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RFI/RFP TEMPLATES

Templates - An overview of Axia’s RFI/RFP Templates for gathering system requirements, preparing an RFI and RFP, and evaluating and comparing vendor responses. Templates include software and system criteria for Accounting, Business Intelligence, CRM, HR, Payroll, HR and Payroll (combined) - and may be purchased from our online shop via links from the pages below: Accounting Software RFI/RFP Template Business Intelligence (BI) Software RFI/RFP Template Customer Relationship Management (CRM) Software RFI/RFP Template Human Resource Software (HR) RFI/RFP Template Payroll Software RFI/RFP Template HR and Payroll Software RFI/RFP Template Plus a range of universal RFI, RFP, RFQ Templates (without pre-defined software requirements specifications): RFI Template RFP Template RFQ Template RFI + RFP + RFQ Templates Bundle RFP Evaluation Template Template FAQ - Frequently asked questions about Axia’s RFI/RFP Templates Template Support - for Axia’s RFI/RFP Templates

SELECTION SERVICES

Services - Software selection consulting services for Accounting, HR and Payroll Systems, plus Case Outlines and Commendations received

USEFUL RESOURCES

Resources - Software selection resources - information, tools and tips to assist with selecting new Accounting, BI, CRM, HR and Payroll software. IT Project Proposal: Reasons for changing business software Software project scope checklist IT project proposal tips and checklist Proposal format tips Basic ROI calculation review ROI calculator* plus tips for maximising software project ROI Hidden costs of acquiring new software Project budget template* and IT software budget tips Proposal evaluation sheet for IT software projects Software / System Selection Process: 10 steps to select new business software Stakeholder management tips Sample project plan* for business system selection RACI matrix* for listing project tasks and roles/responsibilities Project initiation checklist for software system selection Practical software selection time-saving tips Project issue log* for tracking project issues Requirements gathering techniques Reasons to write a good system requirements specification System design review Risk assessment form* Risk assessment worksheet* Software selection problem(s) warning signs Project reporting form* including RAG task completion status Project status report template* 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 Software vendor selection tips Vendor selection check sheet to assist short listing software vendors Software vendor evaluation questions (other than about software functionality) Software quality checklist Software System Demonstrations: Comparison of different types of vendor software demonstrations Tips for attending software demonstrations plus software demonstration checklist How to quickly create a software demo script Request for Information (RFI) / Request for Proposal (RFP): RFI / RFP sample listing the main components of an RFI / RFP Reviewing RFI responses and identifying software to short list RFP scoring guidelines for IT software proposals / RFP’s RFI / RFP response evaluation Rating criteria for evaluating RFP responses More complex RFP response scoring Service Level Agreement (SLA): Tips for writing Service Level Agreements SLA metrics and measuring service performance tips SLA Checklist* Due Diligence For Selecting New Software: Ongoing software / system support due diligence checklist Implementation support due diligence checklist Reference site visit questions checklist Vendor accounts due diligence checklist Vendor personnel due diligence checklist Software product development due diligence checklist Software payment terms comparison Final software decision Software agreement checklist

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