Software Selection
BCG works with a software selection team drawn from a cross-section of the client’s organization to choose new accounting, estimating, and/or project management systems. We conduct a needs analysis, prepare the RFP, arrange the vendor demonstrations, and help the team finalize their decision. After a system is chosen, BCG facilitates the implementation planning process with the team and the chosen vendor.
Step-by-Step Process:
Select Team
- Assemble selection team
- Ensure cross-functional representation
- Define mission and responsibilities
Set Objectives
- Work with upper management to define business direction and goals
- Determine role of information system within the business
- Develop near-term and long-term objectives for the information system
Analyze Needs
- Define key business processes
- Interview personnel, by department or function, to identify software requirements using proprietary software checklist
- Compare existing business processes to desired workflow
Prepare Request for Proposal
- Complete transaction volume survey
- Document company background and existing system components
- Determine software vendor shortlist
Response Analysis
- Score vendor responses to target software specifications
- Prepare detailed comparison of system costs, vendor references, and technologies
- Present response analysis and shortlisted vendors for demonstration
Facilitate Demonstrations
- Coordinate with vendors on demonstration parameters
- Prepare and mail agendas to vendors and demonstration participants
- Facilitate demonstrations
Reference Calling
- Follow up with vendor(s) as necessary after demonstration(s)
- Prepare committee for reference calling and assign contacts
- Coordinate site visits, if appropriate
Contract Review
- Review license and support contracts
- Review any customization specifications and costs
- Ensure all costs are included in agreement(s)
Decision Support
- Review reference calling results and vendor responses to open issues
- Solicit input from all selection team members
- Prepare recommendation memorandum for management team or board of directors
Implementation Planning
- Assemble implementation team and coordinate planning session
- Facilitate implementation planning session
- Prepare and distribute planning document and schedule