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Identify Requirements Completely - Infotivity Technologies, Inc.

 

PSA ERP System Requirements Template

Unbiased ERP PSA System Features Checklist & Toolkit - 4,168 Criteria   (View Details)
No Vendor Influence - Free PSA ERP Sample containing Hundreds of PSA ERP Features!

Just starting the project, and need to identify ERP PSA requirements before you know what is best to do? For example, should you upgrade to a new version of your current PSA system, or install a totally different system, or what?
This detailed ERP PSA requirements template, in stand-a-lone form to keeps cost down, is perfect!
Why purchase an RFP just to review features for possible needs, when you may not need an RFP at this point?

Comprehensive PSA ERP features and requirements to help you make the BEST PSA ERP software decision:

  • Review and Evaluate ALL requirements, including the hidden ones!
  • Identify the Importance Level of All features to your organization.
  • Identify HOW WELL features and workflow in the CURRENT system work or perform.
  • Record the Performance or Need for Real-Time proceses.

Complete ERP PSA Requirements

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Included in this complete and unrestricted PSA ERP software features list, this tool
helps you in many ways:
  • Full Accounting, Financial and Revenue Management
  • Flexible Customer Relationship Management (CRM)
  • Dashboards - Data Visualization - Preparing PSA ERP Reports.
  • Project Management - Tracking - GPS and Geofence.
  • Time & Expense Management, Smart Timing.
  • Third-Party Integration Functions
  • End-to-End (E2E) Business Process Needs (View Details)
  • PSA ERP Workflow - Calendar Integration
  • Website Setup and/or Integration - Email Processing
  • Database Conversion
See the COMPLETE list in the ERP PSA features sample download!


Identify PSA Software Needs Completely & Accurately!

 

Professional Services Automation ERP Features

Everything needed to make the BEST PSA ERP system based on your firm's needs!
Please click the beside each category to display samples of the detailed RFP questions in each. A COMPLETE list containing ALL standard PSA ERP features PLUS everything needed for Mobile Applications, Dashboard, Workflow, Security, Report Setup and Speed, and Implementation:

Opportunity Management This RFP asks ALL questions needed here. Examples are:
  • Are user-defined Opportunity Codes used in the proposed software to identify and categorize business opportunities by method of generation?
  • Can the proposed software provide an Opportunity Event Maintenance screen specific to the method of opportunity generation?
  • The specific source of the Opportunity, i.e., the specific Web page URL, the referring customer, etc., be captured and recorded?
  • Can an authorized user define the Opportunity Type, i.e., a Web sales inquiry, a Customer Referral, etc., and the maintenance screen fields that will be used to collect information for each Opportunity of the type being defined?
  • ...and many others

Resource Management This RFP asks ALL needed questions about Resource. examples are:
  • Does the software provide the ability to schedule people to project tasks?
  • Does the software provide the ability to schedule non-people resources to project tasks?
  • Does the software link resource pools to needed areas (e.g., core team support)?
  • Does the software provide the ability to manage resources skills inventory?
  • Does the software provide the ability to adjust resources based on project priorities?
  • ...and many others!

Customer Relationship Management (CRM) This RFP asks ALL questions about CRM needs. examples are:
  • Can applications provided by others be easily integrated with the proposed software through a standard, documented Application Programming Interface (API) collection?
  • Does the proposed software provide an ad-hoc TASK delegation system with full RSVP?
  • Does the proposed software fully support the ability to share data with a home PC or a laptop in the field?
  • Can user-defined queries be saved for future use?
  • Does the proposed software provide facilities for fully capturing data from the Customer's existing Web site via HTML forms?
  • ...and many others!

Team Collaboration The RFP asks ALL needed questions about Teams. examples are:
  • Does the software provide a "work-space" for project teams?
  • Does the software provide a means for allowing team-members to see their specific assignments / tasks?
  • Are the task assignments of each team member are available for viewing on a daily, weekly, and monthly basis?
  • Can the proposed software prepare Gantt charts for each team member? (the user simply selects the team member desired)
  • Can the software make easier collaboration among team members and coordinate marketing activities?
  • ...and many others!

ERP PSA Contract Management This RFP asks ALL questions about Contract needs. examples are:
  • Does the proposed software link a contract to vendor file?
  • Can the proposed software classify a contract as the purchase of a product or service?
  • Can the proposed software classify a contract as a grant award?
  • Does the proposed software support the conversion of awarded bids, including multiple and split awards, to approved contract(s)?
  • Does the proposed software allow multiple start, delivery, and ending or expiration dates?
  • ...and many others!

