X
Browse RFP templates
Visit the TEC store for RFP templates that can save you weeks and months of requirements gathering, and help ensure the success of your software selection project.
Browse Now


Compare Software Solutions
Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 how to rfp outline


5 Common Hurdles During the ERP Selection Process-And How You Can Avoid Them
With so many different enterprise resource planning (ERP) applications on the market, selecting the right solution can be extremely time-consuming and daunting.

how to rfp outline  clear path and on how or when to move forward, the ERP selection process may take longer than it should and possibly expose the business to unnecessary additional risk. •Putting Together an Effective Evaluation Team An ERP Selection project is not an IT decision; it is a business decision. As a result, in order to identify the right solution for the business, a team must be formed that represents all functions of the business. Furthermore, in order for an evaluation team to be successful, there needs

Read More


Browse RFP templates

Visit the TEC store for RFP templates that can save you weeks and months of requirements gathering, and help ensure the succes of your software selection project.

Browse Now
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

Compare Now

Business Intelligence (BI) RFI / RFP Template

Reporting and Analysis, Analytics, Data Warehousing, Workflow, Data Integration, Support, and System Requirements  

Evaluate Now

Documents related to » how to rfp outline

Ask the Experts: Data Purging and System Migration


One reader recently wrote in with this question: "... I wondered if you can point me at any related sites/groups/publications for more established users that discusses, for example migrating between ERP systems, purging ERP data, integrating data from acquired companies into ERP and PLM"We thought we’d take this on ourselves—but see the bottom of this post for more

how to rfp outline  items are stored and how items are converted. Converters are introduced as pairs or words with multipliers (e.g., hammers are purchased by packages of 12, but sold individually). Sample UoM conversions are “dozen to each” and  “gross to dozen,” “box24 to ea,” etc. In the migration process, the source quantity is converted to the target quantity, with a corresponding change to costs and re-order amounts. If the target quantity is not defined, the item will be rejected and have to be Read More

5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections


Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact, there are a number of common mistakes that organizations make. Failing to execute the selection process in an objective and structured fashion can be an expensive financial mistake—as well as a fatal hit to your professional reputation.

how to rfp outline  what to evaluate and how to evaluate in a structured manner. Beyond the software there are a number of other factors that also need to be considered. Some of the most important considerations are outlined on the following page. Alternative Software Deployment Models Over the last 5 years the business application software industry has gone through a transition (some claim “transformation”) moving toward new delivery models based on “software as a service”. A little history may help here. A Read More

Beware of Vendors Bearing Solutions


Hype has been a major factor in the recent downfall of some of the enterprise application industry's most illustrious players. This article presents some very simple things that you can do to prevent yourself and your company from being tomorrow's lead story in the industry trades.

how to rfp outline  desperately to figure out how to assure themselves and the companies for whom they work that every risk is at least recognized, if not eliminated. In many cases they are going about it the wrong way. The elimination of risk is not the result of a thicker RFP. Recommendations Without intending to outline a comprehensive evaluation process, there are some very simple things that you can do to prevent yourself and your company from being tomorrow's lead story in the industry trades: If you are going to hire Read More

Requirements Definition For Package Implementations


How do you go about defining the requirements of large package systems, particularly those with the all-encompassing scope of ERP, EAM, and CRM software, and still satisfy the needs to the project team, the user community, and executive management? It’s a balancing act rivaling the circus performer trying to keep all of the plates spinning at once. While it is difficult to say one aspect of a project plan is more important than another, accurately and completely defining the needs to be fulfilled by the software is critical to the overall success of the implementation and the longevity of software. This article outlines a logical process for defining the requirements and keeping the plates spinning.

how to rfp outline  profits, you now decide how to eliminate or, at least, minimize them. The biggest problem encountered in this phase is that project teams and users go hog wild. Let's face it; you are not painting a picture starting with a blank canvas. You already have a charcoal outline in terms of the solution provided by the package software that has been selected. You still need to stay within the lines and, as with colors, ensure that the requirements blend and integrate with each other. In this phase, you expect Read More

Medallia to Offer New Text Analytics Functionality to Its Customer Experience Management Suite


The best way to capture customer experience is without a doubt the ability to interpret real customer sentiment, which is reason enough for Medallia to include text analytics capabilities to its already well-known Customer Experience Management Suite (CEM). Points of note: this offering integrates fully with Medallia’s CEM solution. The vendor touts its ease of use, as well as the ability for

how to rfp outline  to Offer New Text Analytics Functionality to Its Customer Experience Management Suite The best way to capture customer experience is without a doubt the ability to interpret real customer sentiment, which is reason enough for Medallia to include text analytics capabilities to its already well-known Customer Experience Management Suite (CEM) . Points of note: this offering integrates fully with Medallia’s CEM solution. The vendor touts its ease of use, as well as the ability for users to acquire f Read More

The CIO’s Guide to Building a Mobile Device Management Strategy-And How to Execute On It


More and more workers are using smartphones and tablets to do their work—from anywhere at anytime. But managing these devices in the field can be difficult. Enterprise mobile device management (MDM) solutions are the answer to many of the issues caused by the rapid growth of mobile devices. See how MDM provides IT with a complete set of inventory, control, and reporting tools that make it easy to manage mobile devices wherever they are.

how to rfp outline  Mobile Device Management Strategy-And How to Execute On It More and more workers are using smartphones and tablets to do their work—from anywhere at anytime. But managing these devices in the field can be difficult. Enterprise mobile device management (MDM) solutions are the answer to many of the issues caused by the rapid growth of mobile devices. See how MDM provides IT with a complete set of inventory, control, and reporting tools that make it easy to manage mobile devices wherever they are. Read More

