Customer Technology Site Survey

Okay for those of you who are in a similar job function as me will find this a useful tool. We have been attempting to create a step by step guide to first visit to a client site. This would be what we are gathering for all information about the clients current network environment. I would like to get some feed back from people to see what they think. Below are a list of questions that need to answered prior to creating a proposal.

• Client Name
• Client Address
• Contact Name, Email, Phone "Hours they are available"
• Do they rent or own the building
• Primary site (Remote site)
• Site hours of operation
• If multiple sites their hours, location and contact personel
• Number of Servers (Operating systems installed)
• Hardware configuration for each server
• Switches and configurations of switches
• Pictures
• Log in credentials for all servers
• Verification of backup's
• Test backup's to ensure all data is being backed up
• Number of users
• Number of computers
• Voice communication is digital/analog/VoIP
• Wireless configuration (if applicable)
• ISP (contact information and Account info)
• Firewall configuration / Access and backup configuration
• Any additional notes not covered in documentation

This is a start towards a complete and overall view of a clients network. As each site is assessed we will be making changes and I will make those changes here for everyone to view.

Please send me some feed back of additional information that should be added or deleted.