Client IT Needs Assessment

Your Name (required)

Your Email (required)

Company Name

1. What are your current challenges or risks with IT or cybersecurity?

We’re worried about getting hacked or losing files, but we don’t know much about what cybersecurity measures we should take.

We’ve had some phishing attempts and spam issues, and we want to make sure client data is safe, especially with remote work.

We’re concerned about sophisticated attacks and maintaining compliance with industry standards. We’d like more proactive security monitoring.

More Information:

2. How would you describe your business’s maturity level in terms of technology and risk management?

We’re just starting to think about this seriously. Most of our processes are pretty manual.

We have some systems in place but could use guidance in making them more efficient and secure.

We’re well-established but need expert help to keep our security measures up-to-date and compliant with regulations.

More Information:

3. What goals do you hope to achieve with IT support?

We’d like everything to just work smoothly without needing much technical knowledge on our part.

We want consistent, reliable service and would like our IT systems to support business growth.

We’re looking for strategic IT support to help us innovate and stay ahead in security, performance, and compliance.

More Information:

4. What specific outcomes do you want to see from our services?

Just reliable tech support and protection from major threats.

We’d like efficient systems, minimized downtime, and strong cybersecurity protocols.

Regular security audits, compliance support, and a roadmap to help us stay ahead of technological trends.

More Information:

5. Are there any critical tasks you need us to prioritize or areas where we should focus?

We’d need help setting up basic security measures and making sure our files are backed up.

Email security and improving remote access for employees are our top priorities.

Data encryption, advanced threat detection, and compliance with industry regulations are critical for us.

More Information:

6. What would a successful partnership with an IT provider look like to you?

Getting things fixed quickly when they break and having someone to guide us when we have tech questions.

Clear communication, proactive support, and guidance on best practices.

A highly collaborative approach where you’re an extension of our team, offering proactive, strategic insights.

More Information:

7. Which current systems and tools are essential to your business?

Just basic software like email, document storage, and a simple accounting tool.

Our CRM, cloud storage, and Microsoft Office suite are critical.

A range of specialized software, including ERP, data analytics, and secure cloud services.

More Information:

8. Are there particular times or events when you need extra support?

Just general support for now, no specific times.

Yes, month-end reporting and quarterly reviews are key times when we may need additional support.

High-traffic periods, fiscal year-end, and regulatory audits are times we’d need extra support.

More Information:

9. How much internal IT support or technical knowledge does your team already have?

None, we rely entirely on external support.

We have a part-time IT consultant, but not enough capacity to handle security and regular maintenance.

We have an IT team, but we’re looking for specialized expertise and additional support on high-priority projects.

More Information:

10. How important is scalability and flexibility in your IT support?

We’re a small business, so we don’t expect to scale much right now.

Fairly important—we’re growing and need to add users or tools as we expand.

Very important. We need a scalable infrastructure that grows with us and can adapt to complex demands.

More Information:

11. What expectations do you have about service pricing, especially with respect to added value or customizations?

We’re looking for affordable, transparent pricing without extra surprises.

We’re willing to pay for added value, like training or security, but we need predictable pricing.

We expect to pay more for advanced features and customizations, but we need a clear ROI and a strong case for each added service.

More Information:

12. Are there budget considerations or approvals needed for adjusting your support plan?

Yes, we have a tight budget, so any increase would need approval.

We have a set budget but may be able to adjust it if needed.

We’re flexible, but significant adjustments need to be justified to our finance team.

More Information:

13. Do you have any preferences or requirements around contractual terms, like service inclusions and exclusions?

A simple, clear contract would be great so we know exactly what’s covered.

We’d like a detailed breakdown of inclusions and exclusions so we’re clear on the scope.

We require a detailed SLA with specific service descriptions, including response times and compliance standards.

More Information:

14. Are there specific regulatory or compliance standards we should consider when defining our services?

None that we know of, but we’d like to follow best practices for data security.

We need to comply with specific regulations like GDPR or PCI-DSS for client data security.

We’re in a highly regulated industry (e.g., healthcare, finance) and need strict compliance with industry standards.

More Information:

15. Do you have a plan for disaster recovery or business continuity? If so, what does it include?

We don’t have a formal plan, but we back up files regularly.

We have a plan, but it’s not comprehensive. We need help updating it to cover all key areas.

We have a comprehensive disaster recovery plan, but we want to ensure it’s aligned with current best practices.

More Information:

16. How often would you like to receive performance reports or security updates?

We only need occasional updates when something major happens.

Quarterly reports would be great to keep track of progress and any issues.

We need monthly reports with detailed analytics on security, system performance, and improvements.

More Information: