Free IT Customer Profile Template
IT Customer Profile
I. Contact Information
Name: |
[Customer's Name] |
Organization: |
[Customer's Company Name] |
Position: |
[Customer's Position/Role] |
Email: |
[Customer's Email] |
Phone: |
[Customer's Phone Number] |
Address: |
[Customer's Address] |
II. Company Overview
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Industry: Information Technology Services
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Size of the Organization: 500+ Employees, Annual Revenue $50 million+
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Geographical Locations: Headquarters in San Francisco, with regional offices in New York, London, and Tokyo
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Business Goals and Objectives: Expand market presence, innovate new IT solutions, enhance customer satisfaction
III. IT Infrastructure
Hardware Specifications
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Servers: Dell PowerEdge R950, HP ProLiant DL380 Gen10
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Workstations: Dell OptiPlex 7000 series, MacBook Pro laptops
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Networking Equipment: Cisco Catalyst switches, Fortinet firewalls
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Other Devices: Polycom conference phones, Epson projectors
Software Environment
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Operating Systems: Windows Server 2050, macOS 22.5
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Productivity Software: Microsoft Office 365, G Suite
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Specialized Applications: Adobe Creative Cloud, Autodesk AutoCAD
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Cloud Services and Solutions: Amazon Web Services (AWS), Microsoft Azure
IV. Technology Usage Patterns
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Frequency of Technology Use: Daily for all employees, 24/7 for critical systems
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Preferred Devices: Desktops for office use, laptops for remote work, smartphones for mobile access
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Primary Operating Systems and Platforms: Windows for office workstations, macOS for creative teams
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Common Applications and Tools: Microsoft Teams for collaboration, Slack for internal communication, Jira for project management
V. IT Support Requirements
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Current IT Support Provider: In-house IT department supplemented by external consultants
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Preferred Methods of Communication for Support: Email for non-urgent issues, phone for emergencies
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Typical Response Time Expectations: Within 1 hour for critical issues, within 4 hours for standard requests
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Critical IT Systems and Services: ERP system, customer portal, email server
VI. Security and Compliance
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Security Measures in Place: Firewall with intrusion detection, antivirus software with real-time scanning, encryption for sensitive data
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Compliance Requirements: GDPR compliance for European operations, HIPAA compliance for healthcare clients
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Data Backup and Disaster Recovery Plans: Regular backups stored on-site and in the cloud, tested disaster recovery procedures
VII. Pain Points and Challenges
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Common IT Issues Faced: Network outages due to hardware failures, compatibility issues with legacy software
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Areas for Improvement or Enhancement: Streamlining IT processes, upgrading outdated infrastructure
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Unmet Technology Needs: Improved cybersecurity solutions, better integration between software systems
VIII. Future IT Plans
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Planned IT Initiatives and Projects: Migration to cloud-native applications, implementation of AI-powered analytics
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Technology Upgrades or Migrations: Upgrade to Windows 22, transition to Office 365 collaboration suite
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Budgetary Considerations: Allocating funds for cybersecurity enhancements, investing in employee training programs
IX. Additional Notes
[Customer's Company Name] prides itself on staying at the forefront of technology trends and continuously evaluating new tools and solutions to improve efficiency and productivity.
Prepared By : |
[Your Name] |
Company Name: |
[Your Company Name] |
Date Prepared : |
[Date] |