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Accounting & Business Management System

RFP / Requirements Checklist

This Ready-to-Use RFP Master ™ withover 4,580 CRITERIA is focused on selecting accounting and business management system software solutions, and provides capabilities that go far beyond those of a traditional RFP limited to asking vendors simple Yes/No questions about software features. Specialized for use in complex information system environments, this RFP Master collects information from vendors about all apects of the business management software implementation project they are proposing.
Actual screens and questions from this RFP are shown below to illustrate how it enables you to easily collect the unique metrics needed to successfully identify, acquire, and implement the business management software solution best suited to your company's needs. (Click thumbnails to enlarge)

This RFP also includes questions on SaaS, Cloud and on-premis server-based computing.

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SAVE WEEKS, even MONTHS OF TIME by using thousands of professionally written business & accounting software RFP statements & questions to communicate your business and accounting software system requirements quickly and accurately. No need to re-invent the wheel. View typical RFP Table of Contents.

For more criteria detail information Click Here!

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IDENTIFY Feature AVAILABILITY & DELIVERABILITY. Unlike other RFPs, Infotivity Accounting RFP Masters with Business Management automatically collect the information needed to identify BOTH the AVAILABILITY of software features, and their DELIVERABILITY, i.e., HOW those features will be delivered. Each Accounting & Business Management RFP Master includes a Feature Support Matrix ™ (FSM) to automatically capture this information, which can be used to create very accurate and reliable business management software system implementation schedules. View samples here.
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Determine RISK and SUPPORTABILITY. Accounting System RFP Masters with Business Management automatically evaluate vendor response data collected to quantitatively determine the SUPPORTABILITY INDEX ™ of each proposed software system. This index ranks the potential support problems inherent in each proposal. Accurately compare the amount of ongoing support needed to keep each proposed Accounting software system up and running. Measure the true impact of each system on your business over the long term. View sample here.
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WORKFLOW TOPICS ensure the proposed accounting & business management software can be fully integrated and utilized to enhance business procedures at all levels of the enterprise. View Workflow samples here.
For a more detailed description of a vendor RFP response validation Click Here!
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VENDOR RESPONSE VALIDATION saves time and effort, and reduces errors, when evaluating vendor accounting software proposals with business management. View example here.
EASILY CUSTOMIZED to meet your unique accounting and business management system needs, using basic Excel techniques.
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Included with this accounting & business management RFP are the following vendor response evaluation & comparison tools....
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"APPLES-to-APPLES" COMPARISON of vendor business management & accounting software RFP responses (proposals) is assured by extensive use of quantitative RFP questions and full vendor response validation. Compare proposed business & accounting system software features side-by-side faster and more accurately with the fully automated Color Comparison Chart ™ matrix included with this RFP at no extra charge. View a typical comparison here.
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"accounting & business management Response Evaluation Ratios (scores) help you save time. View a typical evaluation ratios here.
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AUTOMATED WEIGHTED GRADE POINT SCORING is a quantitative measure of how well a proposed accounting & business management system matches up to your business priorities. This graph compares the overall total scores for each proposed engineer to order business & accounting system. This Score is based on all accounting & business management vendor responses except Pricing and Vendor Background. View sample 3-D Bar Chart comparison here.
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Feature Delivery Methods This graph compares HOW each accounting & business management vendor is planning to deliver the proposed engineer to order business & accounting system. The bars show how much of each competing system is going to be delivered Fully Supported "out-of-the-box", how much will be delivered using the Report Writer, a Configuration option or 3rd Party product, and how much is dependant on Custom Programming & Scripting. The scores used in this accounting & business management comparison are based on responses to accounting & business management system questions only, i.e., no vendor, pricing, or support responses are utilized. View sample 3-D Bar Chart comparison here.
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Supportability Index A proposed engineer to order business & accounting system could look very good on paper, but once implementation begins the reality could be very different. The ease with which a accounting & business management system can be implemented and maintained over it's expected life is controlled in large part by the amount of custom programming and scripting required to build & maintain the system. The Supportability Index is based on responses to accounting & business management Software System Features only. This graph compares the potential support effort inherent in each proposed engineer to order business & accounting system. View sample 3-D Bar Chart comparison here.
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Overall Comparison This graph compares the total Weighted Score of each proposed engineer to order business & accounting system along with its Supportability Index and associated Vendor Profile. Use this when assessing the RISK of a proposed accounting & business management system and whether or not the accounting & business management system can indeed be implemented by the proposing accounting & business management vendor successfully. View sample 3-D Bar Chart comparison here.
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Vendor Profile Scores This graph compares a score measuring the background, expertise, capabilities, and other data collected in the Vendor Global Issues section of the engineer to order business & accounting RFP. The Vendor Profile Score provides a way of assessing the Capabilities PROFILE of a proposing accounting & business management vendor. View sample 3-D Bar Chart comparison here.

(See bottom of this page for pricing information.)


A Detailed & Comprehensive List of:

Accounting & Business Management System Features

4,580 RFP criteria ensure no important business requirements or software features "slip through the cracks". All are in a quantitative format that guarantees vendor responses will be meaningful, consistent, and easy to compare. All questions are professionally prepared by application specialists to address BOTH the STANDARD features and EXCEPTION CASE software functions required.

For more criteria detail information Click Here!


