Discrete Repetitive Manufacturing ERP Software System RFP Template 05-08-13

Discrete ERP System RFP
- An explanation of the purpose of each worksheet in this RFP
Select your next ERP solution with confidence! This RFP Template containg 5,278 requirement standard criteria. The purpose of each Worksheet in this RFP is explained below. Most are pres features or are optional RFP pages that can be used or discarded as your project requires. RFP Features -
illustrates all of the major capabilities of this RFP Master, and appears only in this RFP do evaluation and comaprison tools included with this RFP Master are described in the Response Evaluation tab b
Documentation Background
- This worksheet contains the actual documentation of the RFP, and shows you how
calculate Weighted Scores, Supportability Index Scores, and perform Vendor Response Ratio Analysis aut
- this optional Project Background page can be used to communicate an in-depth description o
for WHY a new system is needed. Give the vendor application experts the detail information needed to create the
Overview
- this optional System Overview page can be used to describe your current ERP system comp
dis-advantages, in detail. Use our System Overview Checklist (included) to quickly create and present the best Sy
ERP RFP TEMPLATE References
- this worksheet outlines the actual RFP criteria and response scoring. All ve ONE worksheet column to ensure FAST, EASY, and ACCURATE comparison! VERY EASY to customize! - this optional page can be used to collect vendor references quickly and easily.
Response Evaluation - illustrates the many vendor RFP response evaluation and comparison tools includ
Infotivity Technologies, Inc.
et in this RFP
containg 5,278 requirements guaranteed to cover all industry ained below. Most are present either to illustrate various RFP your project requires.
nd appears only in this RFP document. All the vendor RFP Response n the Response Evaluation tab below.
the RFP, and shows you how the RFP is organized, and how it can or Response Ratio Analysis automatically!
unicate an in-depth description of the business reasons and justifications information needed to create the best solution for your organization!
e your current ERP system components, and it's current advantages and ly create and present the best System Overview to vendors.
a and response scoring. All vendor responses are contained in just n! VERY EASY to customize!
uickly and easily.
n and comparison tools included with this RFP Template.
ogies, Inc.
Obtain the BEST vendor proposal information possible! This RFP Maste decision-making information than a traditional RFP. In addition to trad Templates collect important decision making information such as HOW a fea Method being utilized, and valuable Implementation Management informat that this RFP Template provides both an optional Importance Level column to is to your firm, and also a detailed WEIGHTED GRADE SCORING function facilities are illustrated below, and ensure you obtain the clearest, most pe range of information needed to make the most accurate software decisio
Go to the RFP here to see these features in action!
ible! This RFP Master Template is designed to collect much more P. In addition to traditional feature availability data, all RFP Master on such as HOW a feature or function is being provided, the Delivery Management information such as individual enhancement cost. Note rtance Level column to let vendors know HOW important a given feature DE SCORING function for assessing suitability to your needs. These the clearest, most pertinent vendor responses containing the full rate software decision possible.
This document explains how an Infotivity RFP Template enables you to quickly and easil send an RFP to vendors that does the following:
1 2 3 4 5 6 7 8
All RFPs are organized so that it is very easy it is to use basic Excel commands to modify the RFP to suit a specific organizations needs. Details about the layout of the RFP document and HOW the above capabilities are provided are discussed below. Please see the Table of Contents (TOC) below.
Table of Contents
Activate a menu selection by placing the text cursor over the desired selection, (left click on it if still an arrow cursor), then hold the Ctrl key down while clicking the Left mouse button.
Purpose Column Usage Row Maintenance Security
Weighted Grade Point Scoring Supportability Index Scoring Response Ratio Analysis
Please View the "RESPONSE EVALUATION" tab for all COMPARISONS and EVALUATIONS
PURPOSE:
The purpose of this document is to identify the key components of the RFP MasterTM spreadsheet shipped in your order. Each RFP MasterTM utilizes just basic MS ExcelTM technology to ensure that all users can work with them freely.
All vendor response input validation and weighted grade point scoring formula are componentized at the ROW level. This ensures that basic Excel copy and paste special commands can be used to quickly and easily add new RFP questions, or modify or delete questions, as warranted by a given business situation. A detailed breakout of RFP MASTERTM spreadsheet column and row usage is below. Instructions for ADDING / MODIFYING / DELETING questions and SECURITY functions follow after that.
IMPORTANT NOTICE:
There are areas of this RFP which may need your attention for specific Date, Time, and Preference Options. These are all highlighted in RED TYPE, and are found (for the most part) in the INTRODUCTION, SUPPORT, and PRICING sections of the RFP but can, and do, occur throughout. Please be on the lookout for these, and change as required to fit your needs.
COLUMN USAGE:
Column A Column B
Column C Column D
Column E
Column F
Column Column G
Columns A through G are the only ones that need to be used by a vendor when preparing a response. Column H through U are for the weighted grade score computation and should be protected BEFORE sending this RFP out to vendors, as appropriate. See the SECURITY section for instructions. The following columns are NOT REQUIRED for use by vendors, and should be protected (and hidden) using standard Excel security techniques. Column Column H Column Column I
Column Column J
Column Column K Column Column L
Column Column M to U
ROW MAINTENANCE:
Rows are independent of each other, and can be added, changed, or deleted at will. The standard Excel commands COPY, DELETE, INSERT ROW, and PASTE SPECIAL are all that is needed to modify an RFP Master. This is true because the weighted grade score formula and vendor response validation are componentized at the row level. In cases where a row contains a question designed to receive a vendor response, the row also contains the formula needed to calculate the weighted score. To modify this RFP, use the following modification instructions.
DELETING A ROW:
To DELETE a row, simply place the mouse cursor in the far left column of that row, (the column containing the row number), then doing a single LEFT button click to select (highlight) that row. Once the row is highlighted, click the RIGHT mouse button to display an Options box, and selecting the DELETE option.
CHANGING A QUESTION:
To make a simple change to the question or statement showing on a certain row in column B, just position the mouse cursor over that cell and then double-click to place the cursor in that cell. Make the desired change using standard text editing techniques.
NOTE: The formatting used is critical. All cells containing lengthy text, and Column G - Vendor Explanations, must have the correct formatting specification. Use the Format Cells --> Number --> Category command to set the Format "General". This forces all questions and vendor entries to read correctly and show the actual text entry instead of #######. To set the format, just position your mouse cursor at the very top of a column and left click your mouse to highlight the entire column. Once highlighted, just right click to display an options list box. Select "Forma Cells" to display the "Format Cells" dialog box. Select the Number Category "General" then click OK. To change the required vendor response type and associated validation and weighted scoring routines, all that must be done is to locate a row with the desired response characteristics and then copy its CELLS in columns C through U. Then select columns C through U on the row you wish to change, then use the PASTE SPECIAL ALL command to place the desired results list validation and formulas in that row.
ADDING A NEW QUESTION or STATEMENT:
To add a totally new question that uses a specific vendor response type and associated validation and weighted scoring routines, all that must be done is to locate a row with the desired characteristics. Once located, place the mouse cursor in the far left column, right-click to display a menu, and select COPY. Once the row is copied, position the cursor in the far left column of the row just below where you want to create the new row, then right-click to display a menu. Select INSERT COPIED CELLS to insert the row just copied. Then just change the wording in column B to suit.
SECURITY:
Standard Excel protection rules apply to all columns and rows. At minimum, the SCORE and all the Weighted Grade calculation columns should be protected from tampering. The vendor should only have access to, and be able to change, columns C, E, and G as appropriate. Be sure to send each RFP Master with these cells unlocked and all others locked. To lock or unlock a cell, just select the cell(s) you wish to lock or unlock, then do a single Right mouse click on that cell group to display a Select Options box. Choose the Format Cells option to display the Format Cells dialog box, then choose the Protection tab to display a dialog showing Locked and Hidden check boxes. Check the Locked box to Lock the cell(s), and check the Hidden box to hide them. To Hide or unHide one or a group of Cell(s), Row(s), or Column(s), just select the cell(s) you wish to work with, then do a single Right mouse click on that cell group to display a Select Options box. Choose the Format Cells option to display the Format Cells dialog box, then choose the Protection tab to display a dialog showing Locked and Hidden check boxes. Check the Hidden box to hide them. The Excel PROTECTION is turned OFF so you can make changes as needed. NOTE: To turn the PROTECTION ON just prior to emailing to vendors, be sure to click the TOOLS menu,
WEIGHTED GRADE POINT SCORING:
Weighted Grade Point Scoring, referred to as WGPS, is a technique for quantitatively evaluating software functionality based on HOW WELL it fits a specific requirement and also HOW IMPORTANT that requirement is to the organization.
The vendor response to each question determines HOW WELL the proposed software fits a certain requirement. For example, a response of Y (Yes) is assigned a Raw Score value of one (1), and a response of N (No) is assigned a Raw Score value of zero (0), in most cases. The Raw Score values assigned when using the Feature Support Matrix are: FS ( Full Support) = 1 CO (Configuration Option) = .8 RT (Reporting Tool) = .7 3P (Third Party product) = .4 NS (No Support) = 0 (zero) PE (Paid Enhancement) = .3 FE (FREE Enhancement) = .5 The WEIGHT (Priority) level, i.e., the level of need the organization has for a specific requirement, is assigned through the values found in the WEIGHT column (L). We suggest using a range of 0 1, or 0 10, as your Weight set range. In these examples, 0 represents a No Importance level, and the high score the Most Important level. We recommend these since this keeps the final totals at a manageable level.
The WGPS of a vendor response, to a given requirement, is calculated by multiplying the WEIGHT of that requirement by the Raw Score VALUE assigned to that vendor response. The Total WGPS is found by totaling all the WGPS assigned to each requirement. The WGPS for each requirement is shown in Column G, the WEIGHTED SCORE column, found in each RFP.
SUPPORTABILITY INDEX (SI):

