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

  • Industry: Information Technology Services

  • Size of the Organization: 500+ Employees, Annual Revenue $50 million+

  • Geographical Locations: Headquarters in San Francisco, with regional offices in New York, London, and Tokyo

  • Business Goals and Objectives: Expand market presence, innovate new IT solutions, enhance customer satisfaction

III. IT Infrastructure

Hardware Specifications

  • Servers: Dell PowerEdge R950, HP ProLiant DL380 Gen10

  • Workstations: Dell OptiPlex 7000 series, MacBook Pro laptops

  • Networking Equipment: Cisco Catalyst switches, Fortinet firewalls

  • Other Devices: Polycom conference phones, Epson projectors

Software Environment

  • Operating Systems: Windows Server 2050, macOS 22.5

  • Productivity Software: Microsoft Office 365, G Suite

  • Specialized Applications: Adobe Creative Cloud, Autodesk AutoCAD

  • Cloud Services and Solutions: Amazon Web Services (AWS), Microsoft Azure

IV. Technology Usage Patterns

  • Frequency of Technology Use: Daily for all employees, 24/7 for critical systems

  • Preferred Devices: Desktops for office use, laptops for remote work, smartphones for mobile access

  • Primary Operating Systems and Platforms: Windows for office workstations, macOS for creative teams

  • Common Applications and Tools: Microsoft Teams for collaboration, Slack for internal communication, Jira for project management

V. IT Support Requirements

  • Current IT Support Provider: In-house IT department supplemented by external consultants

  • Preferred Methods of Communication for Support: Email for non-urgent issues, phone for emergencies

  • Typical Response Time Expectations: Within 1 hour for critical issues, within 4 hours for standard requests

  • Critical IT Systems and Services: ERP system, customer portal, email server

VI. Security and Compliance

  • Security Measures in Place: Firewall with intrusion detection, antivirus software with real-time scanning, encryption for sensitive data

  • Compliance Requirements: GDPR compliance for European operations, HIPAA compliance for healthcare clients

  • Data Backup and Disaster Recovery Plans: Regular backups stored on-site and in the cloud, tested disaster recovery procedures

VII. Pain Points and Challenges

  • Common IT Issues Faced: Network outages due to hardware failures, compatibility issues with legacy software

  • Areas for Improvement or Enhancement: Streamlining IT processes, upgrading outdated infrastructure

  • Unmet Technology Needs: Improved cybersecurity solutions, better integration between software systems

VIII. Future IT Plans

  • Planned IT Initiatives and Projects: Migration to cloud-native applications, implementation of AI-powered analytics

  • Technology Upgrades or Migrations: Upgrade to Windows 22, transition to Office 365 collaboration suite

  • 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]

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