Proformative recently launched the FinTech Forum webinar program series, which is designed to offer practical and actionable content in an interactive format to help finance leaders better understand and exploit business technology that can fuel competitive advantage.

1. Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals
Selecting The Right Business
Technology Solution and
Business Partners

2. • Identify how to understand and define the key elements of
technical requirements as part of the selection process
• Recognizing how to conduct research for likely
vendors/solutions (software manufacturers and partners,
independent implementation and project management
consultants) and determine which qualify to be evaluated
further
• Identify how to plan and conduct software demonstrations that
allow your company to identify the right strategic solution and
technology partners
After attending this event you will be able to:
Learning Objectives

3. Proformative is the leading educational resource for corporate finance
professionals.
Announcing the new Proformative Academy:
• On demand video courses taught by peers and SMEs
• Over 150 finance and accounting courses and growing rapidly
• CPE for CPAs, CMAs, CTPs, and CIAs
Check it out at www.ProformativeAcademy.com
Welcome to Proformative

4. Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals
Selecting The Right Business Technology
Solution and Business Partners
Len Green, Senior Management Consultant, BT Partners
Wayne Spivak, President, SBA* Consulting

5. • Business Strategy 
• Functional Requirements 
• Technical Requirements
• Research & Qualify Vendors
• Software Demonstration
• Budget and Business Case
• Vendor Assessment
Today
Selecting the Right Technology
Dec 19, 2014
http://bit.ly/15yAmKb
Next

6. A Cautionary Tale

7. • Technical Requirements
• Research & Qualify Vendors
• Software Demonstration
Agenda

8. Technical Requirements
Paradigm Changes
vs
Best of
Class
Suite
• Organizational philosophy/strategy re IT
• Technology preference/in house skills
• Product availability – legacy vs new age
What’s changing?
SaaS vs Hosted vs On Premise systems:
Configure vs Customize
Integration with other apps
Who manages
• database performance
• data backups?
• server specs/upgrades?
Access to your data
Support for SQL queries
SLA commitments

9. Technical Requirements
Technical Requirements are not my concern!
Understand each vendor’s:
• Technical design/plans
• Security/permission model
• Ease of integration
• Ease of query/data extraction
• Support for mobile/social/e-commerce
• Ease of configuration/use of tools
• Upgrades/service pack approach
• Ability to scale/be flexible
• Likely impact on IT resources to support
They are your concern!
• Compare each vendor’s risks/costs/benefits that should be part of your decision
• Determine which vendor’s solution better supports your future business model
• What IT costs/business benefits will your decision influence?

10. • Technical Requirements
• Research & Qualify Vendors
• Software Demonstration
Agenda

11. Research & Qualify Vendors
VENDORS/SERVICE PROVIDERS FOR:
• Process Improvement /Requirements/GAP Analysis
• Project Management/Change Management
• Software/Hardware Selection
• Software/Hardware Implementation & Support
What Software Selection Experience & Resources do you have?

12. Thank you for your interest in this presentation.
View the on-demand webinar or download the full
presentation at:
www.Proformative.com
Selecting The Right Business Technology
Solution and Business Partners