The SI of a vendor response is a measure of how much effort and money will be required to fully support and maintain the proposed system over its expected lifespan. Potentially, more ongoing support effort will be required as this score increases. This score is calculated by adding the raw score currently assigned to the vendor response if it is one of the following: PE (Paid Enhancement) FE (FREE Enhancement) CO (Configuration Option) RT (Reporting Tool) 3P (Third Party product) NS (No Support) The above are added to the SI because they have historically required more support, and have been less reliable, than a standard Fully Supported and tested feature provided as part pf the standard product.
RESPONSE RATIO ANALYSIS
The RFP automatically calculates the Ratios described on the next page based on vendor responses. These Ratios analyze HOW a vendor responded to the RFP criteria in order to achieve the Weighted Score calculated. Is the vendor relying on standard features or custom programming? A response with a good weighted score may also be very risky if the vendor is doing significant custom programming, scripting, or third party add-ins. These Ratios are transferred to the Comparison Matrix when a vendor RFP response is transferred (copied). WEIGHTED GRADE SCORE: SUPPORTABILITY INDEX: ENHANCEMENT COST: VENDOR PROFILE SCORE: # FULLY SUPPORTED Capabilities: # YES Responses: # NOT SUPPORTED Capabilities:
# NO Responses: # FREE ENHANCEMENTS Proposed: # PAID ENHANCEMENTS Proposed: # CONFIGURATION OPTIONS Proposed: # REPORTING TOOLs Proposed: # THIRD PARTY Add-Ins:
Percentage FULLY SUPPORTED:
Percentage by CONFIGURATION OPTION :
Percentage by CUSTOM CODE/SCRIPTING:
Please View the "RESPONSE EVALUATION" tab for all COMPARISONS and EVALUATIONS
RFP Documentation
ment explains how an Infotivity RFP Template enables you to quickly and easily P to vendors that does the following:
Queries Vendors using RFP Requirements Tailored to Your Specific Needs Obtains Concise, Consistent, & Easily Compared Vendor RFP Responses Automatically Calculates the Weighted Grade Score of each System Proposed by Vendors Automatically Determines the Supportability (Inherent Risk) of each Proposed System Solution Enables You to View "Side-by-Side" Detail Response Feature Comparison of Vendor Proposals Enables You to View "Apples-to-Apples" Evaluations of Vendor Proposals
Automatically performs detailed Vendor Response Ratio Analysis Impartially and Quantitatively Identify the Best Solution
organized so that it is very easy it is to use basic Excel commands to modify the RFP to ic organizations needs.
the layout of the RFP document and HOW the above capabilities are provided are discussed e see the Table of Contents (TOC) below.
Table of Contents
nu selection by placing the text cursor over the desired selection, (left click on it if still an arrow hold the Ctrl key down while clicking the Left mouse button.
age
enance
Grade Point Scoring
lity Index Scoring
Ratio Analysis
the "RESPONSE EVALUATION" tab for all COMPARISONS and EVALUATIONS
E:
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of this document is to identify the key components of the RFP MasterTM spreadsheet shipped Each RFP MasterTM utilizes just basic MS ExcelTM technology to ensure that all users can m freely.
sponse input validation and weighted grade point scoring formula are componentized at the This ensures that basic Excel copy and paste special commands can be used to quickly and w RFP questions, or modify or delete questions, as warranted by a given business situation.
eakout of RFP MASTERTM spreadsheet column and row usage is below. Instructions for ODIFYING / DELETING questions and SECURITY functions follow after that.
T NOTICE:
as of this RFP which may need your attention for specific Date, Time, and Preference Options. highlighted in RED TYPE, and are found (for the most part) in the INTRODUCTION, SUPPORT, and ions of the RFP but can, and do, occur throughout. Please be on the lookout for these, and quired to fit your needs. Return to TOP Unused by the RFP MasterTM. This column is used most often to crossreference each RFP question to parts of another, third party document. Contains all RFP statements, questions, or section headings. The validation Wizard will display detailed online HELP for many of these. In special cases, a red upper right corner in one of these cells indicates the availability of special instructions for that cell or row. The Response column, used to collect vendor responses. In most cases the vendor must choose from a drop-down list of pre-designated responses. The Delivery Method column, used to capture the Delivery Method the vendor plans on using to provide the feature or function shown in Column B. The vendor must select one of the following Delivery Methods: BPO = Outsourced SaaS = Software as a Service OPS = On Premise Software BOTH = Both OPS and SaaS
USAGE:
The Enhancement Cost column, used to receive vendor price information for the Paid Enhancements needed to provide the feature or function shown in Column B. Vendors are told Use the "Enhancement Cost" column to quote an enhancement cost if "PE" when the Response Drop Down List is displayed.
The Importance Level column. This column is used only to Indicate to vendors HOW IMPORTANT the feature or function described in column B is to the customer. These values are not used in scoring a response See Weighted Grade Scoring below. A blank has no value, but a response to that criteria by the vendor is still required. The following Importance level indicators are used: M = Mandatory P = Planned N = Nice to Have C = Currently in Use The Vendor Explanation column, used to receive all variable, free form vendor explanations and expansions regarding the responses entered in the Response column (C).
rough G are the only ones that need to be used by a vendor when preparing a response. Columns re for the weighted grade score computation and should be protected BEFORE sending this RFP s, as appropriate. See the SECURITY section for instructions.
columns are NOT REQUIRED for use by vendors, and should be protected (and hidden) using el security techniques. UNUSED The WEIGHTED SCORE column, used to contain the final Weighted Grade Point Score (WGPS) automatically calculated for the vendor response to each question criteria. SUPPORTABILITY, contains the Supportability Score that is automatically calculated to each vendor response. This is a score measuring the POTENTIAL SUPPORT (i.e., the RISK) that will be needed to maintain a specific feature delivered via programming, scripting, a 3rd Party Product, or by using a Reporting tool. . UNUSED WEIGHT (Priority), a measure of the priority assigned to each RFP question criteria. Items that have a higher priority are assigned a higher Weight number. This is multiplied by the Raw Score assigned to each vendor response choice to arrive at the Weighted Score above.
Each of these columns contains just ONE of the Vendor Responses that can be used by a vendor to respond to a question. These are: FS (Full Support) fully tested, available out-of-the-box. CO (Configuration Option) available by adjusting pre-existing set-up parameters and settings. RT (Reporting Tool) available only if created using a report writing tool. 3P (Third Party product) available only through the use of an embedded product published and supported by another party. NS (No Support) not available under any circumstances PE (Paid Enhancement) available only as a paid enhancement FE (FREE Enhancement) available as a free enhancem ent
NTENANCE:
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pendent of each other, and can be added, changed, or deleted at will. The standard Excel commands E, INSERT ROW, and PASTE SPECIAL are all that is needed to modify an RFP Master. This is true eighted grade score formula and vendor response validation are componentized at the row level.
e a row contains a question designed to receive a vendor response, the row also contains the formula ulate the weighted score. To modify this RFP, use the following modification instructions.
A ROW:
row, simply place the mouse cursor in the far left column of that row, (the column containing the row doing a single LEFT button click to select (highlight) that row. Once the row is highlighted, click the button to display an Options box, and selecting the DELETE option.
A QUESTION:
ple change to the question or statement showing on a certain row in column B, just position the mouse t cell and ck to place the cursor in that cell. Make the desired change using standard text editing techniques.
ormatting used is critical. All cells containing lengthy text, and Column G - Vendor Explanations, e correct formatting specification. Use the Format Cells --> Number --> Category command to set General". This forces all questions and vendor entries to read correctly and show the actual text of #######. To set the format, just position your mouse cursor at the very top of a column and left click highlight the entire column. Once highlighted, just right click to display an options list box. Select "Format y the "Format Cells" dialog box. Select the Number Category "General" then click OK.
e required vendor response type and associated validation and weighted scoring routines, all that s to locate a row with the desired response characteristics and then copy its CELLS in columns C en select columns C through U on the row you wish to change, then use the PASTE SPECIAL ALL ace the desired results list validation and formulas in that row.
NEW QUESTION or STATEMENT:
y new question that uses a specific vendor response type and associated validation and weighted scoring at must be done is to locate a row with the desired characteristics. Once located, place the mouse cursor olumn, right-click to display a menu, and select COPY. Once the row is copied, position the cursor in the of the row just below where you want to create the new row, then right-click to display a menu. Select ED CELLS to insert the row just copied. Then just change the wording in column B to suit.
Y:
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l protection rules apply to all columns and rows. At minimum, the SCORE and all the Weighted Grade umns should be protected from tampering. The vendor should only have access to, and be able to ns C, E, and G as appropriate. Be sure to send each RFP Master with these cells unlocked and all .
nlock a cell, just select the cell(s) you wish to lock or unlock, then do a single Right mouse click on that splay a Select Options box. Choose the Format Cells option to display the Format Cells dialog box, e Protection tab to display a dialog showing Locked and Hidden check boxes. Check the Locked he cell(s), and check the Hidden box to hide them.
nHide one or a group of Cell(s), Row(s), or Column(s), just select the cell(s) you wish to work with, then ht mouse click on that cell group to display a Select Options box. Choose the Format Cells option to rmat Cells dialog box, then choose the Protection tab to display a dialog showing Locked and k boxes. Check the Hidden box to hide them.
PROTECTION is turned OFF so you can make changes as needed.
n the PROTECTION ON just prior to emailing to vendors, be sure to click the TOOLS menu,
D GRADE POINT SCORING:
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de Point Scoring, referred to as WGPS, is a technique for quantitatively evaluating software functionality W WELL it fits a specific requirement and also HOW IMPORTANT that requirement is to the organization.
sponse to each question determines HOW WELL the proposed software fits a certain requirement. For ponse of Y (Yes) is assigned a Raw Score value of one (1), and a response of N (No) is assigned a Raw zero (0), in most cases. The Raw Score values assigned when using the Feature Support Matrix are:
Support) = 1 nfiguration Option) = .8 orting Tool) = .7 d Party product) = .4 Support) = 0 (zero) d Enhancement) = .3 EE Enhancement) = .5
(Priority) level, i.e., the level of need the organization has for a specific requirement, is assigned through nd in the WEIGHT column (L). We suggest using a range of 0 1, or 0 10, as your Weight set range. ples, 0 represents a No Importance level, and the high score the Most Important level. We recommend s keeps the final totals at a manageable level.
a vendor response, to a given requirement, is calculated by multiplying the WEIGHT of that requirement ore VALUE assigned to that vendor response. The Total WGPS is found by totaling all the WGPS ch requirement. The WGPS for each requirement is shown in Column G, the WEIGHTED SCORE in each RFP. Return to TOP
TABILITY INDEX (SI):
ndor response is a measure of how much effort and money will be required to fully support and maintain ystem over its expected lifespan. Potentially, more ongoing support effort will be required as this score s score is calculated by adding the raw score currently assigned to the vendor response if it is one of the
d Enhancement) EE Enhancement) nfiguration Option) orting Tool) d Party product) Support)
are added to the SI because they have historically required more support, and have been less reliable, d Fully Supported and tested feature provided as part pf the standard product. Return to TOP
SE RATIO ANALYSIS
utomatically calculates the Ratios described on the next page based on vendor responses. These Ratios a vendor responded to the RFP criteria in order to achieve the Weighted Score calculated. Is the vendor dard features or custom programming? A response with a good weighted score may also be very risky if oing significant custom programming, scripting, or third party add-ins.
os are transferred to the Comparison Matrix when a vendor RFP response is transferred (copied).
The TOTAL of all Weighted Grade Scores calculated for each individual response in this RFP, other than those in the Vendor G Issues and Pricing sections. A measure of the potential support effort required to maintain the system over its projected lifespan.
The total of all Paid Enhancement Costs entered when the response was PE. A measure of the vendor Capabilities Profile, based on the data collected in the Vendor Global Issues section. The number of proposed system questions eliciting a FULLY SUPPORTED response. The number of proposed system questions eliciting a YES response. The number of proposed system questions eliciting a NOT SUPPORTED response.
The number of proposed system questions eliciting a NO response.
The number of proposed system features based on FREE custom programming or scripting.
The number of proposed system features based on PAID custom programming or scripting.
The number of proposed system features based on Configuration Options such as setting in a parameter or INI file.
The number of proposed system features based on Report Writing Tools.
The number of proposed system features based on Third Party Products.
A % measuring the number of Fully Supported Responses based on responses to software system questions only, i.e., no ven pricing, or support responses are utilized.
A % measuring the number of Responses dependent on Configuration Options, Report Writers, or 3rd Party products, and is b on responses to software system questions only, i.e., no vendor, pricing, or support responses are utilized.
A % measuring the number of Responses dependent on Custom Programming or Scripting, and is based on responses to soft system questions only, i.e., no vendor, pricing, or support responses are utilized.
the "RESPONSE EVALUATION" tab for all COMPARISONS and EVALUATIONS
Copyright 1993 - 2013 Infotivity Technologies, Inc. & Gregory A. Lohr This RFP may be used for internal purposes only . Strictly prohibited to reproduce and redistribute this RFP.
P, other than those in the Vendor Global
fespan.
bal Issues section.
a parameter or INI file.
system questions only, i.e., no vendor,
ers, or 3rd Party products, and is based es are utilized.
and is based on responses to software
One of the keys to obtaining vendor RFP responses (proposals) tailored specifically to your o useful generic "boilerplate" responses, is to provide vendors with a good understanding of market for a new system. This is best done by including a Project Background statement in problems, and justifications that led to the search for a new system.
This RFP Master is organized so you may enter a detailed, expanded Project Background h shortened version in the RFP worksheet itself, or both. You may enter the Project Background u may wish to use the detailed Project Background Template provided with the full RFP Master.
This RFP Master's toolkit includes a detailed Project Background Template that guides you thr statement tailored to your organization's needs. This includes Business History, Geographic Is Activities, Outside Influences, Justifications, Expected Benefits, Data Conversion issues, and mu
NOTE: The Project Background worksheet is completely optional and is not required for a calculated for the vendor response. This RFP and all of its worksheets are easily customized. delete it. It is just for vendor information, and is not used in any scoring.
Project Background
s to obtaining vendor RFP responses (proposals) tailored specifically to your organization's unique needs, instead "boilerplate" responses, is to provide vendors with a good understanding of WHY your organization is currently w system. This is best done by including a Project Background statement in the RFP to describe the business ustifications that led to the search for a new system.
er is organized so you may enter a detailed, expanded Project Background here in this optional worksheet, or e on in the RFP worksheet itself, or both. You may enter the Project Background using either your own free-form text, e the detailed Project Background Template provided with the full RFP Master.
r's toolkit includes a detailed Project Background Template that guides you through the creation of a Project Backg ed to your organization's needs. This includes Business History, Geographic Issues, Goals, Exceptions, Deficiencie de Influences, Justifications, Expected Benefits, Data Conversion issues, and much more.
ject Background worksheet is completely optional and is not required for and does not impact any evaluation he vendor response. This RFP and all of its worksheets are easily customized. If you do not need this worksheet yo st for vendor information, and is not used in any scoring.
unique needs, instead of less ganization is currently in the escribe the business history,
ptional worksheet, or enter a our own free-form text, or you
tion of a Project Background Exceptions, Deficiencies, New
impact any evaluation scores need this worksheet you may
Help ensure the technical completeness and accuracy of all vendor RFP responses (propo vendors with an overview of BOTH your current hardware/software system and the EXPE capabilities and benefits to be provided by a new system.
This RFP Master is organized so you may enter a detailed, expanded System Overview here in enter a shortened version in the RFP worksheet itself, or both. You may enter the System Ove your own free-form text, or you may wish to use the detailed System Overview Template provide Master.
This RFP Master's toolkit includes a System Overview Template that guides you through the cr Overview statement tailored to your organization's needs. This includes Hardware, Operating Infrastructure, SaaS, Cloud, Database, Software Compatibility, System Interfaces, Data Conve Counts, Number of Users, and much more.
PLEASE NOTE: The System Overview worksheet is completely optional and is not require impact any evaluation scores calculated for the vendor response. This RFP and all of its wo customized. If you do not need this worksheet you may delete it. It is just for vendor informatio in any scoring.
System Overview
the technical completeness and accuracy of all vendor RFP responses (proposals) by providing an overview of BOTH your current hardware/software system and the EXPECTED / DESIRED nd benefits to be provided by a new system.
ter is organized so you may enter a detailed, expanded System Overview here in this worksheet, or ened version in the RFP worksheet itself, or both. You may enter the System Overview using either -form text, or you may wish to use the detailed System Overview Template provided with the full RFP
ter's toolkit includes a System Overview Template that guides you through the creation of a System ement tailored to your organization's needs. This includes Hardware, Operating System, Network , SaaS, Cloud, Database, Software Compatibility, System Interfaces, Data Conversion, Transaction ber of Users, and much more.
E: The System Overview worksheet is completely optional and is not required for and does not valuation scores calculated for the vendor response. This RFP and all of its worksheets are easily f you do not need this worksheet you may delete it. It is just for vendor information, and is not used g.
For HELP, place the cursor in desired column cell on this row:
RESPONSE
TABLE of CONTENTS
Introduction Vendor Global Issues System Global Issues Vendor Data Center General Reporting Service Level Requirements Service Level Agreements (SLAs) External System Integration Web Enabled Functions Cloud Configuration Software Usability Transition Planning Client Web Interface User Compatibility Dashboard Functions General Ledger Fixed Assets Time & Attendance Attendance Data Capture Scheduling Functions Payroll Processing Human Resource Management Position Tracking and Control Position Management Recruitment & Hiring Applicant Processing On-Boarding Functions Employment/Employee Data Salary Planning and Budgeting Compensation Employee Relations Employement Development Benefits Administration Historical Information Log Learning Management Organizational Charts Performance Management
Select the BEST solution with confide 5,278 Discrete Mfg. ERP system selectio actual needs. Then simply delete what is firm's specific needs. The only RFP template available with a comparing vendor RFP responses (vend FINANCIAL levels. Enjoy the benefits of Score, Supportability Index, Side-by-S Analysis. All to help you select the the B
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Discrete Manufacturing Enterprise Resource Planning (ERP) Software Request for Proposal (RFP)
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Vendor R To View the Response Weighted Gra To View the Comp Visit the For more detail informati Visit the
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Manager Self-Service Employee Self-Service OSHA and Safety Compliance Requirements Purchase Order Management Contract Administration Accounts Payable Inventory Management Bill of Material (BOM) Processing Product Costing Job Costing Sales Forecasting Sales Lead Management Sales Management Material Requirements Planning Quote Processing Sales Order Processing Resource Requirements Planning Capacity Requirements Planning Master Scheduling Shop Floor Control Scrap Management Accounts Receivable Customer Relationship Management Customer Service Marketing Management Ecommerce Web Content Management Digital Asset Management Document Capture Document Retrieval Workflow Processing Business Intelligence Business Continuity Plan Data Migration and Conversion Cloud Administration System Configuration Security SaaS/Cloud Security System Implementation System Support System Pricing (Bottom - View Price and Scores (Return to TOP)
INTRODUCTION
(YOUR Firm Name here)____ (a.k.a. "the Customer") is seeking proposals for an integrated Enterprise Resource Planning (ERP) system. Your firm, among others, is invited to submit a proposal on a competitive basis in the format described in this Request for Proposal (RFP). This RFP establishes requirements and defines responsibilities of the proposing vendor (a.k.a. "Offeror") to engineer, provide, install, test, and document this new software system to be referred to herein as the "SYSTEM". The terms "OFFEROR", "PROPOSING VENDOR", and "CONTRACTOR" refer to any vendor responding to this RFP and also the vendor selected for the project described herein.
This RFP in no way constitutes an agreement between the Customer and any Offeror. The objective of the RFP is the negotiation, execution and consummation of a definitive agreement between the Customer and appropriate Offeror(s) to provide the services described herein. Information contained in the RFP is provided in strict confidence and shall be used only for purposes of responding to this RFP. (Place Your Company Description HERE) (Place background information regarding your planned project here. This would include subjects such as - Why is it needed? Where is it to take place? What is the environment it will installed into? and similar. It is the Customer's intent to contract with just one vendor. The selected vendor who will be responsible for all activities in ___(the area described herein)___. The selected vendor is required to have responsible personnel and an office physically located in the __(geographic area description)__.
All Vendors responding to this RFP must supply all services specified in this RFP, and must be the sole entity responsible for all aspects of performance regarding the services, labor and materials required to meet this RFP's requirements, if awarded the engagement. The Customer will consider proposals which contemplate subcontracting, provided that the Offeror: (a) serves as the sole general contractor throughout the engagement; (b) assumes full responsibility for the performance of all subcontractors; and (c) does not subcontract all or substantially all of the performance requirements set forth in this RFP and its attachments or exhibits.
Offerors who intend to submit a proposal in response to this RFP must prepare and forward a Confirmation Letter to the Customer's Contact named in this document no later than __DATE____. In the event your firm is not interested in submitting a response to this RFP, the Customer kindly requests that you still complete the Confirmation Letter and return the RFP with all accompanying materials to the Customer's Contact.
All Vendors planning to respond to this RFP are responsible for the following: A. examining all documents and all addenda with appropriate care; B. informing itself with respect to all conditions which might in any way affect the cost of performance of any work. Failure to do so will be the sole risk of the Vendor. In addition to examining of the Request for Proposal Documents, each Vendor shall make all other necessary arrangements as needed to become fully informed regarding all existing and expected conditions and matters which might in any way affect the cost or the performance of the work. Any failure to fully investigate the foregoing conditions shall not relieve the Vendor from responsibility for estimating properly the difficulty or cost of successfully performing the work. Representations or statements regarding this RFP must be made in a written communication from the Customer Contact identified elsewhere in this RFP. Vendors shall not consider any oral representations or statements by an officer, employee, or agent of the Customer to be an official expression on it's behalf. Please direct any correspondence, whether oral or written, regarding this RFP to the contact listed below. This is to ensure that the same information is consistently disseminated to all Vendors. The Customer has scheduled a Bidder's Conference for ___(DATE)___ , at ___(Physical Address, Room #)____. The purpose of the Conference is to discuss the Customer's needs and objectives with respect to this RFP, and to provide prospective Vendors with an opportunity to ask questions. Immediately following the bidders meeting, Vendors will have the opportunity to take a tour of the ___(LOCATION NAME___) site. If a Vendor deems it necessary, all additional costs for potential unknown conditions should be itemized in the RFP response, as possible additional costs. Contractor's may not claim ignorance of the requirements in an effort to relieve the Contractor of their liability and obligation under the subsequent contract.
The Customer anticipates that Vendors will have questions on various RFP topics. In the event clarification is needed on any part of the RFP, Vendors must submit written questions to the Customer Contact named above. Written questions must be submitted no later than ___(DATE)____. The Customer's written answers to all questions received by the deadline will be simultaneously distributed to prospective Vendors on or before ___(DATE)___. The following tentative timetable has been established by the Customer: Milestone Target Date -------------------------------------------------------------------------RFP Issuance ____(DATE)___ Bidders Conference ____(DATE)___ Questions from Vendors due ____(DATE)___ Response to Vendor questions ____(DATE)___ Proposals Due ____(DATE)___ Select Contractor ____(DATE)___ Sign Contracts ____(DATE)___ Intro to Gen Contractor ____(DATE)___
As explained elsewhere in this RFP, the Customer has the option to: (a) make an award on the basis of an Vendor's initial submission, (b) make an award after conducting discussions and/or negotiations with any Vendor(s), or (c) make no award. The Customer is unable to predict which of these alternatives will ultimately be selected. Accordingly, there are no target dates for award or contract execution. Vendors are reminded that the above schedule represents the Customer's best estimate, and that target dates are subject to change.
The Customer may, at its discretion, modify any provision or part of the RFP at any time prior to the Proposal Due Date. Copies of all such amendments will be simultaneously sent to all prospective Vendors who have received a copy of the RFP and are participating in the RFP process. If the Customer issues an amendment to the RFP, prospective Vendors shall acknowledge receipt of such amendment by (a) signing and returning a copy of the amendment to the Customer Contact; or (b) acknowledging receipt of the amendment by letter, telephone facsimile, email, or telegram. All acknowledgments shall be submitted no later than the time specified for receipt of proposals. The Customer reserves the right to cancel this RFP at any time prior to the execution of a written Agreement and without any liability to Customer, if in its sole determination the Customer's best interests would be served.
To increase competition, the Customer reserves the right to waive minor informalities or procedural requirements during the process of soliciting, evaluating, or negotiating a contract award. All Vendor Proposals shall be prepared simply as per the format and instructional requirements of this RFP. Vendors are discouraged from submitting promotional brochures and extensive artwork, as this may delay the review of the vendor's proposal.
All Vendor proposals, information, and responses will be incorporated into and made a part of any final Agreement between the Customer and the successful Vendor. Accordingly, Vendors shall not submit materials, which cannot be incorporated into the Agreement. Customer may disqualify any Vendor which submits a proposal or agreement that directly or indirectly attempts to preclude or limit the effect of this requirement. The Due Date for submitting a Response to this RFP is ____(DATE)____, XX:YY AM/PM , as determined by the Customer. Proposals received after that date and time will not be considered. Proposals shall be either sent by mail or hand-delivered to Customer Contact at the following address:
Contact Name 123 Any Street Room Number Code
Organization Name Mail Stop City, State/Prov, Postal
Vendor proposals submitted in response to this RFP represent binding offers and must remain valid for a period of 120 days from receipt by Customer, or until discussions/negotiations are concluded, whichever is later. A Vendor may, without prejudice to itself, withdraw or modify its response to this RFP by written request, provided that the request is received by Customer prior to the Proposal Due Date at the address to which proposals were to be submitted. Following its withdrawal, the Vendor may submit a new response, provided that delivery is effected prior to the Proposal Due Date. Proposals may not be modified after the Due Date, except through discussions/negotiations initiated by the Customer.
The Customer will not be responsible for any expenses incurred by Vendors for preparing a response to this RFP. The costs of developing and submitting a proposal are the responsibility of the Vendor.
Once submitted, proposals become the property of the Customer, and will not be returned to Vendors. (Return to Top)
VENDOR GLOBAL ISSUES

