RFP Manufacturing Erp Sample

Discrete
DiscreteManufacturing
ManufacturingEnterprise
EnterpriseResource PlanningSystem
ResourcePlanning System RFP
RFP
An
Anexplanation
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purposeofofeach
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RFP --
Select your next ERP solution with confidence! This RFP Template contains 5,678 requirements
standard criteria. The purpose of each Worksheet in this RFP is explained below. Most are prese
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 doc
evaluation and comparison tools included with this RFP Master are described in the Response Evaluation tab be
ERP RFP - this worksheet outlines the actual RFP criteria and response scoring. All vendor re
worksheet column to ensure FAST, EASY, and ACCURATE comparison! VERY EASY to customize!
References - 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 include
Copyright © 2019 Infotivity Technologies, Inc.

m
m RFP
RFP
--
5,678 requirements guaranteed to cover all industry

low. Most are present either to illustrate various RFP
ect requires.
s only in this RFP document. All the vendor RFP Response

ponse Evaluation tab below.
coring. All vendor responses are contained in just ONE

o customize!
easily.
mparison tools included with this RFP Template.

Obtain the BEST vendor proposal information possible! This RFP Master
more decision-making information than a traditional RFP. In addition to tra
Master Templates collect important decision making information such as HOW
the Delivery Method being utilized, and valuable Implementation Manag
enhancement cost. Note that this RFP Template provides both an optional
know HOW important a given feature is to your firm, and also a detailed WEI
assessing suitability to your needs. These facilities are illustrated below, and
pertinent vendor responses containing the full range of information
software decision possible.
Go to the RFP here to see these features in action!
See the ERP RFP tab to see these features in action!

e! This RFP Master Template is designed to collect much
FP. In addition to traditional feature availability data, all RFP
mation such as HOW a feature or function is being provided,
lementation Management information such as individual
s both an optional Importance Level column to let vendors
also a detailed WEIGHTED GRADE SCORING function for
ustrated below, and ensure you obtain the clearest, most
ge of information needed to make the most accurate
Copyright © 2019 Infotivity Technologies,
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2019 Discrete Manufacturing
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Enterprise Resource Planning (ERP)
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Software Request for Proposal (RFP)
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RESPONSE
TABLE of CONTENTS For a personalized webinar call 1-888-5
Introduction Select the BEST solution with confiden

Vendor Global Issues 5,678 Discrete Mfg. ERP system selection
System Global Issues actual needs. Then simply delete what is N
Vendor Data Center firm's specific needs.
General Reporting The only RFP template available with a
Service Level Requirements comparing vendor RFP responses (vendo
Service Level Agreements (SLAs) FINANCIAL levels. Enjoy the benefits of d
External System Integration Score, Supportability Index, Side-by-Si
Web Enabled Functions Analysis. All to help you select the BEST
Cloud Configuration
Software Usability
Transition Planning
Client Web Interface View Vendor
User Compatibility
Dashboard Functions View Response E
General Ledger
Fixed Assets View Dis
Time & Attendance
Attendance Data Capture Click Here to Buy
Scheduling Functions
Payroll Processing
Human Resource Management NOTE: All Price and Scoring Calcu
Position Tracking and Control - -
Position Management - -
Recruitment & Hiring - -
Applicant Processing - -
On-Boarding Functions - -
Employment/Employee Data - -
Salary Planning and Budgeting - -
Compensation - -
Employee Relations - -
Employment Development - -
Benefits Administration - -
Historical Information Log - -
Learning Management - -
Organizational Charts - -
Performance Management - -
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 - -
Artificial Intelligence / Machine Learning - -
Computer Vision - -
Intelligent Data Capture - -
Document Clustering - -
Semantic Technology - -
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 Organization Name

123 Any Street
Mail Stop - Room Number
City, State/Prov, Postal Code - -
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.
- -
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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. 1993
Enter into column C the name of the responding company's CEO, or, if
not a corporation, the current owner. Bill Jones
Please indicate how long your company's CEO or OWNER has been
-
with the company:
• Less than 1 year: N
• Less than 3 years: N
• More than 10 years: N
Please indicate how long your company has been in business under the
-
same ownership:
Please indicate how long your company has been active in the markets
and industry segments addressed by this RFP: -

How many lawsuits have been filed against the proposing vendor over
the history of the company? 0
Is it TRUE there is NO litigation pending, and NO judgments

outstanding, against the proposing vendor in any jurisdiction? N
- If NO, please describe the litigation or judgment in more detail in the

Response column.
-
Vendor Financial Profile: -
Is the firm responding to this RFP a public firm? N
- 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
N
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: $0.00
• Other Current Assets: $0.00
• Current Liabilities: $0.00
• Total Debt owed: $0.00
• Quick ratio (current assets - current liabilities): $0.00
Enter your firm's CURRENT Year-to-Date Results: -
• Total Revenue: $0.00
• Total Profit: $0.00
• Software License revenue: $0.00
• Software Services revenue: $0.00
• Support/Maintenance revenue: $0.00
• Hardware revenue: $0.00
Enter your firm's Last Year Ending Results: -
Enter your firm's Prior Year Ending Results: -
If asked, is the proposing vendor willing and able to provide audited
(certified) financial statements for the last two fiscal years? N
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%: N

• 11 up to 25%: N
• 26 up to 35%: N
• 36 up to 50%: N
• 51 up to 75%: N
-
(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)? N
Will at least one member of the implementation team managing the

proposed project on a daily basis be a Microsoft Certified Systems
Engineer (MCSE)? N
Has your firm been certified at a specific Capabilities Maturity Model

level? N
Please indicate the SEI CMM Level your firm is currently certified at: -
• NO Certification: N
• CMM Level 0 - No QC standardization: N
• CMM Level 1 - Informal QC standards: N
• CMM Level 2 - QC planned and monitored: N
• CMM Level 3 - Well defined QC: N
• CMM Level 4 - Quantitatively controlled QC: N
• CMM Level 5 - Continuously improving QC: N
Is your firm currently certified at SEI People Capability Maturity Model
(PCMM) Level 2? N
Is this product's developer ISO 9000 certified? N

Is your firm currently ISO 9001:2000 certified? N
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 N
"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?
N
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
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)? N
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: N
• In the Vendor LOCAL office: N
• In the Vendor REMOTE office: N
• BOTH Customer site and Vendor office: N
-
(Return to Top) -
SYSTEM GLOBAL ISSUES -
-
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.
-
11 criteria in this section -

-
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Operating System Support: -
-
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Networks Supported: -
-
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System Fault Tolerance -
-
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Standards Supported: -
-
(Return to TOP) -
Software Release Dates: -
-
(Return to TOP) -
Scalability Issues: -
-
(Return to TOP) -
VENDOR DATA CENTER -
If the proposed solution is presented as SaaS or Cloud-
based, please respond to the following to indicate how your -
data center is organized:
-
Architecture: -
-
Data Integrity Protection: -
-
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GENERAL REPORTING -
-
Foundation Issues: -
-
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Reporting -
-
-
(Return to TOP) -
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.

