IT PROJECT PROPOSALS

Reasons for changing software - 30 widely used reasons for changing business software Project scope checklist - for an IT software system project IT project proposal - preparation tips and proposal checklists for IT project proposals Proposal format - tips to to improve your IT project proposal format and appearance Basic ROI calculation - a review of the basic ROI calculation and its use within IT project proposals ROI calculator - copy available for download and tips for maximising software system project ROI Hidden costs of acquiring new software - a list of hidden software costs to watch out for Project budget template - copy available for download and tips for IT software budgets Proposal evaluation sheet - for IT software project proposals - 55 points to consider

SOFTWARE / SYSTEM SELECTION PROCESS

10 steps to select new business software 20 Stakeholder management tips - for managing project stakeholders Sample project plan for business system selection - copy available for download RACI matrix (responsibility assignment matrix) - for listing project tasks and roles / responsibilities - copy available for download Project initiation checklist - for software system selection Software selection time-saving tips - 30 practical tips to save time Project issue log - for recording and tracking project issues - copy available for download Requirements gathering techniques - 12 techniques for specifying requirements Reasons to write a good system requirements specification System design review - within the software selection process Risk assessment form - for software projects - copy available for download Risk assessment worksheet - for software system selection - copy available for download Warning signs - that your software selection may have problems Project reporting form - including RAG task completion status - copy available for download Project status report template - for more detailed reporting - copy available for download

EXAMPLE SYSTEM REQUIREMENTS CHECKLISTS FOR:

Accounting System Business Intelligence (BI) System Customer Relationship Management (CRM) System Human Resource (HR) System Payroll System

SELECTING SOFTWARE VENDORS

How to quickly create a long list of software vendors and solutions - sources and tips to identify relevant potential software solutions Software vendor selection process - tips to help short list software vendors Vendor selection check sheet - a pre-RFI questionnaire to assist short listing software vendors Software vendor evaluation questions - non-functional evaluation questions to ask a software vendor Software quality checklist - to help evaluate software quality

SOFTWARE SYSTEM DEMONSTRATIONS

Vendor software demonstrations - a comparison of different types of software demonstrations Tips for attending software demonstrations - and software demonstration checklist How to quickly create a software demo script - or quickly convert your RFI/RFP template into a demo script

REQUEST FOR INFORMATION (RFI) / REQUEST FOR PROPOSAL (RFP)

RFI / RFP Sample - the main components of an IT Request for Information (RFI) / Proposal (RFP) Reviewing RFI responses - and identifying software solutions to short list RFP scoring guidelines - 15 key guidelines for scoring IT software proposals / RFP’s RFI / RFP response evaluation - using points scoring and evaluation matrix Rating criteria for RFP - an overview of rating criteria for evaluating software RFP responses More complex RFP scoring - a scoring scheme for more complex vendor RFP responses

SERVICE LEVEL AGREEMENT (SLA)

Service Level Agreement (SLA) Tips - 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 when preparing a SLA - copy available for download

DUE DILIGENCE FOR SELECTING NEW SOFTWARE

Software vendor support due diligence checklist - covering ongoing live running, training, system documentation and customer liaison Implementation support due diligence checklist - including implementation support services, project methodology, project plans and project management Reference site visit checklist - questions to ask and points to consider when visiting a software vendor’s reference site Vendor accounts due diligence checklist - to identify issues with a vendor’s accounts Vendor personnel due diligence checklist - questions to ask about a potential vendor’s employees and management Software product development due diligence checklist - to learn more about a product history, development and its future Software payment terms - a comparison of payment terms Final software decision - tips on making the final decision as to which software to acquire Software agreement checklist - points to consider when negotiating software agreements

Useful Resources

Free software selection resources - information, tools and tips to assist with selecting new Accounting, BI, CRM, HR and Payroll software.

