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Detailed RFP Template, Software Comparison, Demo Scripts, & More...
Save Time & Money during each step of the software evaluation, selection & system implementation process. Keep your project on-schedule by using these proven user needs assessment, RFP template, software evaluation matrix, demonstration script, & system implementation tools:
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PROJECT SCOPE, SYSTEM PLANNING & JUSTIFICATION - The software selection process starts with good planning. Use this collection of detailed templates to determine the optimum project scope, then perform an in-depth user needs assessment to uncover the Hidden & Exception requirements lurking in existing business processes. Accurately document and calculate ALL potential savings amounts, then be sure the new system addresses all Savings Sources.
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REQUEST-for-PROPOSAL (RFP) - Use the most detailed RFP templates available to obtain vendor proposals for system solutions tailored to your organization's needs. Each RFP template comes with a full set of software selection decision matrix tools to streamline the software evaluation & selection process. Click this button to view sample RFP criteria. Includes twelve (12) months of RFP criteria UPDATES to ensure your RFP is always current!
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SUREStart™ Shortlist Service Available. Jump start your software selection process by sending your RFP to the most qualified vendors! Let our application experts identify systems best suited to your organization's specific needs, and the vendors to send an RFP to. Help ensure success! More details....
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DEMO MASTERS™ - Use these comprehensive software demonstration script templates to ensure vendors demonstrate ALL their system features in the same order, giving your staff the ability to score & compare presentations side-by-side. Use these vendor selection criteria and color-coded side-by-side comparison template tools to accurately evaluate vendor system presentations. Makes any software selection process easier!
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SYSTEM IMPLEMENTATION - Enjoy better cost control and project management with this template set. These "Cut-Over Checklists" cover all the implementation steps and activities required for full system deployment, i.e., to "GO LIVE" on the NEW system, are covered. Enjoy a more efficient, ON-TIME software system implementation with this template collection.
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RFP Master™ Template & Response Evaluation Toolkit 
These easy to customize RFP template tools query vendors about thousands of software requirements. More than an RFP sample with a few example questions, each RFP Master template covers all industry standard requirements PLUS many "exception cases". Templates are available for ALL popular applications, including online maintenance management, master data management, HRIS, warehouse management, and many others.
Each RFP Template w/Evaluation Toolkit includes the following:
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REQUEST FOR PROPOSAL (RFP) TEMPLATES - Use the most comprehensive RFP templates available to quickly solicit vendor RFP responses in a format ideal for fast, accurate comparison. In-depth RFP questions makes each template perfect for any on-premise software, web-based SaaS, or cloud-based system acquisition. RFP examples available, click the "View Available RFPs" button below.
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SIDE-BY-SIDE COMPARISONS - a color-coded, easy-to-read "apples-to-apples" software feature comparison & decision matrix, at the detail level, between competing vendor RFP responses (proposals) for on-premise software or a cloud/web based SaaS system. View RFP sample questions and responses. Ensure the accuracy of your software selection process.
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AUTOMATED ANALYSIS of competing vendor RFP responses (proposals) utilizing up to 16 industry standard software selection criteria that illustrate how well competing systems fit your business system process requirements. Ideal for large projects such as ERP implementation.
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RFP RESPONSE EVALUATION RATIOS - Calculates sixteen (16) time-saving response evaluation metrics and ratios that will enhance the accuracy of any software project decision making process. Presented in a detailed decision and comparison matrix format. Make the software selection process more accurate!
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COST/SAVINGS ANALYSIS - Calculates and illustrates Yearly Savings, Payback Period, Return on Imvestment (ROI), Internal Rate of Return (IRR), Net Present Value (NPV), and other software project decision making ratios. A very powerful financial decision matrix.
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OPTIMIZED RFP GUIDE - A reference guide for using an RFP as an effective tool for the selection and implementation of enterprise-wide software systems using Earned Value Management. Enhances any process mapping effort.
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For a sample, please view the RFP Template needed for your application.
Demo Master™ Templates
Ready-to-Use Software Demonstration script templates designed to evaluate vendor software presentations in terms of functionality, productivity, supportability, and risk Available for ALL large-scale application projects, whether on-premise software or web-based system, including customer relationship management software, accounting, CMMS, enterprise resource planning software system, CRM or ERP selection, manufacturing, procurement, facilities management software, and most others.
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DEMONSTRATION SCRIPTS - Ensure all vendor demonstrations consistently address your organization's needs. Each Demo Script Template enables software selection team members to score each demonstration based on his or her priorities. Compares the scores of demonstrated software, whether it be on-premise or web based. View details for Software Demonstration Script template capabilities.
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System Implementation Toolkit
This easily customized implementation checklist template collection helps you plan, manage and optimize your next software implementation. Perform BPE/R tasks more efficiently. Enjoy the benefits of a detailed Cutover Plan for "GOING Live". Ideal for ALL large projects, such as implementating am ERP system or a web-based (SaaS) CRM implementation.
This Toolkit includes the guide and checklist templates below.
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WORKFLOW ACTIVITY CHECKLISTS - An ideal template for mapping the current "AS-IS" state of an existing process down to the data element level, a time-saving organizar when developing the new "TO-BE" state or determining what is required to implement a new process, or preparing for data conversion.
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WORKFLOW PLANNING CHECKLISTS - A time-saving tool when planning and managing workflow configuration during the implementation of an on-site or web-based software system, such as implementing ERP software. Documents and enhances all business process mapping efforts.
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CUTOVER CHECKLIST - Use this template to REDUCE implementation costs. Ensure a successful transition to a new system using a "step-by-step" path. Ideal for switching to a new on-premise or SaaS software system in any business environment.
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Make System Implementation Faster & Easier!
Just $69.00 US
Don't waste time trying to manually complete an RFP sample outline, or manually prepare and evaluate an old-fashioned paper-based RFP, or install then learn new RFP software! Each detailed RFP Master requirements checklist is a fully integrated, ready-to-use RFP template, complete with a matching decision matrix toolkit for vendor response evaluation to streamline the tasks involved in identifying your business needs, mapping each business process, then selecting and implementing the software system best suited to your firm's prioritized needs (such as in implementing ERP). Ensure accurate requirements gathering, assessment and maximum benefits realization!
Click here to view an RFP Template with example RFP Criteria for your specific application.
Why settle for just a sample RFP? Used around the world since 1989, each RFP Maste utilizes a fully CUSTOMIZABLE RFP template format, RFP questions & criteria, and response set tailored to software RFP requirements to ensure your process mapping, system planning, software comparison, RFP response evaluation, and software selection decisions are based on ALL the critical requirements needed for successful system implementation, using either a traditional on-premise software or online Software as a Service (SaaS). Ideal for any ERP implementation. Use these business process mapping, RFP templates & decision matrix tools to make the BEST software selection possible!
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