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Microsoft Software Assurance


The goal of this document is to collect information to assist the engagement consultant in better understanding
your environment. Please review the table below and answer the questions as completely as possible to ensure
the scope is properly identified. Many of the answers might not be known at this time. Answers that are not
known at this time can be either answered by using the expected outcomes or marked as to be determined
(TBD) or not applicable (N/A).

Customer Information Answer

Customer Name
Customer Address
Project Date
Customer E-mail
Customer Phone
Customer Fax
DPS Lead Consultant Name
Microsoft Account Manager Name
List Microsoft Agreements in Place (Enterprise Agreement, NDA, etc.)

General Information Answer

What are your top challenges or pains for business and IT?
Please describe your main goals and objectives for this engagement.

Questions to consider:
Is there a specific capability area you would like to focus on?
(Platform Migration, Cloud Hybrid Extension, Platform
Is the focus of this engagement related to a particular
project or initiative within your organization? If so, please
give details, key stakeholders and any other departments or
initiatives this project touches or influences.
What is the Business Unit you are focusing on?
What are the 3-5 Strategic Goals of this Unit?
What are the major issues/problems blocking the
attainment of these goals?
Are the stakeholders for this project identified and

Current Environment Answer

Please describe you current environment.

Which aspects of your current environment are you satisfied with?
What is missing today from your current environment?

Engagement Details Answer

If you are planning an upgrade or migration engagement, please list
the current product(s) that you are using.
Please list any products that you are interested in learning more
Microsoft Software Assurance


If you are planning a cloud based engagement, which workloads make

the most sense for your organization at this time?

Questions to consider:
How will the current on premise infrastructure be extended
into the cloud?
Which workloads are currently targeted for hybrid or cloud

Extended Engagements (POC or Limited Online Pilot)

The following questions may be reserved for Proof of Concept or Limited Online Pilot engagements, depending on
your knowledge of the client.

Technology Infrastructure Value

Server Platforms
What server architecture is currently supported in your
organization? (i.e., 32-bit, 64-bit, other)
What server operating systems are used in your
(i.e. Windows 2000 Server, Windows Server 2005,
Windows Server 2008, Windows Server 2012. Include
service pack levels)
What databases are used in your organization?
(i.e. Microsoft SQL Server 2000, 2005, 2008, 2012,
other database engine. Include service pack levels)
Network Infrastructure
Which of the following network architectures most
close reflects your environment?

Number of geographic sites:

Number of geographic sites with more than {xx} users:

(e.g. xx should be specified according to what
constitutes a large site for this organization)
Link speeds / utilization between central and remote
sites (if applicable):
(this will require additional organization specific site
breakdown details)
Directory and Security
Which directory services are used in your organization?
(i.e. Active Directory, Novell, LDAP, etc.)
Microsoft Software Assurance


Do you have any specific security requirements in your

(i.e. NTLM, Claims, Kerberos, Forms-based