Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals

Selecting The Right Business

Technology Solution and

Business Partners

• Identify how to understand and define the key elements of

technical requirements as part of the selection process

• Recognizing how to conduct research for likely

vendors/solutions (software manufacturers and partners,

independent implementation and project management

consultants) and determine which qualify to be evaluated

further

• Identify how to plan and conduct software demonstrations that

allow your company to identify the right strategic solution and

technology partners

After attending this event you will be able to:

Learning Objectives

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Welcome to Proformative

Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals

Selecting The Right Business Technology

Solution and Business PartnersLen Green, Senior Management Consultant, BT Partners

Wayne Spivak, President, SBA* Consulting

• Business Strategy

• Functional Requirements

• Technical Requirements

• Research & Qualify Vendors

• Software Demonstration

• Budget and Business Case

• Vendor Assessment

Today

Selecting the Right Technology

Dec 19, 2014

http://bit.ly/15yAmKb

Next

A Cautionary Tale

• Technical Requirements

• Research & Qualify Vendors

• Software Demonstration

Agenda

Technical Requirements

Paradigm Changes

vsBest of

ClassSuite

• Organizational philosophy/strategy re IT

• Technology preference/in house skills

• Product availability – legacy vs new age

What’s changing?

SaaS vs Hosted vs On Premise systems:

Configure vs Customize

Integration with other apps

Who manages

• database performance

• data backups?

• server specs/upgrades?

Access to your data

Support for SQL queries

SLA commitments

Technical Requirements

Technical Requirements are not my concern!

Understand each vendor’s:

• Technical design/plans

• Security/permission model

• Ease of integration

• Ease of query/data extraction

• Support for mobile/social/e-commerce

• Ease of configuration/use of tools

• Upgrades/service pack approach

• Ability to scale/be flexible

• Likely impact on IT resources to support

They are your concern!

• Compare each vendor’s risks/costs/benefits that should be part of your decision

• Determine which vendor’s solution better supports your future business model

• What IT costs/business benefits will your decision influence?

• Technical Requirements

• Research & Qualify Vendors

• Software Demonstration

Agenda

Research & Qualify Vendors

VENDORS/SERVICE PROVIDERS FOR:

• Process Improvement /Requirements/GAP Analysis

• Project Management/Change Management

• Software/Hardware Selection

• Software/Hardware Implementation & Support

What Software Selection Experience & Resources do you have?

Thank you for your interest in this presentation.

View the on-demand webinar or download the full

presentation at:

www.Proformative.com

Selecting The Right Business Technology

Solution and Business Partners