IT Assessment

Infrastructure & Environment

Servers, desktops, laptops, firewalls, switches
Infastructure
Operating Systems
Explain any older systems in use

IT Management & Support

In-House, Out-Sourced?
What are your hours of operation and support requirements (e.g., 24/7)?
Are you currently under any managed services agreements?

Security & Compliance

Security
Conduct Regular
Are you subject to any compliance standards (e.g., HIPAA, GDPR, PCI-DSS)?
What is your backup and disaster recovery strategy?
Do you have a defined incident response plan?

Cloud Services

Are you using cloud services (e.g., Microsoft 365, Google Workspace, AWS, Azure)?
Do you host any critical applications in the cloud?
Are there plans to migrate more systems to the cloud?
What is your current cloud cost structure and usage level?

Software & Applications

What are the core business applications you rely on daily?
Are there any performance or compatibility issues with current software?
Are licenses and subscriptions up to date and monitored?
Are any custom or industry-specific applications in use?

Users & Devices

How many users and devices are currently supported?
Are there remote workers or multiple office locations?
How are devices managed (e.g., MDM, endpoint management)?
What is your employee onboarding/offboarding process from an IT perspective?

Monitoring & Reporting

Do you track devices or Employee conduct online?
Do you monitor system uptime, performance, or security events?
Is there documentation of your current IT infrastructure and policies?
Are regular reports generated for IT performance or compliance?

Growth, Budget & Future Plans

Are there any planned changes, expansions, or upgrades in the next 6–12 months?
What is your current IT budget and allocation strategy?
Are you looking to reduce IT costs or improve efficiency?
Do you have plans for automation, digital transformation, or AI integration?

Contracts, Vendors & Licensing

Do you have vendor contracts for telecom, licensing, hosting, etc.?
When do your key contracts renew or expire?
Do you require vendor management or procurement services?

IT Pain Points

What IT issues are most disruptive to your operations?
Have you experienced any recent security incidents or data loss?
Are there frequent support tickets or recurring technical problems?