Discover Your IT - WheelHouse IT

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Discovering Your IT

At WheelHouse IT, we prioritize understanding your business to tailor our services effectively. Please take a moment to complete the form below, enabling us to gain insights into your specific needs. Upon submission, your information will be securely transmitted to our team for evaluation. We will then craft a customized technology package that precisely aligns with your business requirements. For any questions or assistance, feel free to reach out—we're here to support you throughout the process!

Intial Information

Let's take a moment to get the basics out of the way.

Name*

Job Title*

Company*

Email*

Phone Number*

Type*

As we work together, what are your preferred method(s) of communication?*

Select all that apply.

Call

Text Message

Microsoft Teams Chat

Current IT Status*

Are your under a contract with your IT provider?*

If you are currently under contract for IT services, when does that agreement end?

Business Goals and Roadblocks

Tell us about the goals your company has for your infrastructure.

Take a moment to list current pain points that revolve around IT.*

There is no pain point too small or big to list here. The more we understand, the better we can evaluate your current situation. Feel free to use this section to vent. Honestly, the more we understand the better we can help!

What are your goals for the next six months?

What are some of the roadblocks you've been facing with achieving these goals?

In the CEO's opinion, what is the most important project IT should be working on?

Technology

Now, let's focus on the technology your organization has.

How many of your employees use computers in the organization?*

How many computers are there in your office?*

This is the number of computers your company owns whether they are currently being used or not.

Number of Office Locations*

How many Bring Your Own Devices (BYOD) are in use today?*

Number of Physical Servers

Number of Virtual Servers

Do you have servers in Microsoft Azure?*

If you do have virtual servers and they are not in Microsoft Azure, what cloud computing software does your company use?

Corporate Domains*

Here we'd like to see a list of all corporate domains. For example: wheelhouseit.com, wheelhouseit.co, wheelhouse.com

Collaboration & Line of Business Applications

Note: In another section, we will ask you to upload a copy of your latest invoice from your email provider. (Microsoft, GSuite, GoDaddy, etc.) This will help us have a full picture of your current IT status.

What is your current email service?*

How many email boxes are in your organization?*

What is your current Collaboration Tool?*

Microsoft Teams

Zoom

Google Meet

Slack

RingCentral Meetings

Other

None

What Line of Business Applications are in use today?

Here we are looking to understand the applications that your team uses daily. The ones that are a MUST have for the company to function. PRO TIP: Don't just think about your department.

What Enterprise Resourcing Planning (ERP) Software is currently in use?

What finance software is in use?

Information Management

Help us understand the current applications your company uses on a day-to-day basis when store files and important information.

Where does the company store internal corporate data?*

On-Premise Server

Cloud Server

Google Drive

OneDrive

SharePoint

DropBox

SAN/NAs

NetApp

Other

Where does the company store client-facing data?*

This is referring to spreadsheets, PDFs, quotes, presentations, etc.

On-Premise Server

Cloud Server

Google Drive

OneDrive

SharePoint

DropBox

SAN/NAs

NetApp

Other

Internet and Phone Providers

Note: In another section, we will ask you to upload a copy of your latest invoice from your internet provider (AT&T, Comcast, Verizon, Spectrum, etc). This will help us have a full picture of your current IT status.

What internet service provider(s) is your organization using today?*

PRO TIP: If you have multiple offices, don't forget about them. We want to understand the whole picture.

What VoIP or On-Premise Telephone Solution(s) are in place?*

PRO TIP: If you have multiple offices, don't forget about them. We want to understand the whole picture.

End-of-Life (EOL) Systems

EOL (End-of-Life) refers to hardware, software, or systems that are no longer supported by the manufacturer, meaning they no longer receive updates, security patches, or technical support, which can lead to security vulnerabilities, compatibility issues, and compliance risks. We aim to identify any End-of-Life (EOL) systems during the sales process to ensure full transparency and help you plan for potential upgrade costs. This proactive approach allows us to assist with budgeting and avoid unexpected expenses during your onboarding, ensuring your infrastructure remains secure, compliant, and up to date.

Do you have any EOL (End-of-Life) systems?*

If your answer is yes, please proceed to fill out the remaining questions of this section.

Please describe the EOL systems you are aware of:

How old are the majority of your critical systems (servers, firewalls, switches, etc.)?*

Do any of your systems rely on older software or hardware for compatibility?*

Are you open to discussing budget considerations for proactive updates to EOL systems?*

Security & Compliance

Is there a defined Work From Home policy in place?*

Is there a defined Bring Your Own Device (BYOD) policy in place?*

Does your organization provide company-owned mobile devices?*

Phones, iPad, or Tablets via a mobile carrier like AT&T, Verizon, etc.

Is there a defined Backup and Disaster Recovery policy with a Recovery Time Objective in place?*

Do you have a written security policy in place?*

Is there a defined New Hire & Termination policy in place?*

Do you have any Regulatory Compliance needs?*

HIPAA

CMMC

PCI DSS

FINRA

GDPR

FERPA

Other

I'm not sure

None

When did you last train your employees on proper cybersecurity protocols?*

Does your company have Multi-Factor Authentication enabled for email?*

Do you currently have cyber-liability insurance?*

Document Uploads

In this section, we will ask for a few documents to be uploaded. While none of these are mandatory for the discovery process, each uploaded document will help our expert team better qualify your needs. We understand each business is unique; we pride ourselves in custom curating a solution to your needs.

Office Floor Plan

If you have an office floor plan, please share it here.

Drop files here or

Max. file size: 64 MB.

Current Network Room Setup

Here we are looking for any photos of your network room. This will help us to visually identify items that may have been missed in our conversations. Should we come on-site during the discovery process, our team will take photos.

Drop files here or

Max. file size: 64 MB.

Internet Service Providers Invoice(s)

Please provide a PDF of your latest Internet Service Provider(s) invoices or contracts.

Drop files here or

Max. file size: 64 MB.

Email and Cloud Service Invoice(s)

Please provide a copy of your latest invoice(s) for your email and cloud services. i.e., Ofice 365 invoice, Azure invoice, AWS invoice, G-Suite invoice, etc.

Drop files here or

Max. file size: 64 MB.

VoIP / Phone Invoices

Please provide your latest VoIP/office phone invoice(s).

Drop files here or

Max. file size: 64 MB.