-
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. -

-
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EXTERNAL SYSTEM INTEGRATION -
-
General: -
-
External Web Services Integration: -
-
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WEB ENABLED FUNCTIONS -
-
-
(Return to TOP) -
Cloud Configuration (True Cloud vs Hosted): -
Is the proposed system a Cloud-based system that utilizes the following:
-
• Multiple-tenant, multiple database structure:

NS
• Multiple tenant with shared database, multiple schema per tenant:
NS
• Multiple-tenant with Shared database & shared schema:
NS
Is the proposed system setup to be a: -
• single-tenant applications with isolated databases, running in their
own application instance: NS
• multitenant, completely web-based application: NS

Does the proposed Cloud system provide all customers with self-service
applications? NS
Does the proposed system offer all customers instant upgrades that are
installed automatically when they are released? NS
Does the proposed system provide a set of connectors to other cloud
services in a secure environment? NS
Is the proposing vendor a hosting Value Added Reseller (VAR) for the
proposed system? NS
Will the proposing vendor guarantee that you organization is always

running on the latest version of the software? NS
In the proposed system, will customizations be upgraded automatically?

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: -
-
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USER DEFINED FEATURES -
-
Customizable Online Help: -
-
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Customizable Screens: -
-
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Field-Level Customizations: -
-
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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.

-
(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. -

-
(Return to Top) -
USER COMPATIBILITY -
-
User Defined Fields -
-
(Return to Top) -
Online Help Issues -
-
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Process Customization -
-
(Return to Top)
DASHBOARD FUNCTIONS -
-
Dashboard Design: -
Does the proposed software provide a web-based design environment?
NS
Does the proposed software provide tools to facilitate ease of design
NS
and maintenance?
Does the proposed software provide system components re-usable in
NS
multiple dashboards?
Does the software provide WYSIWYG design mode? NS
Does the proposed software provide structure mode for faster design
NS
without all data required?
Does the proposed software provide the ability to undo? NS
Does the proposed software provide the ability to record in design
NS
mode?
Can the software provide the ability to Format templates for consistent
NS
look and feel?
Does the proposed software provide facilities for embedding a Java
NS
development environment or Visual Studio or SDK?
Does the proposed software support user-defined calculations using
NS
data not in data warehouse?
-
Dashboard Layout: -
-
Dashboard Presentation: -
-
Alerting: -
-
Analysis: -
-
KPIs/Metrics: -
-
Dashboard Interactivity: -
-
Delivery: -
-
Architecture: -
-
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GENERAL LEDGER -
-
BASIC INFORMATION -
-
-
Chart of Account (COA) Maintenance: -
-
System Interfaces: -
-
-
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GENERAL LEDGER PROCESSING -
-
Journal Entry Functions: -
-
General Functions: -
-
Period Closing Functions: -
-
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GENERAL LEDGER INQUIRIES -
-
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GENERAL LEDGER REPORTING -
-
-
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FIXED ASSETS -
-
Basic Information -
Will the proposed software automatically change the depreciation
method when an annual depreciation advantage is detected? NS
Does the proposed system offer both "book" and "tax" depreciation
calculation methods? NS
Does the proposed software automatically make the required General

Ledger entries at the end of each accounting period NS
Does the software provide the ability to track non-depreciating assets,

including expensed items? NS
Does the software provide the ability to define asset categories?

NS
Can the proposed system provide the ability to manage compliance

issues (internal, external) NS
Can the proposed system provide the ability to tie safety metrics (i.e.
NS
OSHA Rules, IEEE standards) to specific asset
Can the proposed system provide the ability to import / export (&
NS
reconcile) asset data to external systems (to include tax liability)
-
Asset Management -
-
Asset Acquisition -
-
Depreciation -
-
Asset Lifecycle Management -
-
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TIME & ATTENDANCE -
-
COMPLIANCE ISSUES -
-
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USER DEFINED PROCESSES -
-
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OVERALL CAPABILITIES -
-
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TIME AND ATTENDANCE DATA CAPTURE -
Does the software enable employees to attach NOTES to time entries?
NS
Does the proposed software enable users to enter the activity performed
NS
during a specific time range?
Does the proposed system report average hourly employee pay rates in
user defined periods without constraints? NS
Does the system automatically calculate the following: -

Vacation time accrued: NS
Sick time accrued: NS
Compensation time accrued: NS
There are 35 more criteria in this section -
-
Attendance Tracking -
-
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Scheduling Functions -
-
Alerts & Messaging -
-
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3rd PARTY APPLICATION INTERFACES -
-
-
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PAYROLL PROCESSING -
-
Payroll System Basics: -
-
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Tax Withholding Functions: -
-
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Department Functions: -
-
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Payroll Deductions: -
-
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General Ledger Interface: -
-
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PR Check Reconciliation: -
-
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Payroll History Functions: -
-
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Payroll Reports: -
-
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HUMAN RESOURCE MANAGEMENT -
-
-
GENERAL -
-
(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
position’s 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

-
-
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POSITION MANAGEMENT -
-
-
-
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RECRUITMENT & HIRING -
-
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? NS
Does the software offer the ability to post job openings to the web
according to a pre-defined job description template? 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)? NS
Can the proposed system posts internal jobs to company Internet site
with effective dates. NS
Can the proposed system posts external jobs to company Internet site
with effective dates. NS
Does the proposed software communicates automatically with job

boards such as: -
• Monster NS
• Hot Jobs NS
• CareerBuilder NS
• Americas Job Bank NS
• Various specialty boards NS
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: NS

• Fixed Format Web Form Response: NS
• Free Form Web Response: NS
• Other: N
Does the proposed system have the ability to scan resumes for
automatic processing, storage and retrieval? NS
Once scanned, can resumes be automatically routed to the appropriate

department managers according to user-defined parameters?
NS
There are 16 more criteria in this section

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-
(Return to Top) -
APPLICANT PROCESSING -
-
-
(Return to Top) -
ON-BOARDING FUNCTIONS -
-
-
(Return to Top) -
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:
-
Employee and Employment Reporting/Inquiry -
-
(Return to Top) -
SALARY PLANNING BUDGETING -
13 criteria under this heading - see more below -
-
(Return to TOP) -
COMPENSATION -
Can the system provide complete employee compensation history.
NS
Can the system provide a mid-period salary change? N
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 NS
• Location NS
• Other: NS
Does the proposed system provide the ability to establish and maintain
salary structure by : -
• Grade NS
• Location NS
• Other: NS
No limit to the number of steps in a salary progression. NS

No limit to the number of salary grades.
NS
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-
(Return to TOP) -
EMPLOYEE RELATIONS: -
-
(Return to TOP) -
EMPLOYEE DEVELOPMENT -
-
(Return to Top) -
BENEFITS ADMINISTRATION -
-
Place an Overview of current or desired Benefits Administration
needs here. (PLACE YOUR PROCESS OR WORK DESCRIPTION
-
HERE)
-
Benefits Plan Maintenance -
-
(Return to TOP) -
Enrollment Capabilities -
Does the software provide multiple levels of security at all times during
enrollment? NS
Does the software provide facilities to allow access by multiple users

under different plans? NS
Does the software provide facilities to allow access by multiple users

under different, customizable user interfaces? NS
Please indicate if the proposed software provides the ability to create: -

• Enrollment Forms: NS
• Annual benefits statements: NS
• Confirmation statements: NS
• Fact sheets: NS
• Other: N
Does the software provide employee self service facilities for enrollment
and maintenance? NS
Does the software support default enrollment plans? NS

Does the software restrict enrollment or changes in enrollment due to
statutory considerations? NS
Can the software establish payroll deductions based on plan

enrollment? NS
Can the software calculate employee eligibility for selected plans based
on hours worked? NS
Can the proposed system provide online benefits enrollment process for
N
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

