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Enterprise Software Selection
Thursday, August 28, 2008
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Your Complete Reference Guide to Enterprise Software Selection

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Terms Related to Software Selection:  Software Selection Terms

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Software Selection Introduction

You're looking for the enterprise software solution that's right for you.

But if you're like most buyers of enterprise systems, enterprise software selection is not what you do for a living—whether it's enterprise resource planning (ERP), customer relationship management (CRM), business intelligence (BI), or any other enterprise application.

We can help you separate enterprise software selection facts from the guff.

After all, your top business concerns are not necessarily shared by the hundreds of software vendors competing for your time, your resources, and your money.

 
Consult our free enterprise software selection glossaries, guides, checklists, templates, research, and white papers.
 

Browse our free articles on how to manage your enterprise software selection, including how-to guides and in-depth information on every step of the selection process.

And get free access to tools and resources.

Why is it all here? Because we're an impartial advocate for buyers of enterprise software. That's our mission.

Now let us help you focus on yours.



Software Selection Centers

Accounting Software (ERP for SMB)
Business Intelligence (BI) and Business Performance Management (BPM)
Business Process Management (BPM)
Content Management System (CMS)
Customer Care and Billing (CC&B)
Customer Relationship Management (CRM)
Enterprise Asset Management (EAM)
Enterprise Resource Planning (ERP)
Financial Software
Health Informatics

Laboratory Information System
Pharmacy Management

Human Resources Management System (HRMS)
Information Security Software
Learning Management System (LMS)
Linux, FOSS, and IT Services
Outsourcing
Product Lifecycle Management (PLM)

Core PLM for Discrete Industries
Core PLM for Process Industries
Product Development and Portfolio Management
Regulatory and Compliance

Project Portfolio Management (PPM)
Radio Frequency Identification (RFID) System
Retail System
Software Development Tools
Software Test Tools
Supply Chain Management (SCM)


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Software Selection Checklist

Software Selection Checklist  Get the software selection checklist in Excel format Software Selection Checklist

The following is a TEC approved software selection checklist for use in all software selection projects including: ERP, CRM, SCM, PLM, BI, Accounting. The software selection checklist is a matrix, presented here to show you where the software selection report is vital and can save you days in your software selection process. Whether your industry is Aerospace to Wholesale you'll find the software selection checklist is a handy little software selection tool and is well complimented by the software selection report in helping you select the right product for your company's needs.

Software Selection Checklist (Basic)
Checklist for Ensuring a Successful Software Selection
PART 1 Planning Phase: Identify your needs
Define your software selection initiatives
1Prepare your business case for the acquisition of enterprise software
2Obtain executive approval for the project
Expand your needs and translate them into requirements
3Identify your stakeholders
4Interview your stakeholders
5Gather and prioritize your requirements
6Create a working document defining all of your requirements 
PART 2 Evaluation Phase: Evaluate potential software solutions against your requirements
Perform market assessment to identify potential software solutions
7Research possible software solutions
8Identify the relevant software solutions
(ie. Using the Software Selection Report)
9Eliminate the unsuitable software solutions to create your long list of possible software solutions
10Issue a request for information (RFI) to the long list of vendors
11Gather responses from vendors
Evaluate the software solution provider responses against your requirements
12Build a decision matrix
13Rate each software solution against your requirements
14Analyze the strengths and weaknesses of each software solution
15Rank the software solutions and keep the best-match options (this becomes your shortlist)
16Notify all rejected vendors
17Handle any disputes
18Issue a request for proposal (RFP) to your shortlist of vendors
19Create a demonstration script
20Invite vendors on-site to show them your environment and current system
21Invite vendors to do an on-site demonstration of their software solution
22Rate the demonstrations
23Gather RFP proposals (including quotes) from vendors
24Revisit analyses (see step 12-15)
PART 3 Selection Phase: Compare software solutions and select the best-matching option
Compare your shortlist of software solutions and select the one that best matches your needs
25Select the software solution that best fits your needs
26Obtain final approval
27Notify all rejected vendors
28Handle any disputes
29Notify the winning vendor
30Negotiate the contract
31Sign the contract
32Prepare for implementation


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TEC's Software Selection Media Center

Software Selection Related White Papers

TSI - Transforming Solutions Inc. - Software Evaluation, Selection ...

by TSI - Transforming Solutions Inc.
Industry: Computer Systems Design and Related Services,Food Services and Drinking Places,Furniture and Related Product Manufacturing,Hospitals,Merchant Wholesalers, Durable Goods,Motion Picture and Sound Recording Industries,Oil and Gas Extraction,Paper Manufacturing,Petroleum and Coal Products Manufacturing,Primary Meta
Software Evaluation, Selection, and Contract Negotiation by TSI - Transforming
Solutions Inc. ... Releated Categories: Decision Making, Software Selection. ...
http:/.../6422/Software-Evaluation-Selection-and-Contract-Negotiation.html - 9k - 2008-05-15

