Lecture Notes Dda3033 Chp 2a Needs Identifications Rfp 30062013

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    Real World Example

    Vignette: Successful Messaging Services in Poland Polska Telefonia C frowa PTC is Polands leadin wireless services

    provider, and maintains Era, the largest mobile network in Poland.

    Powered by Sun Internet Mail Services (SIMS), PTC introduced Eranet, amessaging system designed to notify mobile subscribers by cell phone textmessages when they have new e-mail. They expanded offerings tocustomers by delivering two-way SMS services. A detailed needsassessment was a key to this successful initiative.

    Sun Services helped to map out all of the requirements for the Eranetproject from the beginning and remained involved at every stage. Theydeveloped an implementation plan, first determining needs and then

    - .

    50 percent earlier than anticipated. With the implementation of the new Sun e-mail software, PTC was able to

    grow its subscriber base by approximately 80 percent in one year, with theanticipation of further growth.

    Real World Example

    Vignette: Red Light, Green Light Catherine Aczel Boivie joined Pacific Blue Cross in 2003 as VP of

    Information Technology.

    She and the CEO agreed on two principles: (1) Technology has no valuealone, and (2) technology management needs to focus on enablingbusiness as opposed to operations.

    Pacific Blue Cross created a Balanced Scorecard - that displays andmeasures the organizations performance from six perspectives:qualitative, quantitative, infrastructure, clients, people, and community-related oals.

    Boivie then introduced the project management office (PMO) function.A report she called the Traffic Light was implemented to allow the PMOto regularly report project status. During Boivies second year at PacificBlue Cross, she introduced a gating process to govern her projects.

    Boivie is confident that the project management processes she put inplace will help ensure advancing business goals, on time and withinbudget.

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    Needs Identification

    It is the initial phase of the project lifecycle

    Starts with recognition of a need, problem, or

    opportunity

    Ends with the issuance of a request for proposal

    (RFP)

    Customer identifies a need a roblem or an

    opportunity for a better way of doing something

    Sees benefit in undertaking a project to result in

    improvement

    Needs Identification (Cont.)

    Prior to preparing an RFP:

    , ,

    Clearly define the problem or need

    Quantify the problem Determine the budget

    Select the project(s) with the greatest benefit for the

    cost expended

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    Project Selection

    Involves evaluating various needs or opportunities, and

    then deciding which of these should move forward as a

    project to be implemented

    Steps in project selection:

    Develop a set of criteria against which each opportunity will

    be evaluated

    st t e assumpt ons Gather data and information for each opportunity

    Evaluate each opportunity against the criteria

    Project Selection (Cont.)

    Group consensus lead to better quality decision and

    higher acceptance of the decision

    Effective approach selection committee to develop a

    set of evaluation criteria In most cases selection based on a combination of

    quantitative and qualitative evaluation

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    Preparing a Request for Proposal

    1. State, comprehensively and in detail, what is required,

    from the customers point of view

    2. Enable contractors or a project team to understand what

    the customer expects so that they can prepare a

    thorough proposal

    3. The need may be communicated informallyand

    sometimes only orally

    Preparing a Request for Proposal (Cont.)

    Guidelines for drafting a formal RFP to external

    contractors:

    Statement of work (SOW)

    Customer requirements Deliverables

    Customer-supplied items

    pprova s requ re y e cus omer

    Type of contract

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    Preparing a Request for Proposal (Cont.)

    The payment terms

    e requ re sc e u e or comp et on

    Instructions for the format and content of the contractor

    proposals

    Due date for proposals

    Evaluation criteria

    Occasionally will indicate the funds the customer has

    available

    Soliciting Proposals

    Methods:

    1. Identify a selected group of contractors in advance

    and send each an RFP

    2. Advertise in certain business newspapers

    3. Process considered a competitive situation

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    Soliciting Proposals (Cont.)

    .

    contractors

    5. May hold a bidders meeting to explain the RFP and

    answer questions

    6. Not all use RFP