New Client Assessment

Legal Name

Corporate Street Address

Corporate Suite #

City

State

Zip Code

Lead IT Contact Name *

First

Last

Lead IT Contact Email *

Overall IT Orginzational Chart/Structure

Total Number of Endpoints to protect

Data Center location - are servers on premise, off premise or hybrid?

On Premise
Off Premise
Hybrid

Are any system management tools deployed? If so what tools?

Identify locations of local or network folders which should be excluded from scans and reason for exclusion

Are there any Microsoft Office Scripts or macros in use such as Excel, Word or Access? If so please identify the location of scripts and their respective files.

Please list all anti-virus and anti-malware currently deployed with verion(s).

Is current anti-virus / anti-malware centrally managed?

Yes
No

Please describe operating system patch process. Are automated tools in use? What is the patch schedule?

Please describe software update / patching procedure and policies.

Is Microsoft Active Directory in use or a third-party authentication tool/service?

Yes
No

Are all endpoints joined to Active Directory or a third-party authentication service?

Yes
No

Is multi-factor authentication in use for endpoint / user authentication?

Yes
No

Are there mobile endpoints which never, or seldomly connect directly to the corporate network?

Yes
No

Do all endpoints have outbound connectivity to the internet on ports 80 and 443?

Yes
No

Are there any “kiosk” type endpoints?

Yes
No

What cloud services, infrastructure as a service or application as a service exist in the environment?

How often are backups completed? What is your backup solution?

Any known or past security breaches (malware, worms, ransomware, hacks, etc.)