ERP Evaluation Request for Proposal Worksheet

Transcription

1 Use this utline t prepare a request fr prpsal (RFP), a questinnaire, r a meeting with a prspective slutin prvider 1. Vendr infrmatin Cntacts (including name f CEO) Address URLs, addresses, and phne numbers Lcatins Years in business Ding business under ther names (DBAs) Cmpany wned by Mst imprtant partnerships 2. What the vendr ffers Vendr s visin f business and technlgy Why vendr believes it is a valuable resurce and a gd fit with yur rganizatin Sftware and ther prducts ffered by the vendr Sftware licensed thrugh sftware manufacturers Slutins created by the vendr Services prvided by the vendr Cntinuus supprt IT training User training Custmizatin and cding Warranties, assurances, and upgrade plans 3. The business relatinship Availability f financing Preferred financial terms Licensing mdels Vendr t prvide sftware and all related supprt and services, r wuld yu cnsider several vendrs? Cntracts and agreements used by the vendr. Vendr t prvide sample cntracts and agreements fr review 1

2 4. Slutin r prduct the vendr is prpsing Name f the slutin Number f installed custmers Prvide r attach a descriptin f the slutin Have yu cnducted any return n investment studies fr this slutin with existing custmers? Can yu share the results? What can yu say abut the upgrade path r prduct radmap? What type f dem is available? 5. Custmer referrals fr the slutin Cntact infrmatin Industry and type f business Cntact infrmatin Prducts implemented 6. Expected cst Sftware nly If sftware is mdular, can mdules be licensed separately? Separate cst f mdules Supprt, training, and ther services available frm vendr What csts are expected fr travel and cnsulting befre and during the implementatin? 7. Business cncerns yu want the slutin t address. Vendr shuld cmment abut hw their slutin can address these issues. In this sectin f the dcument, yu can use the findings frm the business scenaris as surce material. Yu might want t abridge and edit the findings s yu dn t disclse any cnfidential infrmatin. 8. Technical capabilities yu want in the slutin. Yu can present this as a detailed yes/n checklist. Or yu can indicate what features are abslutely essential, imprtant, helpful, and just nice t have. Here is an example f a pssible features list a business manager might draw up fr inventry management: 2

3 Inventry general features Online query with drilldwn Wrk rders with jb cst CAD integratin Engineering change management Bar cde tracking Custmer-wner inventry Security t prevent unauthrized alteratin f recrds Custmer-wned inventry and warehuse fees Item Lkup by descriptin, attributes, and catalg Warehuse stck status Inventry item master infrmatin User-defined part numbering cnventins Multiline item descriptins Technical specificatins can be attached Shelf life indicatin Prcurement alert/flag Flag fr inspectin needed Ship weight and dimensins Cnsignment inventry Mvement class Preferred vendr with last purchase details Alternate vendrs Vendr part numbers Prduct lines item ccurs in Pricing and discunts by warehuse Bill-f-material maintenance t supprt kiting, rewrk, repair, and subassemblies Multiple units f measure Cntract pricing Custmer rebates Hazardus materials Split cases Vendr and manufacturer warranties Sales cmmissins Special receiving instructins 3

4 Inventry quantity and cst infrmatin Multiple warehuses Distributin centers Multiple bin lcatins Real-time available t prmise (ATP) Negative quantities n hand Standard, average, actual, and ther csting methds Lt and serial tracking Landed cst Inventry transactins Cycle cunting Real-time psting f all activities Warehuse transfers Mass-change cst revaluatin Mass price change Autmatic creatin f payables vuchers Audit trail details Receiving Anticipated receiving schedule Checks ver/under amunts by percentage limit Receive subject t inspectin r testing Damaged items Vendr returns Custmer returns and repairs Prints return merchandise authrizatin (RMA) shipping labels at custmer site Adjustments Autmatic exceptin reprting Discntinued and superseded items Cnversin f items t dead stck with write-ff Flr stck tracking 4

5 Inventry replenishment Suggested stcking levels Autmatic rdering Autmatic creatin f wrk rders Autmatic stck transfers Cntract shipments Inventry reprts Inventry activity reprt Inventry ranking Inventry financial analysis Inventry price list Sales prjectins Sales/prfit by salespersn Custmer cntract price list and histry Prblem sales rders and invices Inventry integratin with ther systems Integratin f inventry with financial management Integratin f inventry with human resurces and payrll Integratin f inventry with manufacturing Integratin f inventry with custmer relatinship management (CRM) Integratin f inventry with prject management Internatinal requirements fr inventry management Eurpean value-added tax (VAT) Canadian gds and services tax (GST) German physical inventry requirements Quarantine fr inspectin Inventry revaluatin 9. Technical requirements Operating system fr servers and desktp cmputers Hardware platfrm Integratin and interperability needs Business prductivity sftware Databases Third-party slutins 5

6 10. Implementatin prcess Vendr t describe typical needs assessment and implementatin prcesses Wh perfrms the implementatin? What disruptins are expected? Length f time needed fr implementatin Hw des vendr perfrm testing and validatin f the slutin s functinality? Hw des vendr reslve prblems and issues that ccur during implementatin? 11. Hw vendrs shuld respnd Hw d yu return vendr respnses: , hardcpy, CD, DVD? Cntact name Address Hw d yu get in tuch with the vendr, if questins ccur? Timeline isys Slutins Office 203 Al Nakheel Building Karama Dubai, Dubai Phne: Fax: sales@isysslutins.cm Web: 6