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Accounting RFP

Here’s a Quick Way to Gather Accounting System Requirements and Build RFI's / RFP's!

If you are looking at specifying your Accounting system requirements and preparing an RFI or RFP ... then this is for you.

Here's why:

We have a professional template called, the "Accounting System Requirements RFI/RFP Checklist." It covers nearly everything you need for gathering or specifying Accounting system requirements, building an RFI or RFP for issue to software vendors, and for evaluating and comparing vendor responses.


SAVES YOU TIME

Use our template and you will save time gathering your Accounting system requirements, building RFI's / RFP's and evaluating vendor responses. How much time you’ll save varies from project to project – days, weeks or even months, depending on what you are doing. Our template is quick to use and lists virtually all the Accounting system requirements you need. So, you won’t have to think up your requirements from scratch.

Picture this. No more blank faces, staring at a blank white board. No more struggling to come up with requirements. Now everyone can start with lists of potential requirements. You just have to choose which ones you need. This is so much easier and quicker than traditional requirements gathering methods.

You’ll also save time preparing your RFI’s and RFP’s, as your requirements quickly build into RFI’s or RFP’s for issue to potential vendors. And save yet more time, as the standardised format makes it quick and easy to evaluate and compare vendor RFI/RFP responses.


SAVES YOU EFFORT

You will save effort because thousands of Accounting system criteria have been carefully researched and listed. They are there, ready for you to use. You no longer have to research and create them yourself. Our comprehensive and detailed Accounting system coverage ensures that everything you need is included.

The Accounting Checklist will enable you to be more thorough when gathering your requirements. You will be able to prepare a complete specification without missing any parts. In addition, it will stimulate your thoughts, give you ideas and make you aware of what the latest Accounting systems can do.

The sooner you use it, the more it will help you to focus on your specific needs. Along with helping you to avoid being side tracked with inappropriate tasks or looking at potentially unsuitable software solutions.

As the RFP Checklist is in Microsoft Excel, you can easily share, amend, customise and tailor to your precise needs. You can work the way that suits you best.

The standardised format includes space for vendors to respond to your requirements in your RFI or RFP and for you to evaluate these responses. It makes comparisons clear and effortless.


SAVES YOU MONEY

If you are on a tight budget, then this will help. There is no need to take on extra staff or resources to use the RFP Checklist. Moreover, it replaces the need for (and the expense of) bringing in consultants or service providers to help specify requirements / prepare an RFP.

It costs only a fraction of the cost of a typical consultant for one day. Yet to produce the same output would take more than 20 days of traditional requirements gathering effort. The “Accounting System Requirements RFI/RFP Checklist” represents outstanding value for money!


REDUCES THE RISK OF SELECTING THE WRONG ACCOUNTING SYSTEM

The last thing you want to do is to select the wrong system. You wouldn’t get your desired functionality or benefits. And it would be an expensive mistake, you’d be stuck with for years.

The “Accounting System Requirements RFI/RFP Checklist” can help reduce the risk of this happening.

The RFP Checklist provides a standardised approach to gathering requirements in an orderly and structured way. It allows prospective vendors to respond to your specific needs without confusion. It is easy for you to evaluate and compare the responses. And, it follows a well-proven and widely used method for selecting new software.

All of which, provides for clarity and transparency. You can see what you need, who provides it and so identify the best solution(s) for your organisation.

 

And it's not like any other Checklist or template you've looked at.
 

Why?


IT’S COMPLETELY IMPARTIAL AND UNBIASED

The “Accounting System Requirements RFI/RFP Checklist” is completely impartial and vendor neutral. Software vendors do not sponsor our products or services. Therefore, as there is no bias, it will not lead or force you towards any one or more particular Accounting software packages or vendors. It will however, lead you to what is best for you – the requirements you need for your organisation and the best system to do the job.


IT’S UP TO DATE

The RFP Checklist is regularly updated, based on a combination of experience, extensive research and what the latest systems can do. The latest version was issued in July 2011.