N
monitor enrollment process ?
If "Yes" is indicated in the previous question, please explain in the
Response column:
-
(Return to TOP) -
Life Events: -
-
Employee Data Maintenance -
-
-
Insurance -
-
Benefits Processing -
-
Benefits Accounting -
-
-
Public Sector Retirement Plans -
-
COBRA Support -
-
ERISA Support -
-
(Return to TOP) -
Paid Time Off: -
-
(Return to TOP) -
Benefits Reporting -
-
Benefits Administration • Desirable Functions. -
Is the proposed software capable of maintaining any number of plans? NS
Ability to establish plans by user defined rules with Effectively dating? NS
Does the system provide the ability to administer all health plans ?
NS
Does the proposed software provide functions to define rate, calculation,

and deduction rules for each benefit program and plan? NS
Can the proposed software perform automatic eligibility checking based

on user defined rules? NS
Does the proposed software utilize user defined participation rules, i.e.,
limits and maximums? NS
Does the proposed software provide facilities for benefits enrollment

data by type of benefit, coverage, and premium (if needed)?
NS
Dose the proposed software allow for the entry and tracking of leave
information? NS
Does the proposed software allow for the maintenance and tracking of
employee retirement plan data? NS

-
-
REPORTING & INQUIRY FUNCTIONS -
-
NON-RESIDENT ALIEN PROCESSING -
-
(Return to TOP) -
HISTORICAL INFORMATION LOG -
-
(Return to Top) -
LEARNING MANAGEMENT -
-
(Return to Top) -
ORGANIZATIONAL CHARTS -
-
(Return to Top) -
PERFORMANCE MANAGEMENT -
-
-
(Return to Top) -
MANAGER SELF SERVICE -
-
(Return to Top) -
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 NS
• Address & Phone NS
• Emergency contact information NS
• Life Changes (e.g., marriage, new child) NS
• Benefit Enrollment - Open NS
• Benefit Enrollment (new employee with restricted dates) NS
•Beneficiary Designations (Multiple, for different purposes) NS
•W-4 NS
•State withholding form NS
•Advanced earned income credit (W-5) NS
•Additional withholding amount NS
•Direct deposit sign-up NS
•Selected deduction elections, i.e., change frequency of savings
NS
account deposit:
• Other: NS
Employees can view communications posted from administrators.

NS
Employees can access links that can launch: NS

· Documents (forms may be saved and/or printed). NS
· Web sites NS
· E-mails NS
Does the system provide employees the ability to model their paycheck
for changes including deductions, marital status, and exemptions. NS
Does the system provide employees the ability to view their status and
NS
key dates.
Does the system provide employees the ability to view company
NS
property assigned to them.
Does the system provide employees the ability to view EEO/I9
NS
information.
Does the system provide employees the ability to view open jobs?
NS

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-
(Return to TOP) -
OSHA & SAFETY -
-
(Return to TOP) -
COMPLIANCE REQUIREMENTS -
-
(Return to Top) -
PURCHASE ORDER MANAGEMENT -
-
GLOBAL FUNCTIONS: -
-
Does the proposed software have the functionality needed to establish
and maintain information concerning: -
- Vendors: NS
- Commodities: NS
- Commodity Coding (categorization): NS
Does the proposed software offer the functionality needed to maintain
and store Standards or Specifications for items to be acquired ("canned"
NS
or user created specifications)?
Does the proposed system offer the functionality needed to maintain

standard terms and conditions of purchases ("canned" or user created
NS
terms and conditions)?
Does the proposed software support the two-way and three-way

matching of purchase orders, goods/services received, and vendor NS
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 NS
proposed system?
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(Return to Top) -
P.O. INTERFACE ISSUES: -
-
(Return to Top) -
ePROCUREMENT INTERFACE ISSUES: -
-
(Return to Top) -
Configuration Capability: -
-
(Return to Top) -
Purchase Requisition Interface: -
-
(Return to Top) -
Web-enabled Procurement Functions: -
-
-
(Return to Top) -
PURCHASE REQUISITION PROCESSING -
-
-
(Return to Top) -
Requisition Workflow: -
-
(Return to Top) -
PURCHASE ORDER MAINTENANCE -
-
Purchase Order Header: -
-
-
(Return to Top) -
P.O. LINE ITEM DATA: -
-
-
(Return to Top) -
PURCHASE ORDER PROCESSING -
-
(Return to Top) -
P.O. Printing -
-
(Return to Top) -
P.O. Specific Receivings Processing: -
-
-
(Return to Top) -
Purchase Inquiries: -
-
(Return to Top) -
PURCHASING REPORTS -
-
(Return to Top) -
General Reporting Capabilities: -
-
(Return to Top) -
Standard Purchasing Reports: -
-
(Return to Top) -
CONTRACT ADMINISTRATION -
-
(Return to Top) -
Contract Maintenance: -
-
(Return to Top) -
Review & Approval Workflow: -
-
(Return to Top) -
Contract Monitoring: -
-
-
(Return to Top) -
Contract History Logging: -
-
-
(Return to Top) -
Contract Administration Reports: -
-
-
(Return to Top) -
ACCOUNTS PAYABLE -
-
BASIC INFORMATION -
-
-
(Return to Top) -
VENDOR MAINTENANCE -
-
(Return to Top) -
Vendor Master File Maintenance: -
-
(Return to Top) -
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 NS
functions?
Does the proposed software fully support use of computer generated
check numbers? NS
Does the system have the ability to combine multiple invoices for
payment with one check? NS
Does the software handle manually written checks? NS

