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Business Intelligence (BI) RFI/RFP Template

Request for Proposal Template

Business Intelligence RFI/RFP Template - Request for Proposal Template

Straightforward format with separate worksheets for Instructions, Business Analysis, RFI Template, RFP Template, RFP Requirement Specification, RFP TOC and RFP Scores. Click tabs to access.

RFP Template (above) - fill in the blanks and amend as required.

Mobile Business Intelligence

Business Intelligence RFI/RFP Template - Mobile BI Requirements

Benefit from thousands of carefully researched functional requirements covering all areas of your Business Intelligence software.

Additional columns for stating:
- (C) criteria currently in use
- (W) importance weighting (priority) of a future requirement
- Vendor response to your requirements
- (S) your scoring of the vendor response
- (WS) weighted score (automatically calculated)

Predictive Analytics (with example requirements specified)

Business Intelligence RFI/RFP Template - Predictive Analytics Requirements

Configure your functional requirements to your precise needs. Add, delete or amend  as necessary. Or even change the layout - you have complete flexibility.

Choose your importance weighting (W) for each future requirement. Various numerical ranges can be used - 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

Data Warehouse Analytics (with example vendor responses and scoring)

Business Intelligence RFI/RFP Template - Data Warehouse Analytics Requirements

Example: Vendor
response: stating how
their software &
which version meets
your requirements.

Example: Evaluation and scoring (S) 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

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Example: Weighted Scores (W x S = WS). Use these and summarised scores / chart on the ‘RFP Scores’ worksheet to compare results and different software / vendor solutions.

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