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Project Management (PM) Software

RFP Screens & Sample Questions

RFP template

    Software Selection  >  RFP Templates  >  Project Management Software

This unbiased, easily customized RFP Template contains over 2,200 Project Management (PM) software requirements that will enable you to select the PM software solution best for your organization's needs. This in-depth requirements checklist addresses all industry standard PM software criteria plus the parameters needed to ensure flexibility over time. All RFP questions are in clear quantitative format, and extensive capabilities are provided to ensure all vendor PM software responses are obtained in a format that can be quickly compared "Apples-to-Apples", and evaluated very accurately, all based on your organization's actual project management requirements and goals.

In addition, this RFP comes with a comprehensive set of project management software comparison & evaluation matrices, known collectively as the Evaluation Toolkit. It provides many tools for comparing, evaluating, and analyzing proposed project management software features and all related PM system implementation activities, from all perspectives, i.e., suitability for use, feasibility and supportability, and its financial impact on your organization, to provide you with the information needed to select project management software software that best meets your needs.

Sample RFP questions and screen captures are shown below to illustrate the many features and capabilities of this project management software RFP and the Evaluation Toolkit included with it. These are grouped by functional category for both the RFP and the Evaluation Toolkit. Please select your category of interest below to view detailed information about that category. Easily select project management software solution best suited to your company's needs!
(Please see bottom of page for pricing information.)

Frequently Asked
Questions

RFP Features Comparison

RFP CAPABILITIES:

  • Detailed PM Software Requirements
  • Full Vendor Response Validation
  • Identify Feature Availability & Delivery Method
  • Assess Risk & Supportability
  • Workflow & Document Management Criteria
  • Enhancement Cost Tracking
  • Supporting Documents Provided
  • EVALUATION TOOLS INCLUDED:

  • "Side-by-Side" Feature Comparison
  • User-Defined Weighted Scoring
  • Evaluate the Supportability of Proposed Software
  • Bar Chart Comparisons
  • Detailed Response Ratio Analysis
  • Scorecard Comparison
  • Financial Impact Analysis
  •     EXTREMELY EASY TO CUSTOMIZE! Use basic Excel commands to quickly tailor the RFP to communicate your unique project management system needs. Nothing to learn.
        PROVEN MS EXCEL TECHNOLOGY. Everybody already knows Excel. Save time & effort across the board!
        No installation, no learning curve. Do not make a vendor learn a new system just to respond to your RFP!
        USEFUL DURING ALL PHASES OF SOFTWARE SELECTION.The above capabilities enable this RFP and Evaluation tools to be used in many ways that save time
        and money, and help achieve better results, during a all phases of a project management software selection and implementation project.


          A Detailed & Comprehensive List of:

    Project Management (PM) System Features

          Pre-defined project management 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.


          Identify BOTH PM Software Features Availability and Deliverability

          Unlike other RFPs that try (and fail) to gather useful solutions data about complex project management system features, RFP Masters 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 project 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

    PM 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 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 project management system because it enables effective Earned Value Management through detailed cross-referencing of usable software functionality and vendor invoicing.


          Uswer Defined Weighted Grade Score

          Compares the Weighted Grade Point Score calculated for each proposed system. This is calculated as follows: The 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 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 project 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 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.


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

    PM 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 project management software system proposals side-by-side, feature by feature, in detailed comparisons you control! Keep your project on-schedule and under-budget.


          Workflow Topics Included.

          The ability of the proposed 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 PM 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 project management (PM) 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!


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    Project Management Software RFP with Response Evaluation Toolkit
    Includes the RFP, All Evaluation Tools & All Supporting Documents
     
    Unlimited Staff Use - Unlimited Vendors - Unlimited Project Usage
     
    $299.00         (Secure Checkout)

    Includes All RFP and Comparison & Evaluation Tools

    All Support FREE of Charge

    30 Day Money Back Guarantee


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