Technical onboarding discovery questionnaire

Overview

A structured discovery reduces ugly surprises after the MSA is signed. Customize per vertical but keep a core spine reusable.

Identity & auth

IdP type, MFA status, break-glass policy, PAM tools, password vault in use, legacy protocols still required.

Workloads

ERP/EMR/line-of-business hosts, SQL/Oracle editions, file share TB and classification, print criticality, VoIP architecture.

Network & security

Firewall brands, SD-WAN, remote access, SIEM/MDR presence, past incidents, high-risk vendors (banking integrations).

Data protection

Backup products, RPO/RTO expectations, regulated data types, retention policies, encryption key custody.

Deliverables

Completed form feeds diagram backlog, license audit, and first 30-day project plan. Store in secure client folder; never email filled PDF without encryption.