Systems Evaluation for Construction Companies

Step-by-Step Process:

1. Preparation

   • Assemble project team and prepare work schedule
   • Distribute preliminary interview materials
   • Review available data regarding existing systems and corporate direction

2. Interview

   • Interview operations and accounting personnel regarding their system needs and use of existing systems
   • Identify and document gap between desired and existing systems
   • Identify organizational issues impacting the effectiveness of the existing system

3. Analyze

   • Analyze sample reports and documentation received during interviews
   • Identify and document common important issues
   • Assess capabilities of existing system to determine strengths and weaknesses

4. Conduct Preliminary Workshop

   • Provide initial observations and alternatives to team members
   • Facilitate workshop with team to review findings and narrow alternatives
   • Document preliminary direction and open issues

5. Work with Software Developer(s)

   • Work with vendor(s) of existing systems to determine client’s use of system
   • Identify intended direction of third-party products used by client
   • Assess compatibility of all vended solutions with client’s desired direction

6. Prepare Report of Final Recommendations

   • Identify costs associated with each alternative
   • Identify best alternative(s) for client’s information system
   • Document and support findings

7. Present Findings to Team

   • Provide final recommendation memorandum to team
   • Facilitate workshop to review observations, options, and recommendations
   • Achieve consensus on findings and recommendations

8. Action Planning

   • Document necessary activities
   • Assign responsibilities and associated time frames
   • Develop bar chart schedule incorporating activities and dates