Software Implementation Success is DEFINED in the Selection Process
Our Approach
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Detail Requirements
6 weeks
Document organization’s future requirements:
- Focus on defining requirements for where the business is going,
not where it is - Gather requirements based on people needs, process needs, and technology needs
- Rank requirements by criticality
- Develop the business case with ROI expectations
Deliverables:
- Solution Requirement Documentation
- Vendor Requirement Documentation
- Business Case with ROI
Elicit Proposals 3 weeks
Create RFP and Contact Vendors
- Identify and compile a list of potential vendors who will receive RFP
- Distribute RFP
- Provide vendor briefings and clarify RFP
- Review proposals and shortlist candidates
Deliverables:
- Request for Proposal (RFP)
- Vendor Shortlist
Facilitate Demos 8 weeks
Select vendors for software demonstrations and attend demonstrations:
- Create real-world scenarios and use cases that reflect your organization’s business processes
- Key stakeholders and end-users attend, filling out vendor scorecard
- Contact references provided by the vendors to learn about their experiences with the software solution and the vendor’s support and service
Deliverables:
- Software & Vendor Assessment Scorecard
- Reference Scorecards
Investigate Options 2 weeks
Evaluate vendors against requirements and provide selection recommendation
- Aggregate software and vendor scorecard results from key stakeholders and end-users
- Provide a written recommendation for best path forward based on results
Deliverables:
- Software Scorecard Results
- Vendor Scorecard Results
- Reference Scorecard Results
- Executive summary with software and vendor recommendation
Negotiate 3 weeks
Review and negotiate contracts:
- Provide insight on typical negotiable terms
- Improve negotiation outcomes
- Ensure data protection and compliance
- Understand risk exposure
- Ensure that the scope and services cover the needs
Deliverables:
- Redlined Professional Services Statement of Work (SOW)
- Redlined Master Services Agreement (MSA)
- Redlined Software Licensing & Maintenance Order
Execute Contracts 1 week
Review and negotiate contracts:
- Sign contracts
- Align on next steps with vendor
- Transition to engagement team
- Inform vendors who were not selected
- Start planning for the software implementation phase
Deliverables:
- Signed contracts
- Risk Assessment
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