Software Selection Consulting

Case Studies

Harry’s Fresh Foods: Software Selection for an ERP Software System

Harry’s Fresh Foods, a Northwest manufacturer and distributor of fresh, wholesome prepared foods chose SoftResources LLC, an unbiased software selection consulting firm, to help them select a new Enterprise Resource Planning (ERP) system.

The Challenge...
Harry’s Fresh Foods had outgrown their current ERP software application. They desired a new system that would improve their manufacturing planning process and keep pace with their thirty percent annual growth rate. Harry’s Fresh Foods wanted to do a thorough search of the many products in the marketplace to find the right solution at an economical price. As a company they recognized their limitations to dedicate the time and personnel necessary to accomplish the job.

Modules in scope: General Ledger, Accounts Payable, Accounts Receivable, Purchase Order, Sales Order Entry, Inventory, Production Planning, Manufacturing, Distribution, and Report Writer.

"I've used SoftResources for two of the three ERP searches that I have conducted. I have found their methodologies to be efficient and to the point. They know how to quickly narrow down requirements into the key differentiating criteria that matter. Their reputation in the industry fosters quick and accurate communication with ERP vendors. As a result, they can conduct thorough research in a fraction of the time it takes other firms. Combine that with their singular focus on ERP searches and you get the most efficient, thorough and independent software searches that I have found. It's a great model, I would use them again!"
- Brad Paris, Director of Supply Chain and Finance, Harry’s Fresh Foods

The Solution... Harry’s Fresh Foods engaged SoftResources to conduct their ERP software selection project. SoftResources using their proven methodology provided the following services; 1) identified Harry’s key requirements, 2) using the key requirements or “differentiating criteria” performed a thorough search of ERP software narrowing the options to four vendors who were the closest match, 3) assisted Harry’s Fresh Foods’ project team with the development of a Demo Script used to evaluate and compare the four vendors, and 4) coached the project team through the vendor demos and the final decision process.

The Result...
Harry’s Fresh Foods was able to chose with confidence an ERP software package that was the right fit for their unique processes in a fraction of the time it would have taken them. The project was delivered on time and within budget. Brad Paris, Director of Supply Chain and Finance, at Harry’s Fresh Foods had this to say about SoftResources’ services:

About Harry’s Fresh Foods...
Founded in 1978 Harry’s Fresh Foods, of Portland Oregon, manufactures and distributes fresh, ready-to-eat foods including soups, chilies, stews, sides, entrees, sauces, gravies, and desserts for the retail and food-service industries. For more information about Harry’s Fresh Foods visit www.harrysfresh.com.


Mesa County: Software Selection and Contract Negotiations for an Integrated Financial Management System  

Mesa County, ColoradoMesa County is a county in Western Colorado. They are in the top ten percent of the fastest growing counties in the U.S. and expect to double in population over the next 20 years.

The Challenge...
Mesa County needed a new integrated financial management system. It was important to them that the selection process be fair and result in the best solution to meet their needs. Although the County desired to do a lot of the work in-house, they did want an expert to assist in defining their functional requirements, in finalizing their RFP, and in providing coaching and guidance throughout the software selection process.

Modules in scope: General Ledger, Grant/Project Accounting, Budget, Accounts Payable, Accounts Receivable & Invoicing, Cash Receipting, Requisitioning and Purchasing, and Fixed Assets

The Solution…

Although Mesa County had already compiled a list of detailed requirements, they wanted them tailored to their environment. SoftResources conducted requirements interviews with system users, IT, and senior management and used this information to identify key requirements unique to the County. These differentiating requirements became the foundation of the County’s RFP for an integrated financial management system. SoftResources was able to streamline the RFP based on our experience doing software evaluations and selections with other government clients. We also identified a long list of software vendors for the County.

The response rate to the RFP was excellent. The County conducted the initial review of the responses and determined a short list of vendors to continue due diligence with. SoftResources was asked to review the short list to see if there were any areas of concern. SoftResources developed a customized demo script for the County, facilitated the demos and provided guidance throughout the evaluation process. We coached the County through the final due diligence process and assisted with their contract negotiations.

Services provided:

  • Requirements Interviews and Requirements Identification
  • RFP Guidance and Creation
  • Short List Decision
  • Software Demo Script Creation, Software Demo Coaching and Demo Facilitation
  • Evaluation and Decision Process Coaching
  • Contract Negotiations
"The response rate to the RFP was excellent. The County conducted the initial review of the responses and determined a short list of vendors to continue due diligence with. SoftResources developed a customized demo script for the County, facilitated the demos and provided guidance throughout the evaluation process." The Result...
  • An effective software evaluation and selection process for Mesa County.
  • Mesa County was able to issue an RFP that protected their interests, gathered some of the key information needed to make an effective decision, and provided a format to make it easy to evaluate the RFP responses.
  • Confidence that all appropriate vendors had been objectively evaluated.
  • Assurance that the software vendor/application decision was the best choice for the County.
  • A negotiated contract that was fair to both parties and protected Mesa County for the life of the software.

 

 

 

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