Getting Started

The Business Management System Selection Assistant will take you through the proper steps to help you select the best system for your business.

System Selection Team

We will assist you in the assembly of a management system selection team. A selection team usually consists of chosen personnel from sales, estimating, customer service, production, purchasing, accounting, and other areas of your business.

Your System Requirements

Wally will help your selection team members define precise requirements based on your business methods and needs.  Your team will scored each requirement for importance using our scoring system. Wally will gather information about your company, existing computer systems, growth expectations, and other information.

The Selection Assistant will generate clearly written Requirements Document of your requirements and scores. A typical Functional Requirements Document may cover the following areas:

Request for Proposal

Wally will generate a Request For Proposal (RFP) incorporating your detail requirements, requests for critical vendor information, and essential data for vendors to provide a proposal, ready for you to send to the vendors. You can print the RFP, have suppliers complete it online, email a copy, or send a copy on diskette.

System Finder

With the System Finder you can research our vendor database of nearly 100 suppliers of print management and manufacturing systems to find the best match for your business. You can use pre-defined searches are based on criteria favored by industry professionals or create your own custom searches.

Vendor Comparisons Sheet

Once the vendors have submitted their proposals, Wally will generate a Comparisons Sheet which compares the responses and scores of each vendor and to how well they can meet each of your functional requirements.

Evaluation Score Sheet

You receive an evaluation score sheet, so your staff can rate systems during vendor demonstrations. Our score sheet is an essential tool for documenting and tracking each vendor's ability to meet your needs. The score sheet quickly isolates and focuses on the strengths and weaknesses of each package.

Vender Reference Check Questionnaire

Learning from the vendor's references is critical in your decision process. You will receive a questionnaire for your use while interviewing each of the vendor's references. It contains a series of questions formulated to get an objective opinion from the vendor's customers.

Benefits

1. You do not have to spend months learning about the capabilities of systems and vendors. It is our business to continuously keep up with systems technology by implementing systems at our clients, attending trade shows, receiving vendor demonstrations, researching industry trends, and monitoring user satisfaction.

2. Eliminates the painstaking task of wading through stacks of glossy software brochures, and software demonstrations. Avoids the need to listen to sales pitches from vendors that do not match your needs.

3. There are over 100 different business management systems in operation within our industry. Global markets and merging technologies are bringing even more. Our approach eliminates time and money wasted on looking at unqualified systems. At the same time, you will not fail to consider a qualified package just because you have not heard of it.

4. Your people get involved in the decision process, adding to the success of the project by producing employee "buy-in." Everyone has a voice in the process and a stake in the decision. This improves everyone's understanding, focus, and cooperation.

5. To speed up the Functional Requirements definition process and avoid "blank paper" syndrome, we reference our own database of over 800 requirements that we developed from years of experience and ideas from previous clients.

6. The Evaluation Score Sheet quickly isolates and focuses on the strengths and weaknesses of each package. It also helps you document and track each vendor's ability to meet your needs. This is important considering four vendor demonstrations can last four days and cover over 3,000 features!

7. The Functional Requirements Document and Evaluation Score Sheet becomes a "Yard Stick" for equally measuring the capabilities of each system.

8. The Request for Proposal saves you substantial time and money by quickly qualifying vendors based on their proposals and ability to meet your needs.

9. Our simple, systematic, and structured technique ensures a higher quality decision at a maximum speed.

10. Our proven approach will greatly reduce your risk of failure!