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Professional Services Automation ERP Selection RFP

PSA System: Requirements, RFP, Comparison, Evaluation

PSA ERP Selection Requirements, RFP, Evaluation for System Selection!
 

 

 

 

 

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Select PSA ERP Software Successfully

Up-to-Date ERP PSA System RFP & Selection Toolkits - 5,734 Criteria   View Detailed Feature List
Comprehensive PSA ERP features insure accurate identification of the BEST ERP PSA system for your organization specific needs.

Each category shown below contains many questions about individual PSA ERP features and functions.

Professional Services Automation ERP System Requirements
PSA ERP Ranking Reports Self-Service Capabilities
Artificial Intelligence (AI) Machine Learning
Machine Learning Dashboards PSA ERP System Modile Apps
Executive Dashboards Predictive Modeling
Visualizations Dashboards Intelligent Alerts
Semantic and Text Analytics Dashboard Functions
PSA ERP What-If Analysis PSA ERP System Report Sched
Intelligent Data Capture What-If Analysis Dashboards
PSA ERP Software Collaboration Accounts Payable
Professional Services Automation Software ERP Ad-hoc Reports Contract Management
Pre-Configured Dashboards Portfolio/Project Mgmt
Mobile Applications Rates
Project Costing Sales Orders Processing
Costing Inquiries Accounts Receivable
General Ledger Rate Cards
Costing Reports CRM
Fixed Assets Portfolio Maintenance
Human Resources Mgmt Marketing Mgmt
Budget Creation Work Breakdown Structure
Career Portal Web Portal
Budget Modification Project Data Mgmt
Recruitment & Hiring Document Capture
Budget Audit Trails Stage-Gate Facilitation
Employee Data Workflow Processing
Budget Reports Project Tasks
Salary Planning Business Intelligence
Revenue Recognition Project Activity Risks
Benefits Administration Cloud/SaaS Security
Fair Value Calculation Issue Resolution
Manager Self Service Cloud Administration
Recognition Schedules Instant Reminders
Employee Self Service Inventory Management
Time and Attendance Time & Expense Tracking
Task Completion Automated Billing
Compliance Requirements Project Management
Payroll Processing Purchase Order Mgmt
Sales Management Quote Processing
SaaS/Cloud Security Real-Time Capabilities
...And Many More

GENERAL LEDGER (GL)

GL for Professional Service Automation ERP

Example RFP Questions About GL Feature:

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:
VDoes 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?

ALL OTHER General Ledger features are included in these RFP question summaries, as summerized below:

Accounting Period Definition Chart of Account (COA) Maint:
COA Segmentation COA Grouping
Account Rol-up Account Types
System Interaces Subsidiary Accounts
Statement Accounts Slatstcal Accounts
General Ledger Processing General Journal Functions
Standard Journal Functions Period Closing Functions
Statement Printing Statement Formatting
Statement Printing Statement Formatting
GENERAL LEDGER INQUIRIES GENERAL LEDGER REPORTING
Journal Entries Eait Lists Registers
Tral Balances Statements Financial Reporting
Income Statements Balance Sheets
Comparatives|Sources of Funds Expense Reports
Budget Statements Changes in Financial Position
GL Reporting Writer
FIXED ASSETS Basic Information
Asset Management Asset Acquistion
Depreciation Asset Lifecycle Management
and Many Other Criteria!

TIME and ATTENDANCE (TA)

TIME and ATTENDANCE FEATURES (inside Professional Service Automation ERP)

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?
System must be able to identify employees that are clocked in and track hours over user definable periods.
The system should support scheduling employees time across multiple shifts and/or locations.

ALL OTHER TA features are included in these RFP question summariess, as summerized below:

Time Period Support Artificial Intelligence (AI)
Time & Attendance Rules Attendance Tracking
Machine Learning Semantic and Text Analytics
External System Interface Time & Attendance Dashboards
Modile Apps Dashboard Functions
Machine Learning Dashboards Employee Self-Service
Time Sheet Data Collection Approval Workflow
Scheduling Functions Web-enabled Time Entry
Automated Approval Rules Full FMLA Support
Activity Assignment Overtime Calculation/Tracking
Alerts & Messages Time Sheet Approval
Work Breakdown Structure 3rd Party Interfaces
Manager Authorized Capabilities Detailed Reporting Issues
Regulatory Standards Compliance Document Management
Worklow Business Continuity
Cloud Configuration Cloud Administration
SaaS/Cloud Security ...And Many More

QUOTE PROCESSING (QP)

QP for Professional Service Automation ERP

Example RFP Questions for Quote Processing Feature:

Basic Quote Information:
Does the system provide a sales Prospect Maintenance function that allows new sales prospects to be created and updated separately from actual customers?
Does the system permit the creation of individual sales contacts from within the Prospect Maintenance screen?
Does the system provide fully functional user-defined fields, i.e., fields that can be named, and used to sort on, and used in data reporting filters?
Quote Creation:
Can the system prepare a proposal for a specific Opportunity by drawing pre-defined content from a knowledgebase of information?
Does the system provide an integrated Sales Quote Processing function that utilizes the same Account data?
Contact History Log:
Is the ability to SORT and /or FILTER the history log based on any data element provided by the system?
Is the ability to SORT and /or FILTER the history log based on USER-DEFINED FIELD values provided by the system?

ALL OTHER QUOTE PROCESSING features are included in these RFP questions summaries, as summaries below:

FOUNDATION TOPICS Contact Master File Integration
User Interface Topics Contact Master Data Elements
Screen Customization Topics Contact Data processing Topics
Prospect Master Fie Integration System Interface Points
Prospect Master Data Elements Inventory
Prospect Data Processing Criteria Sales Order Entry
QUOTE KNOWLEDGEBASE MAINTENANCE QUOTE PROCESSING CRITERIA
Quote Header Maintenance Prospect Master Utiization
Customer Master Utilzation Customer Master Location
Opportunity Master Topics Contact History Log Functions
Quote Line item Functions Contact History Log Fitering
Inventory Master Utiization Quote Management inquiries,
Quote Tracking Functions Quote Management Reports,
Quote Conversion to Sales Order ...and Many Other Crite!

SALES ORDER PROCESSING

SO for Professional Service Automation ERP

Example RFP Questions About SALES ORDER PROCESSING Feature:

CUSTOMER SETUP DATA
Does the system provide for the creation of basic customer specific default settings, i.e., Terms, Sales Tax Percent, FOB point, Ship Via code, and use these values automatically when creating order?
Does the system fully support customer returns with the required inventory adjustments and GL account entries made automatically?
Interfaces with Other Applications:
Does the system maintain a sales history automatically?
The system must allow the periodic purging or off-loading of data on a user specified basis.
ORDER DATA ELEMENTS:
May the customer specific default Payment Terms code be overridden by the user (with required security) during Order Entry?
Is a customer specific Ship-Via Code included in each Order Header, with a user override available if needed?
Does the software automatically display the assigned salesperson code during Order Entry, with a operator override function?
CUSTOMER ORDER ENTRY:
Does the system allow entry of more than one salesperson (up to three) on one sales order, and allow the order commission to be shared among the salespeople?
Can NEW line items be added at all times up until the Packing Slip is printed?
Can a new "Ship-to" address be entered into a Sales Order manually if it is not already on file?

ALL OTHER SALES ORDER PROCESSING features are included in these RFP questions, as summerized below:

SALES ORDER PROCESSING
Interfaces with other Applications Inventory Item Allocation Function
No Charge Item Criteria GL Distribution Functions
Decimal Place Precision Criteria Sales History Interface Topics
ORDER DATA ELEMENTS CUSTOMER ORDER ENTRY
Order Header Data Customer Credit History Interface
Order Number Criteria Sales Tax Calculation Criteria
Customer Query Criteria Ship-To Processing Functions
P.O. Interface Topics Online Sales Analysis
Customer Location Criteria Online Order Inquiry Topics
Ship-To Criteria Order Status Inquiry Topics
Customer Terms Criteria Shortage Reporting Functions
Commission Criteria Backorder Processing Criteria
Commission Spit Functions ‘Order Acknowledgement Criteriag
Tax Caleulation Criteria ‘Order “On-Hola" Functions
Order Line Item Data Customer Material Tracking
Inventory Query Criteria PACKING SLIP PREPARATION
Messaging Functions INVOICE PREPARATION
Unit Pricing Functions Accounts Receivable Interface
Price Override Functions PICKING LIST TOPICS
Ship Date Criteria WARRANTY ISSUES
Ship Via Criteria SALES ORDER INQUIRY/REPORT
Traveler Sheet Printing Functions Order Status Report Capabilties
Shortage Functions Backorder Criteria Registers
Order Status Functions ...and Many Other Features!

