Technology / IT Audit

Please fill out the form to assess the current state of your company’s technology infrastructure, systems, and processes.

This form includes optional fields covering aspects such as hardware and software inventory, network and data systems, and security protocols. It is generally recommended to fill out as much of the form as possible, as a more detailed report will provide a clearer picture of the company’s technological landscape. However, as every business is different, not every field may be applicable or necessary to complete. Overall, this audit form serves as a valuable resource for businesses to identify areas of improvement and implement strategic IT planning for the future.

"*" indicates required fields

Company Information & Locations

Company Name*

Please Provide the Company's Legal Name

DBA (if Applicable)

If doing business as or if the primary company is a parent company to sub-entities, please fill them in separated by a semicolon.

Business Phone Number*

Include extension if needed.

Website

Company Address (Headquarters)*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Address of the company for mailing, billing and other verification-related requirements.

Name of Primary Contact*

First Middle Last

Email of Primary Contact*

Enter Email Confirm Email

Office Phone (& Extension)*

Include extension if needed.

Mobile Phone

Optional but recommended to receive important alerts about downtime notices or urgent requests if other communication has been exhausted.

Industry*

Breifly describe your business's primary function?

Tax ID / EIN / DUNS (Optional)

If financing is something of interest or consideration, please include. Also, if non-profit and would like to be tax-exempt.
Note our privacy policy, this information is encrypted and stored securely and NEVER shared without written consent (i.e. financing per-qualification).

Does the company have multiple locations?*

Please don't include remote work unless it is an office with 2+ employees and is commercially zoned.

One Location

Opening Second Location

2+ Locations and Growing!

No Physical - All Digital (There are great solutions for this)

Location(s)

Offices, Retail Store Fronts, Studios, Warehouses, or Production Facilities.

Physical Location (1)

What would you call this location, i.e. a 'Nickname'

Physical Address (1)

Same as previous

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Location (1) Manager Name

First Last

Location (1) Phone

Location (1) Email

Number of Employees at Location (1)

Any employee that touches a computer or any digital format of company material.

Hours of Operation

ISP Provider and Speeds at Location (1)

What is your current internet service provider and internet speed?

Additional Locations?

Please select if you would like to add more locations.

Yes

I will fill in later

Additional Locations

Please provide additional location information

Physical Location (2)

What would you call this location, i.e. a 'Nickname'

Physical Address (2)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Location (2) Manager Name

First Last

Location (2) Phone

Location (2) Email

Number of Employees at Location (2)

Any employee that touches a computer or any digital format of company material.

Hours of Operation (2)

ISP Provider and Speeds at Location (2)

What is your current internet service provider and internet speed?

Additional Locations?

Please select if you would like to add more locations.

Yes

I will fill in later

Please provide any further location information in bulk.

- Location Name - Location Address - Location Contact, Email and Phone - Location Employees - Location Hours - Location ISP

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?

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

Employee Devices and Policies

What is the current mobile device policy for company-owned and employee-owned devices?

Do you have any remote workers, and if so, how do they access the company's resources?

Do you have any upcoming projects or initiatives related to IT infrastructure or services?

Yes

Not at this time

If yes, list them here

General IT Needs and Expectations

What are the critical business processes that need IT support?

What are the current pain points or challenges with your IT infrastructure?

What are your expectations from your MSP in terms of services, support, and response times?

Do you have any specific requirements or requests for the onboarding process?

What is the current IT budget for your company?

It's important to budget critical infrastructure costs such as ISP, email, cloud storage and security; if you are unsure, we are here to help get the best value without compromising quality or adding risk.

Preferred method of contact

First Choice

Second Choice

Third Choice

WRLD

WRLD TECH

Technology / IT Audit

Please fill out the form to assess the current state of your company’s technology infrastructure, systems, and processes.

Company Information & Locations

Location(s)

Additional Locations

Existing Hardware & Software Information

Employee Devices and Policies

General IT Needs and Expectations

No-Strings Consultation

WRLD Tech Co.

Business IT Solutions Consultation, Web/App Development, Design, Marketing, Branding, SEO, Security, Hosting Services & much more.

Services:

Contact Us

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

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WRLD TECH

Technology / IT Audit

Please fill out the form to assess the current state of your company’s technology infrastructure, systems, and processes.

Company Information & Locations

Location(s)

Additional Locations

Existing Hardware & Software Information

Employee Devices and Policies

General IT Needs and Expectations

No-Strings Consultation

WRLD Tech Co.

Business IT Solutions Consultation, Web/App Development, Design, Marketing, Branding, SEO, Security, Hosting Services & much more.

Services:

Contact Us

WRLD