1- Set the Goal - determine your ratings for each of the
R2ISC Criteria and the detailed requirements
that make up each of the criteria.
Start with rating the R2ISC Criteria from an enterprise
This is done by allocating 100 points among each of the R2ISC Criteria
and entering the rating on the R2ISC
Develop the detailed requirements for each of the of the R2ISC Criteria:
Current Requirements - if the package covers multiple business areas, rate each business area's importance using the
Area Worksheet. - For each business area develop a detailed list of
requirements, and rate them on the
Current Requirements Worksheet.
Future Requirements - develop a detailed list of
Future Requirements; rate them on the Future
Implementability - develop a detailed list of requirements for
Implementability; rate them on the
Supportability - develop a detailed list of
requirements for Supportability; rate them on the Supportability
Cost - develop a detailed list of requirements
for Cost; rate them
on the Cost Worksheet
2 - Narrow the Field - evaluate the
relevant packages to
determine which four (4) finalists most closely meet your requirements.
Survey the packages against the "Key Distinguishers"
(requirements that the package must have and are too complex to incorporate into a
package). Narrow the field to four finalists using "Key
Distinguishers". Send each of the remaining vendors a Request for
In the RFP ask the vendors to rate
their package against each of your detailed
requirements. Based on the vendors' responses, you can determine which
package most closely meets your needs.
3 - Select the Winner - analyze the four finalists very thoroughly
to determine the best package.
In this step, compare all of your requirements to the four finalists.
This is done by using:
- Technical review - analyzing the package's technology by
comparing them to your Future
- Background checks - including references and legal reviews
4 - Sign the Contract - negotiate the contract to
ensure that it is
fair to both you and the vendor.
Review the contract to ensure that it is fair, and agree on the
price of the package, annual support and any services that the vendor will supply.
Once you have successfully completed these four steps, you will are
ready to embark in a succsesful implementation.