Onboarding

New Client Onboarding

About You

First Name *

Last Name *

Address

Street Address

City

State

Zip

Email *

Phone *

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What's on Your Mind?

What's On Your Mind

Company Information

Business/Account Name

Company Address

Company City

Company State

Company Zip

Company Country

Number of Employees

Website

Primary Point of Contact

First Name

Last Name

Title

Phone

Current IT Environment

Tech Stack

Existing Infrastructure

Service Providers

In-House Resources

Software-Licenses In Use

Number of Devices-Nodes In Use

Project Details

Project Timeline

Brief Description of your Project

Compliance Requirements

Security In Place

Cybersecurity Needs

Data and Applications Needs

Storage Needs

Key Applications

Database Management Systems In Use

Data Migration Or Integration

AI and Automation

Current AI

Interest In AI Services

Automation Goals

Familiarity With AI Compliance

Networking and Connectivity

Current Network Configuration

Internet Connectivity and Bandwidth requirements

VoIP or Telecommunication needs

Remote Access Requirements for Employees

Cloud Services and Virtualization

Current Cloud Provider

Virtualization Technology

Backup-Recovery Strategy

Painpoints and Challenges

Specific Challenges

Desired Improvements

Issues-Inefficiences

Recent IT Disruptions

Other Needs and Requirements

Prefered Communication

Vendor Management

Training Requirements

Additional Comments