Does the proposed software allow entry of checks by a remote branch?
NS
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(Return to TOP) -
ACCOUNTS PAYABLE PROCESSING -
-
(Return to TOP) -
AP INQUIRY FUNCTIONS -
-
-
(Return to TOP) -
AP REPORTING -
-
-
(Return to Top) -
INVENTORY MANAGEMENT -
-
BASIC INFORMATION -
-
-
System Interface: -
-
(Return to Top) -
ITEM MASTER INFORMATION -
-
Lot Control: -
-
Item Cost Issues: -
Does the proposed Item Master file structure provide cost data elements
NS
for Labor?
Is a data element made available in the proposed Inventory System for
NS
storing and tracking Outside Vendor costs?
Does the proposed system provide a data element for General
NS
Overhead costs?
Is a data element provided for Variable Overhead Costs? NS
Does the proposed system provide a data element for Fixed Overhead
NS
Costs?
-
Standard Cost Functions: -
-
-
Inventory Location Factors: -
-
-
(Return to Top) -
INVENTORY ITEM PROCESSING: -
-
Item Re-ordering Factors: -
-
Receivings Processing: -
-
Quality Check Facility: -
-
Material Issues: -
Can the proposed software automatically issue the standard number of
components needed to fulfill a Manufacturing Order based on BOM NS
information and the Mfg. Order Quantity?
-
Inventory Adjustments: -
-
(Return to Top) -
INVENTORY ANALYSIS -
-
ABC Analysis: NS
-
Cycle Counting: -
-
(Return to Top) -
INVENTORY INQUIRY & REPORTING -
-
Shortage Reporting: -
-
On-line Inquiries: -
-
Standard Reports: -
-
(Return to Top) -
BILL of MATERIALS (BOM) Processing -
-
Basic BOM Information: -
-
(Return to Top) -
Bill of Materials Operations: -
-
Engineering Changes: -
-
Bill of Materials Inquiries -
-
Bill of Materials Reports: -
-
(Return to Top) -
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: -
-
Product Cost Calculation Options: -
-
Product Costing Inquiries and Reports: -
-
(Return to Top) -
JOB COSTING -
-
Job Cost Functions: -
Does the software calculate and display the following for a specific labor
type: -
- Actual Cost: NS
- Standard Cost: NS
- Cost Variance: NS
Does the software calculate and display the following for a specific
operation routing sequence: -
- Actual Cost: NS
- Standard Cost: NS
- Cost Variance: NS
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: NS
- Direct Labor Costs: NS
- Indirect Labor: NS
- Rework Labor: NS
- Inspection Labor: NS
- Downtime Labor: NS
- Fixed Overhead: NS
- Variable Overhead: NS
- Other (User defined): NS
-
Job Costing Inquiries and Reports: -
-
-
(Return to Top) -
SALES FORECASTING -
-
Basic Data: -
-
-
Sales Analysis: -
-
-
Processing Issues: -
-
-
Reporting Issues: -
-
-
(Return to Top) -
SALES LEAD MANAGEMENT -
-
Lead Database: -
-
Lead Routing: -
Does the proposed software offer an automated lead qualification
N
function?
If available, please describe: -
Can the proposed software suggest the best suited sales process to
N
follow based on an analysis of lead qualification data?
Does the proposed software offer the ability to create and display a
"Qualification Checklist" based on Lead Type or Source for use by N
salespeople?
Does the proposed software offer an automated lead prioritization
N
function?
-
(Return to Top) -
SALES MANAGEMENT -
-
User Defined Parameters: -
-
-
Opportunity Management -
-
-
Quote & Proposal Creation -
-
-
Sales Cycle Analysis -
-
-
Sales Coaching Functions: -
-
-
Sales Revenue Analysis: -
-
-
(Return to Top) -
MATERIAL REQUIREMENTS PLANNING -
-
General: -
-
(Return to Top) -
QUOTE PROCESSING -
-
-
Quote Creation: -
-
Contact History Log: -
-
(Return to Top) -
SALES ORDER PROCESSING -
-
BASIC INFORMATION -
-
Interfaces with other Applications: -
-
(Return to Top) -
ORDER DATA ELEMENTS: -
-
Order Header Data: -
-
Order Line Item Data: -
-
Line-item Level Messages: -
-
(Return to Top) -
CUSTOMER ORDER ENTRY: -
-
Does the proposed Order Entry system provide fast, flexible, and easy-
to-understand procedures for ADDING, CHANGING, and DELETING NS
sales orders?
Can NEW line items be added at all times up until the Packing Slip is
NS
printed?
Does the proposed system allow access to the following INQUIRIES
-
while entering an order:
Customer file data NS
Customer sales history showing the details of past orders. NS
Inventory data, using an alpha search if needed NS
Search for product availability by warehouse, and select products to
NS
be shipped from different warehouses in order to fill one order.
Does the proposed software allow inquiries into a customer's order
NS
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 NS
the salespeople?
Can the proposed software prepare and print acknowledgements for the
-
following:
By Order number, at an operator's request NS
Orders for delivery in the future NS
Backorders NS
Credit Help Orders NS
-
-
Customer Credit History Interface: -
-
Sales Tax Calculation: -
-
Online Sales Analysis: -
-
Online Order Inquiries: -
-
Order Status Reporting: -
-
Shortage Reporting: -
-
Backorder Processing: -
-
Customer Material Tracking: -
-
PACKING SLIP PREPARATION: -
-
(Return to Top) -
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 NS
invoice?
Does the proposed software calculate order due date and payment
NS
method based upon an order specific terms code?
Can previously entered order comments be selectively printed on a
NS
specific invoice?
Does the proposed software allow an invoice to be reprinted on
NS
demand?
Does the proposed software allow selective printing of one invoice only?
NS
Are recurring invoices supported by the proposed software? NS
Does the proposed software automatically post the total sale amount,
sales tax amounts, invoice date, salesperson data, and customer data, NS
to the Accounts Receivable module?
Are user-defined" invoice formats supported by the proposed software?"
NS
-
-
Accounts Receivable Interface: -
-
(Return to Top) -
PICKING LIST TOPICS: -
-
(Return to Top) -
WARRANTY ISSUES: -
-
-
(Return to Top) -
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? NS
Does the proposed system use "Effectively" dates to support seasonal

NS
and other time-phased changes in capacity?
Does the proposed system use "Effectively" dates to support the
NS
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 NS
Resource data base?
Does the proposed software allow for the entry and use of resource
-
capacities such as:
Direct Labor Hours NS
Production capacity of a work center/machine in time NS
Engineering Labor Hours NS
Test Labor Hours NS
Vendor capacity in units NS
Vendor capacity in dollars NS
-
(Return to Top) -
Resource Planning: -
-
Processing Techniques: -
-
(Return to Top) -
Reporting Issues: -
-
(Return to Top) -
CAPACITY REQUIREMENTS -
-
Basic Information: -
Does the proposed system allow for the maintenance of a "shop
NS
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 NS
hours, to be used in calculating load?
Are the planning periods defined by the user? NS
Does the proposed software allow the use of "Effectively" dates in
NS
evaluating changes in future capacity?
Does the software allow the concurrent use of differently sized planning
NS
periods within different date ranges?
Does the proposed software both product mix and production volume
NS
planning horizons for each production cell?
Does the software offer the ability to track the capacity of all work
NS
canters?
Does the proposed system generate a "where-used" list of all operations
NS
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 NS
file?
Does the proposed system create and display a "Work Center Load
NS
Illustration" or similar output on the monitor?
-
(Return to Top) -
Routing Data: -
-
Department Issues: -
Does the proposed system allow multiple work centers, made up of
NS
different machines, to be in a department?
-
(Return to Top) -
-
(Return to Top) -
Capacity Requirements Reporting: -
-
Procedural Reports: -
-
(Return to Top) -
Tooling Information: -
-
(Return to Top) -
MASTER PRODUCTION SCHEDULING -
-
-
(Return to Top) -
Interface Issues:: -
-
(Return to Top) -
Can the proposed system automatically provide order specific action
NS
messages when generating a master schedule?
Can the proposed software "roll up" a simulated master schedule into
NS
the current "working" master schedule?
Can the user set a schedule as "firm" through a specific date? NS
Does the proposed software prepare flow authorizations for JIT
NS
produced items?
Does the proposed system produce Manufacturing Orders for MRP
NS
produced items?
Does the proposed software provide a report comparing Master
NS
Scheduled Production to Actual Production?
Can the proposed software use: -
Customer Orders? NS
Sales Forecast? NS
The Greater of Sales Forecast or Customer Orders? NS
-
(Return to Top) -
Reporting Issues: -
-
(Return to Top) -
SHOP FLOOR CONTROL -
-
-
(Return to Top) -
Interface Issues: -
-
(Return to Top) -
Does the system calculate labor needs for each work center based on
NS
the routing file data?
Does the proposed software allow the rescheduling of work orders
NS
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? NS
Maintenance hours and the number of machines available? NS
Does the system provide shop order priority settings? NS
Does the software prepare dispatch lists (shop schedules) by work
-
center:
Hard Copy Report NS
On-line Inquiry NS
Can the proposed software track order status according to the latest
NS
operation completed?
Can the proposed system reschedule all orders in batch mode upon
NS
user request?
Does the proposed software have the ability to reschedule an order after
NS
it has been changed?
Is the "quantity on hand" balance updated when a shop order is marked
NS
"complete" or "finished" (or similar)?
Is "quantity completed" updated at the end of one operation so that the
NS
next operation has a valid "beginning quantity" at the start?
-
(Return to Top) -
Shop Floor Performance Reporting: -
-
(Return to Top) -
SCRAP MANAGEMENT -
-
Scrap Processing Setup: -
-
Scheduled Production - Finished Goods Receivings Options: -
-
Scrap History Inquiries and Reports: -
-
(Return to Top) -
ACCOUNTS RECEIVABLE -
-
BASIC INFORMATION -
-
AR Interfaces: -
-
(Return to Top) -
CUSTOMER MASTER FILE -
-
(Return to Top) -
AR TRANSACTION PROCESSING: -
-
-
Cash Receipts Processing: -
Can the proposed software handle the processing of cash payments?
NS
Can the software support cash payments applied on account"?" NS
Does the system automatically apply receipts to the oldest customer
NS
invoice first?
Does the proposed software display the applied" amount of a check
NS
during receipts processing?"
Can an NSF check be reversed completely, including Cash, Customer
Totals, Accounts Receivables, and GL Distributions, in the proposed NS
system?
Can an NSF check be re-applied using the proposed software? NS
Can the proposed software reproduce an invoice on demand, without
NS
creating duplicate AR and GL entries?
-
-
(Return to Top) -
AR INQUIRIES & REPORTS -
-
Inquiry Functions: -
-
Reporting Functions: -
-
End-of-Month Processing & Reports: -
-
(Return to Top) -
CUSTOMER RELATIONSHIP MANAGEMENT
-
(CRM)
-
(Return to Top) -
GLOBAL CRM FEATURES -
-
(Return to Top) -
Calendaring & Scheduling: -
-
(Return to Top) -
Data Interfaces: -
-
(Return to Top) -
Remote/Mobile User Functions: -
-
(Return to Top) -
Query Capabilities: -
-
Return to Top -
WEB PORTAL FUNCTIONS -
-
Return to Top -
Web Site Integration Capabilities: -
-
Return to Top -
Partner Relationship Management (PRM): -
-
(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 NS
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? NS
Can the proposed software automatically assign responsibility for an

event to a specific person or entity based on rules pre-defined by an
NS
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 NS
being defined?
The specific source of the Opportunity, i.e., the specific Web page
URL, the referring customer, etc., be captured and recorded? NS

-
(Return to Top) -
Inquiry Maintenance: -
-
(Return to Top) -
Sales Inquiry Qualification: -
-
(Return to Top) -
Competitive Information: -
-
(Return to Top) -
Sales Inquiry Routing: -
Can the proposed software automatically route sales leads to the
NS
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? NS
Are user-defined codes designating the Account INDUSTRY category

supported by the proposed software? NS
Are user-defined codes designating the Account Type supported by the

proposed software? NS
Are user-defined codes designating the Account STATUS supported by

the proposed software? NS
-
(Return to Top) -
Account Maintenance Functions: -
-
(Return to Top) -
Account Contact Maintenance: -
-
(Return to Top) -
Organizational Charting: -
-
(Return to Top) -
Contact History Log: -
-
(Return to Top) -
User Defined Parameters: -
-
Return to Top -
QUOTE PROCESSING INTERFACE -
-
(Return to Top) -
Quote Processing: -
-
(Return to Top) -
SALES ORDER PROCESSING INTERFACE: -
-
Sales Coaching Functions: -
-
(Return to Top) -
Sales Order Processing: -
-
(Return to Top) -
Sales Cycle Analysis: -
-
(Return to Top) -
Sales Revenue Analysis: -
-
Return to Top -
CUSTOMER SERVICE -
-
WEB ENABLED FUNCTIONS -
Does the proposed software provide full Web access to helpdesk staff
NS
members?
Does the proposed software provide full Web access to duly authorized
NS
clients and/pr users?
Can any user access the system using any of the major Web browsers
NS
from any location with Web access?
Is the Web access password protected? NS
If the proposed system is comprised of both PC-based and Web-based
applications, is the user interface consistent on both platforms, with only NS
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
-
HelpDesk Staff Access: -
Is a helpdesk staff interface provided? NS
Is a fully functional helpdesk staff access page set provided by the
proposed system? NS
Are fully functional helpdesk staff page templates that can be modified
for integration into another Web site provided by the proposed system? NS
Will the Web access pages provided allow helpdesk staff members to
log new support calls (incidents) via any web-browser from any location NS
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 NS
location with Web access?

-
-
Client Access: -
-
Return to Top -
HELPDESK FUNCTIONS -
-
Call Logging Screen: -
-
Return to Top -
Automated Email Call Logging: -
-
Return to Top -
Call Processing: -
-
(Return to TOP) -
ESCALATION CAPABILITIES -
-
(Return to Top) -
INCIDENT MANAGEMENT -
-
Return to Top -
SERVICE CALL DISPATCH -
-
(Return to Top) -
INCIDENT TRACKING -
-
Incident Reporting -
-
(Return to Top) -
RESOLUTION PROCESSING -
-
Once determined, can a problem resolution be saved for use in the
NS
future?
Can a problem resolution be Drilled Down" on by users to obtain more
NS
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 NS
problem?
Can a problem resolution be sent via email or text to all service and
NS
sales reps?
Can a problem resolution be automatically posted to a Web-based FAQ
NS
(Frequently Asked Questions) page by the proposed software?
-
(Return to Top) -
MARKETING MANAGEMENT -
-
(Return to Top) -
Planning & Budgeting: -
-
(Return to Top) -
Marketing Results Tracking: -
-
Marketing analytics: -
-
(Return to Top) -
EMAIL MANAGEMENT -
-
Email Marketing: -
-
(Return to Top) -
Email Integration: -
-
(Return to Top) -
LEAD MANAGEMENT -
-
(Return to Top) -
Lead Management: -
Can the proposed software provide the ability to capture leads from the
following: -
• Websites: NS
• Direct Mail NS
• Tradeshows NS
• Other: NS
Does the proposed software provide the ability to partner organizations
so to increase conversion rates? NS
Can the proposed software provide the ability to maintain a single

source of enterprise lead information? NS

-
Segment and list management : -
-
(Return to Top) -
CAMPAIGN MANAGEMENT -
-
Global Functions : -
-
(Return to Top) -
Marketing Event Calendar: -
-
(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 NS
• Phone number NS
• Fax NS
• E-mail merge NS
• Short Message Service (SMS) NS
• Other: NS
Does the proposed software provide the ability to build customer
relationships with dialog marketing that helps build on previous NS
interactions ?
Does the proposed system provide user the ability to personalize real-
time offers through inbound marketing channels? NS
Can the proposed software provide online marketing channels provide

the following for email marketing: -
• Plan NS
• Develop NS
• Execute NS
• Other: NS
-
(Return to Top) -
Trade promotion management : -
-
(Return to Top) -
Search Engine Marketing (SEM): -
-
(Return to Top) -
Web-based Lead (Inquiry) Forms : -
-
(Return to Top) -
Loyalty management : -
-
(Return to Top) -
RESOURCE MANAGEMENT -
-
(Return to Top) -
Marketing Resource Management : -
-
(Return to Top) -
Traffic, Workflow, and Scheduling: -
-
(Return to Top) -
Online Proofing, Review & Approval: -
Can the proposed software provide the ability to gather feedback on
rough concepts for an ad campaign? NS
Can the software provide user the ability to proof all creative
NS
components of a direct mail campaign?
Does the software being proposed provide user the ability to review and
NS
select image comps for a brochure ?
Does the proposed software provide user the ability to reply to the
NS
feedback from others?
Does the proposed system provide the ability to archive feedback? NS
Does the proposed system provide the ability to create action items from
feedback? NS

-
(Return to Top) -
Time and Expenses Tracking: -
-
(Return to Top) -
ECOMMERCE -
Web Site Development Resources -

-
(Return to Top) -
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.

