Final Business Management System Rating Form

 

Name: Date:

Vendor:

Product Name:

a) Quantitative Ratings

 

Weight

Weight

1. Whole System

 

14. Scheduling

 

2. Sales Analysis

 

15. Job Tracking

 

3. Estimating

 

16. Shop Data Collection

 

4. Quotations

 

17. Job Costing

 

5. Order Entry

 

18. Billing/Invoicing

 

6. Change Orders

 

19. Accounts Receivable

 

7. Purchasing

 

20. Accounts Payable

 

8. Receiving

 

21. General Ledger

 

9. Raw Inventory

 

22. Payroll

 

10. Finished Inventory

 

23. Fixed Assets

 

11. Shipping

 

24. Budgeting

 

12. QC / ISO9000

 

25. Preventative Maint.

 

13. Internet & Intranet

 

26. EDI

 

 

b) List key requirements that are not present in this product.

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c) List key requirements present in this product, but not present in other products.

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d) How well does the product meet our present needs?

 

e) How well does the product meet our future needs?

 

f) Will the product's operating procedures help us do what we need to do well as a business?

 

g) Can the product be of immediate benefit to us?

 

h) Does the menu structure and screens make sense?

 

i) Is the product easy to use?

 

j) Are the speed and performance of the product adequate?

 

k) What modifications may be necessary to make the product immediately useful?

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l) Can the vendor provide me the level of support I need?

 

m) What was my impression of the system the first time I saw it?

 

n) What is my impression of the system now?

 

o) How useful are the reports?

 

p) How would I rate the vendor?

 

q) List specific features that appear to be of concern.

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r) What single feature causes the most concern?

 

s) Is it possible to correct these shortcomings? If so, how?

 

t) What specific features appear to be superior to other products?

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u) What single feature excites everyone the most?

 

v) What is the final ranking of this product versus the other finalists?