Tech-Onboarding

Technology Onboarding Assessment

Welcome to the Echelon Technology Discovery. This assessment allows our team to build a complete understanding of your environment so we can deliver faster support, stronger security, and better long-term planning. The more information you provide, the more proactive we can be. Estimated time: 20–30 minutes

Step 1 of 9 – Company Information

11%

Documentation

The more documentation you can provide, the faster and more effectively we can support your organization. If you don’t have everything today, that’s okay—you can always provide additional documentation later.

Business Documentation

Organization Chart

Employee Directory

Employee Onboarding Process

Employee Offboarding Process

Please check any documentation you are uploading.

Upload Network Documentation

Max. file size: 256 MB.

Network Documentation

Network Diagram

VLAN Documentation

IP Adrdress Scheme

ISP Information

Rack Photos

MDF / IDF Documentation

Please check any documentation you are uploading.

Upload Network Documentation

Max. file size: 256 MB.

Operational Documentation

SOPs

Knowledge Base Articles

Disaster Recovery Plan

Business Contuinity Plan

Vendor Contact List

Please check any documentation you are uploading.

Upload Operational Documentation

Max. file size: 256 MB.

Additional Documentation

Max. file size: 256 MB.

If you have any additional documentation that may help us better support your environment, please upload it below.

Infrastructure & Technology Environment

This section helps us understand the technology that supports your business. Please provide as much information as possible. If you’re unsure about a field, you can leave it blank and our team will assist during onboarding.

Servers(Required)

Network Equipment(Required)

Please list your primary network devices. Examples: Firewall, Core Switch, Access Switch, Wireless Controller

Primary ISP(Required)

Backup ISP

Skip if not applicable.

Wireless Network(Required)

Wireless Vendor, Wireless Controller (Cloud or On-Prem), Number of Access Points Number of SSIDs, Guest Wi-Fi Available?

Backup Solutions(Required)

Please provide information about your backup solution(s). Examples: Veeam, Datto, Cove, Azure Backup

Security Infrastructure

Firewall

Endpoint Protection

Email Security

DNS Filtering

VPN

Multi-Factor Authentication

SIEM

Security Awareness Training

Which of the following are currently in place?

Physical Security

Access Control System

Security Cameras

Alarm System

Visitor Management

Intercom System

Video Doorbell

Gate Access

None

Which of the following are currently in place?

Cloud Services

Microsoft 365

Azure

AWS

Google Workspace

Dropbox

SharePoint

OneDrive

Other

Which cloud platforms does your organization use?

If you answered other, please specify:

Additional Infrastructure Notes

Please provide any additional information that may help our team better understand your environment.

Microsoft 365 & Cloud Services

This section helps us understand how your organization uses Microsoft 365 and other cloud services so we can properly support your users, improve security, and recommend best practices.

Microsoft 365 Administration

Who currently manages your Microsoft 365 environment?

If another provider, please specify

Current Microsoft 365 Licensing

Business Basic

Business Standard

Business Premium

Enterprise E3

Enterprise E5

Exchange Online

Microsoft Teams Essentials

Other

Please select all licensing currently in use.

If known, approximately how many licensed users?

Microsoft Services Currently In Use

Please select all licensing currently in use.

Identity & Security(Required)

Multi-Factor Authentication

Conditional Access Policies

Passwordless Sign-In

Security Defaults

Privileged Identity Management (PIM)

Break Glass Account

None / Unsure

Which security features are currently enabled?

Device Management(Required)

How are company devices currently managed?

Email Protection(Required)

Which email security solutions are currently in place?

Additional Microsoft Services

Microsoft Intune

Microsoft Copilot

SharePoint

Teams Phone

Defender

Azure

AI & Automation

Power Automate

Power BI

Other

Are there any Microsoft products or cloud services you’d like assistance implementing or learning more about?

If you answered other, please specify:

Additional Notes

Please provide any additional information about your Microsoft 365 environment that would help us better support your organization.

Cybersecurity

This section helps us understand your organization’s current cybersecurity posture. This information allows us to better protect your environment and identify opportunities to improve your overall security strategy.

