Build-to-Order (BTO) ERP Software Selection RFP & Evaluation Templates - 5,469 Criteria - No Vendor Influence The fastest & most reliable way to identify user needs, determine software requirements, prepare an RFP,
evaluate system proposals, and select build-to-order enterprise resource planning (ERP) software. Artificial Intelligence (AI) requirements included for BTO ERP usage!
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This RFP template for a manufacturing ERP software system enables you to quickly and reliably select a manufacturing ERP software system best for your needs.
This set of vendor response evaluation templates for BTO ERP systems ensures impartial and accurate analysis of all competing ERP software proposals at the weighted grade score, supportability, and financial levels, all to assist you in selecting the best manufacturing ERP software system for your needs.
End-to-End (E2E) ERP Business Process evaluation & comparison filters now included! End redundant activities. Reduce Cycle times. Eliminate workflow bottlenecks. Easily select ERP software based on the TRUE VALUE it delivers! View Details...
This Requirements Checklist with Fit-GAP analysis will help you identify your company's unique BTO ERP system requirements, and answer many questions crucial to successful BTO ERP system selection and implementation.
ALL TEMPLATES INCLUDED! Quickly select the best build-to-order ERP software system by using these quantitative BTO ERP software requirements and software selection templates, all included in this Toolkit!
BTO Collaboration | Machine Learning | Dashboard Functions |
Artificial Intelligence (AI) | BTO Modile Apps | Semantic and Text Analytics |
Predictive Modeling | Self-Service Capabilities | BTO Ranking Reports |
Executive Dashboards | Machine Learning Dashboards | BTO Intelligent Alerts |
BTO What-If Analysis | What-If Analysis Dashboards | Visualizations Dashboards |
Intelligent Data Capture | BTO Report Scheduling | Ad-hoc Reports |
This detailed list of build-to-order ERP requirements enables you to immediately conduct user needs surveys, issue an RFP, and query vendors about complex BTO ERP software systems. Everything needed to select ERP software successfully!
These Toolkits include the following to Help Select ERP Software Successfully:
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EASILY SELECT THE BEST SOFTWARE using over 5,796 state-of-the-art BTO manufacturingfeatures criteria!
SAVE WEEKS, even MONTHS OF TIME with industry-leading criteria that ensure nothing is overlooked! Quickly and accurately create a unbiased build-to-order enterprise resource planning RFP that best communicates your specific requirements to vendors! Easily identify your exact needs, then simply delete those that are not needed! This Excel-based template is universally understood, comes with online Help, and is highly customizable. In addition, a detailed Feature to Cost Traceability function helps assure a smoother system implementation and maximum ROI. All RFP questions are in quantitative format for accurately choosing the best ERP software system. |
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IDENTIFY FEATURE AVAILABILITY & DELIVERABILITY. Unlike other build-to-order 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 build-to-order enterprise resource planning RFP Master includes a Feature Support Matrix (FSM) to automatically capture this information, which can be used to create very accurate and reliable build-to-order software system implementation schedules. View samples here.
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DETERMINE RISK and SUPPORTABILITY. build-to-order 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 build-to-order enterprise resource planning 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 build-to-order ERP software proposals. View example here.
For a more detailed description of a vendor RFP response validation Click Here! |
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EASILY CUSTOMIZED to meet your unique build-to-order enterprise resource planning system needs, using basic Excel techniques. |
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PROVEN MS EXCEL TECHNOLOGY. Everybody already knows Excel. Save time & effort across the board! No installation, no learning curve. |
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"APPLES-to-APPLES" FEATURE COMPARISON of vendor RFP responses (proposals) is assured by extensive use of quantitative RFP questions and full vendor response validation. Compare proposed build-to-order enterprise resource planning 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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"build-to-order 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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"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 build-to-order 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 build-to-order enterprise resource planning 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 build-to-order ERP vendor is planning to deliver the proposed ERP 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 build-to-order enterprise resource planning comparison are based on responses to build-to-order 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 enterprise resource planning 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 build-to-order enterprise resource planning software system features only. This graph compares the potential support effort inherent in each proposed build-to-order 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 build-to-order ERP system along with its Supportability Index and associated Vendor Profile. Use this when assessing the RISK of a proposed build-to-order enterprise resource planning system and whether or not the ERP system can indeed be implemented by the proposing enterprise resource planning 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 ERP RFP for build-to-order / manufacturing. The Vendor Profile Score provides a way of assessing the Capabilities PROFILE of a proposing build-to-order enterprise resource planning vendor. View sample 3-D Bar Chart comparison here. |
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COVER LETTER SAMPLES - Make the task easier with this build-to-order 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 build-to-order enterprise resource planning system needs. |
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FULL VERSION of the RISK ASSESSMENT MATRIX CHECKLIST focused on build-to-order system acquisition and implementation projects for working sample "Click Here" |
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BPR / BPE / WORKFLOW Processing Checklists - Excel-based template for mapping the current "AS-IS" state of an existing enterprise resource planning 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. |
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The OPTIMIZED RFP GUIDE. Designed to be viewed in a browser off-line, this document outlines the best procedures for creating custom ERP RFP questions for build-to-order. Included or Sold Separately |
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The FOOD PROCESSING ERP SOFTWARE CUTOVER CHECKLIST Helps Streamlines Implementation! Included or Sold Separately |
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MS Word DOCUMENTATION describing the organization and usage of the build-to-order enterprise resource planning RFP and Evaluation/Comparison matrices. |
(See bottom of this page for pricing information.)
A Detailed & Comprehensive List of:
Utilize an Extensive List of:
build-to-order ERP Software Fit/GAP Analysis
Identify BOTH build-to-order Software Features Availability and Deliverability
Determine the Risk & Supportability of Proposed
Effectively Manage Implementation
Enhancement Cost Tracker
Vendor Response Input Validation.
Color-Coded, "Apples-to-Apples" Comparison of Proposed Systems
These comprehensive and CUSTOMIZABLE Weighted Grade Point Scoring functions are used to determine how well MATCHED a vendor build-to-order ERP proposal is to your specific prioritized build-to-order requirements
Feature Delivery Method Comparison:
ERP Supportability Index Graph:
Calculates and illustrates Yearly Savings, Payback Period, Return on Investment (ROI), Internal Rate of Return (IRR), and other decision making ratios pertinent to a software/platform selection project.
BTO MANUFACTURING ERP SOFTWARE REQUEST for PROPOSAL (RFP) TEMPLATE and RESPONSE EVALUATION TOOLKIT
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More advice and tips are available at How to Select BTO ERP Software
You may also be interested in an RFP Template for:
ERP for a Build-to-Order (BTO) Manufacturing functions
ERP for a Configure-to-Order (CTO) functions.
ERP for a Make-to-Order (MTO) Manufacturing functions.
View the complete RFP template List of all available ERP Software Systems.
A Vendor Demonstration Script for ERP software is available at:
Just starting a project and need a good system requirements Fit-GAP template?
Obtain a General Fit-GAP template here.
Looking for a qualified, local system selection consultant? An Infotivity-certified consultant offers the expertise and tools needed to provide valuable advice & services at each step of the build-to-order ERP system platform selection process! Let us recommend a certified consultant!
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