of the Accounting System Requirements RFI/RFP Checklist
Sample page: Purchase Order Processing (as you receive it)
Separate worksheets for each module. Click tabs to access.
Columns for: - (Cu) criteria currently in use - (Wt) importance weighting of future requirement - Vendor response - (Sc) scoring vendor response - (WS) weighted score
Sample page: Purchase Order Processing: e-procurement (as you receive it)
Complete flexibility. Amend worksheets and layouts as you require.
WS: weighted score automatically calculated: (Wt x Sc = WS)
Sample page: Accounts Receivable (with example requirements specified)
Example: Cu column - amended with (Y) to note functions which are currently used.
Wt - for importance weighting of a future requirement. Various numerical ranges can be used - an easy-to-use range is: 3 - an essential requirement 2 - a desirable requirement 1 - a nice to have requirement 0 - not needed
Sample page: Systems Operations (with vendor responses received and then scored)
Example: Vendor response: stating how their software & which version meets your requirements.
Example: Sc - evaluation and scoring of the software vendor responses. Various numerical ranges can be used - an easy-to-use scoring range is: 3 - requirement exceeded 2 - requirement fully met 1 - requirement partially met 0 - requirement not met
Use the weighted scores & summarised scores to compare different software / vendor solutions and how well they meet your requirements
