Package Solution Evaluation Process

• Project Preparation & Research

• Research the Software Selection Process Steps
• Review Your Initial Needs Assessment
• Review Prior Lessons Learned
• Review Key Software Selection Criteria
• Prepare a Checklist and Project Timing Chart
• Estimate Concurrent User Requirements
• Calculate an Estimated Budget
• Learn How to Calculate Return on Investment
• Calculate Your Project ROI

• RFI’s and Introductory Demonstrations

• Review the “Twenty Questions for Every ERP Software Supplier”
• Review a List of Potential Software Suppliers
• Obtain an Initial Short List of Software Suppliers Customized for Your Company
• Prepare a Request for Information (RFI)
• The Remote Demonstration

• Prepared Requirements & Request for Proposal

• Review Your Functional Requirements and Send to Vendors
• Requirements Template
• Create RFP Document
• Customize and Send the RFP Worksheet for Vendor Responses

• Scripted Demonstrations

• Prepare Your Demonstration Script Data
• Prepare the Vendor Copy of Your Demonstration Script
• Prepare Your Evaluators’ Scoring Card
• Input Vendor Scores into the Vendor Comparison Report
• Reference Calls & Visits
• Request References and Make Calls

• Pricing Negotiations