INVENTORY MANAGEMENT (IM)

IM in Professional Service Automation ERP Software

Example RFP Questions About IM Feature:

BASIC IM SETUP INFORMATION
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?
ITEM MASTER INFORMATION
Are multiple Units-of-Measure fully supported in all stocking and movement transactions?
Are Multiple Balance Types such as Quantity Available for Distribution, Available for Mfg., Available for Loan, etc., provided?
Does the system allow multiple vendors for a specific inventory item?
LOT CONTROL
Does the system automatically track the shelf life or expiration date of a lot?
Is a detailed Lot History file, capable of storing details on each lot, maintained for as long as needed?
INVENTORY INQUIRY & REPORTING
Are Material Shortage Reports by Manufacturing Work Order available from the system?
Is an on-line inquiry capability provided that allows viewing ALL transactions that have affected a specific part's status over a period of time input by the user?

ALL OTHER INVENTORY MANAGEMENT Features are included in these RFP question summaries, as summerized below:

Multiple Companies Multiple Locations
Multiple Currencies Multple Languages
Item Types Supported Inventory Replenishment Methods
System Interfaces Scrap Factor Criteria
ITEM MASTER MAINTENANCE ltem Vendor Reference
Item Numberi Code ltem Substiule Reference
SKU Data Shipping Criteria
Raw Materials Vendor Criteria
Finish Goods Item Location Factors
Description(s) Quantity Criteria
Item # Cross Reference INVENTORY ITEM PROCESSING
Item Vendor Reference Item Re-ordering Factors
ltem Substiule Reference Receiving’s Processing
Location Criteria Document Matching Functions
Uni-of Measure (UOM) Criteria Aulomated UOM Conversion
Multiple Unts-of- measure Automated Notification Topics
Item Container X-Reference Shipment discrepancy Criteria
Lot Control Functions
Serial # Criteria Auto Inventory Stores Criteria
FIFOILIFO Issues QC Inventory Stores Topics
Item Cost Issues Quaity Check Facitties
Actual Cost Criteria Material Issues
Standard Cost Criteria Inventory Adjustments
Average Cost Criteria INVENTORY ANALYSIS
Standard Cost Functions ABC Analysis
Pricing/Quantiy Data Cycle Counting
Safety Stock Inventory Movement Criteria
INVENTORY INQUIRY & REPORTING Stock Status
Purchasing Advice Eait Lists
Registers Shortage Reporting
On-tne Inquiries Standard Reporis
...and Many Other Criteria

PROJECT COSTING

Professional Service Automation ERP System Project Costing

Example RFP Questions About 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?

ALL OTHER Project Costing Features are included in these RFP question summaries, as summerized below:

Produot Costing Setup Rate Code Maintenance Functions
Routing Definition Criteria Labor Code Maintenance Topics
Cost Type Maintenance Topics Overhead Code Maintenance Topics
BOM Integration Issues Cost Types Supported
Inventory Integration Criteria Incremental Cost Caleulation
Product Cost Calculation Options Incremental Cost Criteria
User-Defined Parameters Accumulated Cost Calculations
Cost Comparison Options Accumulated Cost Criteria
Product Costing Inquiries and Reports ...and Many Other Criteria

PAYROLL (PR)

PR for Professional Service Automation ERP

Example RFP Questions About PR Feature:

Payroll System Basics
Is "Certified Payroll" supported by the system?
Does the system provide a "Labor Distribution" function?
Does the system handle both taxable and non-taxable pay?
Is a Job Classification function available in the system?
Tax Withholding Functions
If special, non-standard calculations are needed to correctly calculate withholding for a specific state, will the vendor perform all custom programming initially and on an on-going basis?
Is the system capable of calculating STATE withholding tax correctly for ALL states?
Does the system provide for FICA-exempt income on a "per period" basis?
Department Functions
Does the system support employee-specific labor hour tracking functions who employees spend varying amounts of time in different departments each pay period?

ALL OTHER PAYROLL features are included in these RFP question summaries, as summerized below:

Payroll deductions Payroll Processing
Service Level Requirements Service Level Agreement (SLA)
Overall Security Business Continuity Needs
Service Provider Background Project Management Criteria
Certifications Business Process Analysis
Current State Assessment Process Reengineering
Client Web Interface System Overview
Implementation User Training & Support
Cost Structure Many More...

