Assessment Template for Ld

							                                                 7c7d2e92-c4f8-4537-84b4-882d008f7b02.xls




                                                                 Sales Agent
                                                                 Sales Order Reference
                                                                 Service Region
                                                                 Service ID
                  Date of TA
        Desired Service Date

Customer and Contact Info:
Customer Information                                             Site Contact
Customer Name:                                                   Name:
Address 1:                                                       Phone:
Address 2:                                                       Fax:
City:                                                            Email:
State:
Zip:                                                             Technical Contact
County:                                                          Name:
Main Phone:                                                      Phone:
Fax:                                                             Fax:
URL:                                                             Email:

Current Site Data Configuration
Dedicated Internet                                               Router
Service Provider                                                 Make & Model
Bandwidth (Up & Down)                                            IOS Version
Static Ips Available                                             NAT?
                                                                 DHCP?
Firewall                                                         Installed RAM
Make & Model
Firewall Admin + Phone                                           Switch
                                                                 Make & Model
Onsite Services                                                  QOS enabled/avail.
Email Server?                                                    Office Wiring Cat5?
Web Server?
VPN?

Current Telephone Solution
Phone Services                                                   Phone System
Local Provider                                                   Key / PBX / None / Other
LD Provider                                                      Voicemail (Individual?)
Local POTS                                                       Auto Attendant(s)
Dedicated T1                                                     Call Center Functionality
PRI                                                              If yes, explain
DIDs                                                             Attendant Console
Toll Free Numbers
Hunt Groups

Desired Ring 9 Services
Number of DIDs                                                   Auto Attendants
Plus Seats                                                       Hunt Groups
Basic Seats                                                      Call Center Application
Trunk Replacement Lines                                          Soft Attendant Console

Notes




Assessment Approved for
Service Ordering
                               Ring 9 Representative


                               Date




                                                               Page 1 of 2                   12/20/2010
                                             7c7d2e92-c4f8-4537-84b4-882d008f7b02.xls




                                            Company                                     0


Sales Order Reference                   0
Equipment

Phone Number            Type of Equip       IP Address      Description                     R9 Ordering?
#1
#2
#3
#4
N/A




                                                           Page 2 of 2                                     12/20/2010