Ready-to-Use RFP™ Outline

Enterprise Resource Planning (ERP) Software

The Enterprise Resource Planning RFP Master is very comprehensive, with many
hard-hitting questions targeting both normal and "exception case" business usage
and productivity situations. A detailed topic listing for this RFP Master is shown
below, followed by sample RFP questions and vendor response comparisons. Please
use our secure order page to purchase this RFP:
https://www.infotivity.com/buyrfp.html

FOUNDATION ISSUES
Purpose
General Background/Organization History
Desired System & Benefits
Project Summary/Definitions
RFP Limitations
Responsibility for Performance
Vendor/Bidder Interest & Commitment
Project Schedule
Vendor/Bidder Conference
Right to Negotiate/Cancel/Modify
……Plus Many Other Contract Management/Legal Topics!

VENDOR PROFILE
Time in Business
Financial Record
Product Development
R & D Resources
Support Resources
Implementation Resources
Project Management Resources
Installed Base
Training Resources
Custom Software Expertise
Online Help Functions
Distance Learning Facilities
 Ready-to-Use RFP™ Outline
Enterprise Resource Planning (ERP) Software

GLOBAL SOFTWARE CHARACTERISTICS

Maturity of Product
Architectural/OOP Issues
System Scalability
Server/Client OS Support
Database Support
Data Interface
Reporting Capabilities
Query Functionality
User-Defined Parameters
Documentation
Security
Application Interfaces
Programming Toolkit
3rd Party ERP Interface
Wireless Technology support

BUSINESS PROCESS SUPPORT

Customer Relationship Management (CRM)

Account Management
Contact Management
Opportunity Management
Event Management
Document & Knowledge Management
Competitor Information Management
Partnership Management
E-commerce Functions
Call Center Management
Sales Force Automation (SFA)
Customer Service
Help Desk

Sales Order Entry

Order Header Data Elements
Line Item Data Elements
Returns Processing
Direct Shipment Processing
UOM Conversion
Master Scheduling Interface
Sales History Logging
 Ready-to-Use RFP™ Outline
Enterprise Resource Planning (ERP) Software
Inventory Interface
Price Discount Calculation
Customer Master File Interface
Credit Information and Checking
Serial and Lot Number Processing
Telephone Inquiry Processing
Accounts Receivable Interface
Order Inquiries
Sales Tax Topics
Sales Analysis
Order Processing / Order Status Inquiries
Messaging
Reporting
Back Order Processing
Picking Slip Printing / Processing
Customer Invoicing
Invoice Posting
Traveler Sheet Preparation

Warehouse Management (WMS)

Inventory Item Data Elements
Inventory Allocation Methods
Advanced Warehouse Functionality
RF Task Performance & Management
MSDS & CERT Issues
EDI Transactions
XML Transactions
Supply Chain Event Management
Cycle Counting
Web Enabled Functionality
Product Allocation Strategies
Lot Control Issues
Serial Control Issues
Interleaving
Bin Locator System
Receivings Processing
Putaway
Picking Strategies
Picking
Packing
Shipping
Error Analysis
Routing Issues
Dock Appointment
Manufacturing Lines/Categories
 Ready-to-Use RFP™ Outline
Enterprise Resource Planning (ERP) Software
Work In Process (WIP)
Returns Processing
Damaged Goods Control
Stock Ownership
Storage & Task Charge Computations
Customer Reporting
Management Reporting

Procurement/Purchasing Management
Purchase Requisition Processing
Requisition Data Elements
Commodity Code Usage
Requisition Routing
Requisition Processing
Approved / Not-approved
Purchase Order Data Element
PO Line Item Data Element
Price & Discount calculations
Job / Shop Order / Term Codes
Unit of Measure (UOM) Issues
System Interfaces
Purchase Order Processing
Recurring Purchase Orders
EDI Capabilities / Interface
PO Printing
Receiving Processing Interface
Vendor Performance Reporting
Web-enabled Functions

Inventory Management
Inventory Item Maintenance
Item Data Elements
Lot / Serial Control
Unit of Measure issues
Cycle Counting
Re-order Points & EOQ
Warehouse Locations
Pricing & Discount calculation
Returns issues
Receiving Processing
Receiving Labels
Receiving Inquiries
General Inquiries
Reporting
 Ready-to-Use RFP™ Outline
Enterprise Resource Planning (ERP) Software

Manufacturing Execution System (MES)

Data Collection/Acquisition
Monitoring and Process Integration
Resource Allocation/Tracking/Dispatching
Detailed Operations Scheduling
Capacity Requirements Planning
MRP
Just-In-Time (JIT),
Inventory
Shop Floor Control
Batch & Lot Management
Production Unit Dispatch
Quality Management
Preventative Maintenance
Labor Management
Production Tracking
Performance Analysis

Material Requirements Planning (MRP)

Sales Order Processing interface
Inventory interface
Independent & Dependent Demand
Horizontal & Vertical Dependencies
Bill-of-Material (BOM) Processing
Capacity Requirements Planning
Exception Reports
Pegging

Manufacturing Resource Planning (MRPII)

Sales Order Processing interface
Inventory Management interface
Just-In-Time (JIT) topics
Bill-of-Materials Processing
Engineering Change Orders (ECO)
Master Scheduling
Capacity Requirements Planning
Material Requirement Planning (MRP)
Shop Floor Control
Production Planning & Control,

