Name of Business
Address
City, State Zip
Phone
Email
Preferred Method of Contact?
How many employees do you have?
How many computers do you have?
How many printers do you have?
What operating system are you
running?
If more than one explain the
configuration as best you can.
What major applications do you run?
(Check all that apply)
MS
Office 97
Visio
MS Office XP
Quickbooks
MS
Office 2003
MS
Office 2007
Other
What are you major daily/weekly
problems with your computer systems?
Do you feel comfortable with the
technology you have in place and feel you are using it properly?
Explain
Does your staff feel comfortable
with the technology you have in place and feel you are using it
properly? Explain
What do you feel are your biggest
technology needs?
What is your annual budget for
technology?
When was the last time you invested
in newer technology?
Do you have a written system in
place for training?
Job descriptions?
HR procedures?
Do you have a data problem? You
don't know where it all is, enter it in multiple places, don't know
how to use it once it is someplace? Explain
What is most frustrating you right
now with your business process or technology setup? Explain
Any additional items you want to discuss when evaluating your business
process?
Date and time you would be available
to go over the items on this form?
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