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Workflow System

RFP - Example Questions

Secure             Workflow RFI/RFP Template $279.00 - 1,385 Criteria      


This Ready-to-Use RFP Master is focused on selecting workflow system software solutions, and provides capabilities that go far beyond those of a traditional RFP.  This Workflow RFP Master utilizes highly detailed, quantitative RFP questions to ensure key requirements are not overlooked, and collects information from vendors about all aspects of their proposed workflow software system in a format that can be easily compared "apples-to-apples" when evaluating either on-premise or web based software proposals.   Very easy to customize.  Use it to query vendors with in-depth, detailed RFP questions about:

Business Process Reengineering Structured Routing Visual Workflow Maintenance
BPM Standards Supported Unstructured Routing Automated Web Forms
Alien Document Support Scripting Support Event Response Handling
Process Design Tools Rules Editor Sub-Flow Support
Process Design Capabilities Workflow Templates Monitoring & Reporting
Document Management Functions Customizable Interfaces
SaaS/Cloud Security Cloud Configuration Cloud Administration

This Workflow RFP presents detailed questions about SaaS, Cloud and on-premis server-based computing and security. 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 workflow software solution best suited to your company's needs.

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    SAVE WEEKS, even MONTHS OF TIME by using over 1,385 of professionally written software RFP statements & questions to communicate your workflow software system requirements quickly and accurately. No need to re-invent the wheel. View typical RFP Table of Contents.
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    IDENTIFY Feature AVAILABILITY & DELIVERABILITY. Unlike other RFPs, Infotivity RFP Masters 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 RFP Master includes a Feature Support Matrix (FSM) to automatically capture this information, which can be used to create very accurate and reliable workflow software system implementation schedules. View samples here.
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    Determine RISK and SUPPORTABILITY. 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 workflow 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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    VENDOR RESPONSE VALIDATION saves time and effort, and reduces errors, when evaluating vendor software proposals. View example here.
    EASILY CUSTOMIZED to meet your unique workflow 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.

Included with this Workflow Request for Proposal Template for Free all evaluation & comparison tools for more detail see below....
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    "APPLES-to-APPLES" COMPARISON of vendor RFP responses (proposals) is assured by extensive use of quantitative RFP questions and full vendor response validation. Compare proposed workflow 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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    "Workflow 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 workflow software system matches up to your business priorities. This graph compares the overall total scores for each proposed workflow system. This Score is based on all vendor responses except Pricing and Vendor Background. View sample 3-D Bar Chart comparison here.
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    Supportability Index A proposed workflow system could look very good on paper, but once implementation begins the reality could be very different. The ease with which a workflow 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 workflow system. The Supportability Index is based on responses to workflow Features only. This graph compares the potential support effort inherent in each proposed workflow 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 workflow system along with its Supportability Index and associated Vendor Profile. Use this when assessing the RISK of a proposed workflow system and whether or not the workflow system can indeed be implemented by the proposing workflow 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 workflow RFP template. The Vendor Profile Score provides a way of assessing the Capabilities PROFILE of a proposing workflow vendor. View sample 3-D Bar Chart comparison here.


This workflow RFP also has Supporting Documents INCLUDED:

    Cover Letter Samples - Make the task easier with this workflow 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 workflow needs.
    Full Version of risk assessment matrix checklist focused on system acquisition and implementation projects for working sample "Click Here"
    the Optimized RFP Guide. Designed to be viewed in a browser off-line, this document outlines the best procedures for creating custom workflow RFP questions. Included or Sold Separately
    The Workflow System Cutover Checklist Helps Streamlines Implementation! Included or Sold Separately
    MS Word document describing the organization and usage of the workflow comparison matrix.


      A Detailed & Comprehensive List of:

Workflow System Features

      Pre-defined workflow 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 Workflow Software Features Availability and Deliverability

      Unlike other RFPs that try (and fail) to gather useful solutions data about complex workflow 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 workflow 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

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


      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 purchasing/procurment 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!


      Weighted Grade Score Graph

      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 workflow 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

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


      Evaluation Ratios

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


      Feature Delivery Method Comparison:

      An analysis of how each workflow vendor is proposing to deliver the system feature/function contained in their workflow 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) workflow feature presents far less risk than that same workflow feature done as a "custom programming" task. Also, see the Supportability Index, which sums up these detail risk factors.


      Workflow Supportability Index Graph:

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


      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 workflow system that also has a high Weighted Score, along with the Vendor Profile. The more custom code, the higher the risk proposed by that system.


      Vendor Profile Score Graph:

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


Workflow Processing RFP Template $279.00      


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