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Enterprise Resource Planning for Non-Manufacturing

RFP - Requirements - Evaluation - Selection Toolkit

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  Non-Manufacturing ERP Software   -   (View Cost)

Select Non-Mfg ERP System Successfully

Non-Mfg ERP Software Selection Toolkit - 5,473 Criteria - No Vendor Influence or Connection

Use the many useful capabilities of this ERP for Non-Manufacturing RFP to obtain these benefits:

  • Accurately Identify Your ERP Requirements.
  • Quickly Prepare an Custom RFP to Your Specific Requirements
  • Save Time When Selecting the Enterprise Resource Planning System Best for Your Organization
  • Includes a matching Vendor RFP Response Comparison & Evaluation Toolkit
  • Save More Time When Evaluating Vendor ERP System RFP Responses!
  • Ensure ERP Support Health Care Reform Bill Compliance.
  • Collaboration online with Google, Microssoft 365, and similar!

Increase the accuracy of your next Non-Mfg ERP software project by using these detailed, customized ERP criteria.

Non-Manufacturing Software Selection RFP

Start your project on the right track by using well-focused Non-Mfg software choice questions to obtain better, more precise information from vendors, and then evaluate and select Non-Manufacturing system software based on your exact needs. Collaboration online using Google Drive, Microssoft 365, Dropbox and Similar.

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

Non-Manufacturing System Selection Made Easier

This Non-Mfg Software RFP & Toolkit includes everything listed below. Enjoy immediate use of thousands of Non-Mfg system selection criteria to make the entire process of select Non-Mfg software easier, faster, and more accurate:
  • Non-Mfg System RFP Template - Use this detailed Request for Proposal (RFP) to reduce the time needed to creat an RFP and select Non-Mfg software substantially. Obtain vendor proposals that address your needs. 
      - Extensive Non-Mfg Requirements
      - Complete Software Responses
      - Unique Capabilities
      - Powerful Non-Mfg RFP Features
      - Risk and Supportability
      - End-to-End Business Process
  • Non-Manufacturing Software Evaluation and Selection - Easily and accurately compare and evaluate Non-Manufacturing software proposals, then select the Non-Mfg 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 Non-Manufacturing 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 Non-Manufacturing systems ensures impartial and accurate analysis of all competing vendor Non-Manufacturing software proposals at the weighted grade score, supportability, and financial levels, all to assist you in selecting the best Non-Mfg software system for your needs.

    (View Vendor Non-Mfg 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
      - Non-Mfg Software Cutover Checklist
      - and full DOCUMENTATION!
      - Everything to select Non-Mfg software!
      - View Details

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

Non-Mfg ERP Software Selection Criteria

All Non-Mfg ERP system requirements are reviewed and updated on a monthly basis. Very easy to customize, these templates are pre-loaded with over 5,763 ERP requirements criteria about:


Business Collaboration ERP Modile Apps Non-Mfg Dashboard Functions
What-If Analysis Dashboards Self-Service Capabilities ERP Ranking Reports
Executive Dashboards Business What-If Analysis Intelligent Alerts
Business Artificial Intelligence (AI) Visualizations Dashboards ERP Semantic and Text Analytics
Intelligent Data Capture Report Scheduling Business Ad-hoc Reports

The following functional areas are addressed in this RFP:

System Global Issues Quality Management
External System Integration Web Enabled Functions
Cloud Configuration Cloud Security
Web Content Management Personalization Capabilities
User Interface Service Level Agreements
Budgeting Inventory Management
General Ledger Fixed Assets
Requisition Processing Purchase Order Management
Expense Tracking Time & Attendance
Payroll Processing Human Rersources
Contract Administration Accounts Payable
Project Management Costing Functions
Quote Processing Sales Order Entry & Billing
Customer Relationship Management Customer Service
Marketing Web Site Development
Web Site Hosting Shopping Cart Functions
Sales Force Automation Accounts Receivable
Expertise Management Collaboration
Business Intelligence Data Management
Document Capture Document Retrieval
Digital Asset Management Workflow Processing
System Configuration System Implementation
Security Initial Costs
System Support Ongoing Costs

Below is a detailed list of Non-Mfg ERP requirements that enable you to immediately conduct user needs surveys, issue an RFP, and query vendors about complex Non-Mfg ERP software systems. Everything needed to select a ERP system successfully!