THE ACCOUNTING RFP CHECKLIST IS INTERNATIONAL

It covers Accounting systems requirements for the UK, USA and Canada. And the general Accounting system requirements are suitable for use in any country.


IT CAN ALSO BE USED FOR:

  • Helping to justify and get board approval for a new project
  • Assisting in brainstorming meetings – getting users to discuss their new system needs
  • Learning more about the latest Accounting systems and their functionality
  • Comparing with an existing requirements specification – to make sure everything is included in the existing requirements specification
  • Adding more detail to user requirements, during the system implementation phase

Whichever way you use a RFP Checklist, it will make a major contribution to your Accounting project.



Key Features

Here's a quick look at what you'll find in "Accounting System Requirements RFI/RFP Checklist":

  • 3451 Accounting criteria, 1049 system wide, operations, technology and support criteria, and 487 business analysis and overview criteria
  • Accounting systems selection overview – to guide you through the whole system selection process
  • Clear and simple instructions



CONTENTS

Three versions of the “Accounting System Requirements RFI/RFP Checklist” are available. The Corporate and Enterprise versions are for larger organisations. (The Enterprise version includes most, the Corporate version only covers core accounting). A SME version is for smaller organisations and charities, (and is a cut down corporate version). The table below lists the contents of each version.

 

Accounting System Requirements RFI/RFP Checklist contents:

SME    Version

Corporate Version

Enterprise Version

 

Sections

 

 

 

 

Instructions and System Selection Overview

 

 

 

 

Table of Contents

 

 

 

 

Overview

 

 

 

1

Business analysis

 

 

 

2

Overview - Accounting system functions

 

 

 

 

Detailed functionality: system wide

 

 

 

3

System wide functions

 

 

 

4

Advanced analytics and business intelligence

 

 

 

 

Detailed Accounting system functionality

 

 

 

5

General ledger

 

 

 

6

Accounting - additional public sector requirements

 

 

 

7

Accounting - additional NFP / charity requirements

 

 

 

8

Accounts payable

 

 

 

9

Employee expenses

 

 

 

10

Time recording / workforce management

 

 

 

11

Construction industry scheme records

 

 

 

12

Purchase order processing

 

 

 

13

Accounts receivable

 

 

 

14

Contract accounts receivable

 

 

 

15

Sales order processing and invoicing

 

 

 

16

Job order processing

 

 

 

17

Field and service management

 

 

 

18

Job / project costing

 

 

 

19

Inventory

 

 

 

20

Work orders, bill of materials and kitting

 

 

 

21

Cash book

 

 

 

22

Fixed assets

 

 

 

23

Plant hire

 

 

 

 

Operations, technology and support

 

 

 

24

Systems operations

 

 

 

25

Technology requirements

 

 

 

26

Software / system support

 

 

 

 

Scores

 

 

 

27

Summary of module / vendor scores

 

 

 

 

Total number of criteria

3523

4120

4987

DOWNLOAD A FREE SAMPLE AND FIND OUT MORE

Download a FREE sample of the “Accounting System Requirements RFI/RFP Checklist”. The FREE sample includes instructions, full contents details, and sample pages for you to try out. (Available in MS Excel 97-2003, MS Windows 95-XP format, 232KB).

Download a FREE sample of the "Accounting System Requirements RFI/RFP Checklist" - click here

Or view the full contents details.

Alternatively, see from these sample page screen shots how to use it.

View the product technical details.

 

IT’S BEEN WIDELY USED AND TRUSTED

Many hundreds of organisations have trusted and used the RFI/RFP Checklists. They operate in many diverse commercial and non-profit / government business sectors, ranging from small (£5m turnover) to large (£500m) in size. The RFI/RFP Checklists appeal to users changing their systems the world over and have been bought by organisations in more than 30 countries.

Whatever size, business sector or country you’re in, we’re confident the “Accounting System Requirements RFI/RFP Checklist” can help you gather your Accounting requirements and build your RFI/RFP.

