IDII

Software Selection Process - Step by Step

IDII
Consulting

Search & Evaluation - Step By Step Process Explained in Detail

1 - LEARN

Understand common differences and common missing functions in the software market. Understand your issues, problems, and future needs.

2 - BUILD RFI

Based on software product knowledge and company needs, build a well thought out RFI and send it to all software vendors.

3 - GATHER RESULTS

Enter RFI results into spreadsheet. Challenge vendors on unusual responses to make fair "apples to apples" comparison. Now have a valuable (1) functionality comparison and (2) and cost comparison.

Do send an email notice to those vendors making the finallist's cut.

Do send out an email to those vendors that did NOT make the cut as well.

4 - DETERMINE FINALISTS

Eliminate all software solutions that do NOT have "must have" functionality. Others may be eliminated on company specific requirements. Call finalists for on-site demonstrations

Major costs incurred for travel, expenses, and time spent

5 - DEMOS & SITE VISITS

Arrange demonstration of software solution with your products. Indicate important areas that must be demonstrated. AFTER demonstration, go to 2 or 3 sites that are using the software. Insist on sites that are similar in operation, volumes, and size to your operations.

6 - RECALCULATE FINAL COSTS

Make sure all computer hardware, software, maintenance fees, support, installation, and other costs are updated in the cost comparison.

Have vendors redo cost proposals if necessary.

Discuss with team who is #1 and #2 software vendor choices. Make written offer to #1. Fall back to #2 choice if necessary.

7 - SIGN CONTRACTS-

Negotiate better terms of the contracts, better pricing on labor, and obtain free software modules.

Numerous issues that go into a software license and software support contracts. Service levels, user definition, source code availability, etc..

A Word Of Wisdom

Steps 1 & 2 are extremely important. The selection team (or consultant) must spend the time to learn software functionality to understand major differences & project scope (the common deficiencies indicate what is out of scope). A strong RFI that is correctly worded will assist the selection team in finding the best packages in the industry. Steps 1 & 2 must be well thought out. and must not be compromised.


Industrial Data & Information, Inc.
USA

Voice 918.292.8785 -
sales@idii-consulting.com

© 2017 Industrial Data & Information, Inc. (IDII)