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PRODUCTS

Axia’s Products - An overview of Axia’s RFI/RFP Checklist Templates for Accounting, CRM, HR, Payroll and HR Payroll (combined).

Accounting System Requirements RFI/RFP Checklist Template - full product details

Additional information pages:

• Contents - Accounting RFP Checklist
• Sample page screen shots - Accounting RFP Checklist
• Product technical details - Accounting RFP Checklist 

More illustrated sample pages:

• Purchase order processing
• Accounts receivable
• Sample software requirement specification - a completed specification
• Systems operations - a completed specification worksheet

Customer Relationship Management (CRM) RFI/RFP Template - full product details

Additional information pages:

• Contents - CRM RFI/RFP Template
• Sample page screen shots - CRM RFI/RFP Template
• Product technical details - CRM RFI/RFP Template 

More illustrated sample pages:

• Marketing information systems
• Sales software
• Customer support software

Human Resource (HR) System Requirements RFI/RFP Checklist Template - full product details

Additional information pages:

• Contents - HR RFP Checklist
• Sample page screen shots - HR RFP Checklist
• Product technical details - HR RFP Checklist 

Payroll System Requirements RFI/RFP Checklist Template - full product details

Additional information pages:

• Contents - Payroll RFP Checklist
• Sample page screen shots - Payroll RFP Checklist
• Product technical details - Payroll RFP Checklist 

Human Resource (HR) and Payroll System Requirements RFI/RFP Checklist Template - full product details

Additional information pages:

• Contents - HR Payroll RFP Checklist
• Sample page screen shots - HR Payroll RFP Checklist
• Product technical details - HR Payroll RFP Checklist

More illustrated sample pages:

• HR system
• HR (USA) system requirements specification
• Software requirements specification example - a completed HR page specification
• Payroll system

Frequently Asked Questions (FAQ) - about Axia’s “RFI/RFP Checklist Templates”

SERVICES

Software Selection Consulting Services - Impartial services for selecting Accounting, HR and Payroll Systems

Impartial software shortlisting / selection service - for Accounting, HR, Payroll and associated systems

Case outlines - Previous client engagements

Axia Consulting Profile - and philosophy

Commendations received - Summary of commendations for our consultancy work

RESOURCES

Software Selection Resources - Impartial software selection information, tools and tips to assist you with selecting new Accounting, CRM, HR and Payroll software

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 - Excel 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 - Excel copy available for free download
• Maximising software project ROI - 10 tips to maximise your software project ROI
• Software project budget - 25 tips for obtaining a more timely and accurate software project budget
• Hidden costs of acquiring new software - A list of hidden software costs to watch out for.
• 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 - Excel 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
• Project stakeholder management - 20 tips to help your project stakeholder management
• Sample project plan - For system selection - Excel copy available for free download
• RACI Matrix - For listing project tasks and roles / responsibilities. 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
• Reasons to write a good system requirements specification - And to justify the time and effort in doing so
• 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 - Excel copy available for free download
• Using prototyping in software selection - A brief review
• 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 - Quickly create a large list of software vendors
• Software vendor selection process - Tips to help short list software vendors
• Vendor selection check sheet - A pre-RFI questionnaire to assist short listing - Copy available for download
• Software vendor evaluation questions - Non-functional evaluation questions to ask a software vendor
• Software vendor meeting - Planning tips for a successful first meeting
• 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
• More software demo tips - for getting the best out of software demonstrations
• 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.

RFI / Request for Information guidance - Summary of IT RFI guidance pages: RFI evaluation

• Reviewing RFI responses - How to review RFI responses and identify software solutions for short listing
• Chart for comparing RFI responses - To assist with identifying a short list of the best solutions. Copy available for free download.

RFP / Request for Proposal guidance - Summary of IT RFP guidance pages: RFP preparation and evaluation

• RFP / RFI - Sample - 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
• More complex RFP scoring - A scoring scheme for more complex vendor RFP comments

SLA / Service Level Agreement guidance - Summary of IT SLA guidance pages: SLA preparation and evaluation

• Writing Service Level Agreements - 10 tips for writing better SLA’s
• SLA Metrics - Tips for creating SLA metrics and measuring SLA service performance
• SLA Checklist - 75 questions to ask / things to consider when preparing a SLA. Copy available for free download

Due diligence for selecting new software - Summary of due diligence checklists. Copies available for free download

• Due diligence checklist for vendor support - Find out more about support during implementation & live running
• Due diligence checklist for implementation methodology - Examine a vendor’s implementation methodology
• Reference site visit checklist for software system selection - Questions to ask on a site visit.
• Due diligence checklist for software supplier financials - Identify issues with a potential supplier’s accounts
• Due diligence checklist for software supplier personnel - Questions to ask about a supplier’s employees
• Due diligence checklist for a vendor’s software product development - Including it’s history and future plans
• Software payment terms compared - Why you should look for milestone based software payment terms
• Making the final software decision - An easy process to follow to help you decide
• Negotiating software agreements checklist - A list of key things to consider

System trends - An overview of current Accounting, CRM, HR and Payroll system trends. More detailed and specific 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. More detailed and specific criteria are covered in:

• Accounting software criteria
• CRM software criteria
• HR software criteria
• Payroll software criteria
• Software efficiency and operational criteria
• Software vendor criteria

Exhibitions, conferences and events - Summary for Accounting, CRM, HR and Payroll software

• Exhibitions, conferences, events - USA and Canada
• Exhibitions, conferences, events - UK
• Exhibitions, conferences, events - Europe, Middle East and Africa
• Exhibitions, conferences, events - Asia Pacific Region
• Exhibition tips - How to get the most out of attending exhibitions

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

SITE MAP

Site Map - A map of the whole website

ABOUT US

About Us - Details about Axia Consulting and company background

Press Release Summaries - Titles and summaries of press releases

• Press Release February 2013 - Revised 2013 version CRM RFI/RFP Template released
• Press Release February 2012 - Software selection directory (www.axia-directory.org) upgraded
• Press Release April 2010 - Revised 2010 version Accounting, CRM, HR and Payroll Checklists released
• Press Release July 2009 - Revised 2009 version HR Payroll RFI/RFP Checklists released
• Press Release April 2009 - Revised and enhanced Accounting System RFI/RFP Checklists released

Website Content - Information about the content on this website

Privacy policy - Our policy to protecting your privacy

Environmental policy - Our policy about following environmental best practice

Email spam / spoofing notice - Our policy on email spam and spoofing

CONTACT US

Contact Us - How to contact Axia Consulting - by email, ask-a-question / feedback forms, telephone and post

Ask-a-Question - To use to ask us a question or to contact us 

Feedback - To use to send us your feedback or comments

Free Software Buyers Toolkit + System Selection Expert Newsletter - The page to get them from