So you are looking into moving your business to the ‘cloud ... · Web viewSo you are looking into moving your business to the ‘cloud’ – great news! This questionnaire will

Cloud Questionnairewww.crgroup.com

© 2017 Corporate Renaissance Group6 Antares Dr. Phase 1 Suite 200 Ottawa, ON K2E 8A9 |

1.800.576.6215www.crgroup.com

So you are looking into moving your business to the ‘cloud’ – great news!

This questionnaire will help you gather the necessary information needed for us to help you get started.

Instructions for Completing this questionnaire:

1. Please answer as many questions as possible in the form below. 2. When you have completed this form, save and submit to [email protected] 3. We will be in touch to discuss your needs and the best options available to

you.If you would rather complete this together, please call Doug Hum at 613.232.4295 x:286 and he will gladly assist. General ResponseDo you have any of the following that you are looking to move to the cloud? (please select all that apply)

Exchange ☐Office (Outlook, Word, Excel, PowerPoint, OneNote, OneDrive)

☐

Skype for Business ☐SharePoint ☐Dynamics CRM ☐Dynamics GP ☐Please write in any other applications you may want to be moving to the cloud here:

Click here to enter text.

Do you have customizations to any of the above?If yes, please explain:


Do you have any integrations between the above?If yes, please explain:


mailto:[email protected]




What about Reporting and Analytics? Do you do any today? Please explain:


What other applications, online services, etc. do your employees use on a day to day basis (e.g. Marketing Automation, Budgeting, etc.)?


Network and DomainHow many users do you have in your Active Directory?


Do you have complex domain/subdomain and multiple domain structure with trust relationships between various domains?


Do you want to move all users to Azure Active directory or you want to keep on premise AD and then synchronize users with Azure AD?


Exchange/Mail ServerWhere is your current mail server located? On premise, 3rd party hosted, cloud? Please explain:


How many mailboxes do you have in Exchange?


What is the size of your mailboxes? (total/total max per individual)


How many private .pst files are required to be moved to the cloud and what is the size of these .pst files?





What is your mail retention and archiving policy? Please explain:


Do you want to migrate archived data as well?

☐YES ☐NO

What are the current SPAM and Mail Firewall applications that you are using? Please explain:


SharePointWhat version and edition of SharePoint are you running?


How many servers and in what configuration do you have deployed? Please explain:


Do you have external users access your SharePoint environment? If yes, what authentication method do you use for these external users? Please explain:


What is the size of your current SharePoint databases?


Do you use any third party tools with SharePoint? If yes, please list:


Dynamics CRMWhat version of Dynamics CRM are you running?


How many servers and in what configuration do you have deployed? Please explain:


How many CRM Organizations do you have?





How many CRM Users to you have? Click here to enter text.What is the size of your current CRM databases?


Do you use any third party tools with SharePoint? If yes, please list:


Do you have many customizations done to your CRM Organization(s)? If yes, please explain and identify how many CRM solutions you have:


Dynamics GPHow many users will access the application?


Related to the first question, what is the combination of full users and light users?


What modules within the application are currently used and/or maybe used going forward?


Are there data integrations in place with existing business systems?


Is the web client deployed? Are there plans to deploy web client?


InfrastructureFor each server in your network, whether you are thinking you would like to move it to the cloud or not, please fill in the following table. If you require more room, please attach an additional page to this document. There is an example provided to help get you started.Server/Server Name Type CPU

Cores

RAM

HDD Additional details

SHAREPOINT2013WEB (example)

Web 4 16 500 Production front-end for SharePoint

Enter Server/Server Name

Type CPU RAM



Type CPU RAM






Type CPU RAM



Type CPU RAM



Type CPU RAM



Type CPU RAM



Type CPU RAM



Type CPU RAM



Type CPU RAM



Type CPU RAM


Additional Details: Click here to enter text.

What’s Next?Get started with an easier and more reliable technical infrastructure to help propel your business into the future. When you have completed this form, please submit to [email protected]. We will review your responses and be in touch ASAP to discuss the solutions and options available to you.

We look forward to working with you to plan and design the ideal migration to the cloud for your

business!

Sincerely,

Doug Hum – Director of Business Development613.232.4295 x:[email protected]






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So you are looking into moving your business to the ‘cloud ... · Web viewSo you are looking into moving your business to the ‘cloud’ – great news! This questionnaire will