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Your Complete Reference Guide to Enterprise Software Selection
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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
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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 |
| 1 | Prepare your business case for the acquisition of enterprise software |
| 2 | Obtain executive approval for the project |
| Expand your needs and translate them into requirements |
| 3 | Identify your stakeholders |
| 4 | Interview your stakeholders |
| 5 | Gather and prioritize your requirements |
| 6 | Create 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 |
| 7 | Research possible software solutions |
| 8 | Identify the relevant software solutions (ie. Using the Software Selection Report) |
| 9 | Eliminate the unsuitable software solutions to create your long list of possible software solutions |
| 10 | Issue a request for information (RFI) to the long list of vendors |
| 11 | Gather responses from vendors |
| Evaluate the software solution provider responses against your requirements |
| 12 | Build a decision matrix |
| 13 | Rate each software solution against your requirements |
| 14 | Analyze the strengths and weaknesses of each software solution |
| 15 | Rank the software solutions and keep the best-match options (this becomes your shortlist) |
| 16 | Notify all rejected vendors |
| 17 | Handle any disputes |
| 18 | Issue a request for proposal (RFP) to your shortlist of vendors |
| 19 | Create a demonstration script |
| 20 | Invite vendors on-site to show them your environment and current system |
| 21 | Invite vendors to do an on-site demonstration of their software solution |
| 22 | Rate the demonstrations |
| 23 | Gather RFP proposals (including quotes) from vendors |
| 24 | Revisit 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 |
| 25 | Select the software solution that best fits your needs |
| 26 | Obtain final approval |
| 27 | Notify all rejected vendors |
| 28 | Handle any disputes |
| 29 | Notify the winning vendor |
| 30 | Negotiate the contract |
| 31 | Sign the contract |
| 32 | Prepare for implementation |
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TEC's Software Selection Media Center
Software Selection Related White Papers
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. ...
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| http://whitepapers.technologyevaluation.com/view_document/6649/5-step-... - 6k - 2008-10-28 |
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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. ...
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| http:/.../6422/Software-Evaluation-Selection-and-Contract-Negotiation.html - 8k - 2008-10-28 |
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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. ...
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| http://whitepapers.technologyevaluation.com/view_document/8699/Plannin... - 6k - 2008-10-28 |
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Software Selection Articles
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Accounting Software Selection Vendors
TEC: Accounting Software Evaluation Center
... Compare and evaluate accounting software products and vendors using impartial online resources from
Technology Evaluation Centers (TEC). ...
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| http://accounting.technologyevaluation.com/index.asp - 48k - 2007-11-26 |
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Accounting and Financial Management - Vars
... Accounting and Financial Management - Vars. Learn more About IT (PTY) Ltd. About IT (PTY) Ltd Overview.
About IT (PTY) Ltd consists ...
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| http:/.../vars/cat/87113/Accounting-and-Financial-Management.html - 38k - 2008-11-20 |
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Accounting and Financial Management - Consultants
... Accounting and Financial Management - Consultants. Learn more 4TechWork. ... Learn more. Category:
Consultant. Learn more Accounting Solutions Direct. ...
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| http:/.../consultants/cat/87113/Accounting-and-Financial-Management.html - 101k - 2008-11-20 |
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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 ...
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| http://rfp.technologyevaluation.com/rfi.asp?modelid=174&catid=SMBE - 31k - 2007-12-04 |
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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 ...
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| http://rfp.technologyevaluation.com/rfi.asp?catid=SMBE - 24k - 2007-12-04 |
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Software Evaluation Reports By Categories
... for those researching an ERP system suitable ... Job and Project Costing, Multinational Accounting,
Manufacturing, Inventory ... Customer Relationship Management (CRM). ...
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| 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.
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| http:/.../software-selection-process/Software-Service-Selection/index.asp - 16k - 2008-01-16 |
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TEC: Enterprise Software Selection
(TEC) Technology Evaluation Centers offers enterprise software purchasers impartial and up to date information on software
vendors and product capabilities.
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| http:/.../software-selection-process/Software-Service-Evaluation/index.asp - 20k - 2008-01-16 |
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TEC: Enterprise Software Selection
(TEC) Technology Evaluation Centers offers enterprise software purchasers impartial and up to date information on software
vendors and product capabilities.
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| http:/.../products/software-selection-process/Comparing-Needs/index.asp - 21k - 2008-01-16 |
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