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Professional Services Automation ERP Software

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Select PSA ERP Software Successfully

Professional Service Automation ERP Software Selection Templates - 5,700+ Criteria - Updated Monthly - Pricing at Bottom

The best & fastest way to identify user needs, determine software requirements, prepare an RFP, evaluate vendor responses, & select PSA ERP software reliably.

Choose ERP Software Accurately
Designed specifically for selecting ERP software systems for professional services, the template-based tools below can save time & money during each step needed to successfully choose PSA ERP software.  Quickly select the best PSA ERP software system by using the quantitative ERP software requirements, RFP, evaluation matrix, demonstration script, and other software selection templates listed below  

All requirements are updated on a regular basis, and provided with a No Questions Asked, No-Nonsense 30 Day Money-Back Guarantee! Very easy to customize, these templates contain thousands of requirements about:

Pre-Configured Dashboards Portfolio/Project Mgmt Project Costing Sales Orders Processing
Mobile Applications Rates Costing Inquiries Accounts Receivable
General Ledger Rate Cards Costing Reports CRM
Fixed Assets Portfolio Maintenance Human Resources Mgmt Marketing Mgmt
Budget Creation Work Breakdown Structure Career Portal Web Portal
Budget Modification Project Data Mgmt Recruitment & Hiring Document Capture
Budget Audit Trails Stage-Gate Facilitation Employee Data Workflow Processing
Budget Reports Project Tasks Salary Planning Business Intelligence
Revenue Recognition Project Activity Risks Benefits Administration Cloud/SaaS Security
Fair Value Calculation Issue Resolution Manager Self Service Cloud Administration
Recognition Schedules Instant Reminders Employee Self Service ...And Many More
Time and Attendance Time & Expense Tracking Compliance Requirements
Payroll Processing Purchase Order Mgmt Sales Management
SaaS/Cloud Security Inventory Management Quote Processing

Tools for Selecting Professional Services Automation Software

This PSA ERP RFP Toolkit Includes the following:

Actual screens and questions from this RFP template are shown below to illustrate how it enables you to easily collect the unique metrics needed to successfully identify, select, acquire, and implement the PSA enterprise resource planning (ERP) software solution best suited to your organization's needs.


This toolkit include the following to Help Select ERP Software Successfully:
  In-Depth RFP Functionality - Obtain Meaningful Responses that are Easily Compared and Evaluated. This RFP Template INCLUDES the following capabilities:

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SAVE WEEKS, even MONTHS OF TIME by using over 5,700 feature criteria to quickly and accurately identify your exact needs, then simply delete the rest to easily create an unbiased PSA ERP RFP that best communicates your specific requirements to vendors!  Use this Excel-based, universally understood, and highly customizable template.  In addition, a detailed Feature to Cost Traceability function helps assure a smoother system inplementation and maximum ROI. View typical RFP Table of Contents.
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IDENTIFY FEATURE AVAILABILITY & DELIVERABILITY. Unlike other PSA ERP software RFPs, Infotivity RFP Masters template 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 PSA ERP RFP Master includes a Feature Support Matrix (FSM) to automatically capture this information, which can be used to create very accurate and reliable professional service ERP software system implementation schedules. View samples here.
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    Determine RISK and SUPPORTABILITY. PSA ERP Software RFP Masters 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 PSA enterprise resource planning (ERP) 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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ENHANCEMENT COST TRACKING - This RFP template feature provides a facility for cross-referencing the cost of specific custom programming and/or scripting tasks with vendor invoices. This enables the RFP to become a very useful implementation cost management/audit tool. Ideal for Earned Value Management (EVM).
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CUSTOMIZABLE WEIGHTED GRADE SCORING - (automatically calculate suitability to unique company needs!)

Highly flexible weighted grade score based on user-defined weights down to the detail row and response level is calculated for each RFP question criteria. This user-defined, customizable weighting allows vendor RFP responses to be evaluated based on your company's specific needs priorities. Calculate weighted scores by department, by workflow process, by application, or by activity to calculate a score that reflect the true value and impact of a proposed ERP software system.

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    WORKFLOW TOPICS ensure the proposed ERP software for management can be fully integrated and utilized to enhance business procedures at all levels of the enterprise. View Workflow samples here.
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    VENDOR RESPONSE VALIDATION saves time and effort, and reduces errors, when evaluating vendor PSA ERP software proposals. View example here.
For a more detailed description of a vendor RFP response validation Click Here!
    EASILY CUSTOMIZED to meet your unique PSA ERP system needs, using basic Excel techniques.
    PROVEN MS EXCEL TECHNOLOGY. Everybody already knows Excel. Save time & effort across the board!
    No installation, no learning curve.

  All Vendor Response Evaluation & Comparison tools listed below are INCLUDED with this PSA ERP software RFP. Evaluate Proposed Software Based on Suitability, Quality, Supportability, and Financial Impact.
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    "APPLES-to-APPLES" ERP FEATURE COMPARISON of vendor RFP responses (proposals) is assured by extensive use of quantitative RFP questions and full vendor response validation. Compare proposed PSA ERP 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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    "PSA ERP Response Evaluation Ratios (scores) indicate how a vendor is planning to provide the proposed solution, e.g. the pros and cons of a vendor proposal from a practical "is it doable?" perspective. See HOW a vendor is planning to address each of your requirements, and just how reliable it really is.. View a typical evaluation ratios here.
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RESPONSE QUALITY ANALYSIS RATIOS - SIDE-BY-SIDE COMPARISON - (Compare proposal feasibility side-by-side!)

Compare the "doability", i.e., the feasibility, of vendor proposals compared to each other in detail. See HOW each vendor is planning to provide the solution to your needs, and if that solution is really viable.