-
PHASE II -
-
Detailed Design -
All vendors responding to this RFP must include a detailed design plan
for the new site. -

-
PHASE III -
-
Site Construction & Programming -
-
PHASE IV -
-
Implementation & Training -
-
(Return to Top) -
GENERAL DEVELOPMENT TOOLS -
-
-
(Return to Top) -
JAVA DEVELOPMENT TOOLS -
-
-
(Return to Top) -
MULTI-MEDIA TOOLS -
-
(Return to Top) -
SITE MANAGEMENT TOOLS -
-
Fraud Control Functions -
-
Security Functions -
-
Visitor and Traffic Analysis -
-
(Return to Top) -
WEB SITE HOSTING -
-
-
(Return to Top) -
SHOPPING CART FUNCTIONS -
-
Auxiliary Services -
-
(Return to Top) -
WEB CONTENT MANAGEMENT -
-
Content Creation Functions -
-
Content Publishing Functions -
-
Content Aggregation and Syndication -
-
Metadata Generation -
-
Search Functions -
-
Navigation Structure -
-
(Return to TOP) -
DIGITAL ASSET MANAGEMENT:
-
-
Asset Capture Functions: -
-
(Return to TOP) -
Asset Manipulation Capabilities: -
-
(Return to TOP) -
ARTIFICIAL INTELLIGENCE (AI) / MACHINE
-
LEARNING (ML)
-
General: -
Does the proposed system provide a artificial intelligence (AI)? NS
Does the proposed AI system provided by a third party? NS
Does the proposed system provide the ability to interpret different
languages? NS
Does the user be able to speak to the AI and explain exactly what
document they are searching for? NS
Does the proposed system provide the ability to combine cloud and AI?
NS
( 5 more detail criteria exist in this section ) -

-
(Only the Topic categories are shown, There are over 60 DETAILL
criteria exist in these sections. ) -
-
Computer Vision -
Intelligent Data Capture -
Document Clustering -
Security -
Semantic Technology -
-
(Return to TOP) -
DOCUMENT CAPTURE -
-
DOCUMENT ENTRY -
-
(Return to TOP) -
Scanning Capabilities: -
-
(Return to TOP) -
OCR Capabilities: -
Is Optical Character Recognition (OCR) an integral part of the proposed
software? NS
Are all documents AUTOMATICALLY passed through the OCR during

the entry or capture process, or must the user perform the OCR step
NS
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 NS
this data placed in a certain database field?"

-
(Return to TOP) -
DATA PROCESSING: -
-
(Return to TOP) -
Automated Indexing Capabilities: -
Can the proposed software index an entire column and all of it's entries?
NS
Does the proposed system support point & shoot" indexing, also known
NS
as "spot" or "zone" indexing?"
Is "trigger" oriented indexing supported by the proposed system?" NS
Is Indexing by Schedule supported by the proposed software? NS
Is Indexing by Subject supported by the proposed software? NS
Is Indexing by User-defined category supported by the proposed
NS
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? NS

Does the proposed system allow user-definable report formats? NS
-
(Return to TOP) -
DOCUMENT RETRIEVAL: -
-
(Return to TOP) -
Search Functions: -
Does the proposed system offer a full text search function to retrieve
documents with? NS
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 NS
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? NS
Can non-text content be queried? NS

Can the proposed system support searches across multiple networks?
NS
Does the proposed software allow one search to be nested" within

another search?" NS
Does the proposed software include a sophisticated retrieval query

engine that offers Boolean operators? NS
Does the proposed software include a sophisticated retrieval query

engine allowing user defined search variables? NS
Can documents be searched for by author? NS

-
(Return to Top) -
WORK FLOW PROCESSING: -
-
General Features: -
-
(Return to Top) -
User Interface: -
-
(Return to Top) -
Process Design Tools: -
-
(Return to Top) -
Process Definition Capabilities: -
Are pre-defined, built-in tasks provided by the proposed software for -
Looping: NS
Branching: NS
Email: NS
Is full sub-workflow (sub-process) support provided by the system being
NS
proposed?
Can the workflow needed to address errors and omissions be modeled
NS
using the proposed software?
Does the proposed system provide the ability to embed exception
NS
handling processes into the workflow being defined?
Does the proposed system enable modeling multiple escalation
NS
workflows based on problem type?
Is parameterized email creation and use fully supported by the proposed
NS
software?
Is a full workflow simulation capability provided by the proposed
NS
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 NS
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 NS
from the other system?
-
(Return to Top) -
Electronic Forms Support: -
-
(Return to Top) -
Routing Rules: -
-
(Return to Top) -
Event Response Functions: -
-
(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? NS
Can manual activities be assigned an icon of their own for use in a

NS
graphical process design process?
Can manual activities be assigned to a job position, or employee group,
NS
rather than a specific person if needed?
Can an electronic form(s) be setup to appear at each manual activity in
NS
the workflow process definition?
-
-
(Return to TOP) -
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? NS
Please indicate which the types of elements the end-users may search
for: -
• Keywords: N
• Data Fields: N
• Columns: N
• Tables: N
• Reports: N
• Subject Area: N
• Other: N
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? NS
Are end-users able to search globally, i.e. within all or a subset of all
enterprise-wide databases and reports? NS
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? NS
Can end-users bookmark data for review in the future? NS

-
Workgroup Capabilities: -
-
(Return to TOP) -
DATA MODELING -
-
Data Types: -
-
Labels and Messages: -
-
XML Schema Facets: -
-
Extended Facets: -
-
Programmatic Facets: -
-
Triggers and Functions: -
-
(Return to TOP) -
INHERITANCE ENGINE -
-
(Return to Top) -
DATA INTEGRATION -
-
Integration Development Environment -
-
Enterprise Connectivity -
-
Metadata Management -
-
(Return to TOP) -
DATA QUALITY MANAGEMENT -
-
Data Profiling Capabilities -
-
Data Cleansing & Standardization -
-
(Return to Top) -
DATA MIGRATION -
-
(Return to TOP) -
DATA GOVERNANCE -
-
Does the propose product provide a rich & secure Graphical User
Interface to manage data? NS
Does the proposed system provide users authentication based on

directory? NS
Does the proposed software has the ability to create and manage
NS
branches and versions?
Does the proposed system provide interactive tool for 3-way compare
NS
and merge?
Does the proposed system provide hierarchical navigation in data
NS
models, view & edit objects?
Does the proposed system provide ability to create/update/delete
NS
records?
-
(Return to TOP) -
HIERARCHY MANAGEMENT -
-
(Return to TOP) -
LIFE CYCLE MANAGEMENT -
-
(Return to TOP) -
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: -
-
Data Format Diversity: -
-
HUB & SPOKE Architecture: -
-
Scalability & Performance: -
-
Automated Extraction, Transformation, & Load Functions -
-
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? NS
Does the proposed system provide a function to analyze and clean the
source data, then resolve logical inconsistencies? NS
Does the proposed system provide a “Data Profiling” tool that gives
insight into the state of the source data before it is extracted? NS
Please indicate if the proposed "Data Profiling" tool provides information

