Existing IT and Company Information Form

WRLD IT Information / Onboard Form

The IT Onboard Form for WRLD Tech Co. is a comprehensive form that will help us set up your IT services quickly and efficiently. By completing this form, you will provide us with the necessary information to ensure a smooth onboarding experience. The form covers a range of topics, including your current IT infrastructure, your business processes, and your expectations for our IT services. Please fill out the form as thoroughly as possible, as this will help us provide you with the best possible IT support. If you are unsure of any questions, you may leave them blank and ask about them in the next meeting.

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Step 1 of 4

Existing Hardware & Software Information

While optional, it’s important to provide as much detail as possible, and remember you can always schedule a call with us so we can walk through this together via https://calendar.wrld.tech

Breifly describe your IT infrastructure as it exists and how it is maintained

Do you have server(s) on site? Do you have an ‘IT guy’ or ‘the owners son that helps out’? Any and all details helps us get the best picture of the state of your IT systems. There is no wrong answer.

Do you have any existing accounts with technology vendors/distributers? (BestBuy, Dell, HP, Etc.) If so, list them below.

How familiar are you with your IT infrastructure?

Extremely familiar

Very familiar

Moderately familiar

Slightly familiar

Not at all familiar

Can you briefly describe your familiarity?

Not required

What are the primary software applications that your company uses?

If there are other primary software applications not shown, list them here

Do you use any of these cloud-based applications?

If there are other cloud-based applications not shown, list them here

What are the current antivirus and malware protection systems in place?

Select all that apply

If there are other antivirus and malware protection systems not shown, list them here

What is the current backup and disaster recovery solution in place?

Select all that apply

If there are other backup and disaster recovery solutions not shown, list them here

Indicate which of the following IT security policies and procedures your organization currently has in place

Select all that apply

If there are other IT security policies and procedures not shown, list them here

Select any specific compliance requirements your company has to comply with

Select all that apply

If there are other specific compliance requirements not shown, list them here

Select any network, security and other protocals currently in place:

Select all that apply

What is the current hardware inventory?

List to the best of your knowledge how many desktops, laptops, work phones, printers, copiers, and any other hardware that needs IT support.

What is your current email system?

Select all that apply

If there is another email system not shown, list it here

What is your current email hosting provider?

Select all that apply

If there is another email hosting provider not shown, list it here

Attach any existing agreements or documents.

Drop files here or

Accepted file types: jpg, gif, png, pdf, docx, txt, Max. file size: 50 MB, Max. files: 10.

Please attach any documents that may pertain to your business’s technology systems or agreements.

WRLD

WRLD IT Information / Onboard Form

Company Information

Secondary Contact / Additional Contact

Location(s)

Additional Locations

Existing Hardware & Software Information

Employee Devices and Policies

IT Needs and Expectations

No-Strings Consultation

Services:

Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft Outlook
Salesforce
Hubspot
Zoho
SAP
Oracle
Microsoft Dynamics
Quickbooks
Xero
NetSuite
ADP
Workday
BambooHR
Asana
Trello
Jira
Microsoft Teams
Slack
Zoom
Adobe Creative Suite
Sketch
Marketo
Pardot
Mailchimp
Tableau
Power BI
Google Analytics