View a DETAILED list of the criteria categories in this RFP.

erp rfp


Much more than simply a list of Non-Manufacturing ERP questions, each RFP Master contains a comprehensive electronic 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 Non-Manufacturing enterprise resource planning RFP! Enjoy the benefits of: (Click thumbnails to enlarge)

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SAVE WEEKS, even MONTHS OF TIME by using thousands of professionally written Non-Mfg ERP software RFP statements & questions to communicate your Non-Mfg ERP software system requirements quickly and accurately. No need to re-invent the wheel. View typical RFP Table of Contents.

For more criteria detail information Click Here!

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IDENTIFY Feature AVAILABILITY & DELIVERABILITY. Unlike other RFPs, Infotivity Non-Manufacturing ERP 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 non-manufacturing ERP 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 Non-Mfg ERP 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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WORKFLOW TOPICS ensure the proposed enterprise resource planning software for non-manufacturing 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 Non-Mfg ERP software proposals. View example here.
For a more detailed description of a vendor Non-Mfg ERP RFP response validation Click Here!
EASILY CUSTOMIZED to meet your unique non-manufacturing 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.

Included with this ERP RFP are the following evaluation & comparison tools...
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"APPLES-to-APPLES" COMPARISON of vendor non-manufactureing ERP RFP responses (proposals) is assured by extensive use of quantitative RFP questions and full vendor response validation. Compare proposed Non-Mfg ERP 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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"ERP 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 Non-Mfg ERP system matches up to your business priorities. This graph compares the overall total scores for each proposed system. This Score is based on all Non-Mfg ERP 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 Non-Mfg ERP vendor is planning to deliver the proposed enterprise resource planning software system for non manufacturing. 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 ERP comparison are based on responses to enterprise resource planning 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 Non Manufacturing enterprise resource planning system could look very good on paper, but once implementation begins the reality could be very different. The ease with which a ERP 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 Non Manufacturing ERP System Features only. This graph compares the potential support effort inherent in each proposed enterprise resource planning 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 enterprise resource planning system along with its Supportability Index and associated Vendor Profile. Use this when assessing the RISK of a proposed Non Manufacturing ERP system and whether or not the ERP system can indeed be implemented by the proposing Non-Mfg ERP vendor successfully. View sample 3-D Bar Chart comparison here.
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this graphic shows non manufacturing ERP profile scores.
ERP Vendor Profile Scores This graph compares a score measuring the background, expertise, capabilities, and other data collected in the ERP Vendor Global Issues section of the Non Manufacturing ERP RFP. The Vendor Profile Score provides a way of assessing the Capabilities PROFILE of a proposing ERP vendor. View sample 3-D Bar Chart comparison here.

(See bottom of this page for Free RFP sample and Pricing information.)

A Detailed & Comprehensive List of:

Non-Manufacturing Enterprise Resource Planning (ERP) Features

Use thousands of pre-defined non-manufacturing enterprise resource planning 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.

the table on content for the non manufacturing erp rfp


Identify BOTH Non-Mfg ERP Features Availability and Deliverability

Unlike other RFPs that try (and fail) to gather useful solutions data about complex non-manufacturing enterprise resource planning 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 non-manufacturing 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 software functionality and vendor invoicing.


Determine the Risk & Supportability of Proposed

Non-Mfg ERP 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 ERP RFP Master for non-manufacturing function is useful during both the software selection AND the implementation phases of a large non-manufacturing enterprise resource planning system because it enables effective Earned Value Management through detailed cross-referencing of usable software functionality and vendor invoicing.


Workflow Topics Included.

The ability of the proposed software 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 ERP software system. This Enterpise Resource Planning RFP Master for non-manufacturing examines all pertinent Workflow features in detail.


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 non-manufacturing enterprise resource planning (ERP) 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!


Color-Coded, "Apples-to-Apples" Comparison of Proposed Non-Mfg ERP Systems

Non-Manufacturing ERP Software Comparison

These comparison matrices automatically change software 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 non-manufacturing ERP system proposals side-by-side, feature by feature, in detailed comparisons you control! Keep your Non-Mfg ERP project on-schedule and under-budget.
To view all evaluation & comparison tools included with this non-manufacturing ERP software RFP Click Here!