Vendor Contact Data: Vendor Name: Street Address: City: State: ZIP: Country: Web Site URL: Sales Contact: Phone: Cell Phone: Email: Sales Support Contact: Phone: Cell Phone: Email: Proposal Name:
System Name Display -
Vendor History: Please enter as appropriate your parent company, subsidiaries, affiliates, and other related entities. Parent Company: Subsidiaries: Affiliates: Partners: Other: If "OTHER" is indicated in the previous question, please list that information in the Response column: Please enter into column C the YEAR the responding company was founded. Enter into column C the name of the responding company's CEO, or, if not a corporation, the current owner. Please indicate how long your company's CEO or OWNER has been with the company: Less than 1 year: Less than 3 years: Less than 7 years: Less than 10 years: More than 10 years:
1993 Bill Jones N N N N N
Please indicate how long your company has been in business under the same ownership: Less than 1 year: Less than 3 years: Less than 7 years: Less than 10 years: More than 10 years: Please indicate how long your company has been active in the markets and industry segments addressed by this RFP: Less than 1 year: Less than 3 years: Less than 7 years: Less than 10 years: More than 10 years: How many lawsuits have been filed against the proposing vendor over the history of the company? Is it TRUE there is NO litigation pending, and NO judgments outstanding, against the proposing vendor in any jurisdiction? - If NO, please describe the litigation or judgement in more detail in the Response column. Vendor Financial Profile: Is the firm responding to this RFP a public firm? - If the response to the previous question is "YES", please enter the stock exchange and symbol of the responding firm in Column C: Is it TRUE the proposing vendor has NOT received any large cash inflows from sources unrelated to software sales. Examples include stock sales, asset sales, and loans. - If NO, please use the Response column to describe large cash inflows that are not related to software sales. Enter your firm's CURRENT Balance Sheet Data: Cash & Cash Equivalents: Other Current Assets: Current Liabilities: Total Debt owed: Quick ratio (current assets - current liabilities): Enter your firm's CURRENT Year-to-Date Results: Total Revenue: Total Profit: Software License revenue: Software Services revenue: Support/Maintenance revenue: Hardware revenue: Enter your firm's Last Year Ending Results: Total Revenue:
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$0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Total Profit: Software License revenue: Software Services revenue: Support/Maintenance revenue: Hardware revenue: Enter your firm's Prior Year Ending Results: Total Revenue: Total Profit: Software License revenue: Software Services revenue: Support/Maintenance revenue: Hardware revenue: If asked, is the proposing vendor willing and able to provide audited (certified) financial statements for the last two fiscal years? Please indicate the average percentage of your company's resources (people and money) that are dedicated to new product development instead of existing product support? Less than 10%: 11 up to 25%: 26 up to 35%: 36 up to 50%: 51 up to 75%: (Return to TOP) Vendor & Staff Certifications: Will at least one member of the implementation team managing the proposed project on a daily basis be a Project Management Institute (PMI) certified Project Management Professional (PMP)? Will at least one member of the implementation team managing the proposed project on a daily basis be a Microsoft Certified Systems Engineer (MCSE)? Has your firm been certified at a specific Capabilities Maturity Model level? Please indicate the SEI CMM Level your firm is currently certified at: NO Certification: CMM Level 0 - No QC standardization: CMM Level 1 - Informal QC standards: CMM Level 2 - QC planned and monitored: CMM Level 3 - Well defined QC: CMM Level 4 - Quantitatively controlled QC: CMM Level 5 - Continuously improving QC: Is your firm currently certified at SEI People Capability Maturity Model (PCMM) Level 2?
$0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 N
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N N N N N N N N N
Is this product's developer ISO 9000 certified? Is your firm currently ISO 9001:2000 certified? The Customer requires the Contractor to demonstrate quality of past performance. This must be done by providing at least 5 references, of which at least 2 are similar to the Customer. If you are supplying references at this time enter a response of YES and click the "References" Tab to enter references. (Return to TOP) Project Management Capabilities: Although this phase of the project will be conducted jointly by the Customer and the vendor this contract may be awarded to, the Customer requires the vendor to play a lead role in managing the day-to-day activities of the project. The Customer will maintain overall responsibility for management of the project through a management team director appointed by the Customer. The vendor will provide Project Status Reports to the Customer management team director appointed by the Customer. Will an implementation team dedicated solely to the Customer's project be provided by the proposing vendor? Do you employ a refined, tried-and-tested system development and implementation methodology? If "YES", please describe this methodology fully in the "Vendor Explanation" column.
N N
Will at least one member of the dedicated implementation team managing the proposed project on a daily basis be a Project Management Institute (PMI) certified Project Management Professional (PMP)? Please list the members of the dedicated implementation team to be provided. Use the cell in the "Response" column. Project Team Resumes: The Customer requires a resume in MS Word format for each member of the Project Team that will be assigned in the event a contract is awarded. Please include a ZIP file containing these resumes with your response to this RFP, and place the filename of this ZIP file in the "Response" column.
vendor_resumes.zip
Project Schedule: An implementation schedule for the proposed system, including delivery dates, implementation milestones, task relationships and dependencies, and a timeline. Please include this on a separate document, in either Word or Excel format, and place the filename of this document in the "Response" column.
vendor_sched.doc
Please indicate where the dedicated consulting team members will be located: On-site at the Customer location: In the Vendor LOCAL office: In the Vendor REMOTE office: BOTH Customer site and Vendor office: (Return to Top) N N N N The features and functions listed in this section, and the corresponding vendor responses to each, apply globally to all components of the proposed ERP software.
SYSTEM GLOBAL ISSUES
11 criteria in this section (Return to Top) Operating System Support: 174 criteria in this section (Return to TOP) Networks Supported: 31 criteria in this section (Return to TOP) System Fault Tolerance 7 criteria in this section (Return to TOP) Standards Supported: 28 criteria in this section (Return to TOP) Software Release Dates: 6 criteria in this section (Return to TOP) Scalability Issues: 2 criteria in this section (Return to TOP)
VENDOR DATA CENTER

