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BI RFI/RFP
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Business Intelligence (BI) Software RFI/RFP Template

Quickly and easily gather your BI system requirements, prepare your RFI and RFP, and also evaluate vendor responses

This ‘Business Intelligence (BI) RFI/RFP Template’ covers nearly everything you need for gathering BI system requirements, preparing your RFI and RFP (for issue to software vendors) and for evaluating and comparing vendor responses. The BI RFI/RFP Template will:


Save you time identifying and gathering your software system requirements because thousands of carefully researched criteria are listed. Simply choose those you need and set their priorities. Then quickly prepare your RFI and RFP, by just filling in the blanks. And as everything is in MS Excel, it’s quick and easy to amend to your precise needs.


Save you effort as you don’t have to start from scratch. The template reduces the effort involved with specifying requirements and preparing RFI’s and RFP’s.

The standardised format also helps software vendors to more clearly understand your requirements and more easily respond to each requirement, using the space available within the template. So you will receive clearer and improved responses. And consequently, spend less time and effort evaluating and comparing vendor responses.


Save you money as you can use the template yourself. There’s no need for extra staff or resources to help you gather your requirements or prepare your RFI or RFP.

Moreover, the template supports your overall project cost control. It will help you to focus your attention on your real business needs and software selection tasks, rather than considering vanity criteria or wasting time looking at inappropriate software.


Help you to select the right system by providing clarity and transparency. You can see your requirements, easily evaluate and compare vendor responses and so identify the best solution for your organisation.


It’s not like other systems requirements / RFI / RFP templates, because it’s:

  • Totally impartial and unbiased towards any software vendor
  • Completely flexible and can also be used in other software selection tasks such as: justifying projects, obtaining board approval, requirements gap analysis, shortlisting software vendors.

 

Key Features

The Business Intelligence RFI/RFP Template comprises:

  • An RFI Template, RFP Template, Requirements Specification, Business Analysis, Instructions and Software Selection Overview.
  • All system requirements are on one ‘RFP Requirement Specification’ worksheet, listed in a logical order, to make it quicker and easier to configure to your needs.
  • Separate, easy-to-amend RFI and RFP Templates (worksheets), to save time creating your own RFI and RFP.
  • A Business Analysis worksheet, to better understand your current situation and collect more information.
  • It’s easy to create a full RFP for issue to vendors – just combine ‘RFP Requirement Specification’ and ‘RFP Template’ worksheets (or copy and paste).

Business Intelligence RFI/RFP Template - Contents   

1983 criteria

  • Instructions
  • Software selection overview
  • Business analysis
  • RFI Template
  • RFP Template
  • RFP Requirements Specification applications:
    • dashboards
    • data visualization
    • self service business intelligence (SSBI)
    • mobile business intelligence
    • enterprise search
    • balanced scorecards
    • alerts
    • reporting
    • predictive analytics
    • forecasts
    • decision support
    • big data
    • data mining
    • online analytical processing (OLAP)
    • data warehouse
    • extract, transform, load (ETL)
    • integration
    • workflow
    • systems operations
    • technology
    • software / system support and services
  • RFP Table of Contents
  • RFP Scores (results evaluation and comparison chart)

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Business Intelligence  (BI) RFI/RFP Template   

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Business Intelligence (BI) Software RFI/RFP Template - click here for screen shots

Business Intelligence (BI) Software RFI/RFP Template

Download a FREE BI RFI/RFP Template Sample and find out more

The free sample includes instructions, table of contents, and sample worksheets. Available in MS Excel 97-2003, MS Windows 95-XP format, 250KB. (Works in all versions of MS Excel from 97-2003 to 2016). Click the button below:

Click to download a Free Business Intelligence RFI/RFP Template Sample

Or view the Table of Contents.

See from these screen shots how to use it.

View product technical details.

Our RFI/RFP Checklist Templates have been widely used and trusted by many hundreds of organisations.

They operate in many diverse commercial and non-profit / government business sectors, both large and small.

The RFI/RFP Templates appeal to users changing their systems the world over and have been bought by organisations in more than 30 countries.

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

“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 have used the Axia System Requirements Checklists (Templates) 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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