ACCOUNTS RECEIVABLE (AR)

AR for Professional Service Automation ERP

Example RFP Questions About AR Feature:

BASIC INFORMATION Basic Information:
Does the system allow transactions for the current month to be posted before the previous month has been closed?
Does the software support intercompany transactions?
CUSTOMER MASTER FILE
Does the system's customer master contain a code identifying up to four salespeople assigned to each customer?
Is a "Ship-to" address separate from the Billing address made available by the system?
Is a password or other security protecting the Customer File adequate?
AR TRANSACTION PROCESSING:
Can an NSF check be re-applied using the system?
Can the system handle the processing of cash payments?
Can the proposed AR system interface with invoices created by Order Entry?

ALL OTHER features are included in these RFP question summaries, as summerized below:

FOUNDATION INFORMATION Balance Forward Criteria
Open item Criteria Credit & Debit Memo Topies
Relurn Material Authorization (RMA) Transaction Posting Criteria
AR INTERFACE CRITERIA For General Ledger
For Order Eniry For Biling
For Accounts Receivable CUSTOMER MASTER FILE
User-Defined Field Criteria Sales Organization Criteria
Sales Representative Criteria Muttple Contact Criteria
‘Customer Specific Pricing Criteria Back order Control Parameters
Biling Address Criteria Sales Tax Processing
Ship-To Address Criteria Biling Model Functions
Credit Processing Functions Terms Code Processing Criteria
Sales History Functions Balance Type Parameters
Statement Processing Parameters Payment Performance Criteria
AR TRANSACTION PROCESSING Order Entry Interface Criteria
Manual Invoice Criteria EDI Interface Criteria
Credit Memo Functions Disputed lem Criteria
CASH RECEIPTS PROCESSING Cash Payment Functions
NSF Check Processing Criteria Invoice Processing Criteria
Adjustment Processing Criteria AR INQUIRIES & REPORTS
Account Inquiry Functions Account Aging Criteria
Payment Inquiry Functions Account Reporting Functions
Cash Receipts Processing Eait Lists
Registers End-of Month Processing & Reports
and Many Other AR Criteria

ACCOUNTS PAYABLE (AP)

AP for Professional Service Automation ERP

Example RFP Questions About ACCOUNTS PAYABLE Feature:

BASIC INFORMATION
Does the software allow expenses to be allocated into multiple accounts spanning different divisions?
Can the system process payments to be made in a foreign currency fully, with all exchange rate values and clearance amount verifications in place?
Does the system provide full check reconciliation, with an outstanding check file and on-line check clearing functions?
VENDOR MAINTENANCE
Does the system utilize one master vendor file for all modules in the system, with security on the ability to change and/or update vendor records?
Does the system provide the ability to classify one-time vendors?
Vendor Master File Maintenance:
Does the system provide the ability for the system to automatically generate numeric vendor numbers?
Does the system provide the ability to locate vendors by using a partial name search (search wildcards) on the primary name of that vendor?
ACCOUNTS PAYABLE PROCESSING
Does the system fully support use of computer generated check numbers?
Does the system provide a detailed audit trail of all checks written?

ALL OTHER AP features are included in these RFP question summaries, as summerized below:

Accounts Payable Transaction Payment Processing
AP Inquiry Functions AP Payment Processing
Payment by Check ACH Payments
Purchase Order Processing PO Monitoring Functions
Document Capture Requisition Processing
Requisition Management Functions Service Level Requirements
Service Level Agreement (SLA) Overall Security
Artificial Intelligence (AI) Business Continuity Needs
Machine Learning Semantic and Text Analytics
Service Provider Background Project Management Criteria
Certifications Business Process Analysis
Current State Assessment Process Reengineering
Client Web Interface Transition Planning
Implementation Predictive Modeling
Self-Service Capabilities Ranking Reports
What-If Analysis What-If Analysis Dashboards
Visualizations Dashboards Executive Dashboards
Machine Learning Dashboards Intelligent Alerts
Intelligent Data Capture Report Scheduling
Ad-hoc Reports Collaboration
User Training & Support Cost Structure
User Training & Support ...and Many More AP Features

CUSTOMER RELATIONSHIP MANAGEMENT (CRM)

Non-Mfg Mfg ERP CRM functions:

CRM Automation Setup Automated Call Distribution
Artificial Intelligence Dashboards
Multi-Currency Multi-Language
Web Site Hosting Multi-Store
Visitor & Traffic Analysis Out of Stock Products
Mobile Apps General Reporting
Requirements Analysis Drop Shipping Items
Predictive Lead Scoring Saas/Cloud Security
Virtual Assistants Product Page Creation
Web Portal Cloud Configuration
Intelligent Self-Service Temporarily Hide Product
Document Management Cloud Administration
Document Capture (Ingestion) Detail Design Plan
Document Retrieval Event Management
Marketing Management Loyalty Management
Quote Processing Customer Service
Planning & Budgeting Resource Management
Sales Order Processing Help Desk Functions
Marketing Tracking Time & Expenses Tracking
Customer Order Entry Incident Management
Email Marketing Sales Forecasting
Backorder Processing Incident Tracking
Warranty Issues Call Management Features
Lead Management Sales Analysis
Campaign Management Sales Lead Management
Trade Promotion Sales Management
Inquiry Management Intelligent Call Routing
Search Engine Marketing Opportunity Management
Contact Maintenance Interactive Voice Response
Fraud Control Tax Settings
Workflow Implementation
Training ...And Many More

HUMAN RESOURCE MANAGEMENT (HRM)

Can the HR features and functions address these:

General Web Portal Communication
Company Specifics Scheduling
POSITION TRACKING & CONTROL Hiring Managers and Recruiters
Position Maintenance Criteria RECRUITMENT & HIRING
Position Factors Compensation
APPLICANT PROCESSING Job Application Data
On-Boarding Customize E-mail Messages
Job Posting functions Store Information
Job Boards Internal Searches
Applicant Resume History Applicant Resume
Track Recruitment Expenses Third-party Screening Services
ON-BOARDING FUNCTIONS Track Applicants
Employee's Responses/Paperwork Initial Submission
Electronic Signatures Monitoring
Workflow Business Process EMPLOY MENT/EMPLOYEE DATA
Electronic Manager Approvals Employee Maintenance Issues
Multiple Candidate Employee File Maintenance Facilty
Employee/Employment Reports/Inquiry Attendance Tracking Functions
Employee/Employment Reports/Inquiry Position Tracking
EEO Criteria SALARY PLANNING BUDGETING
Salary History Salary Budget
Employee History Payroll Process
Activity Reports COMPENSATION History
EMPLAYMENT RELATIONS Salary Structure
Tracking Grievances Managers via Self-service
Record the Type of Action Taken Annual Incentive
EMPLOYEMENT DEVELOPMENT BUDGETING
Succession Planning Budget Creation
Track Multiple Languages Budget Modification
Career Plan Budget Management
Multiple Education Information Budget Auditing
Track Data Budget General Information
Employee Relations Budget Reporting Functions
Employment Development BENEFITS ADMINISTRATION
Public Sector Retirement Plans Benefis Plan Maintenance
Center Contribution Benefit Contracts
Elgbilty Indicator Employee Costs
Benes History Multple Beneft Ptans
MULTIPLE beneficiary records Benefit Eigity Data
‘COBRA Support Employee Status
ERISA Support Multiple Companies
Paid Time Off Varies Benefis
User-defined Carryover Rules Benefi/Deduction Plans
Track Employee's Leave History Tracking
Benefits Reporting Multiple Types of Insurance
Benefis Administration » Desirable Functions Enrollment Capabilities
Health Plans Benefits Enrollment Information
Dental Plans Employee Self Service Facities
Plan Based Credits Lite Events
Price Based Track Benefits & Information
Flexible Benefits Information Employee Data Maintenance
‘On-ine Data Capture Mainienance Functions
Reporting & Inquiry Functions Insurance
NON-RESIDENT ALIEN PROCESSING Automatic Payroll Deduction
‘Check Employment Requirements Calculate Contribution
Tax Compiance/td> Elgiilty Criteria
Foreign Tax Tables < Deduct Premiums
HISTORICAL INFORMANTION LOG Beneficiary Data
Historical Data Benefis Processing
‘Worker Compensation
Reports
Benefits Accounting
...and Many Other Criteria

E-COMMERCE

PSA ERP Ecommerce Functions:

