Pre-Assessment Process
Client Pre-Requisites
Requirements for a successful Assessment.
Dove Sales Pre-Assessment
Requirements for Dove Sales Team Member Prior To Onsite
.1
Set up Teams Meeting
Invitees: Client Principals (IT included), Service Tech, DoveIT personnel
Time/Date: At least 2 business days from Appt
Location: Ensure Location Address is in invite and is a Teams meeting.
Ensure Pre-Requisites are in the invite notes.
.2
Fill the form out to the best of your ability.
Click here to open the form.
This will allow you to go back to it later, don’t worry.
.3
Look Through Dark Web Report
Check for any names on the report against known management and executives. Helps to identify high risk and already breached leadership potential.
.4
Understand Initial Role
When you arrive onsite, you are the lead contact for the client. In order to facilitate the service tech assessment, please ensure the tech has access to the server room, has logged into the server, and connected with DoveIT personnel.
.5
Prepare Questions and Follow up
Prepare follow up questions on issues or comments made that match in line with the assessment questionnaire.
If floorplan is provided, send a copy to DoveIT, and print a couple copies for the service technician and yourself for notes.
Operations Pre-Assessment
Requirements for DoveIT Personnel
Identify Email
Identify Email Service Provider by MX Record
Microsoft 365 Tenant Check
Perform a Tenant Check on known domains
DNS Registrar
Look up the Registrar for the known domains, and validate
Review Discovery Call notes
Review all the notes from the Discovery call to know any details you might need to get additional information regarding
Onsite Assessment Process
Dove Assessment Onsite Steps
Use this as a general guide of steps to complete. Communicate with DoveIT team on a Teams call and send all relevant photos and files to the Teams chat.
Important: you cannot share files or photos with a chat/meeting if a non-Dove user is invited. Please use internal chat/meeting links only, or it won’t work!
If you are provided a floorplan, make notes of locations for follow up. Send a photo of the floorplan and notes before you leave.
Sales and Service should be together for all of this portion of the process.
Look Around
Take photos of cameras, door access controls, wireless access points, network switches on desks, behind computers, as you see them deployed.
COnfirm Access
Ensure you can enter all network and IT closets, and locations of servers. Sometimes you need to use someone’s computer to remotely log into a server, so let’s look at the main server area before remote connection for assessment.
Call DoveIT On Teams
Once you have access to the server room, the service technician should call DoveIT on Teams to begin the network, ISP, and main IT room overview.
Photos will be taken later; this is just a general identification process. Ensure we have access to return to this room and any other networking closets/locations.
Remote Login To Server
Go to dove.support in a web browser on the server, and download our remote support tool. Once connected, Sales will move to an office or conference room to complete the online form portion of the assessment.
Need help or have an idea?
You’re not in this alone!
Reach out to Tim, and we can work on this to make sure you’re ready!