Axia Consulting

© 2020 Axia Consulting Ltd. All rights reserved.
17 New Road Avenue, Chatham, Kent ME5 9RL, United Kingdom Contact Us

IT PROJECT PROPOSALS

Reasons for changing software - 30 widely used reasons for changing business software Project scope checklist - for an IT software system project IT project proposal - preparation tips and proposal checklists for IT project proposals Proposal format - tips to to improve your IT project proposal format and appearance Basic ROI calculation - a review of the basic ROI calculation and its use within IT project proposals ROI calculator - copy available for download and tips for maximising software system project ROI Hidden costs of acquiring new software - a list of hidden software costs to watch out for Project budget template - copy available for download and tips for IT software budgets Proposal evaluation sheet - for IT software project proposals - 55 points to consider

SOFTWARE / SYSTEM SELECTION

PROCESS

10 steps to select new business software 20 Stakeholder management tips - for managing project stakeholders Sample project plan for business system selection - copy available for download RACI matrix (responsibility assignment matrix) - for listing project tasks and roles / responsibilities - copy available for download Project initiation checklist - for software system selection Software selection time-saving tips - 30 practical tips to save time Project issue log - for recording and tracking project issues - copy available for download Requirements gathering techniques - 12 techniques for specifying requirements Reasons to write a good system requirements specification System design review - within the software selection process Risk assessment form - for software projects - copy available for download Risk assessment worksheet - for software system selection - copy available for download Warning signs - that your software selection may have problems Project reporting form - including RAG task completion status - copy available for download Project status report template - for more detailed reporting - copy available for download

EXAMPLE SYSTEM REQUIREMENTS

CHECKLISTS FOR:

Accounting System Business Intelligence (BI) System Customer Relationship Management (CRM) System Human Resource (HR) System Payroll System

SELECTING SOFTWARE VENDORS

How to quickly create a long list of software vendors and solutions - sources and tips to identify relevant potential software solutions Software vendor selection process - tips to help short list software vendors Vendor selection check sheet - a pre-RFI questionnaire to assist short listing software vendors Software vendor evaluation questions - non- functional evaluation questions to ask a software vendor Software quality checklist - to help evaluate software quality

SOFTWARE SYSTEM DEMONSTRATIONS

Vendor software demonstrations - a comparison of different types of software demonstrations Tips for attending software demonstrations - and software demonstration checklist How to quickly create a software demo script - or quickly convert your RFI/RFP template into a demo script

REQUEST FOR INFORMATION (RFI) /

REQUEST FOR PROPOSAL (RFP)

RFI / RFP Sample - the main components of an IT Request for Information (RFI) / Proposal (RFP) Reviewing RFI responses - and identifying software solutions to short list RFP scoring guidelines - 15 key guidelines for scoring IT software proposals / RFP’s RFI / RFP response evaluation - using points scoring and evaluation matrix Rating criteria for RFP - an overview of rating criteria for evaluating software RFP responses More complex RFP scoring - a scoring scheme for more complex vendor RFP responses

SERVICE LEVEL AGREEMENT (SLA)

Service Level Agreement (SLA) Tips - 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 when preparing a SLA - copy available for download

DUE DILIGENCE FOR SELECTING NEW

SOFTWARE

Software vendor support due diligence checklist - covering ongoing live running, training, system documentation and customer liaison Implementation support due diligence checklist - including implementation support services, project methodology, project plans and project management Reference site visit checklist - questions to ask and points to consider when visiting a software vendor’s reference site Vendor accounts due diligence checklist - to identify issues with a vendor’s accounts Vendor personnel due diligence checklist - questions to ask about a potential vendor’s employees and management Software product development due diligence checklist - to learn more about a product history, development and its future Software payment terms - a comparison of payment terms Final software decision - tips on making the final decision as to which software to acquire Software agreement checklist - points to consider when negotiating software agreements
Useful Resources Free software selection resources - information, tools and tips to assist with selecting new Accounting, BI, CRM, HR and Payroll software.
© 2020 Axia Consulting Ltd
All rights reserved. Contact Us

Axia Consulting