-
about:
• Data Types: NS
• Dimensions: NS
• Measures: NS
• Primary Keys: NS
• Foreign Keys: NS
• Normalization: NS
• Other: N
information in Column C:
-
-
(Return to TOP) -
ETL Utilities Provided -
-
(Return to TOP) -
BI SYSTEM ADMINISTRATION -
-
(Return to Top)
BI INFORMATION DELIVERY -
-
(Return to Top)
ONLINE ANALYTICAL PROCESSING (OLAP) -
-
OLAP Viewing Functions: -
-
(Return to TOP) -
ON-DEMAND QUERYING & REPORTING -
General: -
-
Graphical Support: -
-
(Return to Top)
ADVANCED QUERY AND REPORT FUNCTIONS -
-
-
(Return to TOP) -
MANAGED AUTOMATED REPORTING -
-
General: -
Does the proposed software provide drill-down functionality to end-users
when viewing automatically generated reports? N
Does the software provide drill-across functionality to end-users when

viewing automatically generated reports? N
Does the software provide facilities to schedule the automated

production of managed reports? N
Does the software provide facilities to schedule the automated
distribution of managed reports? How are reports distributed to end-
users? N
How are reports distributed to end-users?

Can end-users schedule their own reports? N
Describe how end-users schedule their own reports.
-
(Return to TOP) -
BUSINESS CONTINUITY PLAN -
-
(Return to TOP) -
Data Conversion & Migration: -
-
(Return to TOP) -
Cloud Administration: -
-
(Return to Top) -
SYSTEM CONFIGURATION: -
-
(Return to Top) -
Enterprise Integration: -
-
OLE/DDE Support: -
-
Programming Interface: -
-
(Return to Top) -
SECURITY -
-
(Return to TOP) -
SaaS / CLOUD SECURITY -
If the proposed solution is presented as SaaS or Cloud-
based, 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
N
specific users and/or groups?
Does the proposed system offer Document-level access restrictions for
N
specific users and/or groups?
Does the proposed system offer VeriSign Encryption and Secure
Sockets Layer (SSL)? N
Does the proposed system offer Encryption and Secure Sockets Layer
(SSL) via another provider? N
• If responding YES to the previous question, please name that

provider:
Does the proposed system provide two-factor authentication? N
-
Security Controls: -
-
Security Management: -
-
GLOBAL FUNCTIONS -
-
-
(Return to Top) -
FILE ACCESS RIGHTS -
-
(Return to Top) -
SYSTEM IMPLEMENTATION -
-
Vendor System Methodologies: -
-
System Implementation Practices: -
-
(Return to Top) -
SYSTEM SUPPORT -
-
HelpDesk Availability: -
-
On-Site Support: -
-
(Return to Top) -
SYSTEM PRICING -
-
INITIAL ONE-TIME COSTS -
-
Initial TOTAL License Cost: -
TOTAL License Cost:
-
Requirements Analysis: -
TOTAL Requirements Analysis Cost:
-
Installation: -
TOTAL Installation Cost:
-
Data Conversion: -
TOTAL Data Conversion Cost:
-
Test and System Validation: -
-
Initial Training: -
-
TOTAL INITIAL ONE-TIME COSTS:
-
Expansion Increment:
-
ON-GOING COSTS -
-
Per Transaction or Per Occurrence Costs: -
-
On-going Monthly Costs: -
-
On-going Yearly Costs: -
-
Annual Software Support: -
-
Annual Software Maintenance: -
-
Additional Training -
-
TOTAL INITIAL PRICE: $0.00
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: 0.00
SUPPORTABILITY INDEX: 0.00
ENHANCEMENT COST: 0.00
VENDOR PROFILE SCORE: 0.00
# FULLY SUPPORTED Capabilities: 3990.00
# YES Responses: 399.00
# NOT SUPPORTED Capabilities: 300.00
# NO Responses: 121.00
# FREE ENHANCEMENTS Proposed: 40.00
# PAID ENHANCEMENTS Proposed: 20.00
# CONFIGURATION OPTIONS Proposed: 0.00

# REPORTING TOOLs Proposed: 0.00
# THIRD PARTY Add-Ins: 0.00
Percentage FULLY SUPPORTED: 0.00%
Percentage by CONFIGURATION OPTION : 0.00%
Percentage by CUSTOM CODE/SCRIPTING: 0.00%
-
(Return to Top)
-
-
-
-
(Return to Top) -
Copyright © 2019 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.
-
-
-
-
-
-
-
-
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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webinar call 1-888-517-8669 or email to view this RFP and included evaluation tools in action!
lution with confidence! This easily customized RFP template contains

ERP system selection requirements, enabling you to quickly identify your
imply delete what is NOT needed to quickly create an RFP reflecting your
late available with a complete Response Evaluation toolset for

FP responses (vendor proposals) at the FUNCTIONAL, SUITABILITY, and
Enjoy the benefits of detailed Vendor Response Analysis, Weighted Grade
ty Index, Side-by-Side Feature comparisons, and Financial Ratio
you select the BEST solution quickly and easily!
View Vendor Response Analysis Ratios
View Response Evaluation & Comparison Charts
View Discrete ERP RFP Details
Click Here to Buy this Discrete ERP RFP Toolkit
Price and Scoring Calculations have been turned OFF in this RFP Sample.
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Click where indicated in Column B to read all text.
$0.00
NOTE: All Price and Scoring Calculations

have been turned OFF in this RFP Sample.
(Return to Top)
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. TOTALS:
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.
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System Name Display
System Name Display
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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 Respon
tools included with this RFP Master Template, as illustrated below. Preparing the RFP is only 30%
evaluating the resulting vendor responses to identify the best one for your needs. This RFP Maste
automatically analyze a vendor response in terms of Suitability, Supportability, and Risk, all to pro
information for making your acquisition.
REDUCE System Evaluation Time, INCREASE Evaluation Accuracy, and S
Implementation !
"APPLES-to-APPLES" COMPARISON of vendor RFP respon

assured by extensive use of quantitative RFP questions and fu
validation. Compare proposed system software features side-
more accurately with the fully automated Color Compariso
included with this RFP at no extra charge. Click thumbnail on le
Side-by-Side comparison.
AUTOMATED WEIGHTED GRADE POINT SCORING is a quan

how well a proposed software system matches up to your busin
graph compares the overall total scores for each proposed sys
based on all vendor responses except Pricing and Vendor B
thumbnail on left to view a sample 3-D Bar Chart comparison h
SCORECARD - with fully customizable WEIGHTED GRADE

operating at the detailed individual criteria level provide the utm
RFP response scoring sub-module capabilities and overall ven
evaluation. Click the thumbnail on left to view a sample full s
SIDE-BY-SIDE COMPARISON OF RESPONSE RATIOS illustra

a side-by-side comparison the strengths and weaknesses of eac
from a practical perspective. Learn HOW each vendor is plannin
needs, and how reliable that approach really is. Click the thu
view a sample full size.
In-Depth Financial Analysis Ratios provide valuable insight
software will impact your organization immediately and over th
and compare side=by-side key financial ratios such as Payba
Value (PV), Net Present Value (NPV), Internal Rate of Return
Click the thumbnail on left to view a sample full size.
SCORECARD - with fully customizable WEIGHTED GRADE

operating at the detailed individual criteria level provide the utm
RFP response scoring sub-module capabilities and overall ven
evaluation. Click the thumbnail on left to view a sample full s
SIDE-BY-SIDE COMPARISON OF RESPONSE RATIOS illustra

