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Software criteria summary

Accounting software criteria

CRM software criteria

HR software criteria

Payroll software criteria

Software efficiency criteria

Vendor criteria

Quickly and easily gather your system requirements and prepare your RFI & RFP.

Learn more about RFI/RFP Templates for:

Criteria used to select a Software Vendor

The essential services of a good software vendor

Below is a list of the top 30 essential services that a good software vendor should provide. If you are about to select new business software such as Accounting, BI, CRM, Payroll or HR and need to specify a full list of services, then visit the Software RFI/RFP Templates for more details.


Good maintenance and support should include:

1.  Full or multiple levels of software support and maintenance

2.  A Service Level Agreement with escalation procedures

3.  Support for your organisation, in your geographical location

4.  Web based support portal eg with online fault / query submission, download fixes / product information

5.  Help desk telephone support

6.  Responding to queries / faults within the quoted time scales

7.  Providing fixes to repair faults

8.  Regularly (annually) releasing functional / legislative software upgrade(s)

9.  Easy upgrade paths

10. Provision for Software Escrow


Good implementation assistance should include:

11. Initial user / familiarisation training

12. Software / system installation

13. Project management services

14. Business / system analysis

15. System tailoring and testing

16. Report development

17. Data take-on / conversion

18. Consultancy services


Good user training should include:

19. Flexible training courses such as:

  • open courses
  • bespoke / configurable user training, either on or off-site

20. Training courses via the internet, webcasts, video, or training manuals

21. User documentation that is:

  • clear and easy to read
  • indexed and cross referenced
  • and contains details of output screens, reports, system commands, error messages and corrective actions

22. Documentation that explains how the software should be:

  • implemented
  • used and controlled


Good vendor / support organisation expertise and reputation should include:

23. Accredited products eg ISO 9001

24. A financially sound and stable business, with clean audits of annual accounts

25. Good status and reputation with the software they are providing

26. A number of staff with the required expertise, to assist with implementation, provide maintenance and support and to develop future enhancements / new versions

27. A number of current users / customers who find the software satisfactory for their purposes

28. A number of users / customers who offer potential client reference site visits / enquiries

29. An ongoing / continual software improvement and development programme

30. Future software development plans that are in-line with your future needs


For additional ‘key software criteria’ visit: software efficiency criteria or

For software specific criteria, visit: Accounting software criteria / CRM software criteria / HR software criteria / Payroll software criteria

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