This free RFP Template example (below) is the model that all Infotivity RFPs are patterned after. It is unique in that it is designed to thoroughly query vendors about all aspects of the software, system configuration, and implementation services they are proposing. This ensures that you receive an RFP response containing all the information needed to select the best software for your organization.
This example RFP template shows what information must be acquired to do the following based on your unique needs:
Request for Proposal Template
This free RFP model outlines what to query vendors about regardiong all aspects of a planned system, e.g., required functionality, configuration, implementation, initial training, all on-going support and training, and pricing. Topics crucial to RFP & project success are identified with VERY IMPORTANT. This RFP template has the following sections:
I. INTRODUCTION -
This section of the RFP is where all the rules governing how the project is organized, how it is going to be run, and who is responsible for what project activities, are stated.
This template section quesries vendors about their background:
If you are acquiring a Cloud-based system this is VERY IMPORTANT! These in-depth criteria and unique RFP functions query vendors about how the vendor's data center is organized, and how secure it is, then automatically SCORE it for efficiency and performance! Find out if it is a fake or truly real cloud-based system! Found ONLY in an Infotivity RFP template!
Transition is defined as those tasks required to move the current data and operations, as defined elsewhere in this RFP, to the new, proposaed system and/or to Service Provider's data center if cloud-based. A "discovery" or "due diligence" period may be required to review the Client's existing environment and procedures key information.
The comprehensive criteria in this RFP section query vendors about a collection of Service Level Agreements (SLAs) to monitor the functions and performance of the proposed system. VERY IMPORTANT! This holds vendors accountable to specific response times and service quality standards. These must be prepared to your specificiation by the selected vendor. Each Infotivity template contains detailed SLA criteria for each business process area listed below should be provided:
This part of the template queries vendors about:
VERY IMPORTANT! In the event of a Cloud-based system, this section queries vendors about the extent to which the following can be configured dynamically by a duly authorized Client user:
VERY IMPORTANT! This template section queries vendors about the extent to which their software can be customized. This determines how much flexibility you will have in the future. Each Infotivity RFP contains criteria that queries vendora about:
VERY IMPORTANT! This template section queries vendors about their system's support for mobile app creation and use. This determines how much mobile app flexibility you will have in the future. Each Infotivity template queries vendors about:
VERY IMPORTANT - This is where the APPLICATION SPECIFIC software system criteria go. The number depends on the application involved, ranging from approximately one thousand (1,000) to well over five thousand (5,000) plus many other non-system focused criteria regarding configuration, training, and similar. Total criteria count can be well over 6,000! See the RFP Template specific to your desired application for more detail.
Most state-of-the-art software systems today include document management functions to one degree or another. It is VERY IMPORTANT to find out how and where this functionality is made available, since this will determine how actionable and usable the information provided to the user actually is. It also determines how usable the proposed system's workflow capabilities are.
VERY IMPORTANT! These criteria query vendors if and how the proposed system supports user-defined, automated workflow processing. Critical if you require truly automated workflow processes enabling the system to route documents to specific workstations without human intervention, as opposed to ad-hoc workflow. The criteria in this RFP section address:
VERY IMPORTANT! This template section queries vendors about the extent to which their software can be customized. This determines how much flexibility you will have in the future. Each Infotivity RFP contains criteria that queries vendora about: It is important to find out how the proposing vendor can and/or will help you assemble plans to protect the system and data against natural and man-made disasters, as part of the RFP process. Each Infotivity template provides criteria to query vendors about:
Moving data from one database to another involves much more than simply running an "off-the-shelf" conversion program. A conversion program must be designed and built. Differences between source and target field data types, for example, moving IBM EBCDIC (Extended Binary Coded Decimal Interchange Code ) to ASCII, and changing database schema due to version upgrades, bug fixes, and customization can wreak havoc on any conversion program. If major data conversion(s) are anticipated, it is VERY IMPORTANT to query vendors about their expertise and capabilities in the topics below. Each Infotivity template queries vendors about:
VERY IMPORTANT! This template section queries vendors about the Cloud manaement tools supported. Each Infotivity RFP contains criteria about:
In the Cloud environment security involves much more than user profiles and passwords! If you are planning a Cloud-based system, it is VERY IMPORTANT the RFP query vendors about the proposed system's ability to support the newer Cloud access and security standards. This RFI/RFP template queries vendors about:
VERY IMPORTANT! It is critical that a vendor provide the expertise and tools needed for a well planned system implementation. Each Infotivity template investigates:
Each RFP Template Toolkit provides the above criteria sections and many others to save time and money at every step in the software selection process, ranging from user needs gathering to RFP processing to system implementation. You can view detailed information about a specific RFP application & download working samples by using the button below to display a list of available RFP Template Toolkits.
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SELECTION READINESS TOOL
WHAT USERS SAY...
Telenor J. P.
we did in 4 weeks what it
took others almost a year
5,200+ Facilities Worldwide
detailed RFP I have seen
Memphis Light (MLGW)
have to say it's quite
extensive and well laid
out, this is exactly what
we were looking for!"
Certified SCM Consultant
WHAT USERS SAY...