Business Systems › System Screening & Selection

The goals of our independent evaluation process for identifying system solutions options include:

• Assist clients with identification and selection of an appropriate business system to meet their current and future needs.
• Help clients cost-justify expenditures and identify specific measures to track the benefit realization.

Key Features

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• Gain consensus of the needed requirements and priorities from stakeholders and show correlation of these to the overall business strategy and goals.
• Identify critical and unique business processes to assure the solutions can demonstrate their approach to these processes.

Deliverables & Approach

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• Guide your internal team through the process of determining system requirements, identifying and screening options, evaluating solutions using our structured approach, and selecting the final solution.
• Deliverables include — an overview of key business processes, an assessment of data and conversion issues, an evaluation framework tool, and a summary report of feature, function, technical, and cost considerations.
• May include defining, managing, and executing an implementation plan.

Plan

• Identify internal team of stakeholders for each functional area.
• Identify goals of each key area and opportunities for process improvements.
• Identify existing issues with data and current system weaknesses.

Identify

• Consider any specific technical criteria.
• Work with the stakeholders to determine a target budget.
• Conduct a search for industry-specific needs or other significant unique requirements.

Evaluate

• Communicate specific unique needs and scenarios to solution providers for consideration.
• Coordinate, schedule, and oversee demonstrations.
• Review functional and technical aspects of the solution, adding value by exploring often overlooked details.
• Follow up with vendors on open questions from demonstrations.
• Prepare a summary report on the evaluation.

Acquire

• Advise the client on pricing, licensing, support, and maintenance practices.
• Assist the client in negotiations and contracting provisions.
• Assist the client in management of the relationship with the software reseller.

Prepare

• Identify the internal implementation team and external resources.
• Determine the implementation team's time requirements, including alternatives for "back-filling" the team's day-to-day tasks.
• Work with the internal team and solution consultants to develop an implementation plan and timeline.

How We Work With You

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System selection projects are performed by a consultant, or a consultant team, who works closely with an internal team. We assess internal processes and activities to help guide and assist you in conducting an open objective search and evaluation to find an appropriate solution for your business.

Our goal is to become a valued member of your team — working with your people and your business to help you accomplish your goal of a timely and efficient system screening and selection process.

Results & Benefits

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• Process — We provide a process and approach allowing the project to proceed rapidly.
• Time — Our involvement reduces your internal team's time commitment.
• Technical — We are able to help you evaluate solutions from both a functional and a technical perspective.

For Further Information

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To discuss whether this service could benefit your business, please call us at 336.297.4200 or send us an e-mail to schedule a no-obligation consultation.