If the proposed solution is presented as SaaS or Cloudbased, please respond to the following to indicate how your data center is organized:
Architecture: 11 criteria in this section Data Integrity Protection: 4 criteria in this section (Return to Top)
GENERAL REPORTING
Foundation Issues: 28 criteria in this section (Return to Top)
Reporting
48 criteria in this section
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SERVICE LEVEL REQUIREMENTS

In addition to the business processes mentioned elsewhere in this RFP, there are several special service functions that must be addressed on their own. These are Disputes Resolution, Disaster Recovery Planning (DRP), HelpDesk, Security, and Confidentiality. Each is described below. Please indicate your agreement and compliance by marking each with a YES response. 11 criteria in this section Dispute Resolution: (Return to TOP)
SERVICE LEVEL AGREEMENTS (SLAs)

The Client requires a comprehensive set of Service Level Agreements (SLAs) to monitor the execution of the outsourced business processes. At minimum, a detailed SLA for each business process and its applicable performance evaluation parameters, as mentioned in the Business Process Analysis section above, must be prepared by the ESP.
37 criteria in this section (Return to TOP)
EXTERNAL SYSTEM INTEGRATION

General: 60 criteria in this section External Web Services Integration: 9 criteria in this section (Return to Top)
WEB ENABLED FUNCTIONS

Cloud Configuration (True Cloud vs Hosted):

Is the proposed system a Cloud-based system that utilizes the following: Multiple-tenant, multiple database structure: Multiple tenant with shared database, multiple schema per tenant: Multiple-tenant with Shared database & shared schema: Is the proposed system setup to be a: single-tenant applications with isolated databases, running in their own application instance: multitenant, completely web-based application: Does the proposed Cloud system provide all customers with self-service applications? Does the proposed system offer all customers instant upgrades that are installed automatically when they are released? Does the proposed system provide a set of connectors to other cloud services in a secure environment? Is the proposing vendor a hosting Value Added Reseller (VAR) for the proposed system? Will the proposing vendor guarantee that you organization is always running on the latest version of the software? In the proposed system, will customizations be upgraded automatically?
NS NS NS NS NS NS
NS
NS
NS
NS NS -
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SOFTWARE USABILITY
USER INTERFACE
If the proposed system is capable of running on multiple dissimilar platforms, such as Linux and Windows, is the user interface consistent on all supported platforms, with only minor variations between the two?
NS -
Search Facilities: 8 criteria in this section (Return to Top)
USER DEFINED FEATURES

Customizable Online Help: 6 criteria in this section (Return to Top) Customizable Screens: 8 criteria in this section (Return to Top) Field-Level Customizations: 6 criteria in this section (Return to TOP)
TRANSITION PLANNING
Transition is defined as those tasks required to move the Client's operations, as defined elsewhere in this document, to the ESP's environment. A "discovery" or "due diligence" period may be required to review the Client's existing environment and procedures key information. 25 criteria in this section (Return to TOP)
CLIENT WEB INTERFACE

Since the vast majority of all contact with the Cloud will be over the web, it is critical the Web interface provided by the ESP be especially robust and dynamic. The ability of Client users to easily obtain information from, and provide information to, the Cloud system is of vital importance. 3 criteria in this section (Return to Top)
USER COMPATIBILITY
User Defined Fields 8 criteria in this section
(Return to Top) Online Help Issues 5 criteria in this section (Return to Top) Process Customization 4 criteria in this section (Return to Top)
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DASHBOARD FUNCTIONS
Dashboard Design: Does the proposed software provide a web-based design environment? Does the proposed software provide tools to facilitate ease of design and maintenance? Does the proposed software provide system components re-usable in multiple dashboards? Does the software provide WYSIWYG design mode? Does the proposed software provide structure mode for faster design without all data required? Does the proposed software provide the ability to undo? Does the proposed software provide the ability to record in design mode? Can the software provide the ability to Format templates for consistent look and feel? Does the proposed software provide facilities for embedding a Java development environment or Visual Studio or SDK? Does the proposed software support user-defined calculations using data not in data warehouse? Dashboard Layout: 4 criteria in this section Dashboard Presentation: 4 criteria in this section Alerting: 5 criteria in this section Analysis: 5 criteria in this section KPIs/Metrics: 4 criteria in this section Dashboard Interactivity: 8 criteria in this section Delivery:
7 criteria in this section Architecture: 11 criteria in this section (Return to Top)
GENERAL LEDGER
BASIC INFORMATION
Chart of Account (COA) Maintenance: 13 criteria in this section System Interfaces: 8 criteria in this section
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GENERAL LEDGER PROCESSING

Journal Entry Functions: 24 criteria in this section General Functions: 25 criteria in this section Period Closing Functions: 29 criteria in this section (Return to Top)
GENERAL LEDGER INQUIRIES

14 criteria in this section (Return to Top)
GENERAL LEDGER REPORTING

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NS NS
FIXED ASSETS
Basic Information Will the proposed software automatically change the depreciation method when an annual depreciation advantage is detected? Does the proposed system offer both "book" and "tax" depreciation calculation methods?
Does the proposed software automatically make the required General Ledger entries at the end of each accounting period Does the software provide the ability to track non-depreciating assets, including expensed items? Does the software provide the ability to define asset categories? Can the proposed system provide the ability to manage compliance issues (internal, external) Can the proposed system provide the ability to tie safety metrics (i.e. OSHA Rules, IEEE standards) to specific asset Can the proposed system provide the ability to import / export (& reconcile) asset data to external systems (to include tax liability) Asset Management 21 criteria in this section Asset Acquisition 7 criteria in this section Depreciation 12 criteria in this section Asset Lifecycle Management 5 criteria in this section (Return to Top)
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TIME & ATTENDANCE

COMPLIANCE ISSUES
USER DEFINED PROCESSES

OVERALL CAPABILITIES
TIME AND ATTENDANCE DATA CAPTURE

Does the software enable employees to attach NOTES to time entries? Does the proposed software enable users to enter the activity performed during a specific time range? Does the proposed system report average hourly employee pay rates in user defined periods without constraints?
Does the system automatically calculate the following: Vacation time accrued: Sick time accrued: Compensation time accrued: There are 35 more criteria in this section Attendance Tracking 10 criteria in this section (Return to Top) Scheduling Functions 24 criteria in this section Alerts & Messaging 10 criteria in this section (Return to Top)
NS NS NS -
3rd PARTY APPLICATION INTERFACES

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PAYROLL PROCESSING
Payroll System Basics: 4 criteria in this section (Return to Top) Tax Withholding Functions: 13 criteria in this section (Return to Top) Department Functions: 4 criteria in this section (Return to Top) Payroll Deductions: 7 criteria in this section (Return to Top) General Ledger Interface: 13 criteria in this section (Return to Top) PR Check Reconciliation: 2 criteria in this section (Return to Top) Payroll History Functions: 3 criteria in this section
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HUMAN RESOURCE MANAGEMENT

GENERAL 15 criteria in this section (Return to Top)
POSITION TRACKING & CONTROL

(Place an overview of the current or desired process here) EXAMPLE ONLY: A vacancy may be a new position, the same position as currently exists, or may be a position where job responsibilities have changed. The company needs to be able to update the current positions description or create a new position description. The system would automatically route the posting/job description for approval based on information entered on the posting/job description. If the job is a new position, the information would be routed to HR for an appropriate job title to be assigned. 48 criteria in this section
Place an Overview of the current or desired Recruitment and Hiring Procedure here. This overview of the desired or existing recruitment/hiring practices is to be provided to help all vendors obtain a better perspective of your needs. (PLACE YOUR PROCESS OR WORK DESCRIPTION HERE) Does the proposed software have the ability to automatically post job openings to a Web site? Does the software offer the ability to post job openings to the web according to a pre-defined job description template?
(Return to Top) POSITION MANAGEMENT 70 criteria in this section
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RECRUITMENT & HIRING
FS
NS
Does the proposed system utilize a user-defined posting template governing the field labels and information to be displayed to web visitors about a specific job posting (opening)? Can the proposed system posts internal jobs to company Internet site with effective dates. Can the proposed system posts external jobs to company Internet site with effective dates. Does the proposed software communicates automatically with job boards such as: Monster Hot Jobs CareerBuilder Americas Job Bank Various specialty boards Please expand on the proposed software's job opening posting function, in the Response column. What makes it save time? Exactly what is required? What skills are needed? Please indicate the methods a web visitors can respond to a job posting with: Fax Resume Only: Fixed Format Web Form Response: Free Form Web Response: Other: If "OTHER" is indicated in the previous question, please list that information in the Response column: Does the proposed system have the ability to scan resumes for automatic processing, storage and retrieval? Once scanned, can resumes be automatically routed to the appropriate department managers according to user-defined parameters? There are 16 more criteria in this section
NS
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NS NS NS N
NS
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(Return to Top) APPLICANT PROCESSING 76 criteria in this section
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EMPLOYMENT/EMPLOYEE DATA
Place an Overview of the desired Employment and Employee management functionality. (PLACE YOUR PROCESS OR WORK DESCRIPTION HERE) Employee Maintenance Issues Please examine the minimum acceptable Employee File (Table) data elements list shown below and indicate how the proposed system supports (will support) each data element: 122 criteria in this section
Employee and Employment Reporting/Inquiry 25 criteria in this section
NS N
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SALARY PLANNING BUDGETING

13 criteria under this heading - see more below
(Return to TOP) COMPENSATION Can the system provide complete employee compensation history. Can the system provide a mid-period salary change? If "Yes" is indicated in the previous question, please describe in the Response column: Does the proposed system provide the ability to establish and maintain salary ranges by : Grade Location Other: If "OTHER" is indicated in the previous question, please list that information in the Response column: Does the proposed system provide the ability to establish and maintain salary structure by : Grade Location Other:
NS NS NS
NS NS NS
If "OTHER" is indicated in the previous question, please list that information in the Response column: No limit to the number of steps in a salary progression. No limit to the number of salary grades. There are 30 more criteria in this section Place an Overview of current or desired Benefits Administration needs here. (PLACE YOUR PROCESS OR WORK DESCRIPTION HERE) Benefits Plan Maintenance 75 criteria in this section NS
NS NS
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EMPLOYEE RELATIONS:
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EMPLOYEE DEVELOPMENT
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BENEFITS ADMINISTRATION
(Return to TOP) Enrollment Capabilities Does the software provide multiple levels of security at all times during enrollment? Does the software provide facilities to allow access by multiple users under different plans? Does the software provide facilities to allow access by multiple users under different, customizable user interfaces? Please indicate if the proposed software provides the ability to create: Enrollment Forms: Annual benefits statements: Confirmation statements: Fact sheets: Other:
NS
NS NS NS NS NS N
If "OTHER" is indicated in the previous question, please list that information in the Response column: Does the software provide employee self service facilities for enrollment and maintenance? Does the software support default enrollment plans? Does the software restrict enrollment or changes in enrollment due to statutory considerations? Can the software establish payroll deductions based on plan enrollment? Can the software calculate employee eligibility for selected plans based on hours worked? Can the proposed system provide online benefits enrollment process for an employee? If "Yes" is indicated in the previous question, please explain in the Response column: Can the proposed system provide tools for benefits administrators to monitor enrollment process ? If "Yes" is indicated in the previous question, please explain in the Response column: (Return to TOP) Life Events: 57 criteria in this section
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Employee Data Maintenance 12 criteria in this section
Insurance 39 criteria in this section
Benefits Processing 16 criteria in this section
Benefits Accounting 4 criteria in this section
Public Sector Retirement Plans 22 criteria in this section
COBRA Support
NS NS NS NS NS NS
ERISA Support 2 criteria in this section
(Return to TOP) Paid Time Off: 29 criteria in this section
(Return to TOP) Benefits Reporting 15 criteria in this section Benefits Administration Desirable Functions. Is the proposed software capable of maintaining any number of plans? Ability to establish plans by userdefined rules with Effectivity dating? Does the system provide the ability to administer all health plans ? Does the proposed software provide functions to define rate, calculation, and deduction rules for each benefit program and plan? Can the proposed software perform automatic eligibility checking based on userdefined rules? Does the proposed software utilize userdefined participation rules, i.e., limits and maximums? Does the proposed software provide facilities for benefits enrollment data by type of benefit, coverage, and premium (if needed)? Dose the proposed software allow for the entry and tracking of leave information? Does the proposed software allow for the maintenance and tracking of employee retirement plan data? There are 34 more criteria in this section
NS
NS NS -
REPORTING & INQUIRY FUNCTIONS 2 criteria in this section
NON-RESIDENT ALIEN PROCESSING 6 criteria in this section
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HISTORICAL INFORMATION LOG

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LEARNING MANAGEMENT
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ORGANIZATIONAL CHARTS
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PERFORMANCE MANAGEMENT
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MANAGER SELF SERVICE

