Client Transition Document
Contact Information
Client Transitioning:
Outgoing IT Company:
Outgoing IT Contact:
First Name
Last Name
Outgoing IT Email:
example@example.com
Outgoing IT Phone Number:
-
Area Code
Phone Number
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Domain
Domain Details:
Domain Auth Key
Website Hosting Details:
Credentials
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Server(s)
Domain and Local Administrator Account Details:
Credentials
Local and Offsite/Cloud Backup Access Details:
Credentials
iLo or Remote Lights Out:
Credentials
Windows Server License (Volume or SPLA):
Agreement ID
Document Management System:
Credentials
End-User Remote Access Details:
Credentials
Printer(s) Access Details:
Credentials
Hardware Warranty Details:
POST Warranty ID
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Computer(s)
Local Administrator Account Details:
Credentials
Antivirus / Security Suite Access Details:
Credentials
Hardware Warranty Details:
POST Warranty ID
Windows License Details:
Agreement ID
BYOD Strategy:
Credentials
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Network(s)
Router Access Details:
Credentials
Topology:
Subnet, VPN
Wi-Fi Access Details:
Credentials
Network Media Access Details:
Credentials
Internet Service Provider Details:
Credentials
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Phone(s)
Local/Hosted PBX Access Details:
Credentials
Fax2Email :
Credentials
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Mail(s)
Mail Platform Access Details:
Credentials
Mail Archive:
Credentials
Security Filtering Access Details:
Credentials
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Subscription(s)
Office365/Google Apps:
Partner Adviser
Adobe:
Partner Credentials
Citrix:
Partner Credentials
Dropbox:
Partner Credentials
Single Sign On (SSO):
Partner Credentials
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Data Retention
Data Retention Policy
Credentials
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Any Other Relevant Information
Any Other Relevant Information
Any Relevant Documents to be provided
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