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Small Business  Questionaire

Business Name:
Address:
City:
State
Postal Code:
Country:
Phone Number:
Fax Number:
E-Mail:
Remote Phone:
Contact Person(s):
  • Type of Business:

Retail Sales
Services to
   other
   businesses
Educational

Wholesale Sales
Government
Not For Profit
Services to end users
Industrial
Other
  • Do you support: 

Walk in customer

  Phone customers   Mail Order Customers
  • I reach my customers primarily by:  

World Wide Web
Radio/TV   
    advertising

Sale persons
Mailings
Word of Mouth
Other
  • Number of Employees:        
  • Number of contractors:
  • Type of ownership:  
Sole proprietor
Partnership
Corporation
Other
  • Approximate Monthly Sales Volume:
0-$300,000
$1,000,001-$10,000,000
$300,001-$1,000,000
$10,000,001-up
  • How long has business been in operations?
Years

  • Do you currently use computers to conduct business?     
Yes  No

If so, describe how: 

  • What type of networks do you utilize:
local area networks
wide area networks
Other
None
  • Do you have an in-house technical staff?           
Yes  No
  • Do you find the demand for expanding your information processing systems is growing?
Yes  No
  • Do you have an information systems plan?
Yes  No
  • Is follow-up after sales an important aspect of your business?
Yes  No
  • If yes, how do you follow up?        
In Person 
Phone 
  Fax 
  E-Mail
World Wide Web
Other
  • Are you currently happy with your follow-up performance?
Yes  No
  • Do you perform customer surveys?

    If so, how do you collect the information?

Yes  No
  • Do you provide a customer feedback function?
Yes  No

  • Do you carry inventories?
Yes  No

If yes, what is the approximate turnover?  

What is the approximate monthly value? 

  • Is purchasing activities a significant part of your inventory cost?
Yes  No
  • Is e-commerce important to you?
Yes  No
  • Is accounts payable processing a significant accounting activity for your business?
Yes  No

  • Do you do your bookkeeping/recordkeeping:                       
Contract out
In-house
Other
  • Is timely reporting regarding sales, inventory management, time management and or document management aspects of your bookkeeping/record keeping processes?
Yes  No
  • Is producing payroll a significant business activity
Yes  No
  • Do you routinely report the results of operations to others?
Yes  No
  • Is document storage and management a time consuming activity for your operations?
Yes  No
  • Do you access archived documents:  
Frequently 
Sometimes
Occasionally
Rarely
Never
  • Is scheduling resources and or events an important aspect of your business?
Yes  No
  • Is asset management (e.g., location, status, availability) an important aspect of your business
Yes  No
  • Do you rely on databases in the management of your business?
Yes  No

If yes,  primarily for what? 

Sales Tracking/Forecasting
Asset Management
Personnel Management
Other

  • Is accounts receivable processing a significant accounting activity for your business?
Yes  No
  • Is processing credit cards a significant accounting activity for your business?
Yes  No
  • Is order taking and processing an important activity for your business?
Yes  No
  • Is job tracking and management an important activity for your business?
Yes  No

  • Approximately how many workstations do you have in your business?
Micros  
Macs
Unix/Linux
Other
  • Approximately how many file, print, communications, data servers do you have?
  • Is remote communications and information system access important?
Yes  No
  • Is access to World Wide Web important to your business?
Yes  No
  • Is color printing important for your business?
Yes  No
  • Is high volume printing important to your business?
Yes  No

  • How often do you send and or receive Faxes?
Hourly
Daily
Weekly
Monthly
Almost Never
  • Is intra-office communications important for your business?
Yes  No
  • Is inter-office communications important for your business?
Yes  No
  • Is sharing documents an important function for your business?
Yes  No
  • Do you rely on product catalogs to service your customers?
Yes  No
  • Is performance tracking an important aspect of your business?
Yes  No
  • Is electronic communications with your suppliers, vendors, customers, employees, knowledge resources, and contractors an important aspect of your business?
Yes  No
  • Is remote support by your vendors and suppliers of business functions important for your business?
Yes  No
  • Do you require your employees to provide remote support for business functions?
Yes  No

If yes, in what areas?

Accounting
Computer Systems
Information Systems
Other

  • Do you prefer partnering with your suppliers and or vendors?
Yes  No
  • Regarding your suppliers and vendors, is service after the sale:
a must
is needed
ok
not so important
  • Do you anticipate using the World Wide Web to market your products?
Yes  No
  • Is world market access important to you?
Yes  No
  • Is updating and or changing your current system resources an important activity?
Yes  No
  • Is security and protection of system resources and data important?
Yes  No

  • Is project collaboration important for your business?
Yes  No
  • Is group scheduling important for your business?
Yes  No
  • Is E-Mail important for your business?
Yes  No
  • Do your business resources perform work at home and or away from the office?
Yes  No
  • Is document preparation an aspect or your business that needs attention?
Yes  No
  • Is change management an important aspect of your business?
Yes  No
  • Enter other your comments in the space provided below:
Please contact me as soon as possible regarding this matter.


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