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Select BI Software Accurately

Comprehensive Toolkit includes BI System RFP Template and Software Selection Tools - 3,507+ Criteria

This unbiased and state-of-the-art Business Intelligence System RFP Template Master with matching Response Evaluation Tools provides what's needed for efficient and accurat BI software selection!  This Toolkit includes detailed BI software requirements with monthly updates, powerful system RFP, vendor BI system proposal evaluation, and accurately select business intelligence system.

Business Intelligence System Selection Made Easier

This BI Software RFP & Toolkit includes everything listed below. Enjoy immediate use of thousands of business intelligence system selection criteria to make the entire process of select BI software easier, faster, and more accurate:
  • BI System RFP Template - Use this detailed Request for Proposal (RFP) to reduce the time needed to creat an RFP and select BI software substantially. Obtain vendor proposals that address your needs. 
      - Extensive BI Requirements
      - Complete Software Responses
      - Unique Capabilities
      - Powerful BI RFP Features
      - Risk and Supportability
      - End-to-End Business Process
  • Business Intelligence Software Evaluation and Selection - Easily and accurately compare and evaluate Business Intelligence software proposals, then select the BI system best for your needs! Included with each RFP Template discussed above are these:
      - Vendor Response Analysis
      - Detail Comparison
      - Evaluation Ratios Comparison
      - Economic Charts
      - Response Graphics

    This toolkit includes a comprehensive set of vendor RFP response (proposal) evaluation tools that enables you to quickly and accurately compare vendor Business Intelligence software system proposals to your company's requirements and to each other. A detailed "side-by-side" response comparison matrix with heat map, scorecard, and 3-D bar Charts are displayed about:

    • Weighted Grade Score
    • Supportability Score
    • Vendor Response Quality Analysis
    • Detailed Heat Map
    • Proposed System Feature Comparison
    • Vendor Capabilities Profile
    • Extensive Financial Ratios
    • Payback Analysis

    This set of vendor response evaluation templates for Business Intelligence systems ensures impartial and accurate analysis of all competing vendor Business Intelligence software proposals at the weighted grade score, supportability, and financial levels, all to assist you in selecting the best BI software system for your needs.

    (View Vendor BI Software RFP Response Evaluation and Comparison}

  •   Selection Support Tools - Sometimes a project needs special help! When this comes up you will find the following to be very useful:
      - Letter Template Collection
      - Best & Final Offer Request tools
      - Workflow Processing Checklists
      - BI Software Cutover Checklist
      - and full DOCUMENTATION!
      - Everything to select BI software!
      - View Details

Very accurately perform Business Intelligence software options by using these state-of-the-art & powerful tools at EACH step needed to effectively select BI system software. Artificial Intelligence (AI) and other emerging requirements for Business Intelligence are included!

Reliably choose the BEST Business Intelligence software for your company's needs!

Select BI System Effectively

This easy-to-use and customization RFP template and matching vendor RFP response evaluation/selection tools reliably chooses BI software based on thousands of BI system selection requirements, and will save you time and money during each step of the Business Intelligence software selection process.

Business Intelligence Software Selection RFP

Accurately choose the BEST Business Intelligence software by querying vendors about all of your firm's specific BI software needs. Prevent do-overs that waste time and money. Start your project on the right track by using well-focused BI software choice questions to obtain better, more precise information from vendors, and then evaluate and select Business Intelligence system software based on your exact needs.

View BI System RFP Samples
Quickly create an RFP tailored to your specific BI requirements.  Designed by experts to select BI software, this detailed yet easily customized Request for Proposal template comes pre-loaded with thousands of software selection requirements guaranteedp to address all industry standard and many "exception case" BI system issues.
(View BI System RFP Features).

