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System Planning & Justification Toolkit

RFP template

Just starting to think about a new system? Need to justify a new system?

Get the most out of the investment you make in a new system. These tools enable you to efficiently collect the information needed for accurate system planning and software justification. Now you can:

In addition, these tools help you LOCATE the specific causes of wasted time, money, and other resources within EACH major business process. This allows for a specific cross reference to be made between system costs and workflow improvements, helping you to control on-going costs even better. Easily perform the cost savings analysis needed to justify a new system. Ideal for planning and justifying ANY large on-premise or web-based (SaaS) system, such as implementing ERP software, CRM implementation, Human Resource Management (HRM) system software, or similar.

The System Planning & Justification Toolkit includes the following:

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PROJECT SCOPE (DOMAIN) CHECKLIST - Quickly and accurately identify the full scope of the project under review, including external system interfaces. A time-saving tool when planning an on-site or a web-based software system. Details...
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WORK DISTRIBUTION CHART (WDC) - powerful tool permits a "Three Dimensional Analysis" of a work unit identify the activities that comprise the process and then estimate the corresponding time and dollars expended on each of these activities. Ideal for switching to a new on-premise or SaaS software system. Details...
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GOTCHAS & EXCEPTIONS GUIDE - Identify the easily overlooked requirements imposed by exception cases within a business process. This checklist lists the these causes of wasted time and workflow bottlenecks at each step in a business process. Details...
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USER NEEDS SURVEY - Use this in-depth user requirements gathering checklist to gather information about user needs at each step in a given business process. View Sample Criteria.
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WORKFLOW PLANNING CHECKLISTS - Organize & plan business process reengineering (BPR) efforts. A time-saving tool when planning workflow during implementation of on-site or a web-based software system. Details...
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COST/SAVINGS ANALYSIS - Calculates and illustrates Yearly Savings, Payback Period, Return on Investment (ROI), Internal Rate of Return (IRR), and other software project decision making ratios. Details...


Develop a Comprehensive:

Project Scope (Domain)

One of the leading causes of software project failure is an inaccurate or incomplete project scope, a.k.a. the "project domain". A project scope document is a detailed list of: Deficiencies in any of these areas can lead to inaccurate system planning, overlooked requirements, unrealistic scheduling, and under estimating of the costs and/or time needed.

This template enables you to quickly and accurately identify the full scope of the project. It is very important to know which business process are involved, what the data elements should be, which data is generated internally and which is coming from external sources. A time-saving tool when planning an on-site or a web-based software system.


Easily Identify Workflow Bottlenecks

Workflow Activity Tracking

WORK DISTRIBUTION CHART (WDC) - powerful tool permits a "Three Dimensional Analysis" of a work unit to identify the activities that comprise the process and then estimate the corresponding time and dollars expended on each of these activities. Ideal for switching to a new on-premise or SaaS software system.


"GOTCHAS" Checklist

Detailed Exception Criteria

Identify the easily overlooked requirements imposed by exception cases within a business process. This checklist lists the these causes of wasted time and workflow bottlenecks at each step in a business process.

Comprehensive & Detailed:

User Needs Survey

Use this in-depth user requirements gathering checklist to gather information about user needs at each step in a given business process.


Identify All Sources of Wasted Time & Money:

Cost Savings Checklist

ideal for documenting the "AS-IS" state of current systems. Identify the causes of wasted time and workflow bottlenecks at critical steps in the business process areas of General Ledger (GL), Accounts Receivable (AR), Accounts Payable (AP), Purchasing (POM), Inventory Management (IM), Warehouse Management (WM), Point of Sale (POS), Quote Processing (Quote), Sales Order Entry (OE), Job Cost (JC), Time & Attendance, Payroll (PR), and Manufacturing. Automatically calculates the wasted time and average labor cost needed for accurate system justification.


Cost Savings Analysis.

COST SAVINGS ANALYSIS - Calculates and illustrates Yearly Savings, Payback Period, Return on Investment (ROI), Internal Rate of Return (IRR), and other software project decision making ratios.


Workflow Planning Made Easier!

Workflow Planning Checklist

A time-saving tool when planning workflow during implementation of on-site or a web-based software system


Download this Collection for $179.00, it will pay for itself many times over!

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