Reference Questions for a Software Vendor

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© Copyright 1994 by Chaim Yudkowsky, CPA, CITP, CGMA

Common questions to ask a reference for a software vendor during the due diligence process

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Reference Questions for a Software Vendor

  1. 1. WHAT QUESTIONS SHOULD I ASK A REFERENCE FOR A SOFTWARE VENDOR? THE INFOLIST SERIES BACKGROUND  Was this your first computer system?  Did you speak to other users before purchasing it?  If yes, what did they tell you about the software vendor?  Are there other users that you know of that I could talk to?  When was your system installed? REFERENCE SPECIFIC  In what capacity have you used the vendor? Hardware Telephone support Software Modem support Custom programming Hardware maintenance Training Software maintenance  What hardware did you buy from the vendor?  Did you have any major problems during or since the installation of hardware?  What software was provided by the vendor? Accounts payable Point-of-sale Accounts receivable General ledger Inventory management Payroll Purchasing Report writer Order entry Other  Have you had any software problems during and since the installation?  If yes, describe the problem and the vendor's resolution including response time.  Is the software well-supported?  What training and support responsibilities do you have in your current position? How much of it involves training and support on a computer system?  What type of documentation have you been involved with creating for training and computer system operations? New user guide Network documentation  What is the example of a disastrous computer/automation experience that you have been a part of? How did you correct the problem? How did you placate the irate users?  What are the techniques you use to help users learn and adapt to the changes in their job responsibilities?  What user frustrations have you encountered during training and ongoing support? How do you counter them?  What do you like about training and providing assistance to others?  Very often, a person filling this type of position can become indispensable to a company. What procedures and plans would you have to help the company not be too reliant on just one person? CONCLUSION  Is there anything you would like to ask us? © Copyright 1994 by Chaim Yudkowsky, CPA410-736-9875  cyudkowsky@byteofsuccess.com This information is being provided simply to give you a better understanding of some of the issues related to performing a reference check on a software vendor. No final conclusions should be reached by completing this InfoList without further review and consultation. If you have any questions contact me at 410-736-9875.

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