Select BI Software Reliably

Choose Business Intelligence software solutions more reliably based on a powerful RFP.  These BI software evaluation & selection templates use quantitative BI system criteria and other techniques to enhance the reliability of each step in the software selection process to:
  • Prevent Fatal Omissions - 3,507+ criteria ensure all industry standard Business Intelligence requirements are addressed.
  • Ensure Accurate Business Intelligence Software Evaluation - "Apples-to-Apples" comparison of BI systems based on your requirements. Vendor RFP responses can be compared in both detail and graphical forms to ensure accurate BI system selection.
  • Avoid Mistakes - Obtain BI software proposals in a consistent, easily compared and evaluated format through the use of built-in, automated vendor input validation.
  • Save Valuable Time - Eliminate wasted time spent manually clarifying, scoring, and evaluating vendor proposals, and quickly choose the best Business Intelligence software, all through the use of AUTOMATED vendor response scoring that eliminates the need to manually score thousands of vendor replies.
  • Select the best BI software solution using meaningful, actionable information.
  • EVALUATE BI SOFTWARE RELIABLY! - Accurately Compare and Evaluate Vendor RFP Responses! Business Intelligence Software Response Evaluation Tools are included! A detailed set of ratios, comparisons, and scorecard functions analyze each vendor RFP response to ensure selection of the BI software proposal best suited to your needs.

(To view BI software RFP Template and Evaluation Matrix screen samples please scroll down past the detailed requirements list.)


Comprehensive Business Intelligence System Requirements

Eliminate wasted time during the BI system selection process!  Minimize the risk of picking the wrong system. Reduce the time spent researching and developing requirements from scratch, since all tools are ready-to-use with a list of over 3,507+ BI software requirements (categorized below).


Artificial Intelligence (AI) Machine Learning Semantic and text analytics
Predictive Modeling Self-Service Capabilities Ranking Reports
What-If Analysis What-If Analysis Dashboards Visualizations Dashboards
Visualizations Dashboards Machine Learning Dashboards Intelligent Alerts
Executive Dashboards Collaboration Data Warehouse
Operational Reports Report Scheduling Ad-hoc Reports
Intelligent Data Capture Geospatial Mapping Location Intelligence
Interactive reports Metadata Management Meta Data Layer
Financial Summary Report Job Growth Report!

This enables you to immediately conduct user needs surveys, query vendors about complex BI software systems, and conduct effective software demonstrations - everything needed to select BI software successfully!

Each category shown below contains many individual business intelligence RFP questions. 
BI software requirements

If you don't see what you need, or have questions about what type of Business Intelligence (BI) software system is best for your operations, please Contact Us!  We have over 20 years of direct "hands-on" BI software selection experience in operations ranging from small manufacturing to Wal-Mart. Our advice and support is always free!

Business Intelligence Software RFP Master contains a comprehensive Request for Proposal (RFP) PLUS powerful vendor RFP response (proposal) evaluation tools, all in familiar Excel spreadsheet format. Each simplifies and streamlines the many complex tasks required to not only prepare and distribute an RFP electronically, but also to evaluate the vendor responses to that RFP. Select BI software reliably!

This BI system RFP template also includes detailed criteria for Cloud computing, collaboration, and full User cutomization. It is organized to target all lines of business.


RFP Tools for Business Intelligence System Selection

Included with this BI Software RFP are the following functional tools...
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SAVE WEEKS, even MONTHS OF TIME by using thousands of professionally written BI system RFP statements & questions to communicate your software system requirements quickly and accurately. No need to re-invent the wheel.

All RFP questions are in quantitative format for accurately choosing the best Business Intelligence software system.

Monthly RFP Update Review helps insure the Advanced and Emerging BI software features and capabilities are included. Don't let your new BI system be obsolete on it's date of installation!

View this large TOC to see ALL the useful BI system application criteria!

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Click here to very the COMPLETE BI system responce types needed to verify ava[lability and risk! CUSTOMIZABLE WEIGHTED SCORES calculated at the individual software feature level provide the utmost in flexibility for RFP response scoring sub-module capabilities and overall vendor RFP response evaluation. View Weighted Grade Score calculation details here.

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& DELIVERABILITY. Unlike other BI software 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 BI software RFP Master includes a Feature Support Matrix ™ (FSM) to automatically capture this information, which can be used to create very accurate and reliable BI 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 BI 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 BI 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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ensure the proposed BI software 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 BI software proposals. View example here.
For a more detailed description of a vendor RFP response validation Click Here!

EASILY CUSTOMIZED to meet your unique BI 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.