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EMPLOYEE SELF-SERVICE
Please indicate if the system provides the ability to use the Internet as a self service tool for updating employee personal information such as: Name Address & Phone Emergency contact information Life Changes (e.g., marriage, new child) Benefit Enrollment - Open Benefit Enrollment (new employee with restricted dates) Beneficiary Designations (Multiple, for different purposes) W-4 State withholding form Advanced earned income credit (W-5) Additional withholding amount Direct deposit sign-up Selected deduction elections, i.e., change frequency of savings account deposit: Other: If "OTHER" is indicated in the previous question, please list that information in the Response column:
Employees can view communications posted from administrators. Employees can access links that can launch: Documents (forms may be saved and/or printed). Web sites E-mails Does the system provide employess the ability to model their paycheck for changes including deductions, marital status, and exemptions. Does the system provide employess the ability to view their status and key dates. Does the system provide employess the ability to view company property assigned to them. Does the system provide employess the ability to view EEO/I9 information. Does the system provide employess the ability to view open jobs? There are 44 more criteria in this section
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OSHA & SAFETY

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COMPLIANCE REQUIREMENTS
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PURCHASE ORDER MANAGEMENT

GLOBAL FUNCTIONS:
Does the proposed software have the functionality needed to establish and maintain information concerning: - Vendors: - Commodities: - Commodity Coding (categorization): Does the proposed software offer the functionality needed to maintain and store Standards or Specifications for items to be acquired ("canned" or user created specifications)? Does the proposed system offer the functionality needed to maintain standard terms and conditions of purchases ("canned" or user created terms and conditions)?
NS NS NS NS
NS
Does the proposed software support the two-way and three-way matching of purchase orders, goods/services received, and vendor invoices, as required? Is the ability to attach imaged or scanned documents such as vendor invoices, etc., to a requisition or purchase order provided by the proposed system? (Return to Top)
NS
NS -
P.O. INTERFACE ISSUES:

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ePROCUREMENT INTERFACE ISSUES:

3 criteria in this section (Return to Top) Configuration Capability: 9 criteria in this section
(Return to Top) Purchase Requisition Interface: 3 criteria in this section
(Return to Top) Web-enabled Procurement Functions: 6 criteria in this section (Return to Top)
PURCHASE REQUISITION PROCESSING

(Return to Top) Requisition Workflow: 7 criteria in this section
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PURCHASE ORDER MAINTENANCE

Purchase Order Header: 11 criteria in this section
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P.O. LINE ITEM DATA:

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PURCHASE ORDER PROCESSING

8 criteria in this section (Return to Top) P.O. Printing 11 criteria in this section (Return to Top) P.O. Specific Receivings Processing: 19 criteria in this section (Return to Top) Purchase Inquiries: (Return to Top)
PURCHASING REPORTS
5 criteria in this section (Return to Top) General Reporting Capabilities: 14 criteria in this section (Return to Top) Standard Purchasing Reports: 28 criteria in this section (Return to Top)
CONTRACT ADMINISTRATION
(Return to Top) Contract Maintenance: 28 criteria in this section (Return to Top) Review & Approval Workflow: 18 criteria in this section
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Contract Monitoring: 30 criteria in this section
NS
(Return to Top) Contract History Logging: 23 criteria in this section (Return to Top) Contract Administration Reports: 14 criteria in this section
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ACCOUNTS PAYABLE
BASIC INFORMATION
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VENDOR MAINTENANCE
19 criteria in this section (Return to Top) Vendor Master File Maintenance: 58 criteria in this section
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AP CHECK PROCESSING
Does the proposed software fully support use of pre-numbered checks with full system control of check numbers, void checks, and reprinting functions? Does the proposed software fully support use of computer generated check numbers? Does the system have the ability to combine multiple invoices for payment with one check? Does the software handle manually written checks? Does the proposed software allow entry of checks by a remote branch? There are 5 more criteria in this section (Return to TOP)
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ACCOUNTS PAYABLE PROCESSING
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AP INQUIRY FUNCTIONS
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AP REPORTING
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INVENTORY MANAGEMENT
BASIC INFORMATION
System Interface: 5 criteria in this section (Return to Top)
ITEM MASTER INFORMATION

Lot Control: 7 criteria in this section
Item Cost Issues: Does the proposed Item Master file structure provide cost data elements for Labor? Is a data element made available in the proposed Inventory System for storing and tracking Outside Vendor costs? Does the proposed system provide a data element for General Overhead costs? Is a data element provided for Variable Overhead Costs? Does the proposed system provide a data element for Fixed Overhead Costs? There are 5 more criteria in this section Standard Cost Functions: 6 criteria in this section
Inventory Location Factors:
NS NS -
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INVENTORY ITEM PROCESSING:

Item Re-ordering Factors: 26 criteria in this section
Receivings Processing: 17 criteria in this section
Quality Check Facility: 5 criteria in this section
Material Issues: Can the proposed software automatically issue the standard number of components needed to fulfill a Manufacturing Order based on BOM information and the Mfg. Order Quantity? Inventory Adjustments: 4 criteria in this section
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INVENTORY ANALYSIS
ABC Analysis: 4 criteria in this section
Cycle Counting: 17 criteria in this section
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INVENTORY INQUIRY & REPORTING

Shortage Reporting: 2 criteria in this section On-line Inquiries: 14 criteria in this section
Standard Reports:
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BILL of MATERIALS (BOM) Processing

Basic BOM Information: 44 criteria in this section
(Return to Top) Bill of Materials Operations: 9 criteria in this section
Engineering Changes: 8 criteria in this section
Bill of Materials Inquiries 3 criteria in this section
Bill of Materials Reports: 5 criteria in this section
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PRODUCT COSTING
The Product Costing functions are those used to define and calculate the standard costs of inventory items utilizing cost information found in the inventory, bill of material (BOM), and routing master records.
Product Costing Setup: 8 criteria in this section
Product Cost Calculation Options: 13 criteria in this section
Product Costing Inquiries and Reports: 12 criteria in this section
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JOB COSTING
Job Cost Functions:
Does the software calculate and display the following for a specific labor type: - Actual Cost: - Standard Cost: - Cost Variance: Does the software calculate and display the following for a specific operation routing sequence: - Actual Cost: - Standard Cost: - Cost Variance: Please indicate if the software maintains the following "Work in Process" (WIP) labor costs as discrete and separate data elements to calculate the work order labor cost: - Setup Costs: - Direct Labor Costs: - Indirect Labor: - Rework Labor: - Inspection Labor: - Downtime Labor: - Fixed Overhead: - Variable Overhead: - Other (User defined): There are 10 more criteria in this section Job Costing Inquiries and Reports: 54 criteria in this section
NS NS NS NS NS NS NS NS NS NS NS NS NS NS NS -
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SALES FORECASTING
Basic Data: 11 criteria in this section
Sales Analysis: 4 criteria in this section
Processing Issues: 10 criteria in this section
Reporting Issues: 13 criteria in this section
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SALES LEAD MANAGEMENT

Lead Database: 13 criteria in this section
N N N N -
Lead Routing: Does the proposed software offer an automated lead qualification function? If available, please describe: Can the proposed software suggest the best suited sales process to follow based on an analysis of lead qualification data? If available, please describe: Does the proposed software offer the ability to create and display a "Qualification Checklist" based on Lead Type or Source for use by salespeople? If available, please describe: Does the proposed software offer an automated lead prioritization function? If available, please describe: There are 3 more criteria in this section
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SALES MANAGEMENT
User Defined Parameters: 4 criteria in this section
Opportunity Management 7 criteria in this section
Quote & Proposal Creation 1 criteria in this section
Sales Cycle Analysis 3 criteria in this section
Sales Coaching Functions: 3 criteria in this section
Sales Revenue Analysis: 3 criteria in this section
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MATERIAL REQUIREMENTS PLANNING
General: 53 criteria in this section
NS
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QUOTE PROCESSING
Quote Creation: 4 criteria in this section Contact History Log: 7 criteria in this section
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SALES ORDER PROCESSING

BASIC INFORMATION
Interfaces with other Applications: 12 criteria in this section
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ORDER DATA ELEMENTS:

Order Header Data: 11 criteria in this section
Order Line Item Data: 12 criteria in this section Line-item Level Messages: 8 criteria in this section (Return to Top)
CUSTOMER ORDER ENTRY:

Does the proposed Order Entry system provide fast, flexible, and easy-tounderstand procedures for ADDING, CHANGING, and DELETING sales orders?
Can NEW line items be added at all times up until the Packing Slip is printed? Does the proposed system allow access to the following INQUIRIES while entering an order: Customer file data Customer sales history showing the details of past orders. Inventory data, using an alpha search if needed Search for product availability by warehouse, and select products to be shipped from different warehouses in order to fill one order. Does the proposed software allow inquiries into a customer's order history during the entry of an order for that customer? 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 the proposed software prepare and print acknowledgements for the following: By Order number, at an operator's request Orders for delivery in the future Backorders Credit Help Orders There are 15 more criteria in this section
NS NS NS NS NS NS NS NS NS NS NS -
Customer Credit History Interface: 8 criteria in this section Sales Tax Calculation: 7 criteria in this section Online Sales Analysis: 8 criteria in this section Online Order Inquiries: 26 criteria in this section Order Status Reporting: 26 criteria in this section Shortage Reporting: 18 criteria in this section Backorder Processing: 6 criteria in this section Customer Material Tracking: 3 criteria in this section
PACKING SLIP PREPARATION:

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INVOICE PREPARATION:
Does the proposed software automatically interface with the inventory system to update Quantity-on-Hand, Quantity Committed, Quantity Backordered, and Inventory audit trails, for all items affected by an invoice? Does the proposed software calculate order due date and payment method based upon an order specific terms code? Can previously entered order comments be selectively printed on a specific invoice? Does the proposed software allow an invoice to be reprinted on demand? Does the proposed software allow selective printing of one invoice only? Are recurring invoices supported by the proposed software? Does the proposed software automatically post the total sale amount, sales tax amounts, invoice date, salesperson data, and customer data, to the Accounts Receivable module? Are user-defined" invoice formats supported by the proposed software?" There are 6 more criteria in this section
NS
NS NS NS NS NS NS NS NS NS NS NS
Accounts Receivable Interface: 23 criteria in this section (Return to Top)
PICKING LIST TOPICS:

WARRANTY ISSUES:
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RESOURCE REQUIREMENTS PLANNING:

General Information: Does the proposed software allow the entry of the "Standard" resources required to produce a unit of a given master schedule item? Does the proposed system use "Effectivity" dates to support seasonal and other time-phased changes in capacity? Does the proposed system use "Effectivity" dates to support the processing of time-phased changes of resource requirements? Does the proposed software provide the maintenance programs needed to fully identify the key production facilities or work centers in a Resource data base?
Does the proposed software allow for the entry and use of resource capacities such as: Direct Labor Hours Production capacity of a work center/machine in time Engineering Labor Hours Test Labor Hours Vendor capacity in units Vendor capacity in dollars There are 6 more criteria in this section
NS NS NS NS NS NS NS NS NS NS NS NS NS NS NS NS -
(Return to Top) Resource Planning: 5 criteria in this section Processing Techniques: 8 criteria in this section (Return to Top) Reporting Issues: 3 criteria in this section (Return to Top)
CAPACITY REQUIREMENTS
Basic Information: Does the proposed system allow for the maintenance of a "shop calendar" showing days a working or non-working? Does the proposes software allow user defined work center tables containing the number of people, machines, output, and daily labor hours, to be used in calculating load? Are the planning periods defined by the user? Does the proposed software allow the use of "Effectivity" dates in evaluating changes in future capacity? Does the software allow the concurrent use of differently sized planning periods within different date ranges? Does the proposed software both product mix and production volume planning horizons for each production cell? Does the software offer the ability to track the capacity of all work canters? Does the proposed system generate a "where-used" list of all operations using a specified Work Center? Does the proposed software generate Labor Requirements for an item based on the data found in each Work Center contained in a Routings file? Does the proposed system create and display a "Work Center Load Illustration" or similar output on the monitor? There are 18 more criteria in this section
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Routing Data: 29 criteria in this section Department Issues: Does the proposed system allow multiple work centers, made up of different machines, to be in a department? (Return to Top) Processing Issues: 26 criteria in this section (Return to Top) Capacity Requirements Reporting: 13 criteria in this section Procedural Reports: 5 criteria in this section (Return to Top) Tooling Information: 3 criteria in this section (Return to Top)
NS NS NS NS NS NS NS NS NS NS
MASTER PRODUCTION SCHEDULING

Basic Information: 21 criteria in this section (Return to Top) Interface Issues:: 5 criteria in this section (Return to Top) Processing Issues: Can the proposed system automatically provide order specific action messages when generating a master schedule? Can the proposed software "roll up" a simulated master schedule into the current "working" master schedule? Can the user set a schedule as "firm" through a specific date? Does the proposed software prepare flow authorizations for JIT produced items? Does the proposed system produce Manufacturing Orders for MRP produced items? Does the proposed software provide a report comparing Master Scheduled Production to Actual Production? Can the proposed software use: Customer Orders? Sales Forecast? The Greater of Sales Forecast or Customer Orders?
There are 8 more criteria in this section
NS NS NS NS NS NS NS NS NS NS NS NS -
(Return to Top) Reporting Issues: 17 criteria in this section (Return to Top)
SHOP FLOOR CONTROL

Basic Information: 28 criteria in this section (Return to Top) Interface Issues: 6 criteria in this section (Return to Top) Processing Issues: Does the system calculate labor needs for each work center based on the routing file data? Does the proposed software allow the rescheduling of work orders whenever one work order has been changed? Does the proposed software allow scheduling of a work center to be determined by: Labor hours and the number of people available? Maintenance hours and the number of machines available? Does the system provide shop order priority settings? Does the software prepare dispatch lists (shop schedules) by work center: Hard Copy Report On-line Inquiry Can the proposed software track order status according to the latest operation completed? Can the proposed system reschedule all orders in batch mode upon user request? Does the proposed software have the ability to reschedule an order after it has been changed? Is the "quantity on hand" balance updated when a shop order is marked "complete" or "finished" (or similar)? Is "quantity completed" updated at the end of one operation so that the next operation has a valid "beginning quantity" at the start? There are 35 more criteria in this section
(Return to Top) Shop Floor Performance Reporting: 8 criteria in this section (Return to Top)
SCRAP MANAGEMENT
Scrap Processing Setup: 5 criteria in this section Scheduled Production - Finished Goods Receivings Options: 5 criteria in this section Scrap History Inquiries and Reports: 35 criteria in this section (Return to Top)
ACCOUNTS RECEIVABLE
BASIC INFORMATION
8 criteria in this section AR Interfaces: 4 criteria in this section (Return to Top)
NS NS NS NS NS NS NS -
CUSTOMER MASTER FILE

