Client Questionnaire - Oasis Technologies

Home
About
Services
Portals
Blog
Contact

Home
About
Services
Portals
Blog
Contact

Questionnaire

Client Questionare

Below is a brief questionnaire regarding your business needs and helps us get a better picture of how we can best serve you.

Introduction

Organization Name(Required)

The name of your company/organization

Organization Identifier

The name of your company/organization

Number of Users(Required)

How many users within your company/organization?

Name(Required)

First Last

Email(Required)

Phone(Required)

Questionnaire

Please fill out the following as accurately as possible

What type of sensitive information does your team handle, access, or store?

What kinds of data does your company/organization handle?(Required)

Personal data

Social security numbers

Employment data

Driver’s license numbers

Credit card numbers

Banking and/or investment data

Health care information

Medical records or medical history

Intellectual property

Unsure

Check all that apply, including employee data as well as client data.

Microsoft 365

Please fill out the following as accurately as possible

Do you allow any of the above information to be e-mailed?(Required)

Do you allow any of the above information to be stored or transmitted in cloud file-sharing applications like Dropbox, Google Drive, etc.?(Required)

Do you use Microsoft 365 for email or file storage?(Required)

When you log into your account are you prompted for a code that is sent to your cell phone or shows up on an application on your cell phone?(Required)

Once logged into Microsoft 365 do you have an 'Admin' application?(Required)

It is a little A with a gear next to it. (You may want to have them log in and inspect. You are looking to see if they have Administrative access with the account they use daily.)

If they do have administrative access, check to see if they have two factor properly enabled. Verify that their provider has two factor enabled. Check to see if there are any accounts for backup services.(Required)

Provide any relevant notes here. We will include them in the report.

Backups

Does your current IT support provide you evidence that they are performing test restores of your data?(Required)

Education

How often does your team receive simulated phishing training?

How often does your team receive security training?

Insurance

Do you have a cyber liability insurance policy?(Required)

Do you have crime insurance?(Required)

How recently have you evaluated the level of cyber insurance carried by your organization to verify if it is adequate to protect your organization and your clients or patients from financial loss?

Policies

Do you have a work from home policy that includes safeguards for client, patient and organization data?(Required)

Do you have a “clean desk” policy asking employees to not leave sensitive documents lying on their desk when unattended?(Required)

What cyber security policies are being used in your office?(Required)

Acceptable Use Policy

Password Policy

Data Confidentiality Policy

Mobile Device Policy

Bring Your Own Device (BYOD) Policy

Incident Response Policy

Backup and Disaster Recovery Plan

Business Continuity Plan

Remote Access Policy

IT Asset Disposal Policy

Security Awareness Policy

3rd-Party Access Policy

Removable Media Policy (USB Drives/Sticks)

User Termination Policy

I don’t know if we have any of these

Check all that apply

Do employees sign off that they have read and understand these policies?(Required)

Where do you store your list of user credentials (username and passwords)?(Required)

How would you currently rate the cyber security software deployed to protect personal and organization data from attacks such as phishing and ransomware?

How often do you have a 3rd party analysis of your network security controls?(Required)

(Required)

I have filled out this form to the best of my knowledge

Our desire is to partner with you to find the best solution for your business. This will allow you to focus on growing your business without the hassle of failing or unreliable IT support.

Facebook-f Linkedin-in

Contact Info

(405) 948 6500
info@oasis.tech
6317 NW 23rd St

Useful Info

Support Center
Privacy Policy
Cookie Policy

SUBSCRIBE TO OUR NEWSLETTER

Sign up for my newsletter to get latest updates. Do not worry, we will never spam you.

"*" indicates required fields

Email*

Email

This field is for validation purposes and should be left unchanged.

2025
Designed by Oasis Media