Identify BOTH Accounting & Business Management Software Features Availability and Deliverability

Unlike other RFPs that try (and fail) to gather useful solutions data about complex business management system features, Accounting Software RFP Masters with Business Management are not constrained to the use of summary-level "Yes" or "No" answers. This RFP Master ™ uses a Feature Support Matrix ™ (FSM) that identify BOTH feature AVAILABILITY and DELIVERY Method. This RFP Master function is useful during both the business management software selection AND the system implementation phases of large projects because it enables effective Earned Value Management through detailed cross-referencing of usable software functionality and vendor invoicing.


Determine the Risk & Supportability of Proposed

Accounting & Business Management Software Solutions

Unlike other RFPs, an RFP Master can illustrate potential support problems (and risk) inherent in vendor software proposals. The Feature Support Matrix ™ (FSM) used in each Business & Accounting Software RFP Master ™ categorizes the inherent risk posed for each criteria, and uses that information to calculate the SUPPORTABILITY INDEX ™ for each vendor RFP response. For example, a feature delivered "out of the box" FULLY SUPPORTED is less risky than one delivered through custom programming, even if the programming is free. This RFP Master function is useful during both the software selection AND the implementation phases of a large business management system because it enables effective Earned Value Management through detailed cross-referencing of usable software functionality and vendor invoicing.


Workflow Topics Included.

The ability of the proposed business and accounting software to successfully integrate with existng business process workflows, or implement new workflows, is critical to a achieving the high productivity increases and ROI expected of the new accounting & business management system. This RFP Master examines all pertinent Workflow features in detail.


Vendor Response Input Validation.

Vendors must answer each RFP question by choosing from a pre-defined list of possible responses. See below for an example of this drop-down list. This forces all vendors to respond to each accounting and business management software question in a consistent, standard manner. Eliminates the days of time typically wasted trying to compare the inconsistent or incomplete vendor responses obtained by using traditional, non-quantitative RFP questions! Ensures vendor proposals are easy to compare and evaluate!


Color-Coded, "Apples-to-Apples" Comparison of Proposed Systems

Accounting & Business Management Software Comparison

These comparison matrices automatically change vendor response cell background color to GREEN, YELLOW, or RED, to reflect how favorable each response is to your needs! Compared to the tedious task of reviewing hundreds of mono-color Yes/No answers, these colored responses allow problem areas to be spotted more easily, and risk assessment is made much more accurate. All required response comparison matrices are included and ready-to-use! Quickly and easily compare business management and accounting software system proposals side-by-side, feature by feature, in detailed comparisons you control! Keep your accounting project with business management on-schedule and under-budget.


Evaluation Ratios

Use an extensive set of ratio calculations to compare accounting & business management vendor proposals quickly and efficiently.


Weighted Grade Score Graph

Compares the Weighted Grade Point Score calculated for each proposed engineer to order business & accounting system. This is calculated as follows: The accounting & business management vendor response to each RFP question is assigned an unweighted "raw" score. This raw score is then multiplied by the weight factor you entered previously (default = 1) for that engineer to order business & accounting RFP question to calculate the weighted score for each response. All of these individual scores are then totaled for use in this comparison. This score is essentially a measure of how well a accounting & business management software system fits your business and software needs, prioritized by the weight (importance level) you assigned to each question in the RFP. In essence, this score measures the SUITABILITY of each proposed engineer to order business & accounting software system to your overall requirements. . NOTE this score measures just software functionality, and does not include any measure of vendor background, expertise, support, or programming ability.


Feature Delivery Method Comparison:

An analysis of how each accounting & business management vendor is proposing to deliver the system feature/function contained in their accounting & business management proposal. The graph below shows the percentage that is Fully Supported "out-of-the-box", the percentage to be done via Report Writer, a Configuration Parameter, or Third-Party add-in, versus the percentage to be done via Custom Coding (Scripting / Programming). This information is very useful in terms of identifying RISK, since a Fully Supported (and tested) accounting & business management feature presents far less risk than that same accounting & business management feature done as a "custom programming" task. Also, see the Supportability Index, which sums up these detail risk factors.


Accounting & Business Management Supportability Index Graph:

The Supportability Index is a forecast of how much engineer to order business & accounting software support and maintenance may be required to keep each proposed software system running at full potential over it's lifetime. This score is determined by how much custom coding is required to implement the proposed accounting & business management software, and which business processes depend on the customized software.


Overall Comparison Graph:

This graph compares both the Weighted Grade (Suitability) Score, Supportability Index, and the Vendor Capabilities Profile side-by-side for easy reference. It is important to see how much custom coding is in a proposed engineer to order business & accounting system that also has a high Weighted Score, along with the Vendor Profile. The more custom code, the higher the risk posed by that accounting & business management system. Therefore, the more custom coding, the more expertise and capabilities a vendor should have.


Vendor Profile Score Graph:

The backgrounds, expertise, capabilities, and certifications of each vendor is obtained in the Vendor Global Issues section of the accounting & business management RFP. The engineer to order business & accounting vendor responses to this section are totaled separately from the software functionality topics, and this data is used to calculate the "Vendor Profile Score". The higher the score, the more CAPABILITIES a vendor is probably going to be.


RFP Master for Accounting & Business Management Software - $329.00 US (Secure Checkout),/b>
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