Global Software Characteristics

Ready-to-Use RFP™ Outline

Supply Chain Management (SCM) Software

The Supply Chain Management software RFP Master is very comprehensive, with many hard-hitting questions targeting both normal and "exception case" business usage and productivity situations. A detailed topic listing for this RFP Master is shown below, followed by sample RFP questions and vendor response comparisons. Please use our secure order page to purchase this RFP here.

GLOBAL SOFTWARE CHARACTERISTICS

Maturity of Product

Architectural Issues

System Scalability

Server/Client OS Support

Database Support

Data Interface

Reporting Capabilities

Query Functionality

User-Defined Parameters

Application Interfaces

Programming Toolkit

3rd Party ERP Interface

Wireless Technology support

CUSTOMER RELATIONSHIP MANAGEMENT

Account Management

Contact Management

OpportunityManagement

Event Management

Document & Knowledge Management

Competitor Information Management

Partnership Management

E-commerce Functions

Call Center Management

Sales Force Automation

Customer Service

Help Desk

SALES ORDER MANAGEMENT (OE)

Order Header Data Elements

Line Item Data Elements

Returns Processing

Direct Shipment Processing

UOM Conversion

Master Scheduling Interface

Sales History Logging

Inventory Interface

Price Discount Calculation

Customer Master File Interface

Credit Information and Checking

Serial and Lot Number Processing

Telephone Inquiry Processing

Accounts Receivable Interface

Order Inquiries

Sales Tax Topics

Sales Analysis

Order Processing / Order Status Inquiries

Messaging

Reporting

Back Order Processing

Picking Slip Printing / Processing

Invoice Issues

Invoice Posting

Traveler Sheet Preparation

MASTER SCHEDULING

Multiple Manufacturing Plant

Manufacturing Environments

Make To Order

Make To Stock

Assemble To Order

Bucketed / Unbucketed

Processing Type

Demand Sources

Interface Issues

CAPACITY REQUIREMENTS PLANNING

Shop Calendar Maintenance

Work Center Table Maintenance

Effectivity Dates

Planning Period Usage

Production / Volume Planning

Graphical Displays

Use-defined Function

Order Types Supported

Load Information Retrieval

Routing Data

Operational Criteria

Work Center Data

Departmental Issues

Processing Issues

Just – In – Time Processing

Requirements Reporting

Procedural Reports

Load Profiling

Tooling References

WORK IN PROCESS (WIP)

Workflow Monitoring Functions

WIP Tracking

Multi-facility

WIP Inquiries

Dispatch Lists

Manpower Requirements

BILL OF MATERIAL (BOM)

Level / Level Numbering

Decimal Precision

Phantom Item

Superseded Versions

System Interfaces

Mass Maintenance Options

Engineering Change Support

BOM Inquiries / Reporting

BOM Revision History

BOM Comparison Functions

PURCHASE ORDER MANAGEMENT

Requisition Information and Processing

Purchasing Order Data Element

PO Line Item Data Element

Job / Shop Order / Term Codes

Unit of Measure (UOM) Issues

System Interfaces

Purchase Order Processing

PO Printing

Receiving Processing

Receiving Labels

Receiving Inquiries

General Inquiries

Reporting

Vendor Performance Reporting

MATERIAL ALLOCATION PEGGING

Level-based issues

Pegging

Customer Order Pegging

Requirements-based Pegging

Transient / Phantom Items

Lot Support

MULTI-PLANT SCHEDULING

Multi-Facility Master Scheduling

Facility-specific Consumption

Facility-specific Material

Facility-specific Available to Promise

Aggregate / Facility Planning

Multi-Plant Load Profiles

Entity-Wide Resource Definitions

Facility-Specific Effectivity

PICKING LIST GENERATION

Picking Slip Functions

Plant / Item / Location

Picking Slip Modest Batch / Immediate

Unique Pick List

Sales Order Specific

Multiple Order Picking

Location Order Printing

ERP/BOM/MRP/INVENTORY INTERFACES

DOCUMENT MANAGEMENT

Document Capture

Web Interface

Search Capabilities

Workflow

Content Management

Functional Integration

WORKFLOW

Ad-Hoc Initiation

Structured Templates

Decision making logic

Integration Issues

IMPLEMENTATION

Conversion

Installation

Initial Training

On-going Training

Support

Help Desk Tools

COST DATA

Initial One-Time Costs

Recurring Costs

FOUNDATION ISSUES

Organization History

Project Summary/Definitions

Vendor/Bidder Interest & Commitment

Project Schedule

Vendor/Bidder Conference

Right to Negotiate/Cancel/Modify

Contract Management/Legal Topics

RFP QUESTION EXAMPLES

Some sample questions typical for both the Word and Excel versions of this RFP are shown here. Although the same questions are used in both, please remember there are some important differences between the Word and Excel versions. Only the Excel version offers the Feature Support Matrix function, built-in Weighted Grade Point Scoring and Side-by-Side vendor response comparisons such as the sample shown. For more detailed information about the Excel version please visit this link:

A sample from the SALES CYCLE ANALYSIS section:

Does the proposed software enable the user to present Sales Cycle Report information in summary form via pie charts, bar charts, line drawings, or other pertinent charting method?

A sample from the SALES COACHING section:

Can Sales Coaching information content focused on the specific status of a given sales opportunity be displayed on-screen?

WEIGHTED GRADE SCORE & FEATURE COMPARISONS:

Excel version only. Distribute RFPs and receive vendor RFP responses electronically. Almost instantly compare vendor responses (proposals) side-by-side in detail or 3-D bar chart form. Compare Weighted Grade Point Scores or Response Features (Release Scroll button to view graphic).

Compare vendor RFP responses side-by-side at the detail level using the RFP Master Response Evaluation spreadsheet!