Software and SaaS Escrow Evaluation

This detailed questionnaire is designed to help enterprise users of business-critical software or SaaS applications determine whether a software or SaaS escrow agreement would be a valuable investment.

Software and SaaS Escrow Evaluation

Section 1: Business Impact Assessment


Not critical
Moderately critical
Highly critical
Mission-critical


No impact
Minor inconvenience
Significant disruption
Major disruption


Indefinitely
3-6 months
Up to 1 week
1-3 days
Less than 24 hours


Yes
No

Section 2: Vendor and Software/SaaS Application Evaluation



Less than 1 year
1-5 years
5-10 years
Over 10 years


Very stable (publicly traded or well-funded)
Stable (profitable with a strong customer base)
Uncertain (recent changes, mergers, or financial difficulties)
Unstable (reports of financial trouble or instability)


Yes, and it’s regularly updated and tested
Yes, but unsure of its current status
No
Not sure


Yes, highly customized/proprietary
Somewhat customized
No, it’s a standard solution


Yes, multiple alternatives
Yes, but they require significant effort to implement
No, this is a unique solution


1 week
1 month
1 year

Section 3: Risk and Continuity Planning


Loss of revenue
Legal penalties or fines
Loss of customer trust
Inability to meet service-level agreements (SLAs)
Data loss or corruption
Operational downtime


Very confident
Somewhat confident
Not confident
No disaster recovery plan in place


Yes, fully capable
Somewhat capable, with external assistance
Not capable
No resources available


No
Yes, minor disruptions
Yes, significant disruptions
Yes, multiple or prolonged disruptions

Section 4: Cost and Investment Consideration


Under $10,000
$10,000 - $100,000
$100,000 - $500,000
Over $500,000


Minimal impact (less than $10,000)
Moderate impact ($10,000 - $50,000)
Significant impact ($50,000 - $100,000)
Severe impact (over $100,000)


Less than $100,000 annually
$100,000 - $500,000
Over $500,000
Cannot be accomplished

Section 5: Strategic Consideration


Yes
Maybe
No


Very important
Moderately important
Slightly important
Not important


Strongly aligns
Somewhat aligns
Neutral
Does not align


Yes
Possibly
No