Evaluating software solution alternatives and selecting an effective system may not be your expertise. An organized approach from qualified resources may reduce the risk of making a bad choice. Talk to a BKD Technologies consultant about how BKD can help your search and selection become successful.

1. 5 Phase Approach to
Project Management

2. Approach
• The successful selection of mission-critical applications
requires a disciplined approach. BKD Technologies has
an approach and has applied it successfully on similar
engagements.
• The following pages present the key
elements of our approach.

3. Objectives –
Project Approach Define the “key” business
Phase 1 – Define System Requirements requirements
Deliverables –
• “Key” requirements and
prioritization
• Request for information (RFI)
Kick-off Selection / Define System Requirements 1
Activities –
Screen Potential Software Vendors 2 • Conduct project kick-off
• Conduct interviews to
document high-level
processes and functions
Conduct Software Demonstrations 3 • Determine key
integration/interface points
for existing systems
• Conduct Joint Requirements
Estimate Costs & Resources 4 Planning (JRP) sessions with
key personnel
• Document and confirm
Finalize Selection & Review Results 5 “key” requirements
• Develop “key” requirements
RFI

4. Objectives –
Project Approach Identify the “best fit”software through
structured software demonstrations
Phase 2 – Screen Software Vendors
Deliverables –
• RFI response summary
• Short list of vendors for
further evaluation (Demo’s)
1
Kick-off Selection / Define System Requirements
1
Activities –
• Develop a list of potential
Screen Potential Software Vendors 2 vendors for screening
• Distribute RFI to select
vendors
Conduct Software Demonstrations 3 • Collect and summarize
vendor responses,
including:
• Functional fit,
Estimate Costs & Resources 4
• Vendor evaluation
• Pricing
• Review results with
Finalize Selection & Review Results 5 management
• Identify 2 to 3
demonstration candidates

5. Objectives –
Project Approach Conduct structured demonstrations
with identified vendors to evaluate
Phase 3 – Conduct Software Demo’s software capabilities
Deliverables –
• Demonstration Scripts
• Demonstration Rating
Results
1
1
Kick-off Selection / Define Systems Requirements
Activities –
• Contact and schedule
Screen Potential Software Vendors 2
3 vendor candidates
• Prepare demonstration
packet, including:
Scripts based on key
Conduct Software Demonstrations 3 •
requirements
• Data to be pre-loaded for
demonstrations
Estimate Costs & Resources 4 • List of additional
requirements
• Prepare demo scoring tool
and train users
Finalize Selection and Review Results 5 • Conduct structured demo’s
and scoring
• Review demo results

6. Objectives –
Project Approach Estimate implementation time
Phase 4 – Estimate Costs & Resources frames, resources and costs
Deliverables –
• Preliminary implementation
estimates
1
Kick-off Selection / Define System Requirements
1
Activities –
• Review formal proposals
Screen Potential Software Vendors 2
3 from vendor candidates
• Identify implementation
activities necessary to
achieve complete system
Conduct Software Demonstrations 3 implementation
• Assess any gaps in services
offered and determine any
Estimate Costs & Resources 4 additional resource
requirements
• Develop preliminary
5 estimates of
Finalize Selection & Review Results
implementation time
frames, resource
requirements and costs

7. Objectives –
Project Approach Check vendor references and
Phase 5 – Finalize Selection & Review Results present final selection findings
Deliverables –
• Reference call summaries
• Results summary
1
Kick-off Selection / Define System Requirements
1
Activities –
• Call references and compile
Screen Potential Software Vendors 2
3 results:
• Implementation
• Customer support
Conduct Software Demonstrations 3 • Training
• Conversion/Integration
• Review reference check
results
Estimate Costs & Resources 4 • Finalize summary of work
completed and present to
management
Finalize Selection & Review Results 5

8. For More Information Visit:
www.bkdtechnologies.com/SoftwareSelection