Pre-engagement discovery questionnaire — BaseCloud

Preparatory document before starting engagement. Complete as accurately as you can; "not sure / to be agreed" is acceptable. Do not enter passwords, API keys, or sensitive data dumps.

Date completed

Document version

1. Company and contact

Company name *

Tax ID (NIP)

Website

Contact person *

Business email *

Phone *

Job title

2. Industry and scale

Industry

Other industry (describe)

Number of employees

Number of locations

Regulated sector?

Approximate IT budget / month (optional)

3. Current infrastructure

Hosting model

Providers

Hypervisor / platform

Number of servers / VMs (approx.)

OS (Linux / Windows / containers)

Network / firewall / VPN

Current monitoring

Environment description / topology

4. Software stack

ERP / CRM / core

Email / collaboration

Databases

Identity (AD / Entra / LDAP…)

Business-critical applications

Dev / CI/CD (if applicable)

5. Data, location, compliance

Data types

Compliance (interest / obligation)

Required data location

Current backup (tool, retention, offsite)

Target RPO

Target RTO

Notes: retention, classification, legal constraints

6. Security and access

Current tools

MFA (scope)

Remote access

Incidents (approx. last 12 months) — no sensitive details

Security notes

7. Engagement goals

What are you looking for?

Timeline

Package of interest

Constraints (migration windows, contracts, hardware)

Additional notes

Submitting the document

When complete: Print → "Save as PDF", then send to [email protected] with subject "Pre-engagement discovery questionnaire — [company name]". Alternatively use the online form: basecloud.one/discovery-audit.html

Signature / date (optional)