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PRE-ENGAGEMENT QUESTIONNAIRE
Overview
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
Answer
Answer
PRE-ENGAGEMENT QUESTIONNAIRE
are using.
Please list any products that you are interested in
learning more about.
If you are planning a cloud based engagement, which
workloads make the most sense for your organization at
this time?
Questions to consider:
Value
PRE-ENGAGEMENT QUESTIONNAIRE
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.)
Do you have any specific security
requirements in your organization?
(i.e. NTLM, Claims, Kerberos, Forms-based
Authentication)