Application Service Provider Due Diligence List
Section 1: Due Diligence Worksheet
1. Business name:
2. Headquarters address:
3. Other locations:
4. Key contacts (preferably Owners / Principals):
5. Nnumber of paying customers you served last year:
6. Top selling products and services along with their sales last year:
7. What industries do you serve today?
Please check all that apply and provide last year sales to that industry if available.
| Industry Served | Estimated sales last year ($000) | |
| Health Care | ||
| Telecommunications | ||
| Manufacturing | ||
| Government | ||
| Financial Services | ||
| Computer Software | ||
| Small Businesses |
8. What Size of Customer do you serve today?
Please break-down your sales last year by industry.
| Size of Customer (no. of users on your svc) |
Estimated sales last year ($000) | |
| Single User Accounts (1 user) | ||
| Small Businesses (2 to 5) | ||
| Medium Businesses (6 to 25) | ||
| Large Businesses (>25 users) |
9. What Regions do you serve today?
Please break-down your sales last year by region.
| Region in North America | Estimated sales last year ($000) | |
| US - North East | ||
| US - South East | ||
| US - West Coast | ||
| US - Rocky Mountain | ||
| US - Mid West | ||
| Canada | ||
| Europe | ||
| Asia | ||
| Africa | ||
| South America | ||
| Australia |
10. What types of hosted Functional Applications do you offer?
Please check all that apply, and provide est. sales last year if available.
| Hosted Application Service | Estimated sales last year ($000) | |
| ERP / Full Suites (i.e., Oracle) | ||
| Finance / Accounting | ||
| Payroll / HR | ||
| Order Processing & Catalogs | ||
| Supply Chain Management | ||
| Procurement | ||
| Industry or Specialty Portals |
What are your typical Contract Terms for these services?
(for example: 1-year contract, paid monthly, exit penalty, non-refundable startup)
____________________________________________________________
____________________________________________________________
____________________________________________________________
11. What types of hosted Technical & Infrastructure applications do you offer?
Please check all that apply, and provide est. sales last year if available.
| Hosted Technical Service | Estimated sales last year ($000) | |
| Web Site Hosting | ||
| Email Hosting | ||
| Email Filtering (Spam Mgmt, etc.) | ||
| Internet Access (ISP) | ||
| Network Management (LAN/WAN) | ||
| Network Security (firewall, et al) | ||
| Portal Platform (EIP, etc.) |
What are your typical Contract Terms for these services?
(for example: 1-year contract, paid monthly, exit penalty, non-refundable startup)
____________________________________________________________
____________________________________________________________
____________________________________________________________
12. What Platform Technologies do you utilize and support?
| Platform Technology | Vendors & Products Used | |
| Network Hardware (routers, firewalls, hubs, etc.) |
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| Server Operating System (e.g., Linux, NT, XP) |
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| Storage Management Hardware & Software (e.g., Dell, EMC) |
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| Application Development Standard (e.g., J2EE, .NET) |
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| Application Server (e.g., BEA Weblogic) |
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| Data Base Management (e.g., MS SQL Server, Oracle 8i) |
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| Web Application Development (e.g., Cold Fusion) |
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| Web Content Management (e.g., Front Page, Interwoven, Adobe) |
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| Email Server & Management |
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| Web Server (e.g., Apache, Microsoft) |
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| Application Integration Tools (e.g., Webmethods, Tibco, Vitria) |
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| Web Services Tools |
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| Portal Builder / EIP platform |
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| User Web Page Development Tools |
13. What types of Consulting Services do you currently offer?
Please check all that apply, and provide est. sales last year if available.
| Consulting Service | Estimated sales last year ($000) | |
| System / Network Design & Planning | ||
| System / Network Installation | ||
| Customer Training | ||
| Web Site Development | ||
| Application Setup/Configuration | ||
| Content Services (eg, catalog setup) |
What are your typical Fees and Terms for these services?
(for example: $75 per hour, 1 day minimum, plus expenses)____________________________________________________________
____________________________________________________________
14. What Licensed Software Applications do you sell?
Please list your top licensed software products and provide est. sales last year if available.
| Rank | Name of Licensed Software Product | Estimated sales last year ($000) |
1 |
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2 |
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3 |
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4 |
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5 |
15. What OTHER services or products do you offer?
| Rank | Name of Product or Service | Estimated sales last year ($000) |
1 |
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2 |
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3 |
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4 |
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5 |
What are your typical Fees and Terms for these services?
(for example: 1-year services contract, paid monthly, exit penalty, non-refundable startup)____________________________________________________________
____________________________________________________________
____________________________________________________________
Section 2: Current Financial Condition
a. Balance sheet for the last 12 months
b. Income statement for the last 12 months, include a list of capital expenditures
Section 3: Growth Projections
Please tell us where you see your growth heading during the next four calendar years, and tell us the top reasons you believe this will occur.
NOTE: figures should be expressed in thousands of dollars ($000).
CY THIS YEAR CY NEXT YEAR CY YEAR AFTER CY YEAR AFTER
Projected Revenues $___________ $___________ $___________ $___________
Estimated Expenses $___________ $___________ $___________ $___________
Est. Gross Income $___________ $___________ $___________ $___________
Please List the top 3 reasons for this growth:
1. ___________________________________________________________________________
___________________________________________________________________________
2. ___________________________________________________________________________
___________________________________________________________________________
3. ___________________________________________________________________________
___________________________________________________________________________
Please forward information to the following:
M. Eric Furlow
eric@furlowconsulting.com
Furlow Consulting
362 Gulf Breeze Pky. #202
Gulf Breeze, FL 32561850-982-8102 mobile