ITE PMS — KPI & Performance Management

Respondent

Who is completing this form?

Name

Title / Role

Location / Site

Supporting Documents

Upload policies, processes, and SOPs. PDF, Word, Excel, or images accepted.

PoliciesClick or drop filesProcessesClick or drop filesSOPsClick or drop files

1

Organization Overview

Identify entities, geographies, headcount, and IT footprint.

List all companies, subsidiaries, branches, and business units within the group

Which countries does the organization operate in?

Approximate number of employees per entity

Approximate number of office locations

Approximate number of warehouses, factories, retail outlets, or operational sites

Is IT managed internally, outsourced, or both?

Provide names of departments that rely heavily on technology

2

Business Applications

For each application include: Name, Purpose, Department, Vendor.

What ERP system is used?

What HR / payroll system is used?

What CRM system is used?

What procurement system is used?

What inventory / warehouse system is used?

What project management system is used?

What document management system is used?

What ticketing / helpdesk system is used?

What BI / reporting systems are used?

Are there any industry-specific applications?

Are there any custom-developed systems?

Are there any mobile applications developed for the business?

Are there any SaaS subscriptions used by departments independently?

3

Infrastructure

Does the organization operate any on-premise servers?

Where are servers physically located?

Approximate number of servers

Approximate number of desktops

Approximate number of laptops

Approximate number of tablets

Approximate number of company mobile devices

Are there server rooms or data centers?

Number of offices connected through network links

Are branch offices connected to headquarters?

4

Cloud Services

Which cloud providers are used?

What workloads are hosted in the cloud?

Are applications hosted in the cloud?

5

Websites & Online Presence

List all company websites

List all eCommerce websites

List all customer portals

List all supplier portals

List all mobile applications

List all social media accounts

Which agency or team manages the websites?

Who manages domain registrations?

6

Email & Collaboration

What email platform is used?

Approximate number of mailboxes

Which collaboration platforms are used?

Which file-sharing platforms are used?

7

Network Environment

Number of offices connected to the corporate network

Internet providers used

Is WiFi available for staff?

Is guest WiFi available?

Are warehouses connected to the corporate network?

Are remote sites connected to headquarters?

8

Cybersecurity Tools

Is antivirus software used?

Is endpoint protection software used?

Is firewall equipment deployed?

Is email filtering used?

Is VPN used?

Is MFA used anywhere?

Is a SOC service used?

Is vulnerability scanning performed by any third party?

Are security monitoring tools used?

Are users provided with company-managed devices?

9

Data & Information Assets

What are the major categories of business data?

Where is business data primarily stored?

Are shared drives used?

Are cloud storage platforms used?

Are databases used?

Are paper records digitized?

10

System Integrations

Do systems exchange data automatically?

List all known integrations

Are APIs used?

Are payment gateways integrated?

Are government systems integrated?

Are banks integrated with company systems?

Are WhatsApp or SMS platforms integrated?

11

Software Development

Does the organization develop software internally?

Does the organization outsource software development?

List all custom-developed applications

List all external software development partners

Are mobile applications developed for customers or staff?

Are websites developed internally or outsourced?

12

IT Vendors & Service Providers

List major IT vendors

List internet providers

List cloud providers

List software vendors

List managed service providers

List cybersecurity providers

List website and hosting providers

13

Business Continuity

Are backups performed?

Where are backups stored?

Which systems are backed up?

Which systems are NOT backed up?

Backups are performed for:

Is there a disaster recovery site?

Are alternative office locations available?

Are critical operations dependent on technology systems?

14

IT Governance & Decision Ownership

Identify who owns and approves IT-related decisions.

Who approves IT purchases?

Who approves software purchases?

Who owns cybersecurity?

Who owns ERP systems?

Who owns cloud services?

Who owns websites and digital platforms?

15

Telephony

What phone system is used?

Number of branches connected

Is a call center used?

16

Regulatory Environment

Which regulations apply?

17

Available Documentation

Please indicate whether the following exist.

Available documentation

18

Physical Security & Facilities Technology

Does the organization use CCTV systems?

Which locations have CCTV installed?

Which vendor provides the CCTV system?

Approximately how many cameras exist?

Is CCTV monitored centrally or locally?

Does the organization use access cards, biometrics, or facial recognition?

Which locations use access control?

Which vendor provides the access control system?

Is access control integrated with any other system?

Is a time attendance system used?

Which technology is used?

Which vendor provides the solution?

Are any buildings equipped with a BMS?

What systems are managed?

Which vendor provides the BMS?

Are fire alarm systems centrally monitored?

Which vendor provides the fire solution?

19

Fleet, Industrial & Operational Technology

Does the organization operate company vehicles?

Is GPS tracking used?

Which tracking platform is used?

Is fuel monitoring used?

Are there any industrial control systems?

Are PLC-controlled machines used?

Are SCADA systems used?

Are automated production lines used?

Are operational systems connected to the corporate network?

Are smart devices deployed?

Approximate number of IoT devices

20

Visitor Management

Is a visitor management system used?

Is visitor registration manual or electronic?

Is visitor management integrated with access control?

21

Specialized Business Systems

Examples: POS, HIS, LIS, school, construction, warehouse automation, fuel monitoring, dispatch, call center, property management, labor camp management, etc.

Please list any specialized systems used by the organization

22

Shadow IT & Department-Owned Technology

Have any departments independently purchased software without IT involvement?

Are employees using cloud services not managed by IT?

Are departments maintaining their own databases or spreadsheets?

Are there externally hosted applications paid directly by departments?

Which AI tools are currently used?

Which departments use AI tools?

What are the primary use cases?

23

Future Initiatives

Are there any planned IT projects?

Are there any planned office expansions?

Are there any mergers, acquisitions, or new entities expected?

Are there any known technology challenges management would like reviewed?

Are there any systems expected to be replaced within the next 24 months?

Please note any inventories, vendor lists, architecture diagrams, organization charts, website/app lists, or other supporting documents available to share

Questionnaire 1