Walk-through - Managed Services Prospect

• Conducted on

  Date

• Prepared by

• Location
  Address

• Contact Name

• Contact Email

• Contact Phone

• Number of locations:

• Additional Location Notes:

Add Location

• Location Name

• Number of Employees at this location

• Number of Computers at this location

• Number of Servers at this location

• Number of Remote-Only users:

• Is one of the locations a DR site?

  Yes

  No

• DR Site Location

Hypervisor Information

• Is there a Hypervisor in use?

  Yes

  No

• VMware or Hyper-V

  VMware

  Hyper-V

• VMware Version

• Number of hosts?

• Clustered?

  Yes

  No

• OS Version

• Number of hosts?

• Clustered?

  Yes

  No

• Server Details (More detail the better)

Add Server

• Make & Model

• Operating System?

• Age?

• Purpose:? (i.e. DC, Backup, Application)

• Installed Applications: (i.e. QuickBooks, SQL)

• Server Pictures

  Media

• Additional Notes about Server

• Shared Storage?

  Yes

  No

  N/A

• Brand & Type of Shared Storage (include vendor, iSCSI? Fiber Channel?)

• Total Capacity?

• Capacity Used?

• Total Capacity?

• Capacity Used?

• Patches Current?

  Yes

  No

• When were patches last installed?

E-Mail

• On Premise: Yes/No If yes what version:

  Yes

  No

• Email Platform Version? (Exchange Version?)

• How many mailboxes?

• What Platform?

  Select O365 Google (GMail) Hosted Exchange/POP3 (Not O365)

  • O365
  • Google (GMail)
  • Hosted Exchange/POP3 (Not O365)

• How many paid mailboxes?

• License Type? (Microsoft 365 Standard, Business, Business Premium?)

• How many shared mailboxes?

• Are they using OneDrive: Yes/No some users or all users?

  Yes

  No

• All Users

  Some Users

  Few Users

• Are they using SharePoint:

  Yes

  No

• Are they using Skype for Business?

  Yes

  No

• Are they using Microsoft Teams?

  Yes

  No

• Describe how it is being used. (i.e. Meetings, Document Storage, Collaboration?)

• Who are they getting the licenses from: Microsoft direct, another partner, AppRiver?

• Do they have a backup solution for O365?

  Yes

  No

• O365 Backup Solution?

• How many mailboxes?

• How many mailboxes?

• What version of Outlook are the workstations running?

Computers

• Total number of computers organizationally? (Include Desktops & Laptops)

• Number of Desktops

• Number of Laptops

• Are iPad's or Tablets in use?

  Yes

  No

• Are they managed via any technology? (i.e. InTune?)

• Relative age of most computers?

• Windows 10 Computers?

  Yes

  No

• How many?

• Windows 7 Computers?

  Yes

  No

• How many?

• Macintosh Computers?

  Yes

  No

• How many?

Backup

• Current Backup software?

• Describe the backup. (On-premise to disk? Cloud Only?)

• What is the total storage in use that needs to be backed up?

• Can you access logs and see if it has been working?

  Yes

  No

  N/A

• Comment on backup jobs. Successful?

  Yes

  No

  N/A

• Do workstations/laptops contain information not being backed up?

  Yes

  No

• What type of information?

• Existing Datto Customer?

  Yes

  No

  N/A

• On Premise Appliance or Virtual Machine?

  On-Premise Appliance

  Virtual Machine

• Model Information

• Total Capacity?

• Capacity Used?

• Describe anything you can about this configuration.

• Did they buy the appliance or is it part of the service?

Network Infrastructure

Add Switch

• What brand of switch?

• Total number of ports?

• Number of free ports?

• POE?

  Yes

  No

• Additional Switch Notes

Firewall

• What brand of firewall?

• Total number of ports?

• Number of ports free?

• Additional Firewall Notes

Wireless

• What brand of wireless?

• How many access points?

• Additional Wireless Notes

Remote Access

• Terminal Server or Citrix?

  Yes

  No

  N/A

• How is this used?

• Is a VPN setup?

  Yes

  No

• How many uses?

• What do they access once connected?

• Does anyone use GoToMy PC or Equivalent?

  Yes

  No

• Who and why?

Internet Service Provider Information

• ISP Name

• Brief description of connectivity including available bandwidth

Application Information

• Current Anti-Virus?

• Line of Business Applications

• Do any applications use SQL server?

  Yes

  No

  N/A

• Application Name(s)

• SQL Server Version?

General Observations

• Add any notes based on discussions, observation of old equipment, server room challenges, etc.

• Overall, does the environment seem well maintained, is the equipment generally old or new, etc?

• Are they expecting new applications, new offices, new users…?

• Are there areas they have issues, chronic problems