNoPreviousNext7. SUPPORT & OPERATIONS Issues with existing support model *VisibilityCommunicationPricingResponse / Resoution TImeTechnical / Knowledge Limitations Current IT Support Model Internal IT Staff *Current MSP/Support ProviderSupport Hours Required *Critical System Dependencies * Service Level Requirements TTR (Time to Response) *TTFR (Time to First Resolution) *SLA Compliance Expectations Support Tickets Incident Count (6-Months) *Service Requests Count (6-Months) *Problems Count (6-Months) *Change Request Count (6-Months) *PreviousNext8. BUDGET & TIMELINE Current IT Spending Annual IT Budget *Current MSP Costs *Hardware Refresh Budget *Software Licensing Costs * Provision Timeline Desired Start Date *Migration Timeline *--- Select Choice ---30 Days60 Days90 DaysCritical Dependencies *Blackout PeriodsPreviousNext9. ADDITIONAL REQUIREMENTS Special Considerations Remote Work RequirementsInternational LocationsSeasonal Scaling NeedsIntegration Requirements Future Plans Growth Projections (12-24 months)Technology InitiativesDigital Transformation GoalsAdditional Comments / Requirements:Submit Questionnaire