Project Costing Example Project Costing Feature:
  • Can the software calculate and display Work-In-Process (WIP) data for a specific work order?
  • Can the system provide a Project Cost Actuals Report to view actual work-in-process labor and work material costs for a specific work orders?
  • Can the system produce a Work Order Cost Adjustments History Report enabling users to review the cost adjustment transactions entered for work orders ?
  • Does the system provide a Project Cost Labor Report enabling users to review labor costs for a given work order?
  • Does the system provide a Project Cost Material Report enabling users to review material costs for a specific work order?
  • ...and many others!

Time and Expense This RFP queries vendors about ALL needed ABC issues. examples are:
  • Example RFP Questions About Time & Attendance software Feature:
  • USER DEFINED PROCESSES
  • Does the system support and utilize a user-defined Work Breakdown Structure (WBS)?
  • Can period types and lengths be overridden on an individual employee basis?
  • TIME AND ATTENDANCE DATA CAPTURE
  • Does the system enable users to enter the activity performed during a specific time range?
  • Are Time Clock punches made available to authorized employees for viewing/reporting purposes in real-time?
  • Is the use of MS Outlook for time entry and assignment fully supported?
  • ...and many others!

Revenue and Billing Management This RFP asks ALL needed questions about Resource. examples are:
  • Does the proposed software calculate order due date and payment method based upon an order specific terms code?
  • Can previously entered order comments be selectively printed on a specific invoice?
  • Does the proposed software allow an invoice to be reprinted on demand?
  • Does the proposed software allow selective printing of one invoice only?
  • Are recurring invoices supported by the proposed softwa
  • ...and many others!

Delivery Management This RFP queries vendors about ALL needed in this area. examples are:
  • Does the proposed software allow multiple start, delivery, and ending or expiration dates?
  • Does the proposed software evaluate vendor based on key user-weighted events – delivery date, quantity return / defective items, billing problems -- by commodity or contract?
  • Does the proposed system provide user the ability to ensure accurate delivery and management of leads, from capture to close?
  • Does the software support delivery of content items based on completion of review/approval workflow processes?
  • Does the proposed software support delivery of content items to a range of delivery channels and technologies, covering both on-line and off-line and including SMS/Mobile Phones, WAP, Interactive Digital TV, Interactive Voice Recognition, fax and print?
  • ...and many others!

Accounting Financial - GL, FA, AP, AR, PR

This RFP template enables GENERAL LEDGER (GL) in these areas:

  • Basic Information:
  • Does the software comply with all appropriate GAAP and GASB requirements?
  • Does the software provide the ability to define multiple ledgers?
  • Chart of Account (COA) Maintenance:
  • Does the system provide the ability to identify a means within each account code to allow for rollup by revenue / expenditure category?
  • Does the software enable the chart of accounts to be defined by “segment”?
  • Journal Entry Functions:
  • Does the system enable the user to look up the chart of accounts on the screen as a reference during journal entry and to select the desired account?
  • Does the system accommodate reversing journal entries across fiscal years or fiscal months?
  • ...and many others!

Inventory Management Example RFP Questions About IM Feature: in these areas:
  • BASIC IM SETUP INFORMATION
  • Does the software provide full support for multi-company inventory management?
  • Does the software provide full support for multi-company inventory management?
  • Does the software provide full support for multi-location (i.e., multiple warehouse/plant/sales office) inventory management?
  • Is user defined decimal precision available in the system?
  • ...and many others!

Multi-Company, Multi-Location, Multi-Language This RFP queries vendors about ALL needed issues. examples are:
  • Does the proposed system support multiple corporate entities simultaneous
  • Can multiple native languages be used simultaneously?
  • Can the proposed system automatically transfer data, such as an employee’s responses/paperwork, among different divisions, companies, locations, and corporate entities (EINs)?
  • ...and many others!

PSA ERP Artificial Intelligence (AI) This RFP queries vendors about ALL needed AI issues. examples are:
  • Is the proposed AI system provided by a third party?
  • Does the proposed system provide the ability to interpret different languages?
  • Is the user able to speak to the AI and explain exactly what document they are searching for?
  • Before buying the proposed system, can we test the AI with our own data?
  • ...and many others!

