This questionnaire can be used to assess the existing SharePoint environment of the customer for support transition and to collect key information to propose the right support model for the transition.

  • What is the primary business objective of the SharePoint environment? (What needs of your business are met by the existing system – Communication, Collaboration, Knowledge Management, Enterprise Content Management, Document Management, Dashboards, Complete Intranet Solution, Extranet for suppliers, customers etc?)
  • Total users for each SharePoint Site on Production (Top level)
  • Number of Top level sites
  • What is the size of Content DB?
  • What is the peak site usage in last one month?
  • Share the Backup and Recovery Process?
  • Provide details or preferably Physical and Logical Architecture Diagrams for Production, Staging and Development Environment
  • Enlist all Integration points (Interfaces) with LOB and other applications/ Software (Ex: imaging solution)
  • A brief about all Web Applications and Shared Service Provider (SSPs) in scope.
  • Provide the list of all 3rd party software (BPM, Search, Analytics, and BI – integrated to SharePoint) installed?
  • Is any sort of load balancing done for the intranet?
  • Is there any mirroring or clustering done on SharePoint DBs?
  • Enlist the main kind of content (Text content, Documents, Images, flash, Audios, Videos, other formats)
  • Is there any other Content Management or Document management tool in place along with SharePoint?
  • Are there any secured sites? (Using SSL, encryption)
  • What is the current Authentication mechanism? (Windows Authentication, Forms based Authentication or Kerberos, AD, LDAP )
  • Who is supporting the existing environment? Provide existing SLA and priorities for incident management.
  • A brief about team structure for Support (OS, Hardware, SQL server, Security, Exchange server, SharePoint)
  • Do you have a distributed development team across multiple locations/geographies? Provide details.
  • Do you have a distributed team of site owners?
  • Approximate number of departments
  • Approximate number of workflows
  • Approximate number of Static forms and pages
  • Approximate number of dynamic forms and pages
  • Do you need any new theme or branding for your new SharePoint site?
  • Permission Level Expectations
  • Approximate number of Reports
  • Approximate number of Dash Boards and KPI’s
  • Do you need Bilingual option in your Portal