Collaboration Hosting

Discovery Questionnaire

Help us understand your organization's email environment and requirements. We'll review your answers and follow up with a tailored migration assessment — no obligation, no sales pressure.

This questionnaire covers your current email environment, user requirements, security needs, and migration preferences. Most questions are optional — answer what you can and leave the rest blank. The more detail you provide, the more useful our assessment will be.

1. Organization Profile

Company Name *

Industry

Number of Employees

Email Users Required

Primary Office Locations

2. Current Email Environment

Current Email System

Provider Name (if Hosted Exchange or Other)

Exchange Version (if applicable)

Current Hosting Location / Notes

Approximate Average Mailbox Size

Features Currently in Use

Shared mailboxes Resource / room booking Distribution lists Public folders

3. User & Workflow Requirements

Email Clients in Use

Outlook Desktop (Windows) Outlook (Mac) Webmail primarily Mobile devices heavily used

Approx. Mobile Device Count

Shared Calendars Used?

Admin Delegation Required?

4. Security & Compliance Needs

Multi-Factor Authentication (MFA)?

Canadian Data Residency

Compliance Requirements

Healthcare privacy (PIPEDA/PHIA) Legal confidentiality Government / public sector Industry-specific regulations None Unsure

Email Retention Needs

5. Migration Considerations

Reason for Considering Migration

Exchange end-of-life Rising Microsoft 365 costs Data residency concerns Performance issues Provider dissatisfaction IT modernization Other

Desired Migration Timeline

Migration Assistance Needed

6. Administration & Support Expectations

Internal IT Capability

Support Expectation

Billing Preference

7. Decision Factors

8. Additional Notes

Anything else we should know?

Max 5 000 characters.

9. Your Contact Information

Full Name *

Email Address *

Phone Number (optional)

Preferred Contact Method

Your information is kept strictly confidential and used only to prepare your migration assessment. We will never sell or share your details with third parties.

Prefer to reach us directly? Email support@webfire.ca