Evaluation and Comparision Tools for Business Intelligence System Selection

Also included with this BI system RFP are the following EVALUATION & COMPARISON Tools...

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"APPLES-to-APPLES" BI COMPARISON of vendor RFP responses (proposals) is assured by extensive use of quantitative RFP questions and full vendor response validation. Compare proposed BI system 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 BI comparison here.

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"BUSINESS INTELLIGENCE RESPONSE EVALUATION RATIOS illustrates in detail and in a side-by-side comparison the strengths and weaknesses of each vendor proposal from a practical perspective. Learn HOW each vendor is planning on meeting your needs, and how reliable that approach really is. View a typical evaluation ratios here.

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SIDE-BY-SIDE COMPARISON OF RESPONSE RATIOS illustrates in detail and in a side-by-side comparison the strengths and weaknesses of each vendor proposal from a practical perspective. Learn HOW each vendor is planning on meeting your needs, and how reliable that approach really is. View a typical evaluation ratios here.

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"IN-DEPTH FINANCIAL ANALYSIS RATIOS provide valuable insight into how proposed software will impact your organization immediately and over the long term. View and compare side=by-side key financial ratios such as Payback Period, Present Value (PV), Net Present Value (NPV), Internal Rate of Return (IRR), and others. View financial analysis ratios here.

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


  The Supporting Documents below are INCLUDED with this BI Software RFP:

COVER LETTER SAMPLES - Make the task easier with this BI System 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 BI system needs.
FULL VERSION of the RISK ASSESSMENT MATRIX CHECKLIST focused on BI 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 customer relationship management 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 BI RFP questions. Included or Sold Separately
The BI SOFTWARE CUTOVER CHECKLIST Helps Streamlines Implementation! Included or Sold Separately
MS Word DOCUMENTATION describing the organization and usage of the BI RFP and Evaluation/Comparison matrices.

Large Pictures of Tools for BI System Selection

View many large RFP and Evaluation screens starting here. See bottom of this page for Free RFP sample and Pricing information.

Business Intelligence System Features

These comprehensive RFP criteria for BI software ensure that 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.

Monthly BI system update reviews help insure that Advanced, State-of-the-Art Emerging system capabilities are adressed! Makes selecting BI software much more reliable!



This RFP for BI software is set up to identify BOTH the availability of a software function and HOW it will be delivered. The many ways software functions can be delivered, and the amount of RISK involved with each, makes this very important. Vendors must answer in one of the following ways:

      FS (Yes, Full Support out of the box)

      CO (Yes, using a Configuration Option)

      RT (Yes, using a Reporting Tool)

      3P (Yes, using Third Party product)

      PE (Yes, a Paid Enhancement)

      FE (Yes, a FREE Enhancement)

      NS (No - Not Support)

This allows the reliability and on-going support cost risk of competing BI systems to be compared. Use an extensive set of CUSTOMIZABLE Weighted Grade Scoring calculations to evaluate the suitability of vendor proposals to your specific prioritized needs quickly and efficiently.


Business Intelligence Software Feature Availability and Delivery Methods

Unlike other BI system RFPs that try (and fail) to gather useful solutions data about complex BI software 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 BI 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. Choose BI software more effectively!


Business Intelligence Software Solutions

Unlike other BI software RFPs, an RFP Master can illustrate potential support problems (and risk) inherent in vendor BI 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 sample, 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 BI selection AND the implementation phases of a large BI system because it enables effective Earned Value Management through detailed cross-referencing of usable software functionality and vendor invoicing.



      Effectively Manage Implementation

Enhancement Cost Tracker

This 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 school district ERP 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 Processing Capabilities

The ability of the proposed BI software system 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 BI system. This BI software RFP Master examines all pertinent Workflow features in detail.


Vendor Response Abilities

Vendors must answer each BI RFP question by choosing from a pre-defined list of possible responses. See below for an sample of this drop-down list. This forces all vendors to respond to each BI 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 BI software proposals are easy to compare and evaluate!


Business Intelligence Comparison

These BI 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 thousands 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 BI comparison matrices are included and ready-to-use! Quickly and easily compare BI system proposals side-by-side, feature by feature, in detailed comparisons you control! Keep your BI software project on-schedule and under-budget.


