Technology Assessment Questionnaire

Confidential — Prepared by Modern IT & AI for Donnell & Company, P.A.

Contact Information
Microsoft 365 Environment
List everything your staff actively opens on a regular basis.
Software Stack & Costs
Include the tool name and approximate annual cost. Estimates are fine.
Document Workflow
Is this process standardized across all staff?
Workflow & Project Management
Client Communications
Remote Work & Florida Office
Tools Under Evaluation
Priorities

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