Walk-through - Managed Services Prospect

• Site conducted

  Select

• Conducted on

  Date

• Prepared by

• Location
  Address

• Contact Name

• Contact Email

• Contact Phone

Site Pictures

• After taking site pictures, upload them to cb20 SharePoint Intranet > Networks > Customer Name > Walkthrough > Pictures. Paste the link to the pictures below.

• Link to Site Photos:

Compliance / Regulatory

• Does the business need to follow any state / federal or industry standard compliance or regulation (i.e. PCI, HIPPA, etc.)

  Yes

  No

• List the compliance / regulations

• Name of compliance partner.

• How often do they need to renew / audit?

Business Scope

• Describe the Business. What products / services do they deliver to their customers?

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

• Are there areas they have issues, chronic problems

• On a scale from 1 to 10, how would you rate your employees technical aptitude? (10 = highly proficient, 1 = barely know how to turn computer on)

Line of Business Applications

• What applications are used on a daily basis to conduct business?

• Is Microsoft SQL Server in-use for any of the applications that were listed?

  Yes

  No

Phones

• What type of phone system (cloud vs on-premise)?

• VoIP of Analog Cabling?

• Fax Machines on Site (including copiers that have fax capability)?

  Yes

  No

Cyber Security

A/V Malware

• What antivirus / malware protection products are being used?

MFA

• Is MFA used within the environment?

  Yes

  No

• Type

  Select Email VPN MFA for Admin MFA for Specific Apps

  • Email
  • VPN
  • MFA for Admin
  • MFA for Specific Apps

• What technology is used to implement? (i.e. Microsoft, Duo, Other)

• Is conditional access configured?

  Yes

  No

  N/A

• Mechanism for Approval

  SMS

  Authenticator App

  E-Mail

  Phone Call

  Unknown

Locations

• Number of locations:

• Number of Remote-Only users:

Add Location

• Location Name

• Number of Employees at this location

• Number of Computers at this location

• Number of Servers at this location

• Additional Location Notes:

• Is one of the locations a DR site?

  Yes

  No

• DR Site Location

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?

• Macintosh Computers?

  Yes

  No

• How many?

• What technology is used to manage the Mac (if any?)

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)

Server Information

• Total number of physical servers

• Total number of virtual servers

Add Server

• Make, Model & Serial

• Operating System?

• Age?

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

• Installed Applications: (Add/Remove Programs Screenshot would be helpful)

Shared Storage

• Shared Storage? (i.e. SAN, NAS)

  Yes

  No

  N/A

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

• Total Capacity?

• Capacity Used?

• Total Capacity?

• Capacity Used?

Patching

• Patch Mechanism? (i.e. RMM, 3rd Party, etc)

• Does patching include servers & workstations?

• Patch frequency?

• Are 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

  Yes

  No

• Are they using SharePoint:

  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?

Video Conference Technology

• Are they using a Video Conferencing Technology?

  Yes

  No

• What platform(s)?

  Select Microsoft Teams Zoom WebEx GoToMeeting Other

  • Microsoft Teams
  • Zoom
  • WebEx
  • GoToMeeting
  • Other

• Is it used in designated spaces (i.e. Only conference rooms? Deskside? Both?)

Backup

• Current Backup software?

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

• Current backup size?

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

  Yes

  No

  N/A

• Comment on backup jobs. Successful?

  Yes

  No

  N/A

• Is data stored on workstation/laptop being protected?

  Yes

  No

• Mechanism for protecting local computer data?

• Existing Datto Customer?

  Yes

  No

  N/A

• On Premise Appliance or Virtual Appliance?

  On-Premise Appliance

  Virtual Appliance

• Model Information

• Total Capacity?

• Capacity Used?

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

Network Infrastructure

Switch Information

• List switch details (i.e. brands, quantities, general port count, PoE, etc.?)

Firewall Information

• List firewall details (i.e. Brands, quantities, etc.)

Wireless Information

• List wireless details (i.e. brand, number of APs, etc.)

Remote Access Solution

• Is there a remote access solution? (i.e. Remote Desktop Server)

  Yes

  No

• Please describe the solution. (How many users? What is it used for?)

• Is a VPN setup?

  Yes

  No

• Approximately how many users use VPN?

• What do they access once connected?

• Does anyone access the desktop of their remote computer?

  Yes

  No

• Who and why?

Internet Service Provider Information

• ISP Name

• Brief description of connectivity including available bandwidth

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?