Vector Choice New Customer Site Survey Form AssessmentDate of DiscoveryDate of AssessmentSales Person for Initial Discovery- Select -Ashton DavisBobby SharpeCaroline EnglandJake MitchellStana SteenZach RogersEngineer for Assessment Site Details Company NameFirst NameLast NameContact EmailNumber of SitesNumber of EmployeesNumber of Remote UsersMain | HQ : Address 1Address Line 1Address Line 2CityStateZIP CodeAddress 2Address Line 1Address Line 2CityStateZIP CodeAddress 3Address Line 1Address Line 2CityStateZIP CodeAddress 4Address Line 1Address Line 2CityStateZIP CodeAddress 5Address Line 1Address Line 2CityStateZIP CodeAddress 6Address Line 1Address Line 2CityStateZIP CodeAddress 7Address Line 1Address Line 2CityStateZIP CodeAddress 8Address Line 1Address Line 2CityStateZIP CodeAddress 9Address Line 1Address Line 2CityStateZIP CodeAddress 10Address Line 1Address Line 2CityStateZIP Code Network Details ISP InfoFiber Yes No Can't FindCoax Yes No Can't FindDSL Yes No Can't FindSatellite Yes No Can't FindCellular Yes No Can't FindISP Provider CompanyDoes Site have Static IP? Yes No Can't FindSite IP AddressDoes the Site have the following? Network Closet Firewall Switch Access Point OtherDoes the Network Closet have the following? UPS \ Battery Backup Network Rack - Floor Standing Network Rack - Cabinet Network Rack - Wall Hanging Cable Organization Unused Equipment AC \ Ventilation OtherFirewall Brand- Select -MerakiCiscoDellNetgearUbiquitiOtherFirewall Model\TypeNumber of FirewallsSwitch Brand- Select -MerakiCiscoDellNetgearUbiquitiOtherSwitch Model\TypeNumber of SwitchesAccess Point Brand- Select -MerakiCiscoDellNetgearUbiquitiOtherAccess Point Model\TypeNumber of Access Points Hardware Details Does the Site have the following? Desktops Laptops Tablets \ Mobile Devices Printers \ MFP Desk Scanners Servers External Storage Device \ NASNumber of DesktopsSelect Operating Systems Found Windows 7 or Earlier Windows 8 / 8.1 Home Windows 8 / 8.1 Pro / Enterprise Windows 10 Home Windows 10 Pro / Enterprise Linux Ubuntu Mac OS 10.13: High Sierra or Earlier Mac OS 10.14: Mojave Mac OS 10.15: Catalina Mac OS 11 Big Sur OtherNumber of LaptopsSelect Operating Systems Found Windows 7 or Earlier Windows 8 / 8.1 Home Windows 8 / 8.1 Pro / Enterprise Windows 10 Home Windows 10 Pro / Enterprise Linux Ubuntu Mac OS 10.13: High Sierra or Earlier Mac OS 10.14: Mojave Mac OS 10.15: Catalina Mac OS 11 Big Sur OtherNumber of Tablets \ Mobile DevicesSelect Tablets \ Mobile Operating Systems Found Apple IOS Android Windows BlackBerry OtherNumber of Printers \ MFPSelect Printer \ MFP Connection Types Network cable USB cable Parallel cable OtherSelect Printer / MFP Functions Scanning Capable Network\Shared Printing Secured \ Queued Printing Water Mark Printing Check Printing Web Printing OtherNumber of Desk ScannersSelect Scanner Connection Types Network cable USB cable Parallel cable OtherSelect Scanning Functions Scan to Desktop Scan to Email Scan to Network Share Scan to Sharepoint OtherNumber of Physical ServersAre there any Virtual Servers Yes NoSelect Operating Systems Found Windows Server 2008 R2 or Earlier Windows Server 2012 / R2 Windows Server 2016 Windows Server 2019 Windows Small Business Linux Ubuntu Mac OS 10.14: Server 5.7 or Earlier Mac OS 10.15: Server 5.9 Mac OS 10.11: Server 5.11 ESXi \ Virtual Hosting OS OtherSelect External Storage Connection Types Network USB OtherNumber of External Storage Devices / NAS Software Details List the Critical or Top Software used by SiteDoes the Site have the following Software? Email Microsoft Products Google G-Suite Dropbox / File Sharing System NONEWhat Email System is being used? On-Prem \ In House Exchange O365 \ Microsoft Online Exchange Google Business \ G-Suite Google Personal \ @gmail Hosted Intermedia Hosted GoDaddy OtherWhat Microsoft Products are used? Microsoft O365 - Office Products Microsoft O365 - Teams Microsoft O365 - One Drive Microsoft Dynamics Microsoft Home and Business Microsoft 2013 or Older Microsoft Office for Mac OtherGoogle G-Suite Google Drive Google Docs Google Workspace OtherWhat File Sharing System is being used? DropBox Sharefile / Citrix Sharefile Google Drive One Drive Personal One Drive for Business Network File Share Other Security Details Does the Site have the following Device Security? Anti-Virus Anti-Malware Anti-Ransomeware Device Encryption Mobile Device Management / MDM Onsite Full Level Device Backups Offsite Full Level Device Backups 2 Factor Authenication / 2FA Password Management Software Password PoliciesDoes the Site have the following Domain & Email Security? Domain External Spam Filter O365 Backups Email Encryption Email Backups DNS / WebSite Blocking E-Mail DMARC E-Mail SPF E-Mail DKIMDoes the Site have the following Network and Site Security? Locked Network Closet / Data Cener Domain Guest Network / WiFi VPN - Virtual Private Network DNS / WebSite Blocking Intrusion Detection and PreventionDoes the Site have any Compliance Requirements EU GDPR (General Data Protection Regulation) ISO (International Organization for Standardization) HIPAA (Health Insurance Portability and Accountability Act) PCI DSS (Payment Card Industry Data Security Standard) PIPEDA (Personal Information Protection and Electronic Documents Act) CCPA (California Consumer Privacy Act) FISMA (Federal Information Security Management Act) GLBA (Gramm-Leach-Bliley Act) NIST (National Institute of Standards and Technology) SOC 2 (Service Organization Control 2) SOX (Sarbanes–Oxley Act) ITAR (International Traffic in Arms Regulations) CMMC (Cybersecurity Maturity Model Certification) FDA (Food and Drug Administration) FTC Safe Guards OtherAre There any Mapped Drives Yes NoNote any other issues or concerns you see. Phone Details Does the Site have the following? POTS Phones System POTS Faxing VOIP Phones System PBX Phone System Fax to Email / eFaxing Over-head Paging Over-head Chime or OtherSelect the Types of Phones Used Desk Phone Wireless \ Cordless Phone Forwarding to Cell Phone Conference Room Web Phone App Computer App IOS / Android App OtherSubmit Form