Endpoint Protection(Required)

Microsoft Defender

SentinelOne

Huntress

Sophos

CrowdStrike

Bitdefender

Malwarebytes

Unsure

Other

What endpoint security solution(s) are currently deployed?

If you answered other, please specify:

Endpoint Detection & Response (EDR)(Required)

Is an EDR solution currently in place?

Managed Detection & Response (MDR)(Required)

Do you currently have 24/7 security monitoring provided by an internal team or third-party provider?

Managed Detection & Response Provider:(Required)

Security Operations Center (SOC)(Required)

Does your organization utilize a Security Operations Center (SOC)?

Email Security(Required)

Microsoft Defender for Office 365

Avanan

Mimecast

Proofpoint

Barracuda

SpamTitan

Other

Unsure

Which email protection solutions are currently deployed?

If you answered other, please specify:

Security Awareness Training(Required)

Do employees receive ongoing cybersecurity awareness training?

Email & Data Protection(Required)

Multi-Factor Authentication (MFA)

Email Encryption

Data Loss Prevention (DLP)

Conditional Access

BitLocker Encryption

DNS Filtering

Web Filtering

None

Which of the following are currently implemented?

Backup & Recovery(Required)

Are your backups regularly tested?

Do you have an established Disaster Recovery Plan?(Required)

Does your organization currently maintain Cyber Liability Insurance?(Required)

Recent Security Events(Required)

Phishing Attempt

Business Email Compromise

Ransomware

Data Breach

Lost/Stolen Device

Account Compromise

None

Have you experienced any of the following within the past 24 months?

Compliance Requirements(Required)

HIPAA

PCI DSS

SOC 2

CJIS

NIST

CMMC

ISO 27001

FTC Safeguards Rule

None

Is your organization required to comply with any of the following?

Additional Security Notes

Please provide any additional cybersecurity information that may help us better understand your environment.

Support Preferences & Service Expectations

This section helps us understand how your organization prefers to receive IT support and how we should prioritize requests. Our goal is to align our service delivery with your business operations.

What are your organization's normal business hours during weekdays?(Required)

What are your organization's normal business hours during weekends?(Required)

Emergency Contacts(Required)

Executive & VIP Users(Required)

Are there any users who require priority support?

If yes, please list their names and titles.(Required)

| Name | Title |

Critical Business Applications(Required)

Please list the applications or systems that are essential to your daily operations. Examples: ERP, EMR/EHR, QuickBooks, Sage, AutoCAD, Microsoft Dynamics, LOB Applications

Preferred Contact Method(Required)

How would you like our team to communicate regarding support requests?

Preferred Contact:(Required)

Critical Issues(Required)

When contacting support, which response time best aligns with your business needs?

High Priority Issues(Required)

When contacting support, which response time best aligns with your business needs?

Change Management(Required)

Who is authorized to approve the following? New User, Requests Use,r Terminations, Password Resets (if approval required), Software Purchases, Hardware Purchases, Network Changes

Additional Support Preference

Please let us know about any special procedures, communication preferences, or service expectations you’d like our team to be aware of.

Identity & Credential Management

This section helps us understand how user accounts, administrative credentials, and authentication are managed within your organization. Please do not enter any passwords into this form. Our team will coordinate the secure transfer of credentials during onboarding.

Password Management(Required)

Do you currently use a password management solution?

If you answered other, please specify:

Administrative Accounts(Required)

Microsoft 365 Global Administrator

Microsoft Entra ID Administrator

Domain Administrator

Local Administrator

Firewall Administrator

Network Administrator

Backup Administrator

DNS / Domain Registrar

ISP Portal

Security Camera System

Access Control System

Other

Which administrative accounts exist within your environment?

If you answered other, please specify:

Break Glass (Emergency) Account

Does your organization maintain a dedicated emergency administrative (“Break Glass”) account?

If yes, who is responsible for maintaining access?

Multi-Factor Authentication (MFA)(Required)

Is Multi-Factor Authentication enabled for privileged or administrative accounts?