But don’t just take our word for it - see what other people have to say.



WE VALUE YOUR PRIVACY

We value your privacy. We will not rent, sell or give your details to any other organisation.

Since we treat every purchase, you make in complete confidence - software vendors will not be able to email or telephone you, unless you make contact first.

60-DAY 100% FULL MONEY-BACK GUARANTEE

If you are not completely satisfied with a Checklist – simply email us within 60 days from purchase. Let us know you have deleted all copies and we will give you a full refund on the spot.

PRICES – for electronic delivery straight to your in-box

Accounting System Requirements RFI/RFP Checklist prices:

SME    Version

Corporate Version

Enterprise Version

GBP Sterling £

175

235

295

US Dollars $*

286

384

482

Euro*

222

299

375

*Indicative US Dollar and euro prices. Current ‘online shop’ prices may vary due to exchange rate fluctuations.

In addition, there are charges for:
VAT @ 20.0% on RFI/RFP Checklists delivered within the UK.
CD creation and postage/packing, should you require a CD.

 

WHICH VERSION DO YOU NEED?


If you need it all, or are a larger size organisation (say £20 - £500m turnover) - choose the Enterprise version.

If you only need the core accounting, or are a larger size organisation (say £20 - £500m turnover) - choose the Corporate version.

If you can manage with the ‘cut down’ version, or are a smaller size organisation (say £5 - £25m turnover) - choose the SME version.

 

GET A COPY NOW

Get a copy from our online shop and have it delivered to your in-box.

You will receive an email straight after payment, which has links for you to download your copy and print an invoice/receipt for your records.

Shop with confidence. Place your order using the secure servers of our billing partners, SWREG. Most major credit and debit cards are accepted. All major currencies are accepted. Click a link below.

If you prefer not to use a credit card, but rather pay by cheque on invoice, or need a CD, click here. We will despatch your order within 24 hours. GBP Pound Sterling, US Dollars and euro currencies accepted. 30-day terms.

Image of Accounting System Requirements RFI/RFP Checklist - click here for more screenshots

Accounting System Requirements RFI/RFP Checklist

“Your Checklist was of great use to me in preparing for vendor selection ...

... and it also saved me a great deal of time in ensuring we covered all relevant areas of the user requirements”

Dr Stephen Hutson, Director, Pharma4sight, Essex, UK

“We’ve used it extensively ...

it’s been a major benefit to creating a long list of our requirements”

Systems Accountant, Housing Association, Scotland, UK

“It’s a fantastic product ...

... the standardised format is very useful in specifying systems requirements”

IT Manager, Business Services Group, West Midlands, UK

“We chose the Axia Accounting Checklist because it looked from a google search on such things, to be the best value for money product of this nature.

We used a spreadsheet based on an edited / personalised version to go out to suppliers in an open Euro-tender and got six responses.

I am sure if we had gone out to Euro-tender with something less detailed, we would have had dozens of claimed solutions, if not hundreds.

It was also very useful to our teams (eg Purchasing, Sales, Accounts) as a prompt to what sort of functionality we already had as well as what we wanted from a replacement system.

We certainly think the exercise delivered us a choice between two or three quality solutions - one of which we have decided to go with”.

Andrew Haslehurst, Head of Accounts, Southampton Solent University, Hampshire, UK

“Thank you for this excellent Accounting Checklist ...

... we will use it in all our divisions to specify our next system”.

Finance Director, Retail and Publishing PLC, UK

“We have used the Axia System Requirements Checklists as ‘cornerstone’ inputs into our Business Requirement and Change processes for two of our most significant IT projects in recent years.

These comprehensive documents have directly saved us considerable time, effort and cost in terms of project / quality planning and external consulting activities.

I would not hesitate to recommend the use of these tools for future IT and / or Business Change Projects.”

Richard Mackenzie, MRM Programme Manager, RAC, Perth, Western Australia

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