Web Site Development Resources Mobile Apps
Ecommerce Dashboards Ecommerce Apps
Saas/Cloud Security Cloud Configuration
Requirements Analysis Drop Shipping Items
Shopping Cart Detail Design Plan
Product Page Creation Web Portal
Site Management Tools Temporarily Hide Product
Document Management Cloud Administration
Cloud Administration Event Management
Implementation Document Capture (Ingestion)
Web Content Management Document Retrieval
Fraud Control Tax Settings
Workflow Multi-Currency
Multi-Language Web Site Hosting
Multi-Store Visitor & Traffic Analysis
Out of Stock Products Training
...And Many More

BUSINESS INTELLIGENCE SOFTWARE FEATURES

Non-Manupacturing ERP with BI included:

Machine Learning Self-Service BI Capabilities
Job Growth Report Visualizations Dashboards
Ranking Reports Machine Learning Dashboards
Executive BI Dashboards Data Warehouse
Financial Summary Report Report Scheduling
Operational Reports Ad-hoc Reports
Interactive Reports Geospatial Mapping
Semantic and Text Analytics System Administration
Scalability & Performance Online Analytical Processing (OLAP)
BI Informanation Delivery   OLAP Fundionality
Predictive Analysis   Populate Cubes
  In-Memory   MOLAP
  Versions of R   Time Period Analysis
  Configuration   Attribution Analysis
Predictive Modeling   3rd Party OLAP
  Techniques Modeling   OLAP Integration
  Analysis Creation & Maintenance   OLAP Reporting
  Association Algorithms   OLAP Viewing
  Regression Algorithms     Slice & Dice
  Decision Tree Algorithms     Charting Capabilitirs
  Data Mining Algorithms     User-Defined Functions
Data Visualization Vizualization & Exploration
  Visualization Charts   Data Delivery
What-If Analysis   Data Exploration
Machibr Learning (ML) Algorithm in R   Design & Analysis
  ML Algorithm Types   Architecture & Administration
Overall Data Analysis   Data Loading and Testing
Big Data with Hadoop Criteria On-Demand Querying and Reporting
  Analytics Ready   Data Lineage Reporting
  In-Hadoop   Multi-Dimensional Analysis
Hadoop Ecosystem   Transperant Aggregate
  Distributed Files   Graphical Support
  Document Data Model Advanced Query & Reporting
  Benchmarking   Prompt Types
Distributions   Business Complexity
Visual "Drag and Drop"   Charting Functions
Data Access   Business Layout Capabilities
  Datasets Product Reporting
  Team Collaboration   Modifiadle SQL
Big Data Integration   Human Readable
  Data Ingestion Managed Automated Reporting
  NoSQL Databases Operation Reports
Big Data Preparation & Modeling Interactive Reporting
  Unstructure Data   Slice a Data Cube
  Ready-to-Go Analysis Data   Dice a Data Cube
MapReduce Fundions Self-Service Reporting
  Hadoop Task   Filer
Big Data Visualization & Exploration   Sort
  Hadoop Performance   Analysis
Location Intelligence   Visualize
Dashboard Functions Collaboration
  Dashboard Layout   Surveys Tracking
  Dashboard Presentation   Site Templates
  Dashboard Alerts   Wiki Key Features
  Dashboard Interactivity   Document Libraries
  Executive Dashboard   Member Groups
  What-If Analysis Dashboard   Discussion Board
  Visualization Dashboard   Web Conferencing
    Accounts Receivable Workflow Processing
    Sales Revenue Analysis   User Interface
    Sales Summary Dashboard   Process Design Tools
    Delays Dashboards   Process Definition Capabilities
  Machine Learning Dashboard   Routing Rules
Modile BI   Event Response Functions
Platform Capabilitirs Business Continuity Plan
  Breadcrumbs Bar   Catastrophes
  Navigation Bat   Crisis Action Plan
  Workflow   Backup Supply
  Security Policies   Data Migration and Conversion
  Intelligent Alerts Cloud Administration
Portal Management   S80 Support
Virtualization   Adminstrative Tools
  Access Privileges System Configuration
  Account for Colorblindness   Enterprise Integration
Personalization   OLE/ODE Support
Regulations   Programming Interface
Artifiction Intelligence Security
  Computer Vision   Saas/Cloud Security
  Intelligent Data Capture   Core Application
  Document Clustering   Security Controls
  Semantic Technology   Security Management
Enterprise Content Management   Golbal Functions
Document Capture Document Entry
Scanning OCR Data Processing
Document Retrieval Search Functions

