Needs Assessment
Download and complete this needs assessment tool to help you understand your messaging and collaboration needs. If you need to know:
- Tolerance for email latency and downtime
- Security and antivirus needs
- Collaboration requirements for your workforce
Please download the complete 27-question Needs Assessment checklist which will ensure that you have thought of everything!
Six sample questions from the needs assessment will get you started:
Sample Questions
- What is the goal of moving to Hosted Exchange?
- Cost savings
- Improved productivity
- Mobility integration
- Centralization and control of email
- Collaboration across company
- Improved uptime
- Improved performance
- Required to move off existing mail provider
- Other
- How many users have the following needs?
- On email all day, need full collaboration including shared calendaring but don't need mobility integration _______
- On email all day, need full collaboration plus mobility integration (BlackBerry etc) _______
- Need email and limited collaboration but not mobility _______
- Need email and limited collaboration and ActiveSync _______
- Only basic email, no collaboration _______
- Do you currently run any applications that integrate with email? Select all that apply:
- Fax
- CRM
- VOIP
- Helpdesk and ticketing
- Hardware document senders
- Scheduling
- Time tracking
- Document/records management
- Other
- Do you have any specialized security requirements? Select all that apply:
- Two-factor authentication
- PGP/certificate-based security
- VPN
- Content management
- Do you require your own dedicated Active Directory?
- Is single sign-on important?
- What is your tolerance for downtime:
- Can you wait 8-10 hours to access email if you had to rebuild your server? Yes / No
- Can you live without historical email for a while as long as you can continue to send and receive new email? Yes / No
- Are you comfortable using non-corporate mail accounts as an interim measure (like gmail, yahoo mail or hotmail)? Yes / No
- Can you go for days without looking at email? Yes / No
- Select the description that best reflects your budgetary goals:
- I am looking for the lowest possible price and I am willing to explore all options to optimize price.
- I am willing to make some trade-offs to manage my budget.
- I want the basics but I want someone to manage the entire process and experience.
- I want to maximize functionality, reliability and support.
Download the complete Needs Assessment checklist and get on your way to understanding your email requirements today.