Evaluation Ratios

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

Weighted Grade Score Graph

Compares the Weighted Grade Point Score calculated for each proposed non-manufacturing ERP system. This is calculated as follows: The ERP vendor response to each ERP 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 non-manufacturing ERP 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 ERP system for non-manufacturing fits your business and system needs, prioritized by the weight (importance level) you assigned to each question in the ERP RFP. In essence, this score measures the SUITABILITY of each proposed enterprise resource planning 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 vendor is proposing to deliver the ERP system feature/function contained in their non-manufacturing ERP 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) non-manufacturing ERP feature presents far less risk than that same ERP 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 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 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 system that also has a high Weighted Score, along with the ERP Vendor Profile. The more custom code, the higher the risk posed by that non-manufacturing ERP system. Therefore, the more custom coding, the more expertise and capabilities a ERP vendor should have.

ERP Vendor Profile Score Graph:

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

This RFP template is organized by business process for easy reference, and provides the detail needed to:

  • Collect Your Non-manufacturing (Service) ERP Requirements Easily & Accurately:

    Quickly Identify the Functions & Features You Need - No Need to Start from Scratch!
    Send a Needs Survey to Users - Jog User Memory & Gather Unique User Needs in Detail!
    Easily Add Your Organization's Unique Needs & Requirements

  • Clearly Communicate Your Organization's Needs to Vendors:

    All Requirements are Presented to Vendor Using Full, Easy-to-Understand Sentences
    instead of Ambiguous, easily Mis-Understood "Feature-Speak"
    All RFI/RFP Templates Provide Full On-Line Help
    You Can Provide Full Instructions to the Non-Mfg ERP software Vendors as Needed
    Unlimited Space for Your Company Background, Current enterprise resource planning System, & Project Goals
    for ensuring ERP software vendors fully understand your organization's needs & goals.

  • Obtain Clear, Concise, & Easily Evaluated Non-Mfg ERP RFI/RFP Responses from Vendors:

    Response Format Enhances ERP Software Selection & Implementation Decision-Making Data
    Speedy Response Entry Process Increases Vendor Response Participation and Accuracy
    Learn Eactly Which Features, Functions, & Processes are Provided by Each Proposed System
    Ideal for Gap Analysis
    Complete Vendor Response Validation Ensures Easy, Accurate "Apples-to-Apples" Non-Manufacturing ERP Comparison

  • Identify & Mitigate Risks - Eliminate Non-Mfg ERP System Implementation Surprises

    Special Vendor Response Set Identifies both IF a Feature is Being Delivered
    and Also HOW It will Be Delivered.
    A RISK Assessment Score is Assigned to Each Feature's Delivery Method.
    Overall Supportability is Determined from Total Risk Assessment Score.
    Color-Coded Non-Manufacturing ERP software Comparison Matrix Shows Where Risk Mitigation is Needed at the
    Process Feature Level.

  • Manage Non-Mfg ERP system Implementation Costs More Effectively:

    Cost Matrix Cross-References Feature Delivery with Enhancement Costs
    Easily View the Status of Required Non-Manufacturing ERP System Customization Tasks
    Enables Accurate Tracking of Individual Features and Enhancements
    Track Implementation Progress & Payments Using "Earned Value Management" Techniques.
    Ensures You Receive What You have Contracted For (& Are Being Charged For!)

    ERP software evaluation INCLUDED with this ERP RFP Master ™ is a full set of Vendor RFP Response (Proposal) Evaluation functions for ERP non-manufacturing that enable extremely accurate and precise evaluation of vendor ERP software proposals. All evaluation functions can be tailored to utilize your organization's actual business priorities and operate at the detail feature level.
    For more information on these non-manufactuuring erp response evaluation & comparison tools Click Here!

    DOWNLOAD a FREE SAMPLE RFP HERE! This live working Non-Manufacturing ERP software RFP sample has been ZIPPED for fast download. Although not required, we recommend you SAVE it to your hard drive, then UNZIP the RFP, prior to use.

    RFP Sample
    free ERP Non-Manufacturing RFP template example


    Purchase and download the full ERP Software RFP Master for Non-Manufacturing Enterprises by clicking the "Add to Cart" button below to use our online order form and Secure Checkout.    

    Enterprise Resource Planning Software (non-Mfg) with 5,473 CRITERIA
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RFP Features Checklist

How to Select Software
- the Missing Link

Best & Final Offer
(BAFO) Capabilities

Frequent Questions

RFP Sample
free example RFP template

How NOT to Choose ERP
TMS and WMS Software Selection Mistakes

Non Manufacturing
ERP Demonstration Script
ERP  System Demonstration Scripts

Requirements Identification



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2,500+ employees

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