7. This part of the process is necessarily an
internal one.
But it can be aided by an external source
It is critical that you understand what your
objectives are and what success looks
like.
7
Defining the goal
8. Want or Need?
Use a robust process to ensure you get to
the heart of the issue
The output informs the next step of the
process
Intermediaries are experts with processes
in place and experience at hand.
8
Defining the goal
9. Points to consider
What is the overall Intention?
Who is the Sponsor?
What are the technical, organizational,
commercial or resource needs?
Is there a desire to solve the problem?
How strong is that desire?
What are the solution criteria?
9
Defining the goal
10. The role of the intermediary
Critical friend
Objective
Experienced
Motivated to deliver the best RFP
A portfolio of practices and processes to get
to the heart of the issue
10
Defining the goal
12. It’s time to be open
But it is a big world out there
A scatter gun approach will be time
consuming and probably ineffective
Guessing where to look is unlikely to be
efficient
The usual suspects will give you the usual
answers
12
Discovering Solutions
14. The role of the intermediary
Expert and experienced
Established networks
Efficient working practices
Selection of tools available
14
Discovering Solutions
16. Review proposals against your criteria
Prioritise proposals against fit
Strategic:Operational:Cultural:Network
Select the preferred proposals for further
investigation
16
Selecting a solution
17. CONFIDENTIALITY IN TECHNOLOGY
Consider
Any potential harm to other
parts of the organisation
Technology feasibility
Intellectual Property
Confidentiality
Validate
Validate all data and
information
Validation is a team sport
Correct due diligence
saves time and money in
the long run
17
Selecting a solution
18. The role of the intermediary
Maintain confidentiality
Pre-filtering can save significant time and cost
Dispassionate evaluation of proposals
Neutral position encourages openness
18
Selecting a solution
20. Internal preparation
Consider how you will handle an external
collaboration
Who will have responsibility?
Is the organisation and decision makers on
side?
What does success look like?
What is your walk away point?
20
Connecting with a solution
provider
21. Manage expectations
Consider both parties
Motivations : Expectations : Success criteria
Do your homework
Consider your assumptions carefully
21
Connecting with a solution
provider
22. The role of the intermediary
Ensures compatible objectives
Neutral positioning
IP Firewall
Confidentiality
22
Connecting with a solution
provider