Quick Links

Need a Quick Way to Gather Thousands of System Requirements and Build RFI’s/RFP’s?

Visit Quick-to-Use “System Requirements RFI/RFP Checklists” for:

• Accounting
• CRM
• HR
• Payroll
• HR Payroll (combined)

Reference Site Visit Checklist 

For System Selection

Questions to ask and things to consider when visiting a software vendor’s reference site. The Reference Site Visit Checklist includes 50 pre-defined questions which you may add to, delete or tailor to your precise situation.

Image of the Reference Site Visit Checklist.

Download a FREE copy (MS Excel, 54KB) below or from the download page.

For more due diligence information and checklists visit: Due Diligence Supplier Financials, Due Diligence Supplier Personnel, Vendor’s Software Product Development, Implementation Methodology