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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

  1. What is the goal of moving to Hosted Exchange?
    1. Cost savings
    2. Improved productivity
    3. Mobility integration
    4. Centralization and control of email
    5. Collaboration across company
    6. Improved uptime
    7. Improved performance
    8. Required to move off existing mail provider
    9. Other


  2. How many users have the following needs?
    1. On email all day, need full collaboration including shared calendaring but don't need mobility integration _______
    2. On email all day, need full collaboration plus mobility integration (BlackBerry etc) _______
    3. Need email and limited collaboration but not mobility _______
    4. Need email and limited collaboration and ActiveSync _______
    5. Only basic email, no collaboration _______


  3. Do you currently run any applications that integrate with email? Select all that apply:
    1. Fax
    2. CRM
    3. VOIP
    4. Helpdesk and ticketing
    5. Hardware document senders
    6. Scheduling
    7. Time tracking
    8. Document/records management
    9. Other


  4. Do you have any specialized security requirements? Select all that apply:
    1. Two-factor authentication
    2. PGP/certificate-based security
    3. VPN
    4. Content management
    5. Do you require your own dedicated Active Directory?
    6. Is single sign-on important?


  5. What is your tolerance for downtime:
    1. Can you wait 8-10 hours to access email if you had to rebuild your server? Yes / No
    2. Can you live without historical email for a while as long as you can continue to send and receive new email? Yes / No
    3. Are you comfortable using non-corporate mail accounts as an interim measure (like gmail, yahoo mail or hotmail)? Yes / No
    4. Can you go for days without looking at email? Yes / No


  6. Select the description that best reflects your budgetary goals:
    1. I am looking for the lowest possible price and I am willing to explore all options to optimize price.
    2. I am willing to make some trade-offs to manage my budget.
    3. I want the basics but I want someone to manage the entire process and experience.
    4. 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.