SYSTEM GLOBAL ISSUES
Correctly configured operating system functions
is a key to select non-mfg ERP correctly!
  Multiple Companies User Compatibility
  Multiple Locations   Userdefines Fields
  Multiple Currancies   Online Help Issues
  Multiple Languagies   Process Customization
  Operating Systems Software Usability
  Systen Fault Tolerance   User Insterface
  Scalability Issues     Document Database
Vendor Data Center   User Defined Features
General Reporting     Customizable Online Help
Service Level Requiorements     Customizable Screenes
  Service Level Agreements (SLAs)     Field Level Control
External System Integration System Platform Issues
  Data Export Formats   Software Product Identification
  Integration Levels   Proposed Product History
  Web Services Integration   System Functional Categories
Web Enabled Functions   Glodal Performance & Scalability
  Web Site Integration   Data Integration Standards Supported
  Administration End User Environment
  Site Capabilities   Bookmark Data
  Content Management   Bookmark Analysis
  Navigation   Workgroup Capabilities
  Search Functions     Security Measures
  Workflow Data Integration
  Browsers Suported   Integration Development Environment
  Web Security   Integration Connectivity
Cloud Configuration   Metadata Management
Business Process Analysis     Wizard Driven Facility
  Current State Assessment     Metadata Driven Deployment
  Transition Planning     Change Analysis

HELP HELP
Help Desk Functions Help Knowledge Base
System Global Issues Client Access
General Reporting Email Integration
Help Desk Reporting ITIL Configuration Mgmt
Service Level Requirements Client Maintenance
Service Level Agreements Contact Maintenance
External System Integration Inventory - Asset Mgmt
Time and Expense Tracking Cloud Configuration
IT Asset Inventory Document Management
Software Usability Asset Service Tracking
Web Functionality Agent Issues
Incoming Call Functions Business Continuity Plan
User Defined Features Call Processing
Cloud Administration Transition Planning
Escalation Capabilities SaaS/Cloud Security
Client Web Interface Help Desk Mobile Apps
User Compatibility Web Enabled Functions
Help Desk Dashboards Help Desk Staff Access
Many More...

PSA ERP RFP Templates

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This RFP Template and matching Evaluation Tools can provide ERP PSA features to select the best software based on your needs with:
- Utilize meaninfull requiements about your firm's specific needs. (View List)
    - Full set of uniforme consistent responses
    - Full system Features, Workflow, Risk, and Implementation needs
- Evaluation of BOTH (ALL) Responses information (View List)
    - Functioonal
    - Financial

See all starting at the top of the Expanded Features List.


 

Select ERP PSA Software Accurately

Designed specifically for selecting PSA ERP software systems for professional services automation, the template-based tools below can save time & money during each step needed to successfully choose ERP PSA software.  Quickly select the best PSA ERP software system by using these:
RFP Template Capabilities for Professional Services Automation ERP Software EVALUATION and COMPARISON Template for Professional Services Automation ERP Systems

Actual screens and questions from this ERP PSA RFP template are shown below to illustrate how it enables you to easily collect the unique metrics needed to successfully identify, select, acquire, and implement the PSA enterprise resource planning (ERP) software solution best suited to your organization's needs.
 
  In-Depth PSA ERP RFP Functionality - Obtain Meaningful Responses that are Easily Compared and Evaluated. This RFP Template INCLUDES the following capabilities:

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IDENTIFY FEATURE AVAILABILITY & DELIVERABILITY. Unlike other ERP RFPs, Infotivity enterprise resource planning 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. This PSA ERP RFP collect information which can be used to predect more reliable ERP implementation schedules.

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Determine RISK and SUPPORTABILITY. ERP RFP Masters automatically evaluate vendor response data collected to quantitatively determine the SUPPORTABILITY INDEX ™ of each proposed Professional Services Automation enterprise resource planning 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 PSA ERP software system up and running. Measure the true impact of each system on your business over the long term.

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ENHANCEMENT COST TRACKING - This ERP PSA System 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 PSA ERP software system.

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WORKFLOW TOPICS ensure the proposed enterprise resource planning software can be fully integrated and utilized to enhance business procedures at all levels of the enterprise.

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VENDOR RESPONSE VALIDATION saves time and effort, and reduces errors, when evaluating vendor software proposals. View example here.

