RFP Templates and Examples
In addition, all RFP templates are shipped with a matching set of vendor RFP response (proposal) evaluation tools enabling you to easily compare vendor responses side-by-side at the feature detail level, automatically calculate the weighted score and supportability of each proposed system, determine proposal risk, and perform financial ratio analysis. This set of integrated tools will help you:
Select the Best System Solution - make the best suited On-Premise software or Web/Cloud-based SaaS system selection with these integrated software selection tools that use decision making criteria tailored to your needs. (See RFP samples - use button below)
- Uncover Hidden Requirements - Quickly and thoroughly conduct detailed software requirements identification and gathering activities to ensure all business and user needs are addressed.
- Avoid Fatal Omissions - Each specialized IT RFP template contains a highly detailed collection of system requirements and Cloud/Web-based SaaS operational & security evaluation questions to investigate all aspects of a proposed application solution.
- Prevent False Starts during the evaluation, selection, and implementation of Cloud-based or On-Premise software systems.
Stay On-Schedule & On-Budget by using the following time-tested and easy-to-use software selection tools:
REQUEST for PROPOSAL TEMPLATES |
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PREPARE A DETAILED RFP REFLECTING YOUR FIRM'S NEEDS AND SEND IT TO VENDORS. All request for proposal templates contain thousands of requirements. Simply delete what you do NOT need. Each RFP template already include ALL functions reuired in an effective RFP:
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EASILY PERFORM SIDE-BY-SIDE COMPARISONS of Vendor Responses as they are received using a color-coded, easy-to-read "apples-to-apples" software feature comparison template. Comparisons are at the detail level, between competing vendor RFP responses (proposals) for on-premise software or a cloud/web based SaaS system. Ensure the accuracy of your software selection process. (View larger screen capture here.)
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Enjoy 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.
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AUTOMATICALLY CALCULATE VENDOR RESPONSE EVALUATION RATIOS - Each RFP template 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! Too numerous to discuss, you can view the complete list with explanations here. |
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UTILIZE COMPREHENSIVE COST/SAVINGS ANALYSIS - This template calculates and illustrates standard financial ratios regarding your project based on your input. Very useful for final decision making purposes. This template calculates the following:
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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. |
Other Software Evaluation Templates
The following toolkits could be of help if you do not need an RFP, but instead need to collect user requirements, or have software demonstrated, or implement a new system:
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REQUIREMENTS IDENTIFICATION and SYSTEM JUSTIFICATION / PLANNING - The software selection process starts with good planning. Use this collection of template-based tools to determine the optimum project scope, then perform an in-depth user needs assessment to uncover hidden & exception requirements. These requirements gathering tools will help you accurately document and calculate ALL potential savings amounts needed to justify system acquisition and implementation. |
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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. |
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 and examples for Software Demonstration Script template capabilities. |
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This software implementation checklist template collection provides many example implementation tasks, and will help you plan and better manage your next system implementation project. Perform BPE/R tasks more efficiently. Enjoy the benefits of a detailed Cutover Plan for "GOING Live". Easily customized, these checklists are ideal for ALL large projects, such as implementing an 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. |
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 template for RFP and requirements checklist is a fully integrated, ready-to-use RFP, complete with a matching decision matrix toolkit for vendor response evaluation that streamlines 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. Ensure accurate requirements gathering, assessment and maximum benefits realization!
Click here to view real-world IT Request for Proposal RFP Templates with example RFP Criteria for your specific application.
Why settle for using just RFP samples? Used around the world since 1989, all Infotivity RFP Master templates are fully CUSTOMIZABLE, are guaranteed (certified) to address all industry standard crteria, and query vendors with RFP questions about real world software RFP requirements. Complete with full examples, each template ensures your process mapping, system planning, system comparison, response evaluation, and system acquisition decisions are based on ALL the critical requirements needed for successful system selection and implementation, whether it be a traditional on-premise software or Web/Cloud-based Software as a Service (SaaS). Ideal for any ERP implementation projects! Use these RFP templates, software evaluation requirements, and in-depth software selection tools to make the BEST decisions choice possible!