Business Intelligence This RFP queries vendors about ALL needed ERP PSA issues. examples are:
  • Does the proposed system enable end-users to create hyperlinks to external web pages?
  • Are end-users able to search locally, i.e., within their own archived data and reports?
  • Are end-users able to search globally, i.e. within all or a subset of all enterprise-wide databases and reports?
  • Can end-users bookmark data for review in the future?
  • Within such workgroups, can end-users publish and share their reports and views?
  • ...and many others!

Workflow Processing This RFP queries vendors about ALL needed Workflow issues. examples are:
  • Does the proposed workflow product require an application server?
  • Can the proposed system export to XML?
  • Is process data maintained internally as XML by the proposed system?
  • Can the proposed system act as a Web-enabled Services platform to request, broker, and deliver Web services?
  • Does the proposed software provide a "point and click" wizards for management reporting function?
  • ...and many others!

Reporting and Inquiry Capabilities This RFP queries vendors about ALL needed issues. examples are:
  • Can a user in any remote location use the Web to access the proposed software to initiate and receive a report via email?
  • If the proposed software offers a custom report writer, can newly created reports be added to the menu for later reuse, without programming?
  • Is a popular, standard report generator used to create both the standard and custom reports offered by the proposed software?
  • Does the proposed software provide standard, menu-driven reports enabling the user to generate a summary or detail level report?
  • ...and many others!

Security and Compliance This RFP questions vendors about ALL needed Security and Compliance functions. examples are:
  • Does the proposed system offer VeriSign Encryption and Secure Sockets Layer (SSL)?
  • Does the proposed system offer Folder level access restrictions for specific users and/or groups?
  • Does the proposed system offer Document-level access restrictions for specific users and/or groups?
  • Does the proposing vendor utilize DOCUMENTED Secure software development lifecycle procedures?
  • Does the proposed system undergo an ANNUAL third-party application security assessments?
  • ...and many others!

 

Professional Services Automation ERP Needs Sources

This PSA ERP requirements checklist includes 4,168 features, and is designed to cover all industry standard requirements.  The main Table of Contents shown below illustrates the broad range of requirements included. (Purchase FULL Product Here!)

Professional Services Automation ERP Requirements Importances

The "Importance Level" column enables you to easily specify HOW IMPORTANT each requirement is to your company in a consistent and quickly sorted way.  You can choose between the Importance Level options that best fit your project needs. Use 0 - 5, with 0 being not important at all.

PSA ERP System Requirements Categories

The next column to the right, titled "GAP" below, enables you to designate just WHERE, WHEN, and HOW MUCH of a GAP exists between your organization's current PSA enterprise resource planning needs and and the ERP software system currently in use, and just as importantly, WHY. (See HOW Fit-GAP Analysis works and its benefits!)

PSA ERP Software Features Categories

The column titled "CATEGORIES" below, enables you to designate just WHY a GAP exists, i.e., is it because of a PSA ERP software deficiency or a ERP workflow/procedural problem. This knowledge is very useful when integrating a new software system with current business processes.

PSA System Requirements Categories

The column titled "REQUIREMENTS" below, enables you to designate the TYPE of GAP that exists between your organization's current PSA ERP needs and the ERP software and/or the processes currently in use.

 

FREE - ERP PSA System Feature SAMMPLE - Hundreds of PSA ERP software features to help you START your ERP PSA requirements project on the right tract.

PSA ERP System
Features Sample

free example PSA system features template

 


DOWNLOAD FULL VERSION with ALL 4,168 CRITERIA HERE!

Professional Services Automation ERP Requirements Checklist w/Fit-GAP Analysis


This PSA ERP Features Checklist includes ALL functions and processes shown above and listed below
  • 4,168 requirements - Updated 02-22-2022
  • Fit-GAP Analysis
  • User Needs Survey
  • Importants Level
  • Workflow Identification
  • Problem Survey
  • Cost/Savings Rating
and all are available for download. Benefit from ALL the tools required to select the best accounting software. Just click the "Add to Cart" button below.
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PSA ERP System
Features Sample

free example PSA system features template


"The detailed requirements we found in the RFP template for manufacturing ERP, as well as Infotivity's effective help, enabled the successful outcome of our ERP software selection project."
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WHAT USERS SAY...

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"Using your RFP template,
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Mobile Communications
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2,500+ employees

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Certified SCM Consultant

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