Evaluation Ratios

Use an extensive set of ratio calculations to compare BI vendor proposals quickly and efficiently. This help infore a more accurate BI software choice!


Evaluation Ratios Side-by-Side Comparison

This scorecard uses an extensive set of ratio calculations to compare vendor proposals quickly and efficiently.  High RFP scores can be lifted by a large number of customization or 3rd party scores.  Due to this, it is important to see HOW each proposed system has been set up to perform key processes.  This could insure a very complete BI system choice!


Cost Savings Analysis.

COST SAVINGS ANALYSIS - Calculates and illustrates:
  • Yearly Savings
  • Yearly Maintenenc
  • Payback Period
  • Return on Investment (ROI)
  • Internal Rate of Return (IRR)
  • Discount Rate
  • Net Present Value (NPV)
  • B/C Ratio
  • IRR


Weighted Grade Score Graph
(4 more reports follow)

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


Business Intelligence Supportability Index Graph:

The Supportability Index is a forecast of how much BI 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 BI software, and which business processes depend on the customized software.


Overall Comparison Graph:

This graph compares 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 BI system that also has a high Weighted Score, along with the Vendor Profile. The more custom code, the higher the risk posed by that BI system. Therefore, the more custom coding, the more expertise and capabilities a vendor should have. This is very helpful in all BI software selection processes.


Vendor Capability Rating

The backgrounds, expertise, capabilities, and certifications of each vendor is obtained in the Vendor Global Issues section of the BI RFP. The BI 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 able to provide.

If you have questions about using the templates above, or how to select BI software in general, please Contact Us! We have over 20 years direct "hands-on" BI experience ranging from small operations to Wal-Mart, and our advice & support is always free!    

Business Intelligence Software RFP Sample
free example BI RFP template

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Business Intelligence (BI) System Selection Toolkit

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Unlimited Staff Users - Unlimited Vendors - Unlimited Projects


RFP Toolkit -


Buy just the Business Intelligence Software RFP Template and Vendor Response Evaluation Templates described above. This includes the BI Requirements Checklist with Fit-GAP Analysis, Request for Proposal (RFP) Template, and all Vendor Response (Proposal) Weighted Grade Scoring, Supportability, Comparison Matrix, and Financial Ratio calculation tools. Everything needed to plan your new system, identify your true requirements, prepare a meaningful RFP, and select the best BI software based on your requirements. This bundle includes ALL the Tools summarized below:

  • No Limit on Vendors, Staff Users, and Projects - Unconditional 30 Day Money-Back Guarantee
  • 3,507++ Business Intelligence System Selection Criteria
  • All User Needs & System Planning Templates
  • Request for Proposal (RFP) Template Toolkit for a BI System
    • In-Depth, Detailed Request for Proposal (RFP) Template
    • Vendor Input Validation
    • Feature Availability & Delivery Evaluation
    • Vendor RFP Response Evaluation
    • Response Quality Analysis
    • Enhancement / Cost Cross-Reference
    • Weighted Grade Scoring
    • Supportability Index Scoring
    • Optimized RFP Guide
  • RFP Documentation
  • All Cover Letter, Guide, & Checklist Templates
  • INCLUDES the full Business Intelligence Software Proposal Evaluation, Comparison, & Selection Template Toolkit
    • Side-by-Side Response Comparison with Heat Map
    • Vendor Response Quality Ratios
    • Response Evaluation Scorecard
    • 3-D Bar Chart Response Comparison Graphs
    • Financial Ration Analysis
    • Evaluation Matrix Documentation
  • FREE LIVE SUPPORT - Telephone/Email

    Business Intelligence System RFP Template and Response Evaluation Matrices -

    $499.00 US         (Secure Checkout)    

    If you have any questions about how to right an RFP or select BI system software, please contact our Qualified Experts for FREE ADVICE!

    Advice & Support from an BI Software Selection Expert is Always FREE!

    Looking for a qualified, local BI system selection consultant? An Infotivity-certified consultant offers the expertise and tools needed to provide valuable advice & services at each step of the BI system selection process! Let us recommend a certified consultant!

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