Is Your Business IT Built for Success? Discover with Our Health Check!

IT Assessment Form

Thank you for your interest in our IT Assessment Questionnaire. This brief survey takes only 2–3 minutes to complete and will give you a fundamental overview of your IT environment. If you wish to explore these insights in more depth, we would be happy to discuss them with you. Get started below and take the first step toward a more secure and efficient IT strategy!

1. IT Environment

Which of the following systems or services are critical to your daily business operations? *

  • Email and Communication Systems
  • Corporate Data Access/Storage
  • Security and Firewalls
  • Network Connectivity
  • Cloud Services
  • Data Backup
  • VoIP or Phone Systems

How frequently do you experience technical issues with your IT systems? *Choose

  • Rarely
  • Occasionally
  • Frequently
  • Almost Daily

2. Device Management

What kind of IT Support do you use today? *

  • None
  • Existing employee’s “other” responsibilities
  • Friend or relative (as needed)
  • Local technical firm (as needed when issues arise)
  • Local managed service provider with proactive/preventative services and full business hours OR 24/7 remote support

Are your computers and software regularly updated with the latest security patches and updates in a timely fashion? *Choose

  • Yes
  • No
  • Unsure

3. Email Configuration

Who provides your email? *

  • Choose
    • Microsoft 365
    • Google Workspace
    • Unsure
    • Other

Do you currently have Email Filtering on your inbox for phishing, malware and spam? *

  • Choose
    • Yes
    • No
    • Unsure

Are your company emails backed up to the cloud? *

  • Choose
    • Yes
    • No
    • Unsure

4. Security & Compliance

Do you use a Password Manager to create and store passwords for all employees? *Choose

  • Yes
  • No
  • Unsure

What antivirus do you currently use? *

  • Choose
    • Yes
    • No
    • Unsure

Are you concerned about accidental or intentional data loss from employees?
(e.g. human error, device loss or theft, data theft by employees, sabotage, unauthorized sharing, etc.) *

  • Choose
    • Yes
    • No
    • Unsure

Is your business subject to any IT compliance standards? *
(e.g. HIPAA, CMMC, DFARS, FINRA, NIST 800-171, PCI, GDPR, CCPA, etc.) *

  • Choose
    • Yes
    • No
    • Unsure

5. Backup & Cloud Services

Where is your business data located? *

  • Stored locally on your computer
  • On-premise file server
  • Cloud file sharing service (DropBox; OneDrive; Google Drive; Sharepoint; Egnyte etc)
  • Network Attached Storage (NAS)
  • External hard drive
  • Other

Do you have regular backups of your important data and have you tested your ability to restore them in case of a data loss or breach? *Choose

  • Yes
  • No
  • Unsure

Is your business prepared to handle an extended internet outage or loss of connectivity? *Choose

  • Yes
  • No
  • Unsure

Is your on-premise or cloud-based server infrastructure monitored 24/7 for performance issues, outages or security threats? *Choose

  • Yes
  • No
  • Unsure

6. Results

First and Last Name *
Email Address *
Phone Number *
Company Name *

of Employees

Are you also interested in a free Level 1 Vulnerability Risk Assessment?
Choose Yes No Unsure

Click 'Submit' to view your score and see where you stand. You can also download the report as a PDF.