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IT proposal

Selection process

RFP guidance

System trends

Software criteria

Exhibitions, events, conferences and expos

Directory of resources

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IT Proposal - Summary of information about IT / project proposals

• Why change your present system? - A list of of 30 widely used reasons for changing systems
• Project scope checklist - A checklist of 30 points to consider for a software project scope document - Copy available for free download
• IT project proposal - Preparation tips and proposal checklists
• Proposal format - Ideas to improve the format and appearance of your IT project proposal document
• Basic ROI calculation - A review of the basic ROI calculation and its use within IT project proposals
• Return on investment calculator - For IT system proposals - Copy available for free download
• Software project budget - 25 tips for obtaining a more timely and accurate software project budget
• Project budget template - for IT software projects - Copy available for free download
• Proposal evaluation sheet - 55 IT software project proposal points to consider, from the executive board point of view - Copy available for free download
• Software selection acronyms - Common acronyms used within the software system selection process

Selection process - Summary of information about software / system selection process

• Selection steps - 10 key steps in selecting a new software system
• Stakeholder analysis form - To identify stakeholders and their issues - Copy available for free download
• Sample project plan - For system selection - Copy available for free download
• Project initiation checklist - For commencing a system selection. Copy available for free download
• How not to select a new software system - A tongue-in-cheek look - with serious points to make
• Critical success factors - 7 critical success factors for a successful system selection
• Software selection time saving tips - 30 tips to save you time when selecting your new software
• Project issue log - For recording and tracking system selection issues - Copy available for free download
• Requirements gathering techniques - 12 techniques for specifying requirements
• Review and refine system design - An overview
• Risk assessment form - Simple risk assessment form for software projects - Copy available for free download
• Risk assessment worksheet - For system selection - Copy available for free download
• Using prototyping in software selection - A brief review
• Reference site visit checklist - Questions to ask on a site visit. Copy available for free download
• Project reporting form - For project progress and RAG task completion status. Copy available for free download
• Software selection warning signs - That indicate your software selection project may have problems

Selecting software vendors - Summary of information about selecting software vendors

• Where to find software vendors - Our top sources and tips
• Vendor selection process - Tips to help short list software vendors
• Vendor selection check sheet - A pre-RFI questionnaire to assist short listing
• Software vendor evaluation questions - Non-functional evaluation questions to ask a software vendor
• Vendor meeting - Planning tips for a successful first meeting with a software vendor
• Software quality checklist - Things to look for, to help identify software quality. Copy available for free download

Software demonstrations - Summary of information about vendor software / system demonstrations

• Vendor software demonstrations compared - Advantages and disadvantages of different types of demonstration
• Software demonstration tips - 20 top tips to get the best out of attending a demonstration
• Software demonstration checklist - To help ensure you cover everything you need to when attending a software demonstration. Copy available for free download
• How to quickly create a software demo script - From either your own software requirements document or one of our completed RFI/RFP Checklists.

RFP guidance - Summary of IT RFP guidance pages: RFP preparation and evaluation

• RFP / RFI - An outline of the main components of an IT RFP / RFI (Request for Proposal / Information)
• Most important points on RFP - An overview
• Tips for improving your RFP process - Covering your RFP document, process and communications
• How to avoid a poor RFP response - Six suggestions
• RFP / RFI evaluation - An overview of evaluating RFP / RFI responses using scorecards and evaluation matrix
• RFP scoring guidelines - 15 key guidelines for scoring IT software proposals / RFP’s
• Rating criteria for rfp - An overview of rating criteria which can be used in evaluating software RFP’s

SLA guidance - Summary of IT SLA guidance pages: SLA preparation and evaluation

• Tips for writing better Service Level Agreements - 10 tips to improve your SLA
• SLA Checklist - Questions to ask & things to consider when preparing a SLA. Copy available for free download

System trends - An overview of the current Accounting, CRM, HR and Payroll system trends and business impacts. Specific software, web, non-web and software market trends are covered in:

• Accounting software trends
• CRM software trends
• HR software trends
• Payroll software trends

Plus

• Cloud computing pros and cons - Including what cloud computing is good for / not so good for
• Cloud computing and security - And ways to offset or minimise the security risks
• Software vendor consolidation - What to do if another vendor acquires your software vendor

Software criteria - Summary of essential software criteria.

Specific software functionality and management information criteria are covered in:

• Accounting software criteria
• CRM software criteria
• HR software criteria
• Payroll software criteria

Other essential criteria include:

• Software efficiency criteria - Covering system reliability, operational efficiency and ease of use
• Software vendor criteria - Covering maintenance and support, implementation assistance, training, vendor expertise / reputation

Exhibitions, events, conferences and expos - A summary of online and ‘live’ exhibitions, conferences, expos, trade show events - related to Accounting, CRM, HR and Payroll systems, and categorised by region

• Events in USA and Canada
• Events in the UK
• Events in Europe, Middle East and Africa (EMEA)
• Events in Asia and Pacific Region
• Exhibition tips - How to get the most out of attending exhibitions

Directory of Resources - Links to other sites providing impartial information, news and articles about Accounting, CRM, HR and Payroll software systems

• Axia-Directory.org - A new and expanding Resource Directory with more websites, information and news about selecting and implementing Accounting, CRM, HR and Payroll software
• Add a Resource - Click to add your website to the Directory of Resources / Axia-Directory.org

Download - IT proposal / software system selection tools available for free download