AR TRANSACTION PROCESSING:
Cash Receipts Processing: Can the proposed software handle the processing of cash payments? Can the software support cash payments applied on account"?" Does the system automatically apply receipts to the oldest customer invoice first? Does the proposed software display the applied" amount of a check during receipts processing?" Can an NSF check be reversed completely, including Cash, Customer Totals, Accounts Receivables, and GL Distributions, in the proposed system? Can an NSF check be re-applied using the proposed software? Can the proposed software reproduce an invoice on demand, without creating duplicate AR and GL entries? There are 6 more criteria in this section
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AR INQUIRIES & REPORTS
Inquiry Functions: 6 criteria in this section Reporting Functions: 28 criteria in this section End-of-Month Processing & Reports: 7 criteria in this section (Return to Top)
CUSTOMER RELATIONSHIP MANAGEMENT (CRM)

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GLOBAL CRM FEATURES

41 criteria in this section (Return to Top) Calendaring & Scheduling: 5 criteria in this section (Return to Top) Data Interfaces: 7 criteria in this section (Return to Top) Remote/Mobile User Functions: 4 criteria in this section (Return to Top) Query Capabilities: 5 criteria in this section Return to Top
WEB PORTAL FUNCTIONS

41 criteria in this section Return to Top Web Site Integration Capabilities: 4 criteria in this section Return to Top Partner Relationship Management (PRM): 5 criteria in this section (Return to Top)
INQUIRY MANAGEMENT
Are user-defined Opportunity Codes used in the proposed software to identify and categorize business opportunities by method of generation? For example, a sales inquiry from a direct mailer, an affiliate inquiry from a web-site, and an upgrade request from an existing customer, are all different opportunity types. Can the proposed software provide an Opportunity Event Maintenance screen specific to the method of opportunity generation? Can the proposed software automatically assign responsibility for an event to a specific person or entity based on rules pre-defined by an authorized user? Can an authorized user define the Opportunity Type, i.e., a Web sales inquiry, a Customer Referral, etc., and the maintenance screen fields that will be used to collect information for each Opportunity of the type being defined? The specific source of the Opportunity, i.e., the specific Web page URL, the referring customer, etc., be captured and recorded? There are 3 more criteria in this section
NS
NS
NS
NS
NS NS
(Return to Top) Inquiry Maintenance: 12 criteria in this section (Return to Top) Sales Inquiry Qualification: 4 criteria in this section (Return to Top) Competitive Information: 7 criteria in this section (Return to Top) Sales Inquiry Routing: Can the proposed software automatically route sales leads to the appropriate staff member based on an analysis of lead data? If YES, please explain in more detail in the Response column. Does the proposed software provide the ability to manually assign a Lead, or activity associated with a specific Lead, to a sales person? Are user-defined codes designating the Account INDUSTRY category supported by the proposed software? Are user-defined codes designating the Account Type supported by the proposed software?
NS
NS
NS
Are user-defined codes designating the Account STATUS supported by the proposed software? (Return to Top) Account Maintenance Functions: 28 criteria in this section (Return to Top) Account Contact Maintenance: 25 criteria in this section (Return to Top) Organizational Charting: 8 criteria in this section (Return to Top) Contact History Log: 6 criteria in this section (Return to Top) User Defined Parameters: 3 criteria in this section Return to Top
NS -
QUOTE PROCESSING INTERFACE

(Return to Top) Quote Processing: 4 criteria in this section (Return to Top)
SALES ORDER PROCESSING INTERFACE:

Sales Coaching Functions: 3 criteria in this section (Return to Top) Sales Order Processing: 3 criteria in this section (Return to Top) Sales Cycle Analysis: 3 criteria in this section (Return to Top) Sales Revenue Analysis: 3 criteria in this section
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CUSTOMER SERVICE
WEB ENABLED FUNCTIONS
Does the proposed software provide full Web access to helpdesk staff members? Does the proposed software provide full Web access to duly authorized clients and/pr users? Can any user access the system using any of the major Web browsers from any location with Web access? Is the Web access password protected? If the proposed system is comprised of both PC-based and Web-based applications, is the user interface consistent on both platforms, with only minor variations between the two? If the proposed system is capable of running on multiple dissimilar platforms, such as Linux and Windows, is the user interface consistent on all supported platforms, with only minor variations between the two?
NS NS NS NS NS
NS NS NS
HelpDesk Staff Access: Is a helpdesk staff interface provided? Is a fully functional helpdesk staff access page set provided by the proposed system? Are fully functional helpdesk staff page templates that can be modified for integration into another Web site provided by the proposed system? Will the Web access pages provided allow helpdesk staff members to log new support calls (incidents) via any web-browser from any location with Web access? Will the Web access pages provided allow helpdesk staff members to view and update existing support calls via any web-browser from any location with Web access? There are 4 more criteria in this section
NS
NS
NS -
Client Access: 10 criteria in this section Return to Top
HELPDESK FUNCTIONS
Call Logging Screen: 27 criteria in this section Return to Top Automated Email Call Logging: 4 criteria in this section
Return to Top Call Processing: 24 criteria in this section (Return to TOP)
ESCALATION CAPABILITIES
NS NS NS NS NS -
INCIDENT MANAGEMENT
16 criteria in this section Return to Top
SERVICE CALL DISPATCH

INCIDENT TRACKING
8 criteria in this section Incident Reporting 3 criteria in this section (Return to Top)
RESOLUTION PROCESSING
Once determined, can a problem resolution be saved for use in the future? Can a problem resolution be Drilled Down" on by users to obtain more detailed information?" Can a Boolean search be initiated on any combination of prior resolution data fields in an effort to retrieve a workable resolution for a current problem? Can a problem resolution be sent via email or text to all service and sales reps? Can a problem resolution be automatically posted to a Web-based FAQ (Frequently Asked Questions) page by the proposed software? There are 8 more criteria in this section
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MARKETING MANAGEMENT
(Return to Top) Planning & Budgeting: 14 criteria in this section
(Return to Top) Marketing Results Tracking: 5 criteria in this section Marketing analytics: 7 criteria in this section (Return to Top)
NS NS NS NS
EMAIL MANAGEMENT
Email Marketing: 11 criteria in this section (Return to Top) Email Integration: 13 criteria in this section (Return to Top)
LEAD MANAGEMENT
(Return to Top) Lead Management: Can the proposed software provide the ability to capture leads from the following: Websites: Direct Mail Tradeshows Other: If "OTHER" is indicated in the previous question, please list that information in the Response column: Does the proposed software provide the ability to partner organizations so to increase conversion rates? Can the proposed software provide the ability to maintain a single source of enterprise lead information? There are 9 more criteria in this section
NS NS -
Segment and list management : 4 criteria in this section (Return to Top)
CAMPAIGN MANAGEMENT
Global Functions : 5 criteria in this section (Return to Top)
Marketing Event Calendar: 19 criteria in this section (Return to Top) Campaign Management: Can the proposed software provide the ability to execute marketing activities through all inbound and outbound interaction channels such as: Direct Mail Phone number Fax E-mail merge Short Message Service (SMS) Other: If "OTHER" is indicated in the previous question, please list that information in the Response column: Does the proposed software provide the ability to build customer relationships with dialog marketing that helps build on previous interactions ? Does the proposed system provide user the ability to personalize realtime offers through inbound marketing channels? Can the proposed software provide online marketing channels provide the following for email marketing: Plan Develop Execute Other: If "OTHER" is indicated in the previous question, please list that information in the Response column: There are 33 more criteria in this section
NS NS NS NS NS NS
NS
NS NS NS NS NS
(Return to Top) Trade promotion management : 16 criteria in this section (Return to Top) Search Engine Marketing (SEM): 13 criteria in this section (Return to Top) Web-based Lead (Inquiry) Forms : 5 criteria in this section (Return to Top) Loyalty management :
NS NS NS NS NS NS -
RESOURCE MANAGEMENT
(Return to Top) Marketing Resource Management : 10 criteria in this section (Return to Top) Traffic, Workflow, and Scheduling: 6 criteria in this section (Return to Top) Online Proofing, Review & Approval: Can the proposed software provide the ability to gather feedback on rough concepts for an ad campaign? Can the software provide user the ability to proof all creative components of a direct mail campaign? Does the software being proposed provide user the ability to review and select image comps for a brochure ? Does the proposed software provide user the ability to reply to the feedback from others? Does the proposed system provide the ability to archive feedback? Does the proposed system provide the ability to create action items from feedback? There are 4 more criteria in this section
(Return to Top) Time and Expenses Tracking: 18 criteria in this section (Return to Top)
ECOMMERCE
Web Site Development Resources
PHASED IMPLEMENTATION
The Customer requires a Phased implementation that follows the Phase Outline shown below:
PHASE I
Requirements Analysis All vendors responding to this RFP must include a thorough evaluation of the current state of the Customer's existing Web site and compile a detailed list of requirements for the new site. 18 criteria in this section
PHASE II
Detailed Design All vendors responding to this RFP must include a detailed design plan for the new site. 12 criteria in this section
PHASE III
Site Construction & Programming 16 criteria in this section
PHASE IV
Implementation & Training 12 criteria in this section (Return to Top)
GENERAL DEVELOPMENT TOOLS

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JAVA DEVELOPMENT TOOLS

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MULTI-MEDIA TOOLS
SITE MANAGEMENT TOOLS

Fraud Control Functions 4 criteria in this section Security Functions 6 criteria in this section Visitor and Traffic Analysis
WEB SITE HOSTING

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SHOPPING CART FUNCTIONS

44 criteria in this section Auxillary Services 9 criteria in this section (Return to Top)
WEB CONTENT MANAGEMENT

2 criteria in this section Content Creation Functions 12 criteria in this section Content Publishing Functions 21 criteria in this section Content Aggregation and Syndication 3 criteria in this section Metadata Generation 5 criteria in this section Search Functions 19 criteria in this section Navigation Structure 6 criteria in this section (Return to TOP)
DIGITAL ASSET MANAGEMENT:

Asset Capture Functions: 7 criteria in this section (Return to TOP) Asset Manipulation Capabilities: 5 criteria in this section
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DOCUMENT CAPTURE
DOCUMENT ENTRY
28 criteria in this section (Return to TOP) Scanning Capabilities: 16 criteria in this section (Return to TOP) OCR Capabilities: Is Optical Character Recognition (OCR) an integral part of the proposed software? Are all documents AUTOMATICALLY passed through the OCR during the entry or capture process, or must the user perform the OCR step discretely? Can the OCR facility be made to process just specific portions of the image (sometimes called Point & Shoot" or "Zone Capture" OCR), to identify text data that always appears in the same spot, and then have this data placed in a certain database field?" There are 4 more criteria in this section
NS
NS
NS
NS NS NS NS NS NS
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DATA PROCESSING:
18 criteria in this section (Return to TOP) Automated Indexing Capabilities: Can the proposed software index an entire column and all of it's entries? Does the proposed system support point & shoot" indexing, also known as "spot" or "zone" indexing?" Is "trigger" oriented indexing supported by the proposed system?" Is Indexing by Schedule supported by the proposed software? Is Indexing by Subject supported by the proposed software? Is Indexing by User-defined category supported by the proposed software? How many index (key) fields may be defined by the user? Name or describe the Search Engine used in the proposed system. Name or describe the search method used to retrieve document Profile information? Name or describe the Full Text Engine or method used by the system: Can reports export information? Does the proposed system allow user-definable report formats? There are 28 more criteria in this section
NS NS -
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DOCUMENT RETRIEVAL:
3 criteria in this section (Return to TOP) Search Functions: Does the proposed system offer a full text search function to retrieve documents with? Can the user fully define the field names, field types, field lengths, and whether or not the field is an index field used in document retrieval queries, in the database needed for each application? Are descriptive filenames of an extended length used to convey extra information about the contents of each document file? Can non-text content be queried? Can the proposed system support searches across multiple networks? Does the proposed software allow one search to be nested" within another search?" Does the proposed software include a sophisticated retrieval query engine that offers Boolean operators? Does the proposed software include a sophisticated retrieval query engine allowing user defined search variables? Can documents be searched for by author? There are 83 more criteria in this section
NS
NS
NS NS NS NS
NS
NS NS NS
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WORK FLOW PROCESSING:

