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Accounting RFI/RFP Template

Request For Proposal Template - for Accounting Software

Revised format Templates - for ease and speed of use.

Separate RFI and RFP templates (in MS Word), and Business Analysis and Requirements Specification templates (in MS Excel).

Request For Proposal Template (left) - just fill in the blanks and / or configure as required.

The RFI Template is a similar format, for you to fill in the blanks and configure as required.

Request for Proposal Template

Accounting RFI/RFP Template - Requirements Specification - Purchase Order Processing

Purchase Order Processing

Accounting RFI/RFP Template - Requirements Specification - e-procurement

Purchase Order Processing: e-procurement

Accounting RFI/RFP Template - Requirements Specification - Accounts Receivable

Accounts Receivable (with example requirements specified)

Accounting RFI/RFP Template - Requirements Specification - Systems Operations

Systems Operations (with example vendor responses and evaluation/scoring)

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Use the RFI / RFP templates to invite software vendors to respond with their products and services that match your needs.

Benefit from thousands of carefully researched functional requirements covering all areas of your Accounting software - to save you time and effort thinking these up from scratch.

Use the Requirement Specification (left) to list your functional requirements and use the additional columns for stating:
- (C) criteria currently in use
- (W) importance weighting of a future requirement
- Vendor response to your requirements
- (S) your scoring of the vendor response
- (WS) weighted score (automatically calculated)

Configure your functional requirements to your precise needs.

Add, delete or amend  as necessary. Or even change the layout - you have complete flexibility.

Example of currently in use (C) column, amended
with (Y) to note functions which are currently used.

Example of importance weighting (W) or priority for each future requirement. Various numerical ranges can be used, however, an easy-to-use range is:

4 - a mandatory requirement
3 - an essential requirement
2 - a desirable requirement
1 - a nice to have requirement
0 - not needed

Example of a vendor response, stating how their software / version meets your requirements.

Example of evaluation and scoring (S) of the software vendor responses. Various numerical ranges can be used, however, an easy-to-use scoring range is:

3 - requirement exceeded
2 - requirement fully met
1 - requirement partially met
0 - requirement not met

Example of weighted scores (W x S = WS).

Use these and summarised scores / chart on the ‘Evaluation Scores’ worksheet to compare results and different software / vendor solutions.

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