a side-by-side comparison the strengths and weaknesses of eac
from a practical perspective. Learn HOW each vendor is plannin
needs, and how reliable that approach really is. Click the thu
In-Depth Financial Analysis Ratios provide valuable insight

software will impact your organization immediately and over th
and compare side=by-side key financial ratios such as Payba
Value (PV), Net Present Value (NPV), Internal Rate of Return
Click the thumbnail on left to view a sample full size.
OVERALL COMPARISON - This graph compares the total Weig

proposed system along with its Supportability Index and associa
Use this when assessing the RISK of a proposed system and
system can indeed be implemented by the proposing vendor
the thumbnail on left to view a sample full size.
VENDOR PROFILE SCORES - This graph compares a sco

background, expertise, capabilities, and other data collected in
Issues section of the RFP. The Vendor Profile Score provides a
the Capabilities PROFILE of a proposing vendor. Click the thu
VENDOR PROFILE SCORES - This graph compares a sco
background, expertise, capabilities, and other data collected in
Issues section of the RFP. The Vendor Profile Score provides a
the Capabilities PROFILE of a proposing vendor. Click the thu
The RFP Master automatically 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-the-box" 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

WEIGHTED GRADE SCORE: 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.
The total of all Paid Enhancement Costs entered when

ENHANCEMENT COST: the response was PE.
A measure of the vendor Capabilities Profile, based on

VENDOR PROFILE SCORE: the data collected in the Vendor Global Issues section.
The number of proposed system questions eliciting a

# FULLY SUPPORTED Capabilities: FULLY SUPPORTED response.

# YES Responses: YES response.

# NOT SUPPORTED Capabilities: NOT SUPPORTED response.

# NO Responses: NO response.

# FREE ENHANCEMENTS Proposed: FREE custom programming or scripting.

# PAID ENHANCEMENTS Proposed: PAID custom programming or scripting.
Configuration Options such as setting in a parameter or
# CONFIGURATION OPTIONS Proposed: INI file.

# REPORTING TOOLs Proposed: Report Writing Tools.

# THIRD PARTY Add-Ins: Third Party Products.
A % measuring the number of Fully Supported

Responses based on responses to software system
Percentage FULLY SUPPORTED: 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
Percentage by CONFIGURATION OPTION
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
Percentage by CUSTOM responses to software system questions only, i.e., no
CODE/SCRIPTING: vendor, pricing, or support responses are utilized.
Copyright © 2019 Infotivity Technologies, Inc.

ray of vendor RFP Response evaluation and comparison
aring the RFP is only 30% of the work, the other 70% is
ur needs. This RFP Master Template includes facilities to
ability, and Risk, all to provide you with the best
Evaluation Accuracy, and STREAMLINE System
RETURN TO RFP
ON of vendor RFP responses (proposals) is
ative RFP questions and full vendor response
em software features side-by-side faster and
utomated Color Comparison Chart™ matrix
arge. Click thumbnail on left to view a typical
POINT SCORING is a quantitative measure of

m matches up to your business priorities. This
ores for each proposed system. This Score is
cept Pricing and Vendor Background. Click
3-D Bar Chart comparison here.
zable WEIGHTED GRADE POINT SCORING

criteria level provide the utmost in flexibility for
capabilities and overall vendor RFP response
left to view a sample full size.
RESPONSE RATIOS illustrates in detail and in

gths and weaknesses of each vendor proposal
HOW each vendor is planning on meeting your
ach really is. Click the thumbnail on left to
s provide valuable insight into how proposed
on immediately and over the long term. View
ncial ratios such as Payback Period, Present
V), Internal Rate of Return (IRR), and others.
a sample full size.
zable WEIGHTED GRADE POINT SCORING

criteria level provide the utmost in flexibility for
capabilities and overall vendor RFP response
left to view a sample full size.
RESPONSE RATIOS illustrates in detail and in

gths and weaknesses of each vendor proposal
HOW each vendor is planning on meeting your
ach really is. Click the thumbnail on left to
s provide valuable insight into how proposed

on immediately and over the long term. View
ncial ratios such as Payback Period, Present
V), Internal Rate of Return (IRR), and others.
a sample full size.
ph compares the total Weighted Score of each

portability Index and associated Vendor Profile.
of a proposed system and whether or not the
d by the proposing vendor successfully. Click
mple full size.
his graph compares a score measuring the

and other data collected in the Vendor Global
dor Profile Score provides a way of assessing
osing vendor. Click the thumbnail on left to
o calculate the following
de a valuable quantitative
osal with a high Weighted
gher Risk factor than one
s This will be reflected in
M CODE/SCRIPTING".

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Copyright © 2019 Infotivity Technologies, Inc.

5,678 requirements guaranteed to cover all industry

s only in this RFP document. All the vendor RFP Response

coring. All vendor responses are contained in just ONE

mparison tools included with this RFP Template.

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

See the ERP RFP tab to see these features in action!

Introduction Select the BEST solution with confiden

This RFP in no way constitutes an agreement between the Customer

(Place Your Company Description HERE) - -

It is the Customer's intent to contract with just one vendor. The

Failure to do so will be the sole risk of the Vendor. In addition to

Representations or statements regarding this RFP must be made in a

The Customer has scheduled a Bidder's Conference for ___(DATE)___ ,

Immediately following the bidders meeting, Vendors will have the

The following tentative timetable has been established by the Customer:

All Vendor proposals, information, and responses will be incorporated

The Due Date for submitting a Response to this RFP is

Contact Name Organization Name

Vendor proposals submitted in response to this RFP represent binding

A Vendor may, without prejudice to itself, withdraw or modify its

Once submitted, proposals become the property of the Customer, and

• Less than 1 year: N

Is it TRUE there is NO litigation pending, and NO judgments

- If NO, please describe the litigation or judgment in more detail in the

- If NO, please use the Response column to describe large cash

Please indicate the average percentage of your company's resources

• Less than 10%: N

Will at least one member of the implementation team managing the

Has your firm been certified at a specific Capabilities Maturity Model

Is this product's developer ISO 9000 certified? N

Will an implementation team dedicated solely to the Customer's project

Do you employ a refined, tried-and-tested system development and

Will at least one member of the dedicated implementation team

Please list the members of the dedicated implementation team to be

Project Schedule: An implementation schedule for the proposed

Please indicate where the dedicated consulting team members will be

11 criteria in this section -

11 criteria in this section -

37 criteria in this section -

• Multiple-tenant, multiple database structure:

• multitenant, completely web-based application: NS

Will the proposing vendor guarantee that you organization is always

In the proposed system, will customizations be upgraded automatically?

25 criteria in this section -

3 criteria in this section -

Does the proposed software automatically make the required General

Does the software provide the ability to track non-depreciating assets,

Does the software provide the ability to define asset categories?

Can the proposed system provide the ability to manage compliance

Does the system automatically calculate the following: -

48 criteria in this section

Does the proposed system utilize a user-defined posting template

Does the proposed software communicates automatically with job

• Fax Resume Only: NS

Once scanned, can resumes be automatically routed to the appropriate

There are 16 more criteria in this section

Employee Maintenance Issues -

122 criteria in this section -

No limit to the number of steps in a salary progression. NS

Does the software provide facilities to allow access by multiple users

Does the software provide facilities to allow access by multiple users

The Customer has scheduled a Bidder's Conference for _(DATE)_ ,