A Quick Guide to
Making
Technology
ChoicesPRESENTED BY:
ALLEN PEMBERTON
PEMBERTON CONSULTING, LLC
Speaker Series
 Follow a small business through process of updating technology to
meet future demands
 A Quick Guide to ...
Setting the Scene
 Acme Widgets
 Owner: John and Mary (Chilton) Winslow
 Product: Widgets
 Est: 2009
 Employees: 5 FT...
A Technology Selection
Methodology
 Objective: to present a simple methodology for small and medium
size business owners ...
Gathering the Requirements
 Understanding your Basic Business System Needs
 Core Business Systems
 Ancillary Business S...
Preparing to Select your Solution
 Prioritize requirements
 Basic elements
 Required elements
 Nice to have elements
...
Preparing to Select your Solution
 Identify potential vendors
 Local (Web sites, SBDC, WWU, etc.)
 Non- local (Regional...
Selecting the Solution
 Prepare request for vendor proposal
 Clear statement of need
 Document specific requirements ba...
Selecting the Solution
 Vendor response review
 Review each response as it arrives and rate based on prioritizations
 S...
Implementation
 Initial planning meeting with Vendor
 Establish implementation time table
 Identify and establish speci...
Questions?
Contact Info:
Allen J Pemberton
E: allen@Pembcons.com
C: (360) 739-1070
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A Quick Guide to Making Technology Choices

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Framework to Launch: Managing Information, Your Most Important Asset Speaker Series presentation "A Quick Guide to Making Technology Choices" by Allen Pemberton of Pemberton Consulting. May16, 2014

Published in: Education, Business, Technology
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A Quick Guide to Making Technology Choices

  1. 1. A Quick Guide to Making Technology ChoicesPRESENTED BY: ALLEN PEMBERTON PEMBERTON CONSULTING, LLC
  2. 2. Speaker Series  Follow a small business through process of updating technology to meet future demands  A Quick Guide to making Technology choices  Methodology for selection and implementation of Core Business system  Developing a functioning Web Site for your Business  Decision process for selecting and establishing a web presence  Analyzing your online presence and the impact on your business success  Analyzing and optimizing your web site  Using customer information to increase sales  Tracking and utilizing your customer information to drive your business  How ‘cloud’ computing can benefit your business productivity  Utilizing cloud computing to improve your business reach and the bottom line
  3. 3. Setting the Scene  Acme Widgets  Owner: John and Mary (Chilton) Winslow  Product: Widgets  Est: 2009  Employees: 5 FTE  Inventory: 500 SKU’s  Bus Type: Retail and Widget repair and service  Strategic Plan  Created five year business plan with help of SBDC  40% growth per year, with web retail site
  4. 4. A Technology Selection Methodology  Objective: to present a simple methodology for small and medium size business owners and operators  Three steps:  Gathering the Requirements  Developing Functional and Conceptual Requirements  Selection of the Solution  Identifying the correct vendor and making the decision  Implementation  Managing the solution implementation
  5. 5. Gathering the Requirements  Understanding your Basic Business System Needs  Core Business Systems  Ancillary Business Systems  Identify your Team  Employees  Outside Resources (Do’s and Don’ts)  Identify Functional Requirements  The specific goals and objectives of the solution  Identify and document ancillary interfaces and requirements  Document Functional Requirement
  6. 6. Preparing to Select your Solution  Prioritize requirements  Basic elements  Required elements  Nice to have elements  Identify potential solutions  Resources  Web research  TAG of NW  Professional resources (CPA/Accountant)
  7. 7. Preparing to Select your Solution  Identify potential vendors  Local (Web sites, SBDC, WWU, etc.)  Non- local (Regional)  Recommendations  Business associates  Business professionals  Qualifying Vendors  Experience with solutions  Years in Business, References  Recommendations by business associates and business organizations
  8. 8. Selecting the Solution  Prepare request for vendor proposal  Clear statement of need  Document specific requirements based on Functional Requirements  Statement of selection process  Publish the request to potential vendors  Establish selection schedule  Date of publication of request  Date of bid closing  Expected selection date  Publish schedule to vendors with letter and requirements document
  9. 9. Selecting the Solution  Vendor response review  Review each response as it arrives and rate based on prioritizations  Select two or three, if possible, responses that meet requirements  Schedule meeting for each vendor to demonstrate solution and address any question your team may have  Final selection  Meet with selection team and select vendor solution  Notify other vendors of decision  Contact finalist and begin planning implementation
  10. 10. Implementation  Initial planning meeting with Vendor  Establish implementation time table  Identify and establish specific elements to be implemented based on published requirements  Identify implementation team, both yours and vendor  Implementation Phases  Design and configuration  Solution installation  Training  Testing  Go live
  11. 11. Questions? Contact Info: Allen J Pemberton E: allen@Pembcons.com C: (360) 739-1070

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