Quonode IT Discovery Portal • Technology. Security. Simplified.
Quonode IT Discovery & Security Assessment
Device Management • Endpoint Security • DLP Assessment
Client/Company Name: _________________________________
Date: 2026-09-08
Prepared By: _________________________________
Contact Email: _________________________________
A. Company & Users
1. How many employees will be using company devices initially?Not specified
2. How many devices do you expect to manage?Not specified
3. What types of devices will employees use?[ ]Windows laptops/desktops
[ ]MacBooks/iMacs
[ ]Android phones/tablets
[ ]iPhones/iPads
[ ]Other: __________
4. Will the devices be company-owned, employee-owned (BYOD), or both?( ) Company-owned( ) BYOD( ) Both
5. Will employees work from office, remotely, or in a hybrid environment?( ) Office( ) Remote( ) Hybrid
B. Device Management
6. Do you want all company devices to be centrally managed from one platform?( ) Yes( ) No( ) Need guidance
7. Do you want IT to automatically configure new devices when an employee joins? 8. Which applications should be automatically installed on company devices?None specified
9. Do you want to restrict installation of unauthorized applications? 10. Do you want to enforce password/PIN requirements? 11. Do you want device encryption to be mandatory?( ) Yes( ) No( ) Need guidance
12. Do you want automatic OS and application updates/patch management? 13. Should IT be able to remotely lock or wipe a lost/stolen device? 14. Do you want to restrict USB/removable storage devices?( ) Yes( ) No( ) Need guidance
15. Do you want to restrict access to certain websites or categories of websites? 16. Do you require kiosk/shared-device management? 17. Do you require device inventory/asset tracking? C. DLP — Data Loss Prevention
18. What type of sensitive/confidential information will the company handle?[ ]Customer information
[ ]Financial information
[ ]Employee information
[ ]Business documents
[ ]Intellectual property
[ ]Source code
[ ]Contracts
[ ]Passwords/credentials
[ ]Other: __________
19. Do you want to prevent employees from copying company data to USB drives? 20. Do you want to control copy/paste of corporate information? 21. Do you want to restrict uploading company files to personal cloud storage? 22. Do you want to control file transfers through web browsers? 23. Do you want to restrict printing of confidential documents? 24. Do you want to monitor or restrict screenshots/screen capture where supported? 25. Do you want to prevent employees from transferring company data to unauthorized applications? 26. Should sensitive files/data be automatically detected and blocked during unauthorized transfer?( ) Yes( ) No( ) Need guidance
27. Do you want alerts when a user attempts to move or share sensitive company data? 28. Do you need different DLP policies for different departments/users? D. Employee Onboarding & Offboarding
29. When a new employee joins, what should happen automatically?[ ]Device provisioning
[ ]Application installation
[ ]Security configuration
[ ]Email/account setup
[ ]Device enrollment
[ ]Other: __________
30. When an employee leaves, should IT automatically perform the following?[ ]Disable access
[ ]Lock/wipe the device
[ ]Remove corporate applications/data
[ ]Recover company assets
[ ]Preserve company data
[ ]Other: __________
E. Security & Monitoring
31. Do you require antivirus/EDR integration?( ) Yes( ) No( ) Already have one
32. Do you want alerts when a device becomes non-compliant? 33. Who will monitor the devices and security alerts?_____________________________________________________
34. Do you need regular compliance/security reports? F. Business Priorities & Concerns
35. Do you have any specific compliance requirements?[ ]ISO 27001
[ ]SOC 2
[ ]GDPR
[ ]HIPAA
[ ]None / Not sure
[ ]Other: __________
36. What are your main concerns regarding company devices and data?[ ]Unauthorized applications
[ ]Data leakage
[ ]USB usage
[ ]Employee access control
[ ]Lost/stolen devices
[ ]Remote employees
[ ]Protection of confidential information
[ ]Other: __________
G. Additional Requirements / Notes
None specified
Client Confirmation
The information collected through this questionnaire will be used to understand the client's Device Management, Endpoint Security, DLP, onboarding/offboarding, and compliance requirements. Final product/licence recommendations will be based on the confirmed requirements.
Client Name:
__________________________________
Signature:
____________________________________