Aplicor Inc. - 5-step CRM Software Selection Guide: A Pragmatist ...

by Aplicor Inc.
Industry: Finance and Insurance,Information,Professional, Scientific, and Technical Services
5-Step Crm Software Selection Guide: A Pragmatist’s Guide
to Crm Software Selections by Aplicor Inc. ...
http://whitepapers.technologyevaluation.com/view_document/6649/5-step-... - 7k - 2008-05-15

Cognos, an IBM Company - Planning, Budgeting, and Forecasting ...

by Cognos, an IBM Company
Industry:
Planning, Budgeting, and Forecasting Software Evaluation
and Selection Guide by Cognos, an IBM Company. ...
http://whitepapers.technologyevaluation.com/view_document/8699/Plannin... - 7k - 2008-06-29



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Software Selection Articles

How to Kill Your Software Selection Project in 10 Very Easy Steps ...

... Want to become an oft-cited statistic in software selection horror stories? ...
Want to find out how a real software selection tool works? ...
blog.technologyevaluation.com/.../ - 36k - 2007-12-06

Software Selection, Mafia-style » The TEC Blog

... enterprise software. Which led me to wonder just how the Mafia would go about
the enterprise software selection process. Happily, we ...
blog.technologyevaluation.com/.../05/14/software-selection-mafia-style/ - 38k - 2008-05-14

Software Selection Horoscopes for January 2008 » The TEC Blog

... If you read between the lines, you’ll find useful tips about the software selection
process, and links to valuable software evaluation resources. ...
blog.technologyevaluation.com/.../ - 38k - 2007-12-31



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Accounting Software Selection Vendors

Accounting (ERP for SMB):Data Pro Accounting Software Infinity ...

... Infinity POWER is the product group name of Data Pro Accounting
Software’s advanced accounting software modules. It is designed ...
http://vs.technologyevaluation.com/software/174-10989/Accounting-ERP-f... - 3k - 2008-08-21

Accounting (ERP for SMB):Sage Software Simply Accounting by Sage ...

... Simply Accounting by Sage Basic is an automated accounting system with a range of
reporting capabilities that conform to generally accepted accounting ...
http:/.../Sage-Software-Simply-Accounting-by-Sage-Basic.html - 4k - 2008-08-21

Accounting (ERP for SMB):Braided Matrix, Inc 4th Quarter ...

... 4th Quarter® Accounting Software, an integrated, multi-user accounting system
created to be modified, extended, or attached to custom systems. ...
http:/.../Braided-Matrix-Inc-4th-Quarter-Accounting-Software.html - 3k - 2008-08-21



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Accounting Software Selection RFI's

Accounting (ERP for SMB) Software Evaluation Reports

... Compiere ERP/CRM by ComPiere; Coss / ACCPAC Enterprise Edition by COSS Systems;
Coss Systems Inc. by COSS Systems; Cougar Mountain Accounting by Cougar Mountain ...
http://rfp.technologyevaluation.com/rfi.asp?modelid=174&catid=SMBE - 31k - 2007-12-04

Accounting Software (ERP for SMB) Software Evaluation Reports

... RFI Categories: Accounting Software; BI and BPM; Business Process Management; CMS;
CRM; EAM; ERP; Financial Software; HRMS; Information Security; Learning Management ...
http://rfp.technologyevaluation.com/rfi.asp?catid=SMBE - 24k - 2007-12-04

Software Evaluation Reports By Categories

... for those researching an ERP system suitable ... Job and Project Costing, Multinational
Accounting, Manufacturing, Inventory ... Customer Relationship Management (CRM). ...
http://rfp.technologyevaluation.com/rfi.asp?catid=-1 - 52k - 2007-12-04



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Software Selection Related Pages

TEC: Enterprise Software Selection

(TEC) Technology Evaluation Centers offers enterprise software purchasers impartial
and up to date information on software vendors and product capabilities.
http:/.../software-selection-process/Software-Service-Selection/index.asp - 16k - 2008-01-16

TEC: Enterprise Software Selection

(TEC) Technology Evaluation Centers offers enterprise software purchasers impartial
and up to date information on software vendors and product capabilities.
http:/.../software-selection-process/Software-Service-Evaluation/index.asp - 20k - 2008-01-16

TEC: Enterprise Software Selection

(TEC) Technology Evaluation Centers offers enterprise software purchasers impartial
and up to date information on software vendors and product capabilities.
http:/.../products/software-selection-process/Comparing-Needs/index.asp - 21k - 2008-01-16



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