INTAKE

● Strategic Innovation Assessment

Customer Profile

Please complete your customer profile as the first step in your services with Technikole Consulting.

We estimate this form will take about 15 minutes to complete. Thank you for your time.

Part 1: Organizational Structure

Your Information

Project Lead (if not you)

Project Escalation Point (Final Decisions)

Technical Point of Contact

Internal IT Support Team/Helpdesk?
Organizational Layout (Select all)

Digital Footprint (Links)

We will connect with you on mutual platforms.

Part 2: Project Scope & Vision

Project Focus

Who is your project for?

Part 3: AI & Data Intelligence

Industry Compliance Needs (Select all)

Personally Identifiable Information / Protected Health Information , Health Insurance Portability and Accountability Act , Cybersecurity Maturity Model Certification , General Data Protection Regulation , System and Organization Controls 2 , Anti-Money Laundering / Know Your Customer, None.

AI Governance

Do you have an AI Governance (Written Policy?)

AI Ecosystem (Tools in use)

Part 4: Your Brand and Assets

Brand Guidelines

Please provide high-quality logos, HEX color palette, and official imagery requirements to the Shared Drive.

Standard Operating Procedures (SOPs)

Thank you for completing your Customer Profile! Please review and submit your information below.

By submitting this form you are providing Technikole Consulting with information vital to the success of your services. Please review our Privacy Policy and Terms of Service along with your project Engagement Agreement for additional information on how we maintain and protect your data.

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