Software Evaluation & Selection: Construction ERP

Frequently Asked Questions - RFP Checklist - Customer List Pricing at Bottom

Select Construction Software Successfully

Construction ERP Software Selection Templates - 6,300+ Criteria - Updated Monthly - Pricing at Bottom

The most reliable way to identify user needs, determine software requirements, prepare an RFP,
evaluate proposals, hold demonstrations, and select construction enterprise resource planning software.

Choose ERP Software Accurately (avoid making the wrong decision!)

Save Time - These templates for selecting construction ERP software contain over 6,300 selection criteria, saving you
weeks of time trying to identify requirements from scratch. All criteria are in quantitative format for choosing ERP software systems.

Save Effort - Full sentence ERP requirements reduce the effort needed to answer vendor questions. Full input validation eliminates the need to clarify vendor responses. Automated response scoring eliminates the need to manually score thousands of vendor replies. Allow your staff to focus on their core job responsibilities.

Save Money - The templates listed below reduce or eliminate the need to bring in outside resources and/or pay for extra overtime to address false starts and do-overs caused by overlooked requirements. Select software more effectively.

Avoid Mistakes - Each template provides meaningful decision-making information, all based on your requirements, as needed during each step required to accurately choose construction enterprise resource planning software. Quickly select the best construction ERP software system by using the quantitative ERP software requirements and software selection templates discussed below

Construction Software Selection Criteria

All construction ERP system requirements are reviewed and updated on a monthly basis. Very easy to customize, these templates are pre-loaded with over 6,300 requirements criteria about:

BBB Details

Project Dashboards	Human Resource Mgmt	Accounts Payable Process
Warranty Claims Process	Preventive Maintenance	Maintenance Costing
General Ledger	Position Tracking	Vendor Maintenance
Chart of Account Maintenance	Recruitment & Hiring	Check Processing
Account Receivable	Project Management	Project Portfolio
Journal Entry Functions	On-Boarding Functions	Accounts Payable Reports
Period Closing Functions	Employment Data	CAD Interface
General Ledger Inquires	Employee Issues	Inventory Management
General Ledger Reporting	Compensation	Item Master Info
Track Project Emails	RFP Preparation	Bid Processing
Fixed Assets	Employee Relations	Lot Control
Asset Management	Benefits Administration	Item Cost Issues
Asset Acquisition	Insurance	Item Re-Ordering Process
Scheduling	Resource Management	Risk Management
Depreciation	Paid Time Off	Receiving Process
Asset Lifecycle	Benefits Reporting	Quality Check
Budget Creation	Non-Resident Alien Process	Inventory Analysis
Cost Control	Field Communications	Daily Log
Budget Modification	Learning Management	Inventory Reports
Budget Audit Trails	Manager Self Service	Job Costing
Budget Reporting	Employee Self Service	Parts Management
To-Do-List	Submittals	Transmittals
Compliance Issues	Purchase Order Mgmt	Inventory Records
Time Data Capture	P.O. Interface	Equipment Identification
Attendance Tracking	eProcurement Interface	Inventory Location
Field Work Orders	Change Orders	Equipment Tracking
Alerts and Messaging	Purchase Requisition	Sevice Work Orders
Payroll Processing	Purchase Order Process	Work Order Process
Payroll History Functions	Purchase Reports	Service Dispatch
Payroll Reports	Contract Administration	Service Dispatch Reports
Project Billing	Workflow Processing	Saas/Cloud
Earnings	Contract Monitoring	Service Fleet Asset
Payroll Deductions	Contract History	...and more

Tools for Selecting Construction Software

This Construction ERP RFP Toolkit Includes the following:

Included for FREE Construction Requirements with GAP-Fit Analysis
Project Scope Development
Work Distribution Chart (WDC)
Construction User Needs Survey
Productivity Problem Assessment Survey
Workflow Planning Template
Construction Software Request for Proposal (RFP) Creation
Vendor Input Validation
Feature Availability & Delivery Method
INCLUDES the full Proposal Evaluation, Comparison, & Selection Template Toolkit described below
Vendor RFP Response (Proposal) Evaluation
Construction Response Quality Analysis
Weighted Grade (Suitability) Scoring
Supportability Scoring
Enhancement/Cost Cross Reference
Full Cover Letter Templates
Side-by-Side Response Comparison
Vendor Response Scorecards
3-D Bar Chart Comparisons
"WHAT-IF" Analysis
Financial Ratios & Payback Calculator

Actual screens and questions from this RFP template toolkit are shown below to illustrate how it enables you to easily collect the unique metrics needed to successfully identify, select, acquire, and implement the construction ERP software solution best suited to your organization's needs.

This RFP template with comparison and evaluation toolkt include the following to Help Select ERP Software Successfully:

In-Depth RFP Functionality - Obtain Meaningful Responses that are Easily Compared and Evaluated. This RFP Template INCLUDES the following capabilities:

Click to Enlarge	SAVE WEEKS, even MONTHS OF TIME by using over 6,300 feature criteria to quickly and accurately identify your exact needs, then simply delete the rest to easily create an unbiased construction enterprise resource planning RFP that best communicates your specific requirements to vendors! Use this Excel-based, universally understood, and highly customizable template. In addition, a detailed Feature to Cost Traceability function helps assure a smoother system inplementation and maximum ROI. View typical RFP Table of Contents.
Click to Enlarge	IDENTIFY FEATURE AVAILABILITY & DELIVERABILITY. Unlike other construction 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 construction 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 construction software system implementation schedules. View samples here.
Click to Enlarge	Determine RISK and SUPPORTABILITY. Construction 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 construction 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.
Click to Enlarge	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).
Click to Enlarge	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.
Click to Enlarge	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.
Click to Enlarge	VENDOR RESPONSE VALIDATION saves time and effort, and reduces errors, when evaluating vendor construction ERP software proposals. View example here. For a more detailed description of a vendor RFP response validation Click Here!
	EASILY CUSTOMIZED to meet your unique construction enterprise resource planning 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.

