Offer
Field Assessment Report
$500 per report
75+ components scored by urgency, impact, risk, lifecycle, and business continuity
Field Assessment
A vendor-neutral report for the real office stack.
The Field Assessment Report reviews desktop/laptop systems, site infrastructure, backups, network health, security posture, lifecycle risk, and practical next actions.
75+ IT components reviewed across hardware, software, network, security, backup, and cloud systems.
Urgency and impact scoring for vulnerabilities, bottlenecks, continuity risks, and cost leaks.
Tiered recommendations: minimum critical fixes, recommended balanced improvements, and maximum future-proofing.
Executive debrief suitable for stakeholder review, budgeting, and vendor negotiation.
Assessment scope
Two checklists, one practical report.
Desktop / Laptop Assessment
Desktop/Laptop Details
- + Brand and model
- + Supported OS compatibility
- + NVMe drive media
- + Antivirus protection
Performance
- + Rarely requires reboots
- + More than 20% drive space available
- + Reliable applications
- + Reliable print, scan, and copy
Backup and Recovery
- + Backup completed
- + Scheduled backup software
- + Disaster recovery plan
- + Offsite or cloud backup storage
Lifecycle and Condition
- + Desktop/laptop under 5 years
- + Monitor, keyboard, mouse, and printer lifecycle
- + Good physical condition
- + Clear cable pathways
Site Assessment
Internet and Network
- + ISP details
- + DOCSIS 3.1 or newer modem
- + Gigabit router ports
- + WiFi 6, 6GHz, or WiFi 7 access points
Security and Firmware
- + Firewall intrusion prevention
- + Deep packet inspection
- + Router firmware up-to-date
- + Firewall and access point firmware up-to-date
Power and Storage
- + UPS self-test
- + UPS load under 80%
- + AVR and pure sine wave options
- + NAS capacity and RAID1 or better duplication
Organization and Lifecycle
- + CAT-6 or better cabling
- + Patch panel labels
- + Clear cable pathways
- + 5-year lifecycle checks for network components
Report system
The report is an artifact pipeline.
The assessment universe includes Forminator intake, Make scenarios, Airtable scoring tables, Claude-generated narrative, DocsAutomator PDFs, and email delivery.
Desktop/Laptop Airtable Export
Assessment rows include strengths, weaknesses, minimum/recommended/maximum checked and unchecked pricing, Claude reply text, and 33 checklist pair columns.
Site Airtable Export
Site rows include optional component flags for patch panels, switches, external hard drives, UPS, NAS, grouped values, and 45 checked/unchecked condition columns.
Make Automation
Both Desktop/Laptop and Site scenarios follow Webhook -> Airtable -> Claude -> Airtable -> DocsAutomator PDF -> Email.
Completed Report PDF
A completed eight-page Desktop/Laptop Field Assessment Report is available as the reference output artifact.
Report flow
Find the risk, sort the priorities, make the next move obvious.
01
Inspect
Review device, site, network, power, storage, backup, software, and lifecycle evidence.
02
Score
Prioritize by urgency, business impact, performance, continuity, and security risk.
03
Recommend
Separate minimum critical fixes, recommended improvements, and maximum future-proofing.
04
Debrief
Deliver a report useful for stakeholder review, budgeting, or vendor negotiation.
Next step
Buy the report or start with intake context.
The intake helps frame the assessment before deeper review, especially when the environment is undocumented.