📋Need info from the client's current IT provider?
Send them our Insurance-Mandated MSP Information Request — request credentials, network details, GPOs & more.
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Speed up this form — run our discovery script first!The TechAudit Discovery Script auto-populates up to 80% of this form by scanning the client's network and systems in minutes.
1Download the script
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2Run as Administrator on client's PC
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3Upload the generated .json file here
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4Review & complete remaining fields
Technology Audit
Business Technology Assessment Questionnaire
To ensure we can provide you with the most accurate recommendations, pricing, and scope of work,
please complete this questionnaire as thoroughly as possible. All information is kept strictly confidential
and used solely to assess your current technology environment.
Estimated completion time: 15–30 minutes. You do not need to know every answer —
leave any fields blank that do not apply or are unknown, and we will follow up during our discovery call.
Company Name
Primary Contact
Title / Role
Email Address
Phone Number
Date Completed
Section 1
Business Overview
Tell us a little about your organization so we can tailor our assessment appropriately.
Section 2
Users & Devices
Help us understand the scale and mix of devices across your organization.
Device Inventory Fill in what you know — or import via CSV
Device Name / Label
Type
Manufacturer & Model
Primary User
OS
IP Address
MAC Address
Approx. Age
Location
Section 3
Network & Connectivity
Detailed information about your WAN, LAN, wireless, and overall network infrastructure.
WAN — Wide Area Network (Internet)
LAN — Local Area Network
VLANs & Network Segmentation
Wireless Network
Remote Access
Section 3b
Network Device List
Please list all network infrastructure devices — firewalls, routers, modems, switches, and wireless access points.
Device Name / Label
Type
Manufacturer & Model
IP Address
MAC Address
Firmware / OS Version
Location
Managed?
Age / Warranty
Section 4
Servers & Infrastructure
Details about your server environment, whether on-premises, virtual, or cloud-hosted.
Server Summary Fill in what you know — or import via CSV
Server Name
Role / Purpose
Physical or Virtual
Operating System
IP Address
MAC Address
Manufacturer & Model
Approx. Age
Section 5
Email & Cloud Services
Understanding your email platform and cloud-based tools helps us assess your productivity and collaboration environment.
Section 6
Software & Licensing
An overview of the key software your business relies on daily.
Key Business Applications Fill in what you know — or import via CSV
Application Name
Vendor
Purpose / Department
Number of Users
Cloud or On-Premises?
Section 7
Security & Compliance
Understanding your security posture helps us identify areas for improvement and ensure compliance with any relevant regulations.
Section 8
Backup & Disaster Recovery
This section helps us assess the resilience of your business in the event of data loss or system failure.
Section 9
Telephony & Communications
An overview of your business phone system and communication tools.
Section 10
Vendors & Support Contracts
Knowing your existing vendor relationships helps us avoid conflicts and identify consolidation opportunities.
Key Technology Vendors List any vendors relevant to your IT environment — or import via CSV
Vendor / Provider
Service / Product
Account / Contract #
Contract End Date
Monthly / Annual Cost
Notes
Section 10b
Network Printers & Print Devices
Please list all networked print devices — printers, copiers, multifunction devices (MFDs), fax machines, and scanners.
Device Name
Type
Manufacturer & Model
IP Address
MAC Address
Location / Department
Connection
Lease / Contract
Approx. Age
Section 11
Goals & Priorities
Help us understand what success looks like for your organization so we can focus on what matters most.
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Import PowerShell Discovery Results
Upload the .json file generated by TechAudit-Discovery.ps1 to auto-populate the form.
1
Download the script and copy it to the client's machine.
2
Open PowerShell as Administrator on the client's Windows PC (ideally domain-joined).
Right-click Start → Windows PowerShell (Admin)
3
Run the script — use extended flags for deeper discovery:
.\TechAudit-Discovery.ps1 -ScanAD -SubnetSweep -SubnetBase "192.168.1" -SweepRange 254
4
Upload the .json output file below. The file will be named something like:
TechAudit_Results_COMPUTERNAME_20250419.json
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Drag & drop the .json file here
or
Only .json files exported by TechAudit-Discovery.ps1 are accepted
