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Business Intelligence (BI) Software RFI/RFP Template

Quickly and easily gather your BI system requirements, prepare your RFI & RFP, and 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, scoring 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 priorities for each criteria. Then quickly prepare your RFI and RFP, by just filling in the blanks. As its all in MS Excel / Word, you can easily configure 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 / 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 specify your requirements, prepare your RFI and RFP, or evaluate responses.

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

It’s not like other BI system requirements / RFI / RFP and evaluation 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 (BI) RFI/RFP Template comprises:

  • Requirements Template (MS Excel) - listing BI system requirements in a clear order - for quick and easy configuration to your needs. Plus integrated vendor response, scoring matrices and automated analysis.
  • Charts Template (MS Excel) for comparing response evaluations of 4 vendor proposals.
  • Separate, easy-to-amend RFI and RFP Templates (MS Word), to save time creating your own RFI and RFP.
  • BI system Business Analysis Template (MS Excel), to better understand your current situation and collect more information.
  • Template Instructions, plus tips to help with your software selection.

Business Intelligence (BI) RFI/RFP Template - Contents   

2137 criteria

  • Instructions (PDF)
  • RFI Template (MS Word)
  • RFP Template (MS Word)
  • Business Analysis Template (MS Excel)
  • Charts Template (MS Excel)
  • Requirements Template (MS Excel) which includes requirements specification, vendor response, evaluation and scoring matrices, costs and analysis
  • Systems requirements criteria / features included within the Requirements Template:
    • 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 Requirements
    • Software / System Support and Services

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Get a copy now. Save time gathering system requirements, preparing a RFI/RFP and evaluating responses

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Business Intelligence  (BI) RFI/RFP Template   

Price for electronic delivery straight to your in-box:

GBP 345 (US$496/€432)*


(*) Plus VAT on RFI/RFP Templates sold into the European Union. (Indicative USD and Euro prices - online shop prices may vary due to exchange rate fluctuations).


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

Business Intelligence (BI) Software RFI/RFP Template

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Download a FREE sample of the BI RFI/RFP Template

The free sample includes Requirements Template (xlsx), RFP Template (docx) and Instructions (PDF). Available in zip file 674KB. (Works in all versions of MS Excel from 2010 to 2016 / Office 365). Click the button below:

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

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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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