Company Name
*
Please enter your company name
Your Name
*
Please enter your name
Your Email Address
*
Please enter your email address
Your Phone No.
*
Please enter your phone number
Your Version No (see link above on how to obtain)
*
Please enter your sage 200 Version number, the link above shows you how to get to this information
Number of Users
*
Please enter the number of user your system has (see notes above on how to get this number)
Number of Live Companies/Databases
*
Note this is the number of databases you have, the notes above shows you how to get this information
Number of Historical Companies/Databases
*
Note this is the number of databases you have, the notes above shows you how to get this information
Do you use Sage 50 Payroll?
*
Please indicate if you use Sage 50 Payroll
In Use
Not in Use
How many Sage 200 Users have Sage 50 Payroll installed?
If you use sage payroll how many machines have the payroll client installed
Please detail any Add ons you have (Enter None if None)
*
Please provide details of any addons and software that interacts with Sage or it's data in ANY way
Please detail any Customisations you have (Put None if None)
*
Please provide details of any bespoke customisations that you are aware of.
Please provide details of any integrations that you are aware of. (Put None if None)
*
Please provide full details of all imports & exports & integrations that take data IN or OUT of Sage
Do you use the Commercials Modules?
*
Commercials are Stock, Purchase Orders & Sales Orders
In Use
Not in Use
Do you use the Bill of Materials (BOM) Module?
*
In Use
Not in Use
Do you use the Project Accounting Module?
*
In Use
Not in Use
Do you use the Business Intelligence Excel Add in?
*
In Use
Not in Use
Do you use the Excel Reporting add in?
*
In Use
Not in Use
Do you use Workspaces in Sage?
*
In Use
Not in Use
Have any workspaces been created or amended using Workspace Designer?
*
Yes
No
Do you use Sage CRM
*
In Use
Not in Use
Do you want your Reports & Layouts rewritten or do you accept the risk of not doing that?
*
Please see the notes above as to why they may need to be rewritten and additional charges that apply
Re-Write All
Accept the risk of not re-writing
Please confirm what type of new server your IT support will provide for the new sage version
*
Note a new server will minimise downtime. Please review the link “What type of server will be used”
New Virtual Server
New Physical Server
No New Server (Not Recommended)
Where does the existing system reside?
*
On-site (Server Supported by GCC)
On-site (Server Supported by 3rd party IT Provider)
On-site (Server Supported by internal IT team)
Microsoft Azure (Server Supported by GCC)
Microsoft Azure (Server Supported by 3rd party IT Provider)
Microsoft Azure (Server Supported by internal IT team)
3rd Party Hosted (Server Supported by GCC)
3rd Party Hosted (Server Supported by 3rd party IT Provider)
3rd Party Hosted (Server Supported by internal IT team)
Where will the new system reside?
*
On-site (Server Supported by GCC)
On-site (Server Supported by 3rd party IT Provider)
On-site (Server Supported by internal IT team)
Microsoft Azure (Server Supported by GCC)
Microsoft Azure (Server Supported by 3rd party IT Provider)
Microsoft Azure (Server Supported by internal IT team)
3rd Party Hosted (Server Supported by GCC)
3rd Party Hosted (Server Supported by 3rd party IT Provider)
3rd Party Hosted (Server Supported by internal IT team)
Do some/all of your users have the Sage 200 client installed locally on their PC?
*
All
Some
None
Number of users with the Sage 200 client installed on their PC.
*
Enter 0 if no one has the client installed
Do any of your users access Sage 200 from home or from a different office?
*
All
Some
None
Number of Remote Users
*
Please enter 0 if no one accesses Sage remotely
What type of remote connection do users utilise?
If the method is not below then please select other and add a note in the next question
Connect VPN and run Sage locally
Connect VPN and run Sage via Remote Desktop
Connect via Remote Desktop (state which below)
Connect to PC in office via Teamviewer etc (state which below)
Other (state how below)
If applicable please elaborate on the remote connection method of your users