All Vendor Response Evaluation & Comparison tools listed below are INCLUDED with this construction ERP software RFP. Evaluate Proposed Software Based on Suitability, Quality, Supportability, and Financial Impact.

Click to Enlarge	"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 construction 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.
Click to Enlarge	"Construction 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.
Click to Enlarge	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.
Click to Enlarge	AUTOMATED WEIGHTED GRADE POINT SCORING is a quantitative measure of how well a proposed construction 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 construction enterprise resource planning vendor responses except Pricing and Vendor Background. View sample 3-D Bar Chart comparison here.
Click to Enlarge	Feature Delivery Methods This graph compares HOW each construction 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 construction enterprise resource planning comparison are based on responses to construction system questions only, i.e., no vendor, pricing, or support responses are utilized. View sample 3-D Bar Chart comparison here.
Click to Enlarge	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 construction enterprise resource planning software system features only. This graph compares the potential support effort inherent in each proposed construction ERP software system. View sample 3-D Bar Chart comparison here.
Click to Enlarge	Overall Comparison This graph compares the total Weighted Score of each proposed construction ERP system along with its Supportability Index and associated Vendor Profile. Use this when assessing the RISK of a proposed construction 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.
Click to Enlarge	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 construction. The Vendor Profile Score provides a way of assessing the Capabilities PROFILE of a proposing construction enterprise resource planning vendor. View sample 3-D Bar Chart comparison here.

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

	COVER LETTER SAMPLES - Make the task easier with this construction 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 construction enterprise resource planning system needs.
	FULL VERSION of the RISK ASSESSMENT MATRIX CHECKLIST focused on construction 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 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.
	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 construction. Included or Sold Separately
	The CONSTRUCTION ERP SOFTWARE CUTOVER CHECKLIST Helps Streamlines Implementation! Included or Sold Separately
	MS Word DOCUMENTATION describing the organization and usage of the construction enterprise resource planning RFP and Evaluation/Comparison matrices.

(See bottom of this page for pricing information.)

A Detailed & Comprehensive List of:

Construction System Features

Thousand plus of pre-defined construction ERP 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.

construction enterprise resource planning table of content

Utilize an Extensive List of:

Construction ERP Software Fit/GAP Analysis

Precisely identify, collect, & prioritize all construction functional and process deficiencies between the software system currently in use and client/company current or projected needs. Easily document the severity, category, and requirements type of missing functionality using GAP analysis, and then calculates a score, for each GAP. The GAP process creates a prioritized, detailed list of ERP software requirements useful in all later phases of the construction enterprise resource planning software evaluation/selection process, i.e., in RFP creation, Software Demonstrations, Price (BAFO) negotiation, and software system implementation. View details at Fit/GAP Analysis Details.

Identify BOTH Construction Software Features Availability and Deliverability

Unlike other RFP templates that try (and fail) to gather useful solutions data about complex construction ERP 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 ERP RFP Master function is useful during both the enterprise resource planning software selection AND the system implementation phases of large projects because it enables effective Earned Value Management through detailed cross-referencing of usable ERP software functionality and vendor invoicing.

Determine the Risk & Supportability of Proposed

ERP Software Solutions

Unlike other RFP templates, an time and management software RFP Master template 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 ERP system because it enables effective Earned Value Management through detailed cross-referencing of usable software functionality and vendor invoicing.

RFP sample of questions taken from the construction overall capabilities section

Effectively Manage Implementation

Enhancement Cost Tracker

This ERP 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 construction enterprise resource planning 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 Topics Included.

The ability of the proposed ERP software to successfully integrate with existing business process workflows, or implement new workflows, is critical to a achieving the high productivity increases and ROI expected of the new ERP system. This software RFP Master examines all pertinent Workflow features in detail.

typical workflow criteria questions for construction

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 construction ERP 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!

compliance issues sample questions from the TAMS RFP Master template

Color-Coded, "Apples-to-Apples" Comparison of Proposed Systems

Construction 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 construction enterprise resource planning software system proposals side-by-side, feature by feature, in detailed comparisons you control! Keep your project on-schedule and under-budget.

sample of vendors answers side by side to compare in the matrix

Evaluation Ratios

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

Weighted Grade Score Graph

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

ERP Supportability Index Graph:

The Supportability Index is a forecast of how much construction enterprise resource planning 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 construction ERP software, and which business processes depend on the customized software.

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 construction system that also has a high Weighted Score, along with the Vendor Profile. The more custom code, the higher the risk posed by that construction enterprise resource planning system. Therefore, the more custom coding, the more expertise and capabilities a vendor should have.

Vendor Profile Score Graph:

The backgrounds, expertise, capabilities, and certifications of each vendor is obtained in the Vendor Global Issues section of the ERP RFP for construction. The ERP 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.

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ERP SOFTWARE REQUEST for PROPOSAL (RFP) TEMPLATE with RESPONSE EVALUATION and COMPARISON TOOLKIT

6,300+ ERP Selection Criteria
INCLUDES for FREE Requirements with Fit-GAP Template
In-Depth, Detailed Construction Request for Proposal (RFP) ERP 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
Side-by-Side Response Comparison with Heat Map
Vendor Response Quality Ratios
Response Evaluation Scorecard
3-D Bar Chart Response Comparison Graphs
Evaluation Matrix Documentation
View all templates and tools details above
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