General Features: 22 criteria in this section (Return to Top) User Interface: 21 criteria in this section (Return to Top) Process Design Tools: 19 criteria in this section (Return to Top) Process Definition Capabilities: Are pre-defined, built-in tasks provided by the proposed software for Looping:
Branching: Email: Is full sub-workflow (sub-process) support provided by the system being proposed? Can the workflow needed to address errors and omissions be modeled using the proposed software? Does the proposed system provide the ability to embed exception handling processes into the workflow being defined? Does the proposed system enable modeling multiple escalation workflows based on problem type? Is parameterized email creation and use fully supported by the proposed software? Is a full workflow simulation capability provided by the proposed software? Does the proposed system utilize distinct process instances (or versioning) where each individual parent process invocation will have its own, full, dedicated process instances? (i.e., will a process definition change affect work in progress?) Does the proposed software support Asynchronous Interaction with external third-party systems, i.e., can it initiate work in the external system then proceed onward without an acknowledgement or response from the other system? There are 25 more criteria in this section
NS NS NS NS NS NS NS NS
NS
NS
NS
(Return to Top) Electronic Forms Support: 13 criteria in this section (Return to Top) Routing Rules: 17 criteria in this section (Return to Top) Event Response Functions: 7 criteria in this section (Return to Top) Manual Activity Interface: Does the proposed software provide pre-defined process modeling tools for including manual activities such as decision making, data entry, information review, and other activities requiring human intervention? Can manual activities be assigned an icon of their own for use in a graphical process design process? Can manual activities be assigned to a job position, or employee group, rather than a specific person if needed? Can an electronic form(s) be setup to appear at each manual activity in the workflow process definition? There are 13 more criteria in this section
NS NS NS -
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BUSINESS INTELLIGENCE
END USER ENVIRONMENT
Please describe the proposed software's metadata (e.g. abstracts, themes, groups, reports, schedules, etc.) and how such metadata is made available to end-users and administrators. Does the proposed system enable end-users to create hyperlinks to external web pages? Please indicate which the types of elements the end-users may search for: Keywords: Data Fields: Columns: Tables: Reports: Subject Area: Other: If "OTHER" is indicated in the previous question, please list in Column C: Are end-users able to search locally, i.e., within their own archived data and reports? Are end-users able to search globally, i.e. within all or a subset of all enterprise-wide databases and reports? In the proposed software, can end-users view a subject directory that reveals the types of data that are available on an enterprise-wide basis, even if those users do not have full access to the data? Can end-users bookmark data for review in the future? There are 8 more criteria in this section
NS N N N N N N N
NS
NS
NS NS -
Workgroup Capabilities: 5 criteria in this section (Return to TOP)
DATA MODELING
Data Types: 5 criteria in this section Labels and Messages: 7 criteria in this section
XML Schema Facets: 15 criteria in this section Extended Facets: 18 criteria in this section Programmatic Facets: 4 criteria in this section Triggers and Functions: 4 criteria in this section (Return to TOP)
INHERITANCE ENGINE
DATA INTEGRATION
Integration Development Environment 18 criteria in this section Enterprise Connectivity 18 criteria in this section Metadata Management 14 criteria in this section (Return to TOP)
DATA QUALITY MANAGEMENT

4 criteria in this section Data Profiling Capabilities 23 criteria in this section Data Cleansing & Standardization 14 criteria in this section (Return to Top)
DATA MIGRATION
DATA GOVERNANCE
Does the propose product provide a rich & secure Graphical User Interface to manage data? Does the proposed system provide users authentication based on directory? Does the proposed software has the ability to create and manage branches and versions? Does the proposed system provide interactive tool for 3-way compare and merge? Does the proposed system provide hierarchical navigation in data models, view & edit objects? Does the proposed system provide ability to create/update/delete records? There are 19 more criteria in this section
NS
NS NS NS NS NS -
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HIERARCHY MANAGEMENT
LIFE CYCLE MANAGEMENT

Extraction, Transformation, & Loading (ETL)
The data Extraction, Transformation, and Loading (ETL) tool is an integral part of the data warehousing architecture that will be used by the data warehousing professional staff to model and create a target warehouse, extract data from multiple data sources, transform the data to make it accessible to business analysts, and load multiple target data marts.
General: 23 criteria in this section Data Format Diversity: 6 criteria in this section HUB & SPOKE Architecture: 6 criteria in this section Scalability & Performance: 11 criteria in this section
Automated Extraction, Transformation, & Load Functions 19 criteria in this section Data Cleansing Capabilities: It is very important that dirty source data is not loaded into the data warehouse. The system selected must have a very robust set of data cleansing tools to resolve inconsistencies in any dimension.
Does the proposed ETL software provide functions that can be used to apply procedural cleansing of source data? Does the proposed system provide a function to analyze and clean the source data, then resolve logical inconsistencies? Does the proposed system provide a Data Profiling tool that gives insight into the state of the source data before it is extracted? Please indicate if the proposed "Data Profiling" tool provides information about: Data Types: Dimensions: Measures: Primary Keys: Foreign Keys: Normalization: Other: If "OTHER" is indicated in the previous question, please list that information in Column C: There are 10 more criteria in this section
NS NS NS NS NS NS NS NS NS N
(Return to TOP) ETL Utilities Provided 39 criteria in this section (Return to TOP)
BI SYSTEM ADMINISTRATION
BI INFORMATION DELIVERY
ONLINE ANALYTICAL PROCESSING (OLAP)

27 criteria in this section OLAP Viewing Functions: 11 criteria in this section
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ON-DEMAND QUERYING & REPORTING

General: 36 criteria in this section Graphical Support: 12 criteria in this section (Return to Top)
ADVANCED QUERY AND REPORT FUNCTIONS

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MANAGED AUTOMATED REPORTING

General: Does the proposed software provide drill-down functionality to end-users when viewing automatically generated reports? Does the software provide drill-across functionality to end-users when viewing automatically generated reports? Does the software provide facilities to schedule the automated production of managed reports? Does the software provide facilities to schedule the automated distribution of managed reports? How are reports distributed to endusers? How are reports distributed to end-users? Can end-users schedule their own reports? Describe how end-users schedule their own reports. There are 10 more criteria in this section
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BUSINESS CONTINUITY PLAN

15 criteria in this section (Return to TOP) Data Conversion & Migration: 30 criteria in this section (Return to TOP) Cloud Administration:
SYSTEM CONFIGURATION:
(Return to Top) Enterprise Integration: 9 criteria in this section OLE/DDE Support: 9 criteria in this section Programming Interface: 29 criteria in this section (Return to Top)
SECURITY
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SaaS / CLOUD SECURITY

If the proposed solution is presented as SaaS or Cloudbased, please respond to the following to indicate how it can provides a secure environment for the Customer's content:
Core Application Security: Does the proposed system offer Folder level access restrictions for specific users and/or groups? Does the proposed system offer Document-level access restrictions for specific users and/or groups? Does the proposed system offer VeriSign Encryption and Secure Sockets Layer (SSL)? Does the proposed system offer Encryption and Secure Sockets Layer (SSL) via another provider? If responding YES to the previous question, please name that provider: Does the proposed system provide two-factor authentication? There are 13 more criteria in this section
N N N N
N -
Security Controls: 6 criteria in this section Security Management: 16 criteria in this section
GLOBAL FUNCTIONS
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FILE ACCESS RIGHTS

SYSTEM IMPLEMENTATION
Vendor System Methodologies: 6 criteria in this section System Implementation Practices: 4 criteria in this section (Return to Top)
SYSTEM SUPPORT
3 criteria in this section HelpDesk Availability: 4 criteria in this section On-Site Support: 13 criteria in this section (Return to Top)
SYSTEM PRICING
INITIAL ONE-TIME COSTS

Initial TOTAL License Cost: 3 criteria in this section TOTAL License Cost: Requirements Analysis: 3 criteria in this section TOTAL Requirements Analysis Cost: Installation: 3 criteria in this section TOTAL Installation Cost: Data Conversion: 3 criteria in this section
TOTAL Data Conversion Cost: Test and System Validation: 1 criteria in this section Initial Training: 1 criteria in this section TOTAL INITIAL ONE-TIME COSTS: Expansion Increment: 2 criteria in this section $0.00
ON-GOING COSTS
Per Transaction or Per Occurrence Costs: 3 criteria in this section On-going Monthly Costs: 3 criteria in this section On-going Yearly Costs: 3 criteria in this section Annual Software Support: 1 criteria in this section Annual Software Maintenance: 1 criteria in this section Additional Training 1 criteria in this section
TOTAL INITIAL PRICE:

The Total Price includes all costs pertinent to License Fees, Data Conversion, Software Installation, and Initial Training. Cost for Additional Training, Annual Support, and Annual Maintenance fees are NOT included in the Total Price above. They are in the Vendor Explanations column beginning in the Price Section. Response Ratios - Click the Ratio Name below for a Description (Return to Top)
System Name Display
WEIGHTED GRADE SCORE:
1.00
SUPPORTABILITY INDEX: ENHANCEMENT COST: VENDOR PROFILE SCORE: # FULLY SUPPORTED Capabilities: # YES Responses: # NOT SUPPORTED Capabilities: # NO Responses: # FREE ENHANCEMENTS Proposed: # PAID ENHANCEMENTS Proposed: # CONFIGURATION OPTIONS Proposed: # REPORTING TOOLs Proposed: # THIRD PARTY Add-Ins: Percentage FULLY SUPPORTED:
0.00
$0.00
0.00
0 312 27
0.29%
Percentage by CONFIGURATION OPTION :
0.00%
0.00%
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Copyright 1993 - 2013 Infotivity Technologies, Inc. & Gregory A. Lohr All Rights Reserved Vendors may respond to this RFP freely. Distribution and use of this RFP or any part thereof for any purpose by any party not duly licensed by Infotivity Technologies, Inc. is prohibited.
Copyright 1993 - 2006 Infotivity Technologies, Inc. & Gregory A. Lohr All Rights Reserved Vendors may respond to this RFP freely. Distribution and use of this RFP for any purpose by any party not duly licensed by Infotivity Technologies, Inc. is prohibited.
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EST solution with confidence! This easily customized RFP template contains e Mfg. ERP system selection requirements, enabling you to quickly identify your Then simply delete what is NOT needed to quickly create an RFP reflecting your needs. P template available with a complete Response Evaluation toolset for ndor RFP responses (vendor proposals) at the FUNCTIONAL, SUITABILITY, and evels. Enjoy the benefits of detailed Vendor Response Analysis, Weighted Grade ortability Index, Side-by-Side Feature comparisons, and Financial Ratio to help you select the the BEST solution quickly and easily!
View a List of Vendor Response Analysis Ratios To View the Response Scoring Facilities and Explanation of Weighted Grade and Supportability Scoring To View the Comparison and Evaluation Functions: Visit the Response Evaluation Tab For more detail information about this Discrete ERP RFP template Visit the Discrete ERP Web page.
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V Ex endo pla r na tio ns
Na
Me th
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Click where indicated in Column B to read all text.
$0.00
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Response Analysis Ratio Descriptions

