1 Company Profile

• What is your company name and industry?
• How many employees does your organization have?
• What regions/countries do you operate in?
• Who are the key stakeholders involved in this evaluation?

2 Current State

• What data integration or file transfer solutions are you currently using?
• How are you handling data movement between systems today?
• What are the main pain points with your current approach?
• How many integrations/data flows do you manage currently?

3 Business Drivers

• What is driving this initiative? (e.g., digital transformation, compliance, cost reduction, scalability)
• What business problems are you trying to solve?
• Are there specific compliance or regulatory requirements? (e.g., HIPAA, PCI-DSS, GDPR)
• What would success look like for this project?

4 Technical Environment

• What are your primary source and target systems?
  • • ERP systems (SAP, Oracle, etc.)
  • • Databases (Oracle, SQL Server, PostgreSQL, etc.)
  • • Cloud platforms (AWS, Azure, GCP)
  • • SaaS applications
  • • Mainframe/legacy systems
• What data formats do you need to support? (CSV, XML, JSON, EDI, fixed-width, etc.)
• What is the typical volume of data transferred? (files per day, GB/TB)
• Do you have real-time or batch processing requirements?
• What security requirements do you have for data in transit and at rest?

5 Integration Requirements

• Do you need on-premises, cloud, or hybrid deployment?
• Are you looking for managed file transfer (MFT) capabilities?
• Do you need B2B/partner integration capabilities?
• What level of automation and scheduling do you require?
• Do you need data transformation or just movement?

6 Timeline & Budget

• What is your target timeline for implementation?
• Is there a specific event or deadline driving the timeline?
• Has budget been allocated for this initiative?
• What is your expected investment range?

7 Decision Process

• What is your evaluation process and timeline?
• Who are the decision-makers and influencers?
• Are you evaluating other solutions? If so, which ones?
• What criteria are most important in your decision? (cost, features, support, ease of use)

8 Next Steps

• Would you like a technical demo tailored to your use cases?
• Do you have a proof-of-concept scenario you'd like to test?
• Who else should be involved in the next conversation?