Self-Service Password Reset (SSPR)(Required)

Do users currently have the ability to reset their own passwords?

Identity Verification(Required)

Is there a documented process for verifying a user’s identity before resetting passwords or granting account access?

If you answered other, please specify:

Additional Notes

Please provide any additional information regarding password management, administrative access, or identity management that would help our onboarding team.

Vendors & Service Providers

This section helps us identify the vendors and service providers your organization currently works with. Providing this information allows our team to coordinate support more efficiently and reduce delays when working with third-party providers.

Internet Service Provider (ISP)(Required)

Account Number (Optional):

Support Phone Number:

Telephone / VoIP Provider(Required)

Support Contact:

Who manages your domain registration and DNS?(Required)

If you answered other, please specify:

Email Provider(Required)

If you answered other, please specify:

Accounting Software(Required)

If you answered other, please specify:

Payroll Provider(Required)

If you answered other, please specify:

Business / ERP Software(Required)

Please list any business-critical software used by your organization. Examples: ERP, EMR / EHR, CRM, Manufacturing Software, Warehouse Management, Point of Sale

Printing & Copiers(Required)

Who manages your printers or copier fleet?

Security Cameras(Required)

Manufacturer:

Installation Company

(if different):

Access Control(Required)

Manufacturer:

Installation Company:

(if different):

Alarm System(Required)

Provider:

Monitoring Company:

Other Technology Vendors(Required)

Please list any additional vendors that support your business. Examples: Website Hosting, Cybersecurity, Backup Provider, Internet Redundancy, Software Vendors, Building Automation, HVAC Controls

Additional Notes

Please provide any additional vendor information that may help our team support your environment.

Technology Roadmap & Future Initiatives

Technology should support your business today while preparing you for tomorrow. This section helps us understand any upcoming initiatives so we can better align our recommendations, budgeting, and long-term technology planning.

Planned Technology Projects(Required)

Network / Wi-Fi Upgrade

Security Camera System

Access Control System

Structured Cabling

Microsoft 365 Migration or Optimization

Microsoft Intune Deployment

Microsoft Entra ID

Azure Cloud Migration

Server Replacement

Cloud Migration

Backup & Disaster Recovery Improvements

Cybersecurity Enhancements

AI & Business Automation

VoIP / Phone System

Conference Room / Audio Visual

Copier / Print Management

Office Relocation or Expansion

New Facility or Branch Office

Other

If you answered other, please specify:

Project Priorities

Which projects are the highest priority for your organization?

Estimated Timeline

When are you hoping to complete these initiatives?

Estimated Budget

Do you have an estimated budget established for these projects?

Additional Project Information

Please provide any additional details regarding upcoming technology initiatives.

Business Goals & Strategic Planning

Technology is most effective when it aligns with your business goals. This section helps us better understand your organization so we can provide recommendations that support your long-term success.

Business Priorities(Required)

What are your organization’s top business priorities over the next 1–3 years?

Current IT Challenges(Required)

What technology challenges or frustrations do you experience today?

Employee Productivity(Required)

Are there any technology issues that regularly slow down your employees?

Cybersecurity Concerns(Required)

Ransomware

Phishing Attack

Business Email Compromise

Data Loss

Compliance

Insider Threats

Unsure

Other

What are your biggest cybersecurity concerns?

If you answered other, please specify:

Automation Opportunities

Are there any repetitive business processes or manual tasks you’d like to automate? Examples: Employee onboarding, User provisioning, Approval workflows, Document management, Reporting, Help desk requests

Additional Business Goals

Please provide any final notes or information that may assist our onboarding team.

Submit

By submitting this questionnaire, you confirm that the information provided is accurate to the best of your knowledge and understand that additional information may be requested during the onboarding process.

Technology Onboarding Assessment

Company Information

Documentation

Infrastructure & Technology Environment

Microsoft 365 & Cloud Services

Cybersecurity

Support Preferences & Service Expectations

Identity & Credential Management

Vendors & Service Providers

Technology Roadmap & Future Initiatives

Business Goals & Strategic Planning

Submit

Have Any Questions?