Anygrations

Client Discovery Intake Form

Complete this form before your first call with the Anygrations team. The more detail you provide, the more specific and actionable your audit deliverable will be. This form takes 15–20 minutes. Everything shared is covered under mutual NDA.

01

Company Overview

Number of employees

Annual revenue range (optional)

Average deal or contract value (optional)

Roughly what share of your revenue comes from repeat clients vs. new? (optional)

02

Current Systems Inventory

List every software system your team uses regularly. Include the category, years in use, and whether it is business critical.

Are any systems on legacy or on-premise infrastructure?

Are any systems under a current vendor contract with expiration coming up?

03

Compliance and Regulatory Requirements

This section determines what data handling, security, and audit trail requirements apply to your integrations. Answering accurately protects both parties.

Regulatory frameworks that apply to your business:

Data flowing through your integrations includes:

Do you have an existing data processing agreement (DPA) template?

Do you have security policies vendors must comply with?

04

Technical Contacts and System Access

Integrations require read/write API access to your systems. This section identifies who controls that access and how it will be granted.

IT / system administration contact:

Admin contacts with API key creation ability, by system:

Preferred method for sharing credentials and API keys:

Does API access require executive or IT department approval?

Do you have staging or sandbox environments available?

05

Data Handling and Security Requirements

Where is your business data currently hosted?

Data residency requirements (data must stay in a specific region)?

Current approach to API credential storage:

Security and compliance decision maker:

Have you experienced a data breach or security incident in the last 3 years?

06

Integration Goals and Priorities

The more specific you are here, the more actionable your audit deliverable will be.

Top 3 manual processes your team repeats most often that you want automated:

Which two systems cause the most pain when they do not communicate?

Hours per week spent on manual data entry or workflow tasks to automate:

Have you tried to build any of these integrations before (DIY or via another vendor) that failed or were abandoned?

How do new leads or clients primarily find you?

Rough close rate on proposals you send out (optional)

07

Post-Launch Support and Handoff Expectations

Who needs to understand how integrations work after go-live?

Technical comfort level:

How would you prefer to be notified if an integration fails?

Expected response time for critical failures outside business hours:

Do you have operations outside standard business hours where a failure would be immediately impactful?

Primary contact during the 30-day post-launch hypercare period:

08

Timeline and Decision Process

Is there a specific date by which you need integrations live?

Who makes the final decision to proceed with this engagement?

Is budget already allocated for this project?

Have you received proposals or quotes from other vendors for this project?

09

Anything Else

All information is treated as confidential under mutual NDA.