How To Write A Horrible Tender

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    Notes on slide 1

    In the spirit of things, I use the word tender interchangeably with RFP, RFQ, RFI, or whatever. EDMS is Enterprise Document Management System and I mix it freely in a vile soup of acronyms, including Enterprise Content Management (ECM) and Business Process Management (BPM).

    Learning to write a rotten RFQ is a lifelong process. You can always get better at bad. But if you stick with us through this short session, you will take away valuable career-enhancing skills and knowledge.

    By “stories,” I mean use cases, scenarios, “days in the life of,” or any other narrative format for describing system requirements in terms of actual humans doing actual work. They are the beginning of the end of obfuscation. If you learn nothing else today, heed this well.

    The core of a truly, stunningly bad RFP is a master list of impenetrable “requirements.” The beauty of the term “requirement” is that it is so firm and non-negotiable. Compromise is for the weak and failure is not an option. Do not at any time relate a requirement to a business activity; for example, you want to say “system must have customizable parameters for controlling the configuration of Applet & its UI” rather than stating what browsers or screen resolutions you need to support.

    This is one of the most entertaining parts of writing a horrible RFP. You shouldn’t worry about understanding what the vendor means with his specialized argot; he doesn’t know either, but enjoys thinking that he is baffling you with…well, you know. Have fun. You can even make up your own stuff. Like you could say a “twidget” is a 140-character text message that is used for active document assembly.

    If you tell a vendor or a consultant what to do, they may do it. This could leave you with the responsibility to take action and, therefore, potential blame. In a worst case scenario, clarity will result in a call to action within your organization and a greatly magnified chance for culpability.

    This is an example of clearly showing the differences between ECM technologies. Burn before reading.

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    How To Write A Horrible Tender - Presentation Transcript

    1. How to write a horrible tender
      Why should you suffer from ECM?
      © 2009 Bo Warburton
    2. You are no dope
      They told you to write a tender for an EDMS, saying it would increase your chancesof a successful computer systemimplementation
      But you are wise to that malarkey—you know the real value is in making sure somebody else gets the blame when things go south
      As they surely will
    3. What you will learn today
      The general approach for writing a long, yet worthless procurement document
      How to confuse, but not lose
      When and how to use specific terminology
      The egregious downside of clarity
      Traps in the path
    4. Keep it loose
      Never:
      Define deliverables
      Tell stories
      Indicate a methodology
      Always:
      Focus on one tiny part of the document lifecycle, such as scanning
      Use vague terminology for objectives, so that they can never be measured
    5. Be confusing
      Do not say clearly what kind of software you are looking for, but rather throw out a mist of “requirements”
      Preferably favor different approaches in different parts of the RFI
      For example, pretend you do not know this:
      BPM is automation for high-volume and process-intensive tasks
      ECM is a holistic choice to manage documents better across the organization, including collaboration and knowledge management
    6. Use vendor-specific terminology
      Collect jargon from various vendors
      Use it indiscriminately, mixing and matching
      For example:
      “routing queue”
      “volume”
      “docbase”
      “category”
    7. Don’t tell ‘em what to do
      Don’t say this:
      Consultant will provide advice and analysis regarding the required product features and business process redesign
      Or this:
      Consultant should assist in detailed project planning, including advice and guidance regarding phased approaches, project milestones, and work-package organization
    8. Deny you ever saw this
    9. Thanks. Send me all your horrible tender stories.
      By electronic mail at: bo@supaisystems.comor use Twitter, bowarburton; Google or Yahoo!, bwarburton; or even Skype me at edward_warburton

    + Bo WarburtonBo Warburton, 4 months ago

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