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

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Griffin Stone
8 years ago
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1 The Enterprise Resource Planning RFP Master is very comprehensive, with many hard-hitting questions targeting both normal and "exception case" business usage and productivity situations. A detailed topic listing for this RFP Master is shown below, followed by sample RFP questions and vendor response comparisons. Please use our secure order page to purchase this RFP: FOUNDATION ISSUES Purpose General Background/Organization History Desired System & Benefits Project Summary/Definitions RFP Limitations Responsibility for Performance Vendor/Bidder Interest & Commitment Project Schedule Vendor/Bidder Conference Right to Negotiate/Cancel/Modify Plus Many Other Contract Management/Legal Topics! VENDOR PROFILE Time in Business Financial Record Product Development R & D Resources Support Resources Implementation Resources Project Management Resources Installed Base Training Resources Custom Software Expertise Online Help Functions Distance Learning Facilities

2 GLOBAL SOFTWARE CHARACTERISTICS Maturity of Product Architectural/OOP Issues System Scalability Server/Client OS Support Database Support Data Interface Reporting Capabilities Query Functionality User-Defined Parameters Documentation Security Application Interfaces Programming Toolkit 3 rd Party ERP Interface Wireless Technology support BUSINESS PROCESS SUPPORT Customer Relationship Management (CRM) Account Management Contact Management Opportunity Management Event Management Document & Knowledge Management Competitor Information Management Partnership Management E-commerce Functions Call Center Management Sales Force Automation (SFA) Customer Service Help Desk Sales Order Entry Order Header Data Elements Line Item Data Elements Returns Processing Direct Shipment Processing UOM Conversion Master Scheduling Interface Sales History Logging

Management (CRM) Account Management Contact Management Opportunity Management Event Management Document & Knowledge Management Competitor Information Management Partnership Management E-commerce

3 Inventory Interface Price Discount Calculation Customer Master File Interface Credit Information and Checking Serial and Lot Number Processing Telephone Inquiry Processing Accounts Receivable Interface Order Inquiries Sales Tax Topics Sales Analysis Order Processing / Order Status Inquiries Messaging Reporting Back Order Processing Picking Slip Printing / Processing Customer Invoicing Invoice Posting Traveler Sheet Preparation Warehouse Management (WMS) Inventory Item Data Elements Inventory Allocation Methods Advanced Warehouse Functionality RF Task Performance & Management MSDS & CERT Issues EDI Transactions XML Transactions Supply Chain Event Management Cycle Counting Web Enabled Functionality Product Allocation Strategies Lot Control Issues Serial Control Issues Interleaving Bin Locator System Receivings Processing Putaway Picking Strategies Picking Packing Shipping Error Analysis Routing Issues Dock Appointment Manufacturing Lines/Categories

Invoice Posting Traveler Sheet Preparation Warehouse Management (WMS) Inventory Item Data Elements Inventory Allocation Methods Advanced Warehouse Functionality RF Task Performance & Management MSDS

4 Work In Process (WIP) Returns Processing Damaged Goods Control Stock Ownership Storage & Task Charge Computations Customer Reporting Management Reporting Procurement/Purchasing Management Purchase Requisition Processing Requisition Data Elements Commodity Code Usage Requisition Routing Requisition Processing Approved / Not-approved Purchase Order Data Element PO Line Item Data Element Price & Discount calculations Job / Shop Order / Term Codes Unit of Measure (UOM) Issues System Interfaces Purchase Order Processing Recurring Purchase Orders EDI Capabilities / Interface PO Printing Receiving Processing Interface Vendor Performance Reporting Web-enabled Functions Inventory Management Inventory Item Maintenance Item Data Elements Lot / Serial Control Unit of Measure issues Cycle Counting Re-order Points & EOQ Warehouse Locations Pricing & Discount calculation Returns issues Receiving Processing Receiving Labels Receiving Inquiries General Inquiries Reporting

Discount calculations Job / Shop Order / Term Codes Unit of Measure (UOM) Issues System Interfaces Purchase Order Processing Recurring Purchase Orders EDI Capabilities / Interface PO Printing

5 Manufacturing Execution System (MES) Data Collection/Acquisition Monitoring and Process Integration Resource Allocation/Tracking/Dispatching Detailed Operations Scheduling Capacity Requirements Planning MRP Just-In-Time (JIT), Inventory Shop Floor Control Batch & Lot Management Production Unit Dispatch Quality Management Preventative Maintenance Labor Management Production Tracking Performance Analysis Material Requirements Planning (MRP) Sales Order Processing interface Inventory interface Independent & Dependent Demand Horizontal & Vertical Dependencies Bill-of-Material (BOM) Processing Capacity Requirements Planning Exception Reports Pegging Manufacturing Resource Planning (MRPII) Sales Order Processing interface Inventory Management interface Just-In-Time (JIT) topics Bill-of-Materials Processing Engineering Change Orders (ECO) Master Scheduling Capacity Requirements Planning Material Requirement Planning (MRP) Shop Floor Control Production Planning & Control, Human Resource Management (HRM)

Performance Analysis Material Requirements Planning (MRP) Sales Order Processing interface Inventory interface Independent & Dependent Demand Horizontal & Vertical Dependencies Bill-of-Material (BOM)

