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 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 * CRM (IdP) Training 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
