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Managed IT Services
Network Survey
Company Name
(Required)
Contact Name
(Required)
First
Last
Contact Email
(Required)
Contact Phone
(Required)
Company Address
(Required)
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Applications & Software
List out any applications and/or software you use.
Application
Purpose
Local or Cloud
Vendor
Notes
Add
Remove
Click the Plus button to add additional rows. Please list one application/software program per row.
What email service do you use?
Are there any other productivity tools you use?
Zoom
Slack
Teams
Dropbox
Adobe Creative
Other
If you use other tools not listed, please list them below
Add
Remove
Antivirus / Endpoint Protection
What antivirus or endpoint protection solution do you use?
Who is your antivirus or endpoint protection managed by?
Backup Solutions
What type of backup do you use?
Local
Cloud
Hybrid
None
What backup software or service do you use?
How frequently do your backups run?
Daily
Weekly
Monthly
Unknown
We don’t have backups
When was the last backup test date?
MM slash DD slash YYYY
Security & Compliance Tools
Do you use multi-factor authentication?
Yes
No
Which MFA systems?
Do you use endpoint detection & response?
Yes
No
Do you use email security and/or spam filtering?
Yes
No
Which email security and/or spam filtering vendor(s)?
Do you use or need compliance requirements?
Yes
No
Unknown
(Ex. HIPAA, PCI, etc.)
Which compliance requirements do you use/need?
Any additional notes or recommendations?
Network Information
Who is your Internet Service Provider (ISP)?
Do you use a static IP Address?
Yes
No
IP Address:
What is your connection type?
Fiber
Cable
DSL
Wireless
Other
If other, what is your connection type?
What is your primary router brand or model?
Router Features:
VPN Support
DUAL WAN
Built-In Firewall
Wi-Fi Capable
Firewall
Do you have a firewall?
Yes
No
Type of firewall hardware?
(Include brand, model, and year)
Type of firewall software?
(Include product)
Is your firewall managed or monitored?
Internally
By Saltech Systems
Not Monitored
Network Switches
Do you have network switches?
Yes
No
What brand(s) / model(s) of network switches?
Location(s) of network switches?
Number of network switches?
Wireless Access Points
Do you have wireless access points?
Yes
No
What brand(s) / model(s) of wireless access points?
Location(s) of wireless access points?
Number of wireless access points?
Are the wireless access points controller-based or standalone?
Controller-Based
Standalone
Do you have guest Wi-Fi available?
Yes
No
Network Cabling & Organization
What cable types are currently in use?
Cat5e
Cat6
Cat6a
FIber
Unknown
How would rate your cable management?
Well-Organized
Needs Improvement
No Central Management
Do you have a network rack or cabinet?
Yes
No
Where is your network rack or cabinet located?
Additional Network Hardware
Do you have a modem?
If yes, include brand, model, and location.
Do you have a NAS / File Server?
If yes, include brand, model, and location.
Do you have a UPS / Backup Power?
If yes, include brand, model, and location.
Monitoring & Management
Do you have network monitoring software in use?
Yes
No
Which network monitoring software do you use?
Which best describes your IT Provider?
In House
External
None
If external, what company is your IT Provider?
What type of remote access setup do you use?
VPN
RDP
None
Any additional notes or recommendations?
Endpoints
Desktops
Quantity
Version
Age
Manufacturer
Enter details for the desktop computers you have.
Laptops
Quantity
Version
Age
Manufacturer
Enter details for the laptop computers you have.
Tablets
Quantity
Version
Age
Manufacturer
Enter details for the tablets you have.
Operating System Overview
What primary operating systems are in use?
Windows 11
Windows 10
macOS
Linux
Chrome OS
Other
What other operating systems do you use?
Are OS updated managed automatically?
Yes
No
Partially
Domain / User Management
Are computers joined to a domain?
Yes
No
What's the domain name?
What user authentication methods are used?
Local Accounts
Active Directory
Azure AD / Entra ID
Other
What other user authentication methods are used?
What user permission policies are used?
Standard Users
Local Admins
Mixed
Any device encryption in use?
BitLocker
FileVault
Not Enabled
Other
What other device encryption is used?
Is screen lock or a timeout policy enabled?
Yes
No
Do you do local backup for workstations?
Yes
No
Lifecycle Management
What's the average age of your workstations?
< 2 years
2 – 4 years
5+ years
Do you have an asset tagging system in place?
Yes
No
Do you have a device replacement policy?
Yes
No
How often do you replace devices?
Do you have spare workstations available?
Yes
No
What type or quality of workstations?
Any additional notes or recommendations?
Servers & Infrastructure
How many servers do you have?
What types of servers do you have?
Physical
Virtual
Cloud
What primary functions do you servers provide?
Domain Controller
File Server
Application Server
Database Server
Remote Desktop Services
Other
What other function does your server provide?
Do you have backups and redundancy in place?
Yes
No
Cloud Service
What cloud file storage options do you use?
OneDrive
Google Drive
Dropbox
Other
What other cloud file storage options do you use?
What critical SaaS applications do you have or use?
Do you have a cloud-to-cloud backup in place?
Yes
No
Printers & Peripherals
Printers
Quantity
Networked?
Manufacturer
Notes
Enter details for the printers you have.
Scanners
Quantity
Networked?
Manufacturer
Notes
Enter details for the scanners you have.
Label Printers
Quantity
Networked?
Manufacturer
Notes
Enter details for the label printers you have.
Remote Work & Mobility
Do you have a remote work policy in place?
Yes
No
What remote access tools are used?
VPN
Remote Desktop
Cloud Apps Only
Does your company issue laptops/devices for remote staff?
Yes
No
Do you have a bring-your-own-device policy in place?
Yes
No
Policies & Documentation
Does IT/Network documentation exist?
Yes
No
Is cybersecurity training provided to staff?
Yes
No
When was the last cybersecurity training performed?
Is a password policy enforced?
Yes
No
Any additional notes or recommendations?
Future Plans or Pain Points
What IT challenges or goals do you have?
Any upcoming projects you have planned?
What your priorities when it comes to IT services?
Cost Savings
Security Improvements
Speed/Performance
Compliance
Modernization
Support Availability
Other
What other priorities are important to you?
Tech Contact Information
Tech Name:
Tech Contact Email
Tech Contact Phone Number
Δ
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