6 Payroll & Financial System Interface Position Maintenance Recruitment Future Date Functions Web-based Job Posting Web-based Applications Resume Routing Applicant Tracking Automated Letter generation Employee Maintenance Non-Resident Alien Processing Attendance Tracking Affirmative Action Benefits Administration Disciplinary Action Employee Reporting Legacy System Integration E-COMMERCE FUNCTIONS: Web Portal Functionalities Chat Functions Order Entry Capabilities Prospect/Account Interfaces Personalization Visitor Specific Content Click-through Analysis SHOPPING CART Transaction Security Catalog Search Transaction Processing Security CUSTOMER INTERACTIVITY Visitor/Customer Parameters Dynamic Page Generation Security Ease-of-Use Issues ACCOUNTING FUNCTIONS

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

7 General Ledger Chart of Accounts Structure Account Number/Code Generation GL Account Attribute Options Chart of Accounts Maintenance Journal Entries Transaction Posting functions/options Budget/Revenue Class Code Relationships Online Inquiry/Reporting Standard Reports Analysis/Report Writing Budgeting Budget Development Process Budget Development Tools Data Manipulation Features What-If options Budget History/Comparisons Adjustement functions Notification Messages General Ledger integration Controls/Audit Trail Reporting/Inquiries Fixed Assets Asset Maintenance Transaction entry Depreciation Reporting Cost Accounting Cost Coding format Cost Allocation Maintenance Project Maintenance Transaction Processing Management Issues Standard Reports Report Writer Accounts Receivable

What-If options Budget History/Comparisons Adjustement functions Notification Messages General Ledger integration Controls/Audit Trail Reporting/Inquiries Fixed Assets Asset Maintenance

8 Customer Master File Data Elements Customer Master File Maintenance Invoice/Credit Processing Accounts Receivable Aging Online Inquiry functions Standard Reports Report Writer Accounts Payable Vendor Master File Data Elements Vendor Master File Maintenance A/P Voucher Processing A/P Aging & Reporting Payment Processing Checking Accounts/Checks Inquiry functions Standard Reports Report Writer Payroll Employee Master File Data Elements Employee Master File Maintenance Automated Timesheets Payroll Calculation Tax Calculations & Deduction Check Preparation / Processing Labor Cost Distribution IRS Reporting Payroll & Regulatory Reports Audit requirements Standard Reports Report Writer Security Issues INDUSTRY FOCUS Automotive Pharmaceuticals Food & Beverage Retail Process Mfg. Discrete Mfg.

Writer Payroll Employee Master File Data Elements Employee Master File Maintenance Automated Timesheets Payroll Calculation Tax Calculations & Deduction Check Preparation / Processing Labor Cost

9 DOCUMENT MANAGEMENT Imaging Standards supported Computer Output to Laser Disk (COLD) Disk Arrays & Scanners Document Capture & Indexing Automated Document Capture Web Interface OCR/HWR/IWR Data processing Security Document Search & Retrieval Version Control Check In/Out Annotations Content Management Functional Integration WORKFLOW Workflow Focus Routing Methodologies Routing Rules Definition Structured Workflow Unstructured Workflow Routing Rules Definition Visual Workflow capabilities Multiple Libraries Converging Workflows Alien Document Support Compound Documents Connectivity & Integration Web-enabled Functions Audit Trail issues IMPLEMENTATION Conversion Installation Initial Training On-going Training Support Help Desk Tools

Methodologies Routing Rules Definition Structured Workflow Unstructured Workflow Routing Rules Definition Visual Workflow capabilities Multiple Libraries Converging Workflows Alien

10 COST DATA Initial One-Time Costs Recurring Costs RFP QUESTION EXAMPLES Some sample questions typical for both the Word and Excel versions of the WMS RFP are shown here. Although the same questions are used in both, please remember there are some important differences between the Word and Excel versions. Only the Excel version offers the Feature Support Matrix function, built-in Weighted Grade Point Scoring and Side-by-Side vendor response comparisons such as the sample shown. For more detailed information about the Excel version please visit this link: A sample from the SALES CYCLE ANALYSIS section: Does the proposed software enable the user to present Sales Cycle Report information in summary form via pie charts, bar charts, line drawings, or other pertinent charting method?. A sample from the SALES COACHING section: Can Sales Coaching information content focused on the specific status of a given sales opportunity be displayed on-screen? WEIGHTED GRADE SCORE & FEATURE COMPARISONS: Excel version only. Distribute RFPs and receive vendor RFP responses electronically. Almost instantly compare vendor responses (proposals) side-by-side in detail or 3-D bar chart form. Compare Weighted Grade Point Scores or Response Features (Release Scroll button to view graphic).

Only the Excel version offers the Feature Support Matrix function, built-in Weighted Grade Point Scoring and Side-by-Side vendor response comparisons such as the sample shown.

11 Compare vendor RFP responses side-by-side at the detail level using the RFP Master Response Evaluation spreadsheet!

Ready-to-Use RFP Outline Time & Attendance (TA) Software

Ready-to-Use RFP Outline Time & Attendance (TA) Software The Time & Attendance software RFP Master is very comprehensive, with many hard-hitting questions targeting both normal and "exception case" business usage and productivity situations. A detailed topic