How to Unbalance Your Scorecard to Better Measure Business Performance


The Balanced Scorecard is one of the most popular methodologies for measuring business performance, with a view to enhancing it. First made popular in the early 1990s, this performance management framework was intended as a tool to provide managers with a more complete and “balanced” view of their organization’s performance by including nonfinancial metrics and key performance indicators (KPIs) in

how to rfp outline  of Performance Measurement and How to Avoid Them :   There are two keys to useful performance measurement: an emphasis on end-to-end business processes and a focus on the drivers of enterprise results. This might mean adjusting the fulcrum of your business performance measurement tools: Unbalance the scorecard. Do you have a story of balanced scorecard success or failure? I welcome your thoughts. Read More

Ariba to Leave Integration to Specialists


E-purchasing vendor Ariba chooses Tibco Software to integrate back-end programs.

how to rfp outline  to Leave Integration to Specialists Event Summary Business-to-business E-purchasing company Ariba Inc. (Nasdaq: ARBA) has selected software tool maker Tibco Software Inc. (Nasdaq TIBX) to help Ariba's customers connect their backend enterprise systems to the Ariba Network. Ariba supplies its own software to connect its customers to systems by vendors such as SAP, PeopleSoft, Oracle and Baan, but according to Ariba VP Dave Rome, the use of specialists such as Tibco will be more efficient. Market Impact Read More

Want to Know How to Survive in a Down Economy? Then Look in Your Warehouse!


When I speak with distribution executives nowadays, they all say the same thing: “We are struggling to keep our heads above water because of the economy.” However, before the economy took a turn for the worse, they talked about low profit margins, high inventory levels with low turns, and an erosion of their profitability because of their warehouses. I am often forced to ask, “Is the economy

how to rfp outline  to Know How to Survive in a Down Economy? Then Look in Your Warehouse! When I speak with distribution executives nowadays, they all say the same thing: “We are struggling to keep our heads above water because of the economy.” However, before the economy took a turn for the worse, they talked about low profit margins, high inventory levels with low turns, and an erosion of their profitability because of their warehouses. I am often forced to ask, “Is the economy really that bad? Or, is your Read More

Key SCM Features to Look For (And Major Players to Look Out For)


Many CFOs, CTOs, supply chain managers, and logistics managers struggle to decide which supply chain management (SCM) software is best-suited to their organizational needs. It doesn’t help that there is an abundance (literally hundreds) of SCM solutions available on the market. Today, I’ll help you understand key SCM modules, and look at some key players with well established SCM solutions

how to rfp outline  SCM Features to Look For (And Major Players to Look Out For) Many CFOs, CTOs, supply chain managers, and logistics managers struggle to decide which supply chain management (SCM) software is best-suited to their organizational needs. It doesn’t help that there is an abundance (literally hundreds) of SCM solutions available on the market. Today, I’ll help you understand key SCM modules, and look at some key players with well established SCM solutions. Key SCM Features The core purpose of any SCM Read More

MessageClick to Provide Unified Messaging to RCN’s Business Clients


RCN has teamed up with MessageClick to provide its business-based users a complete suite of Unified Messaging tools including point-to-point e-mail, fax, and voice mail.

how to rfp outline  to Provide Unified Messaging to RCN’s Business Clients MessageClick to Provide Unified Messaging to RCN's Business Clients P. Hayes - June 9, 2000 Event Summary In May, MessageClick, a leading Unified Communications company, announced a partnership with RCN Corporation, a leading broadband services company, and one of the largest ISP's in the country, to provide messaging services to RCN's business customers. Market Impact RCN has teamed up with MessageClick to provide its business-based Read More

Using SumTotal Systems to Build a Structured Approach to Learning and Development


Murray Metals Group, an independent UK-based metal business, needed to develop a structured approach to learning across the organization and build a consistent learning program across all 20 geographical locations. Murray Metals Group chose SumTotal® Learning Management to act as a central learning management resource, thereby successfully establishing a learning and development capability within the organization. See how.

how to rfp outline  within the organization. See how. Read More

To ERP or Not to ERP, that Is the C-level Question


Whether your organization is looking to take the leap into an enterprise resource planning (ERP) system for the first time or seeking to add to the current ERP system’s functionality, your organization no longer must be bound to a one-size-fits-all ERP solution. One can pick and choose from the best of the best from ERP component vendors to fit your needs.

how to rfp outline  points can be high. However, the benefits an organization gains from adopting an interchangeable, component-based view of their overall system needs can far outweigh the potential downsides, or in Bard-speak, even though it may seem to some to be nobler to suffer through with a single ERP vendor’s solution, taking arms with the large cloud of component solutions available today to find your best-fit solution may indeed be the answer to the great ERP question. Read More

To BEA or Not to BEA: Is That the Question?


BEA Systems Inc., announced that twelve Business-To-Business and Enterprise Application Integration vendors have teamed with them to provide e-business solutions, as members of their BEA Professional Service Provider Program. These new providers span the United States and the EMEA (Europe-Middle East-Africa) markets, and will leverage their vertical market and e-business expertise to implement the BEA eLink™ suite.

how to rfp outline  BEA or Not to BEA: Is That the Question? To BEA or Not to BEA: Is That the Question? M. Reed - July 6, 2000 Event Summary BEA Systems Inc., announced that twelve Business-To-Business and Enterprise Application Integration vendors have teamed with them to provide e-business solutions, as members of their BEA Professional Service Provider Program. These new providers span the United States and the EMEA (Europe-Middle East-Africa) markets, and will leverage their vertical market and e-business expertise to Read More