Business Systems ›

System Screening & Selection

Goal...

• 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.
• Provide an independent evaluation process for identifying system solutions options.

Key Features...

• 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 and Approach...

• 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...

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 a 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 and Benefits...

• 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...

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