The TOTAL of all Weighted Grade Scores calculated for each individual response in this RFP, other than those in the Vendor Global Issues and Pricing sections.
A measure of the potential support effort required to maintain the system over its projected lifespan. The total of all Paid Enhancement Costs entered when the response was PE. A measure of the vendor Capabilities Profile, based on the data collected in the Vendor Global Issues section. The number of proposed system questions eliciting a FULLY SUPPORTED response. The number of proposed system questions eliciting a YES response. The number of proposed system questions eliciting a NOT SUPPORTED response. The number of proposed system questions eliciting a NO response. The number of proposed system features based on FREE custom programming or scripting. The number of proposed system features based on PAID custom programming or scripting. The number of proposed system features based on Configuration Options such as setting in a parameter or INI file. The number of proposed system features based on Report Writing Tools. The number of proposed system features based on Third Party Products. A % measuring the number of Fully Supported Responses based on responses to software system questions only, i.e., no vendor, pricing, or support responses are utilized. A % measuring the number of Responses dependent on Configuration Options, Report Writers, or 3rd Party products, and is based on responses to software system questions only, i.e., no vendor, pricing, or support responses are utilized. A % measuring the number of Responses dependent on Custom Programming or Scripting, and is based on responses to software system questions only, i.e., no vendor, pricing, or support responses are utilized.
Su pp ort a Ind bilit ex y
WE IG H SC T E D OR E
Extremely accurate Weighted Grade Point and Suitability scores are cal this area of the RFP. A Weight value, also known as a Priority level, that indi be assigned to each specific feature criteria in column L. A Raw Score is ass columns M through U. The Weighted Score of a vendor response to a given Score of the response selected by the vendor times the Weight assigned to t The Supportability Index is a measure of the RISK inherent in each vend supplied as Fully Supported (FS) "out of the box" presents musch less risk th Party" product. A vendor proposal that has a large number of features suppli Tool" has a much higher RISK of not ever getting done or working properly, th Supportability Index measure this Risk, and is automatically calculated based PLEASE NOT: These Calculations are Totally Seperate from the Importa
See "Documentation" for More Weighted Grade Scoring Details See "Documentation" for More Supportability Index Scoring Details
IMPORTANT: These Columns Should Be HIDDEN and PASSWORD PRO
WE IG
HT (Pr ior ity )
System Name Display
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
1.00 1.00 1.00 3.00 7.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
1.00 1.00 1.00 3.00 7.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00 1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00
0.00
5.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
1.00 1.00 1.00 3.00 5.00
0.00
0.00
2.00
0.00
0.00
2.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
2.00 1.00 1.00 1.00 2.00 3.00 5.00 7.00 1.00
0.00 0.00
0.00 0.00
2.00 3.00
0.00
0.00
5.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00
0.00 0.00 0.00
0.00 0.00 0.00
1.00 1.00 1.00
0.00 0.00 0.00
0.00 0.00 0.00
1.00 1.00 1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00 0.00
0.00 0.00
1.00 1.00
0.00
0.00
1.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00
0.00 0.00
0.00 0.00
1.00 1.00
0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00 1.00 1.00
0.00 0.00 0.00
0.00 0.00 0.00
1.00 1.00 1.00
0.00 0.00 0.00
0.00 0.00 0.00
1.00 1.00 1.00
1.00
0.00
1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00 0.00
0.00 0.00
1.00 1.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00 1.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00 0.00
0.00 0.00
1.00 1.00
0.00 0.00 0.00
0.00 0.00 0.00
1.00 1.00 1.00
0.00 0.00 0.00
0.00 0.00 0.00
1.00 1.00 1.00
0.00 0.00
0.00 0.00
1.00 1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00 1.00
0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00 1.00 1.00
0.00
0.00
1.00
0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00 1.00 1.00
0.00
0.00
1.00
0.00 0.00
0.00 0.00
1.00 1.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00 1.00
0.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00 0.00 0.00
0.00 0.00 0.00
1.00 1.00 1.00
0.00 0.00 0.00
0.00 0.00 0.00
1.00 1.00 1.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00 1.00 1.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00
0.00
0.00
1.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00 1.00 1.00 1.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00
0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00 1.00 1.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00
0.00
0.00
1.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00
0.00 0.00
0.00 0.00
1.00 1.00
0.00 0.00 0.00
0.00 0.00 0.00
1.00 1.00 1.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00 1.00 1.00 1.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00 1.00 1.00 1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00 1.00
0.00
0.00
1.00
0.00 0.00
0.00 0.00
1.00 1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00 1.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00
0.00 0.00
0.00 0.00
1.00 1.00
0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00 1.00 1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00
0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00 1.00 1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00 1.00 1.00
0.00 0.00 0.00 0.00 0.00 1.00 1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00
0.00
0.00
1.00
0.00 0.00
0.00 0.00
1.00 1.00
0.00
0.00
1.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00 0.00 0.00
0.00 0.00 0.00
1.00 1.00 1.00
0.00
0.00
1.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00 1.00 1.00 1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00 0.00
0.00 0.00
1.00 1.00
0.00
0.00
1.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00 1.00
0.00 0.00 0.00
0.00 0.00 0.00
1.00 1.00 1.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00 1.00 1.00 1.00
0.0
0.00
0.00
1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00
0.00
1.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
1.00 1.00 1.00 1.00
0.00
0.00
1.00
0.00
System Name Display
TOTALS:
1.00
0.00
HT (Pr ior ity ) Fu ll S up po rt
En Paid ha nc em en t En FRE ha E nc em en t No tS up po rte d Co nfi gu rat ion
Re po rt T oo l
WE IG
Ye s
itability scores are calculated at the individual feature criteria level in a Priority level, that indicates how critical a feature is to project success, can n L. A Raw Score is assigned to each of the possible vendor responses in dor response to a given RFP question is calculated by multiplying the Raw he Weight assigned to that question and shown in the Weight column (I). . inherent in each vendor response. For example, a feature or function sents musch less risk than one supplied as a "Free Enhancement" or "3rd umber of features supplied as "Paid or Free Enhancements' and "Reporting e or working properly, thus impacting its true productivity and ROI. The atically calculated based on vendor responses similar to the Weighted score. perate from the Importance Level in Column F.
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coring Details
ex Scoring Details and PASSWORD PROTECTED Before Distribution to Vendors!
3rd
No
Pa
rty
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
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0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
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0.00 0.00 0.00 0.00 0.00
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0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
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0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00
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0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
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0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
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0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
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0.00
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0.00 0.00 0.00
0.00 0.00 0.00
0.00
0.00
0.00
0.00 0.00
0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
1.00
0.00
0.00
0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00
0.00
0.00
0.00 0.00 0.00 0.00
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0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
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0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00
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0.00
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0.00
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0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00
0.00
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3rd Pa rty
Vendor References
Please enter the contact data for organizations who have contracted with your firm to provide software systems similar to the one you are proposing . Include five current customer references, of which at least two must be in the same industry as the Customer. The Customer reserves the right to contact any of the references. Completion of this section is mandatory for advancement. Current Users: USER # 1 Organization Name Contact Name Title Address Address Email Phone Number USER # 2 Organization Name Contact Name Title Address Address Email Phone Number USER # 3 Organization Name Contact Name Title Address Address Email Phone Number USER # 4 Organization Name Contact Name Title Address Address Email Phone Number USER # 5 Organization Name Contact Name Title Address Address Email Phone Number
Accurately evaluate Vendor RFP Responses (proposals) with the wide array of vendor RFP Respo comparison tools included with this RFP Master Template, as illustrated below. Preparing the RF work, the other 70% is evaluating the resulting vendor responses to identify the best one for your Template includes facilities to automatically analyze a vendor response in terms of Suitability, Sup to provide you with the best information for making your acquisition. REDUCE System Evaluation Time, INCREASE Evaluation Accuracy, and STREAMLINE Sys
"APPLES-to-APPLES" COMPARISON of vendor RFP respons by extensive use of quantitative RFP questions and full ven Compare proposed system software features side-by-side faster the fully automated Color Comparison Chart matrix included charge. Click thumbnail on left to view a typical Sice-by-Side co
AUTOMATED WEIGHTED GRADE POINT SCORING is a qua well a proposed software system matches up to your busin compares the overall total scores for each proposed system. T vendor responses except Pricing and Vendor Background. Click a sample 3-D Bar Chart comparison here.
FEATURE DELIVERY METHODS - This graph compares HOW deliver the proposed system. The bars show how much of each c to be delivered Fully Supported "out-of-the-box", how much w Report Writer, a Configuration option or 3rd Party product, and h Custom Programming & Scripting. Click thumbnail on left to Chart comparison here.
SUPPORTABILITY INDEX - A proposed software system could but once implementation begins the reality could be very differe system can be implemented and maintained over it's expected lif by the amount of custom programming and scripting required system. The Supportability Index is based on responses to Softw This graph compares the potential support effort inherent in eac thumbnail on left to view a sample full size.
SUPPORTABILITY INDEX - A proposed software system could but once implementation begins the reality could be very differe system can be implemented and maintained over it's expected lif by the amount of custom programming and scripting required system. The Supportability Index is based on responses to Softw This graph compares the potential support effort inherent in eac thumbnail on left to view a sample full size.
OVERALL COMPARISON - This graph compares the total proposed system along with its Supportability Index and assoc this when assessing the RISK of a proposed system and wheth indeed be implemented by the proposing vendor successfully. Cl to view a sample full size.
VENDOR PROFILE SCORES - This graph compares a score m expertise, capabilities, and other data collected in the Vendor G RFP. The Vendor Profile Score provides a way of assessing the proposing vendor. Click the thumbnail on left to view a sample
The RFP Master automaticall analyzes the vendor response to calculate the following Response Ratios. These ratios are very important since they provide a valuable quantitative insight into each vendor's response (proposal). For example, a proposal with a high Weighted Grade Score achieved through heavy customization has a much higher Risk factor than one with the same score based on its standard "out-of-thebox" features This will be reflected in both the "SUPPORTABILITY INDEX" and the "Percentage by CUSTOM CODE/SCRIPTING".
The TOTAL of all Weighted Grade Scores calculated for each individual response in this RFP, other than those in the Vendor Global Issues and Pricing sections. A measure of the potential support effort required to SUPPORTABILITY INDEX: maintain the system over its projected lifespan. WEIGHTED GRADE SCORE: ENHANCEMENT COST: The total of all Paid Enhancement Costs entered when the response was PE.
VENDOR PROFILE SCORE: # FULLY SUPPORTED Capabilities: # YES Responses: # NOT SUPPORTED Capabilities: # NO Responses:
A measure of the vendor Capabilities Profile, based on the data collected in the Vendor Global Issues section. The number of proposed system questions eliciting a FULLY SUPPORTED response. The number of proposed system questions eliciting a YES response. The number of proposed system questions eliciting a NOT SUPPORTED response. The number of proposed system questions eliciting a NO response.
The number of proposed system features based on FREE # FREE ENHANCEMENTS custom programming or scripting. Proposed: # PAID ENHANCEMENTS Proposed: # CONFIGURATION OPTIONS Proposed: # REPORTING TOOLs Proposed: # THIRD PARTY Add-Ins: The number of proposed system features based on PAID custom programming or scripting. The number of proposed system features based on Configuration Options such as setting in a parameter or INI file. The number of proposed system features based on Report Writing Tools. The number of proposed system features based on Third Party Products. A % measuring the number of Fully Supported Responses based on responses to software system questions only, i.e., no vendor, pricing, or support responses are utilized.
Percentage FULLY SUPPORTED:
A % measuring the number of Responses dependent on Configuration Options, Report Writers, or 3rd Party Percentage by products, and is based on responses to software system CONFIGURATION OPTION questions only, i.e., no vendor, pricing, or support : responses are utilized. A % measuring the number of Responses dependent on Custom Programming or Scripting, and is based on responses to software system questions only, i.e., no vendor, pricing, or support responses are utilized.
array of vendor RFP Response evaluation and d below. Preparing the RFP is only 30% of the ntify the best one for your needs. This RFP Master e in terms of Suitability, Supportability, and Risk, all
y, and STREAMLINE System Implementation !
RETURN TO RFP
ON of vendor RFP responses (proposals) is assured RFP questions and full vendor response validation. features side-by-side faster and more accurately with on Chart matrix included with this RFP at no extra iew a typical Sice-by-Side comparison.
POINT SCORING is a quantitative measure of how matches up to your business priorities. This graph or each proposed system. This Score is based on all d Vendor Background. Click thumbnail on left to view here.
This graph compares HOW each vendor is planning to ars show how much of each competing system is going ut-of-the-box", how much will be delivered using the n or 3rd Party product, and how much is dependant on Click thumbnail on left to view a sample 3-D Bar
osed software system could look very good on paper, reality could be very different. The ease with which a intained over it's expected life is controlled in large part ming and scripting required to build & maintain the based on responses to Software System Features only. upport effort inherent in each proposed system. Click full size.
osed software system could look very good on paper, reality could be very different. The ease with which a intained over it's expected life is controlled in large part ming and scripting required to build & maintain the based on responses to Software System Features only. upport effort inherent in each proposed system. Click full size.
graph compares the total Weighted Score of each pportability Index and associated Vendor Profile. Use proposed system and whether or not the system can osing vendor successfully. Click the thumbnail on left
s graph compares a score measuring the background, a collected in the Vendor Global Issues section of the ides a way of assessing the Capabilities PROFILE of a nail on left to view a sample full size.
ulate the following rovide a valuable ample, a proposal zation has a much ndard "out-of-theY INDEX" and the
OTHER RESOURCES AVAILABL
SAVING CHECKLISTS:
Non-Mfg ENTERPRISE RESOURCE PLANNING - Identify problems in all organization AP, Payroll, Purchasing, Inventory, W Sales Order Processing, Job Cost, Q of Sale (POS), Time and Attendance
REQUEST FOR PROPOSAL TEMPLATES:
RFP MASTER TEMPLATE LIST - Choose from a wide variety of Ready matching Vendor RFP Response (Pr matrices.
DEMONSTRATION SCRIPTS:
SYSTEM DEMO SCRIPT LIST - Choose from a wide variety of softw scripts with full response scoring fu
Copyright Infotivity Technologies, Inc.
Copyright 1993 - 2007 Infotivity Technologies, Inc. &
Gregory A. Lohr
gies, Inc.
ES AVAILABLE
Copyright 1993 2007 Infotivity Technolog ies, Inc. & Gregory A. Lohr
s in all organization processes for GL, AR, hasing, Inventory, Warehouse Management, essing, Job Cost, Quote Preparation, Point me and Attendance (T&A)
ide variety of Ready-to-Use RFPs and RFP Response (Proposal) evaluation
ide variety of software demonstration esponse scoring functions.

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Discrete Repetitive Manufacturing ERP Software System RFP Template 05-08-13

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Discrete ERP System RFP

- An explanation of the purpose of each worksheet in this RFP

ERP RFP TEMPLATE References

Infotivity Technologies, Inc.

uickly and easily.

n and comparison tools included with this RFP Template.

Go to the RFP here to see these features in action!

Infotivity Technologies, Inc.

Purpose Column Usage Row Maintenance Security

Column Column K Column Column L

ADDING A NEW QUESTION or STATEMENT:

WEIGHTED GRADE POINT SCORING:

SUPPORTABILITY INDEX (SI):

RESPONSE RATIO ANALYSIS

Percentage FULLY SUPPORTED:

Percentage by CONFIGURATION OPTION :

Percentage by CUSTOM CODE/SCRIPTING:

Grade Point Scoring

lity Index Scoring

NEW QUESTION or STATEMENT:

PROTECTION is turned OFF so you can make changes as needed.

D GRADE POINT SCORING:

TABILITY INDEX (SI):

d Enhancement) EE Enhancement) nfiguration Option) orting Tool) d Party product) Support)

The number of proposed system questions eliciting a NO response.

The number of proposed system features based on Report Writing Tools.

The number of proposed system features based on Third Party Products.

the "RESPONSE EVALUATION" tab for all COMPARISONS and EVALUATIONS

P, other than those in the Vendor Global

bal Issues section.

a parameter or INI file.

system questions only, i.e., no vendor,

ers, or 3rd Party products, and is based es are utilized.

and is based on responses to software

ptional worksheet, or enter a our own free-form text, or you

tion of a Project Background Exceptions, Deficiencies, New

impact any evaluation scores need this worksheet you may

Contact Name 123 Any Street Room Number Code

Organization Name Mail Stop City, State/Prov, Postal

VENDOR GLOBAL ISSUES

System Name Display -

1993 Bill Jones N N N N N

SYSTEM GLOBAL ISSUES

VENDOR DATA CENTER

SERVICE LEVEL REQUIREMENTS

SERVICE LEVEL AGREEMENTS (SLAs)

37 criteria in this section (Return to TOP)

EXTERNAL SYSTEM INTEGRATION

WEB ENABLED FUNCTIONS

Cloud Configuration (True Cloud vs Hosted):

Search Facilities: 8 criteria in this section (Return to Top)

USER DEFINED FEATURES

CLIENT WEB INTERFACE

7 criteria in this section Architecture: 11 criteria in this section (Return to Top)

GENERAL LEDGER PROCESSING

GENERAL LEDGER INQUIRIES

GENERAL LEDGER REPORTING

TIME & ATTENDANCE

USER DEFINED PROCESSES

TIME AND ATTENDANCE DATA CAPTURE

3rd PARTY APPLICATION INTERFACES

(Return to Top) Payroll Reports: 7 criteria in this section (Return to Top)

HUMAN RESOURCE MANAGEMENT

POSITION TRACKING & CONTROL