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    AUTOMATED WEIGHTED GRADE POINT SCORING is a quantitative measure of how well a proposed PSA ERP system matches up to your business priorities. This graph compares the overall total scores for each proposed ERP system. This Score is based on all PSA ERP 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 ERP vendor is planning to deliver the proposed ERP system for PSA. 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 PSA ERP comparison are based on responses to PSA ERP 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 ERP system could look very good on paper, but once implementation begins the reality could be very different. The ease with which a PSA ERP 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 professional services enterprise resource planning Software System Features only. This graph compares the potential support effort inherent in each proposed PSA enterprise resource planning (ERP) software 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 PSA ERP system along with its Supportability Index and associated Vendor Profile. Use this when assessing the RISK of a proposed PSA ERP system and whether or not the ERP system can indeed be implemented by the proposing PSA ERP 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 professional service ERP RFP. The Vendor Profile Score provides a way of assessing the Capabilities PROFILE of a proposing PSA ERP vendor. View sample 3-D Bar Chart comparison here.


  The Supporting Documents below are INCLUDED with this PSA ERP Software RFP:

COVER LETTER SAMPLES - Make the task easier with this professional service ERP RFP cover letter template collection. Choose from Letter samples designed for all events, such as "RFP Response Request", "Intent to Respond", "No Intent to Respond", "RFP Change Enclosed", "Proposal Rejection" "Finalist Selection", and " Best & Final Offer Request" to meet your unique professional service ERP system needs.
FULL VERSION of the RISK ASSESSMENT MATRIX CHECKLIST focused on professional service ERP system acquisition and implementation projects for working sample "Click Here"
BPR / BPE / WORKFLOW Processing Checklists - Excel-based template for mapping the current "AS-IS" state of an existing professional service ERP business process down to the data element level, a time-saving organizer when developing the new "TO-BE" state, or when trying to determine what is required to implement a new process, or when preparing for data conversion.
The OPTIMIZED RFP GUIDE. Designed to be viewed in a browser off-line, this document outlines the best procedures for creating custom professional service ERP RFP questions. Included or Sold Separately
The professional service ERP SOFTWARE CUTOVER CHECKLIST Helps Streamlines Implementation! Included or Sold Separately
MS Word DOCUMENTATION describing the organization and usage of the professional service ERP RFP and Evaluation/Comparison matrices.


      (See bottom of this page for pricing information.)


      A Detailed & Comprehensive List of:

Professional Service Automation ERP System Features

      Thousand plus of pre-defined professional services enterprise resource planning 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.

professional services automation ERP table of content


      Utilize an Extensive List of:

Professional Service Automation ERP Software Fit/GAP Analysis

Precisely identify, collect, & prioritize all PSA ERP functional and process deficiencies between the software system currently in use and client/company current or projected needs. Easily document the severity, category, and requirements type of missing functionality using GAP analysis, and then calculates a score, for each GAP. The GAP process creates a prioritized, detailed list of ERP software requirements useful in all later phases of the PSA ERP management software evaluation/selection process, i.e., in RFP creation, Software Demonstrations, Price (BAFO) negotiation, and software system implementation. View details at Fit/GAP Analysis Details.

PSA ERP mobile application sample questions


      Identify BOTH Professional Service Automation ERP Software Features Availability and Deliverability

      Unlike other RFP templates that try (and fail) to gather useful solutions data about complex PSA ERP 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 ERP RFP Master function is useful during both the PSA ERP software selection AND the system implementation phases of large projects because it enables effective Earned Value Management through detailed cross-referencing of usable ERP software functionality and vendor invoicing.

Project costing sample questions


      Determine the Risk & Supportability of Proposed

ERP Software Solutions for PSA

      Unlike other RFP templates, an ERP software RFP Master template 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 ERP system because it enables effective Earned Value Management through detailed cross-referencing of usable software functionality and vendor invoicing.

RFP sample of questions taken from the PSA ERP project management section


      Effectively Manage Implementation

Enhancement Cost Tracker

This ERP RFP template provides an "Enhancement Cost" column for cross-referencing vendor invoices with the estimated cost of each custom custom script and/or source code modification proposed by the vendor. This makes the professional services enterprise resource planning RFP an ideal tool for managing vendor invoices effectively. The uses of this are many: preventing payments to vendors from exceeding usable system progress, preventing vendor over-billing, and prevents proposed tasks from being omitted, and as an implementation audit tool.
 


      Workflow Topics Included.

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

typical workflow criteria questions for professional services enterprise resource planning


      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 PSA enterprise resource planning (ERP) 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!

career portal sample questions from the ERP RFP Master template


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

ERP Software Comparison for PSA

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

sample of vendors ERP answers side by side to compare in the matrix


      Evaluation Ratios

      Use an extensive set of ratio calculations to compare PSA ERP vendor proposals quickly and efficiently.


      Weighted Grade Score Graph

      Compares the Weighted Grade Point Score calculated for each proposed ERP system. This is calculated as follows: The PSA ERP 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 professional services enterprise resource planning software 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 PSA ERP 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 ERP 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 PSA ERP vendor is proposing to deliver the system feature/function contained in their PSA ERP 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) PSA ERP feature presents far less risk than that same PSA ERP feature done as a "custom programming" task. Also, see the Supportability Index, which sums up these detail risk factors.


      ERP Supportability Index Graph:

      The Supportability Index is a forecast of how much PSA ERP management 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 PSA ERP 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 PSA ERP system that also has a high Weighted Score, along with the Vendor Profile. The more custom code, the higher the risk posed by that PSA ERP 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 PSA ERP RFP. The ERP 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.



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