EASILY CUSTOMIZED to meet your unique 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 PSA ERP software RFP. Evaluate Proposed Software Based on Suitability, Quality, Supportability, and Financial Impact.

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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 PSA ERP 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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    "PSA ERP 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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    AUTOMATED WEIGHTED GRADE POINT SCORING is a quantitative measure of how well a proposed PSA 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 PSA 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 ERP vendor is planning to deliver the proposed ERP system for PSA. 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 PSA ERP comparison are based on responses to PSA ERP 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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    Overall Comparison This graph compares the total Weighted Score of each proposed PSA ERP system along with its Supportability Index and associated Vendor Profile. Use this when assessing the RISK of a proposed PSA ERP system and whether or not the ERP system can indeed be implemented by the proposing PSA ERP 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 professional service ERP RFP. The Vendor Profile Score provides a way of assessing the Capabilities PROFILE of a proposing PSA ERP vendor. View sample 3-D Bar Chart comparison here.



  The Supporting Documents below are INCLUDED with this PSA ERP Software RFP:

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


      (See bottom of this page for pricing information.)


 

      A Detailed & Comprehensive List of:

Professional Service Automation PSA ERP System Features

      Thousand plus of pre-defined ERP/PSA software 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.

professional services automation ERP table of content


 

      Utilize an Extensive List of:

Professional Service Automation ERP Fit/GAP Analysis

Precisely identify, collect, & prioritize all ERP PSA features, 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 PSA software requirements useful in all later phases of the ERP management system evaluation/selection process, i.e., in RFP creation, Software Demonstrations, Price (BAFO) negotiation, and software system implementation. View details at Fit/GAP Analysis Details.

PSA ERP mobile application sample questions


 

      Identify BOTH Professional Service Automation ERP Software Features Availability and Deliverability

Unlike other PSA ERP RFP templates that try (and fail) to gather useful solutions data about complex ERP PSA 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 PSA-ERP RFP Master function is useful during both the ERP/PSA 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.

Project costing sample questions


 

      Determine the Risk & Supportability of Proposed

ERP Software Solutions for PSA

Unlike other RFP templates, an ERP 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 PSA ERP project management section


 

      Effectively Manage Implementation

Enhancement Cost Tracker

This ERP w/PSA RFP system 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 professional services automation 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.
 


 

WEIGHTED GRADE POINT SCORING

These comprehensive and CUSTOMIZABLE Weighted Grade Point Scoring functions are used to determine how well MATCHED a vendor proposal is to your specific prioritized requirements.


 

      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 professional services enterprise resource planning


 

      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 PSA enterprise resource planning (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!

career portal sample questions from the ERP RFP Master template


 

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

ERP Software Comparison for PSA

      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 professional service ERP 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 ERP answers side by side to compare in the matrix


 

      Evaluation Ratios

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


 

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

      Compares the Weighted Grade Point Score calculated for each proposed ERP system. This is calculated as follows: The PSA ERP 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 professional services enterprise resource planning 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 PSA ERP 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 PSA ERP vendor is proposing to deliver the system feature/function contained in their PSA 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) PSA ERP feature presents far less risk than that same PSA 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 PSA ERP management 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 PSA 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 PSA ERP system that also has a high Weighted Score, along with the Vendor Profile. The more custom code, the higher the risk posed by that PSA ERP 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 PSA ERP RFP. 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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PSA ERP SYSTEM REQUEST for PROPOSAL (RFP) and VENDOR RESPONSE EVALUATION TEMPLATES
Download one Zip file containing all the tools listed above, summerized below:
  • Unlimited Vendors and Staff Users
  • ALL 5,734+ Request for Proposal Criteria
  • Requirements Checklist with Fit-GAP Tools
  • In-Depth Request for Proposal
  • Weighted Grade Scoring
  • Supportability Index Scoring
  • Side-by-Side Response Comparison with Heat Map
  • ALL Vendor Response Evaluation Ratios
  • ALL Financial Analysis Ratios
  • FULL Response Evaluation Scorecard
  • ALL 3-D Bar Chart Comparison Graphs
  • FULL Optimized RFP Guide
  • ALL BPR/BPE Workflow Checklists
  • FULL Cutover (Go Live) Checklist
  • ALL Documentation
  • View all templates and tools details above
  • FREE SUPPORT - Telephone/Email

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