5 Phase Approach to Project Management

Approach

• The successful selection of mission-critical applications requires a disciplined approach. BKD Technologies has an approach and has applied it successfully on similar engagements.

• The following pages present the key elements of our approach.

Project Approach

Finalize Selection & Review Results

Estimate Costs & Resources

Conduct Software Demonstrations

Screen Potential Software Vendors 2

3

4

5

Objectives –

Define the “key” business

requirementsPhase 1 – Define System Requirements

Kick-off Selection / Define System Requirements 1

Deliverables –

• “Key” requirements and

prioritization

• Request for information (RFI)

Activities –

• Conduct project kick-off

• Conduct interviews to document high-level processes and functions

• Determine key integration/interface points for existing systems

• Conduct Joint Requirements Planning (JRP) sessions with key personnel

• Document and confirm “key” requirements

• Develop “key” requirements RFI

Finalize Selection & Review Results

Estimate Costs & Resources

Conduct Software Demonstrations 3

4

5

1

Screen Potential Software Vendors

Kick-off Selection / Define System Requirements1

2

Deliverables –

• RFI response summary

• Short list of vendors for further evaluation (Demo’s)

Objectives –Identify the “best fit”software through

structured software demonstrations

Activities –

• Develop a list of potential vendors for screening

• Distribute RFI to select vendors

• Collect and summarize vendor responses, including:

• Functional fit,

• Vendor evaluation

• Pricing

• Review results with management

• Identify 2 to 3 demonstration candidates

Project ApproachPhase 2 – Screen Software Vendors

Finalize Selection and Review Results

Estimate Costs & Resources

3

4

5

1

Conduct Software Demonstrations

Kick-off Selection / Define Systems Requirements1

Screen Potential Software Vendors 2

3

Objectives –Conduct structured demonstrationswith identified vendors to evaluatesoftware capabilities

Deliverables –

• Demonstration Scripts

• Demonstration Rating Results

Activities –

• Contact and schedule vendor candidates

• Prepare demonstration packet, including:

• Scripts based on key requirements

• Data to be pre-loaded for demonstrations

• List of additional requirements

• Prepare demo scoring tool and train users

• Conduct structured demo’s and scoring

• Review demo results

Project ApproachPhase 3 – Conduct Software Demo’s

Finalize Selection & Review Results

3

5

1

Estimate Costs & Resources

Kick-off Selection / Define System Requirements1

Screen Potential Software Vendors 2

Conduct Software Demonstrations 3

4

Objectives –

Estimate implementation time

frames, resources and costs

Deliverables –

• Preliminary implementation estimates

Activities –

• Review formal proposals from vendor candidates

• Identify implementation activities necessary to achieve complete system implementation

• Assess any gaps in services offered and determine any additional resource requirements

• Develop preliminary estimates of implementation time frames, resource requirements and costs

Project ApproachPhase 4 – Estimate Costs & Resources

3

1

Finalize Selection & Review Results

Kick-off Selection / Define System Requirements1

Screen Potential Software Vendors 2

Conduct Software Demonstrations 3

Estimate Costs & Resources 4

5

Objectives –

Check vendor references and

present final selection findings

Deliverables –

• Reference call summaries

• Results summary

Activities –

• Call references and compile results:

• Implementation

• Customer support

• Training

• Conversion/Integration

• Review reference check results

• Finalize summary of work completed and present to management

Project ApproachPhase 5 – Finalize Selection & Review Results

For More Information Visit:

www.bkdtechnologies.com/SoftwareSelection