Service Transition Data Capture

1. Engagement Details

Client name

Incoming provider

Outgoing provider (company name)

Form completed by (name)

Role / job title

Contact email

Contact phone

Date completed

2. Contract & Commercial

Agreed contract cessation date

Notice period formally completed?

Final billing date

Third-party contracts or subscriptions held on the client's behalf

Contractual data return / destruction obligations

3. Environment Overview

Number of users supported

Number of endpoints (desktops/laptops)

Number of servers (physical / virtual)

Number of sites / locations

Primary email/Active Directory domain(s)

Identity model

4. Microsoft 365 / Cloud Tenancy

Is the Microsoft 365 tenant owned by the client?

Current CSP / licence billing provider

Licence billing cycle

Delegated admin (GDAP/DAP) in place?

MFA enforcement method

Intune / endpoint management in use?

Third-party SSO or app integrations

5. Hosted Infrastructure & Servers

Does the client consume hosted infrastructure from you?

Hosting platform

Hypervisor (on-premises)

Data migration preference

Post-cutover data retention period on your systems

Please list each hosted or managed server (use Add server for more rows):

6. Network & Connectivity

Firewall vendor / model

Firewall managed by

Managed switches in place?

Wireless vendor

Internet circuits / ISP details

Site-to-site VPNs or inter-site links

7. Security & Management Tooling

Antivirus / EDR product

Email security / filtering

RMM / monitoring platform

Remote access tooling deployed

Security tooling licensed via

Any known security incidents, open vulnerabilities or risk-register items

8. Backup & Data Protection

Backup product

Backup scope

Retention policy

Offsite / cloud copy in place?

Are backup encryption keys available for handover?

Last successful restore test date

9. Telephony

VoIP / telephony platform

Number porting required?

Telephony contract held by

Number ranges / DDIs

10. Documentation & Handover Readiness

Network diagrams and IP schema

Hardware / software asset register

Administrative credentials list (full estate)

Licence schedule with proof of entitlement

DNS zone exports and registrar access

Ticket history export (12 months minimum)

Known-issues register / runbooks

Preferred secure handover method

11. Open Items & Additional Information

Open support tickets at time of completion

In-flight projects or changes

Scheduled / recurring maintenance activities

Anything else the incoming provider should be aware of

Supporting documents (network diagrams, asset registers, licence schedules, exports)

Drag files here or browse

Up to 10 files, 15 MB total. For anything larger, or for credentials, please use the agreed secure handover channel rather than this form.

12. Declaration

Name

Position

Date

I confirm that the information provided in this form is accurate and complete to the best of my knowledge, and that any items marked as to be confirmed will be followed up promptly.

1. Engagement Details

2. Contract & Commercial

3. Environment Overview

4. Microsoft 365 / Cloud Tenancy

5. Hosted Infrastructure & Servers

6. Network & Connectivity

7. Security & Management Tooling

8. Backup & Data Protection

9. Telephony

10. Documentation & Handover Readiness

11. Open Items & Additional Information

12. Declaration

Thank you. Your submission has been received.

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