Human Resource Management (HRM)

 Ready-to-Use RFP™ Outline
Enterprise Resource Planning (ERP) Software
Payroll & Financial System Interface
Position Maintenance
Recruitment
Future Date Functions
Web-based Job Posting
Web-based Applications
Resume Routing
Applicant Tracking
Automated Letter generation
Employee Maintenance
Non-Resident Alien Processing
Attendance Tracking
Affirmative Action
Benefits Administration
Disciplinary Action
Employee Reporting

Legacy System Integration

E-COMMERCE FUNCTIONS:
Web Portal Functionalities
Chat Functions
Order Entry Capabilities
Prospect/Account Interfaces
Personalization
Visitor Specific Content
Click-through Analysis

SHOPPING CART
Transaction Security
Catalog Search
Transaction Processing
Security

CUSTOMER INTERACTIVITY
Visitor/Customer Parameters
Dynamic Page Generation
Security
Ease-of-Use Issues

ACCOUNTING FUNCTIONS
 Ready-to-Use RFP™ Outline
Enterprise Resource Planning (ERP) Software

General Ledger
Chart of Accounts Structure
Account Number/Code Generation
GL Account Attribute Options
Chart of Accounts Maintenance
Journal Entries
Transaction Posting functions/options
Budget/Revenue Class Code Relationships
Online Inquiry/Reporting
Standard Reports
Analysis/Report Writing

Budgeting
Budget Development Process
Budget Development Tools
Data Manipulation Features
What-If options
Budget History/Comparisons
Adjustement functions
Notification Messages
General Ledger integration
Controls/Audit Trail
Reporting/Inquiries

Fixed Assets
Asset Maintenance
Transaction entry
Depreciation
Reporting

Cost Accounting
Cost Coding format
Cost Allocation Maintenance
Project Maintenance
Transaction Processing
Management Issues
Standard Reports
Report Writer

Accounts Receivable
 Ready-to-Use RFP™ Outline
Enterprise Resource Planning (ERP) Software
Customer Master File Data Elements
Customer Master File Maintenance
Invoice/Credit Processing
Accounts Receivable Aging
Online Inquiry functions
Standard Reports
Report Writer

Accounts Payable
Vendor Master File Data Elements
Vendor Master File Maintenance
A/P Voucher Processing
A/P Aging & Reporting
Payment Processing
Checking Accounts/Checks
Inquiry functions
Standard Reports
Report Writer

Payroll
Employee Master File Data Elements
Employee Master File Maintenance
Automated Timesheets
Payroll Calculation
Tax Calculations & Deduction
Check Preparation / Processing
Labor Cost Distribution
IRS Reporting
Payroll & Regulatory Reports
Audit requirements
Standard Reports
Report Writer
Security Issues

INDUSTRY FOCUS
Automotive
Pharmaceuticals
Food & Beverage
Retail
Process Mfg.
Discrete Mfg.
 Ready-to-Use RFP™ Outline
Enterprise Resource Planning (ERP) Software
DOCUMENT MANAGEMENT
Imaging Standards supported
Computer Output to Laser Disk (COLD)
Disk Arrays & Scanners
Document Capture & Indexing
Automated Document Capture
Web Interface
OCR/HWR/IWR
Data processing
Security
Document Search & Retrieval
Version Control
Check In/Out
Annotations
Content Management
Functional Integration

WORKFLOW
Workflow Focus
Routing Methodologies
Routing Rules Definition
Structured Workflow
Unstructured Workflow
Routing Rules Definition
Visual Workflow capabilities
Multiple Libraries
Converging Workflows
Alien Document Support
Compound Documents
Connectivity & Integration
Web-enabled Functions
Audit Trail issues

IMPLEMENTATION

Conversion
Installation
Initial Training
On-going Training
Support
Help Desk Tools
 Ready-to-Use RFP™ Outline
Enterprise Resource Planning (ERP) Software

COST DATA

Initial One-Time Costs

Recurring Costs

RFP QUESTION EXAMPLES

Some sample questions typical for both the Word and Excel versions of the WMS
RFP are shown here. Although the same questions are used in both, please remember
there are some important differences between the Word and Excel versions. Only the
Excel version offers the Feature Support Matrix function, built-in Weighted Grade
Point Scoring and Side-by-Side vendor response comparisons such as the sample
shown. For more detailed information about the Excel version please visit this link:

http://www.infotivity.com/excel_rfp_samples.html

A sample from the SALES CYCLE ANALYSIS section:

Does the proposed software enable the user to present Sales Cycle Report information in
summary form via pie charts, bar charts, line drawings, or other pertinent charting method?
.
A sample from the SALES COACHING section:

Can Sales Coaching information content focused on the specific status of a given sales
opportunity be displayed on-screen?

WEIGHTED GRADE SCORE & FEATURE COMPARISONS:

Excel version only. Distribute RFPs and receive vendor RFP responses electronically.
Almost instantly compare vendor responses (proposals) side-by-side in detail or 3-D bar
chart form. Compare Weighted Grade Point Scores or Response Features (Release
Scroll button to view graphic).
 Ready-to-Use RFP™ Outline
Enterprise Resource Planning (ERP) Software

Compare vendor RFP responses side-by-side at the detail level using the
RFP Master Response Evaluation spreadsheet!
 Ready-to-Use RFP™ Outline
Enterprise Resource Planning (ERP) Software