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Assessment

Home
Services
About
Contact
Assessment

Home
Services
About
Contact
Assessment

Home
Services
About
Contact
Assessment

Home
Services
About
Contact
Assessment

Free IT Assessment

Take our short 18-question survey (just 5 minutes) and get a personalized IT assessment with insights into your current setup, including areas where there may be opportunities for improvement.

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Step:

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Contact Information

Name*

Email*

Phone Number (Optional)

Business (Optional)

Company Snapshot

How many employees are at your company?*

Fewer than 20 20–100 101–500 501–1000 1001+

Does your company have multiple offices/sites/locations?*

No, we operate from a single location Yes, 2–3 Yes, 4–10 Yes, 11–20 Yes, 21+

Are systems, tools, and applications standardized across all company offices and sites?*

Yes, all sites use the same vendors, systems, and processes Somewhat; certain standards exist, but sites vary No, each site uses their own tools and vendors Not sure

Who typically sets up new technology or vendors at each location?*

A central IT team handles all technology/vendor setups Each location manages its own technology/vendor needs A mix; some things are handled centrally, others locally Not sure

Who manages technology-related vendors? (software, hardware, internet, etc.)*

IT Director or Manager Head of Operations Office Manager or Admin CFO/Finance CEO/Leadership No one in particular / varies by location

Are technology vendors managed under a single corporate account or separately?*

Single corporate/vendor account Separate accounts by team/location A mix of both Not sure

IT Support Structure

Do you currently have dedicated IT support?*

Yes, we have an in-house IT team Yes, in-house head of IT with an outsourced vendor Yes, we fully outsource IT to a vendor or MSP No, tech-savvy employees handle IT No, IT is handled ad hoc by leadership/admins

How would you describe your new hire onboarding and employee offboarding process for IT?*

Fully standardized with checklists for both Mostly consistent but varies at times / there’s a checklist we try to follow Each department/location handles their own Ad hoc or case-by-case Often delayed or inconsistent / no formal process in place Not sure

Devices and Systems

What types of computers or other devices do employees use? (Select all that apply)*

Windows laptops/desktops MacBooks or iMacs iPads or iPhones Android tablets or phones Chromebooks Other

Are these devices standardized across all company locations?*

Yes, standardized across the organization Varies by role, team, or site Not standardized Not sure

Do you use any of the following tools to manage or track devices? (Select all that apply)*

Remote Monitoring and Management (RMM) Mobile Device Management (MDM) Endpoint Detection & Response (EDR) Asset inventory/tracking system None Not sure

Infrastructure and Tools

How would you describe your current IT infrastructure?*

Primarily cloud-based (Google Workspace, Microsoft 365, etc.) Primarily on-premises (servers, internal file shares, etc.) Hybrid cloud/on-prem Not sure

How are user accounts and logins managed across apps/systems?*

Centralized system (Azure AD, Google Workspace, Okta, etc.) Each app/system managed separately A combination Not sure

How often are software updates or patches applied to systems?*

Automatically and regularly Manually when needed Rarely or inconsistently Not sure

Security

Do you use Multi-Factor Authentication (MFA) for key apps/systems?*

Yes, for all For some No Not sure

Do you have regular data backups and a disaster recovery plan?*

Yes, both Only backups (no recovery plan) Neither Not sure

Has your company experienced a cyberattack or data breach in the last 2 years?*

Yes No Not sure

IT Health and Final Thoughts

Do employees experience frequent IT issues (slow systems, access issues, etc.)?*

Yes, regularly Occasionally Rarely Never Not sure

What’s your biggest IT concern or challenge right now?*

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Email: [email protected]

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