Software Selection Consulting

Software Selection Kit

 

The Software Selection Kit

Updated for 2010, the Software Selection Kit is a do-it-yourself software selection program based on SoftResources experience conducting over 600 software selection projects with companies both large and small. Over the past 15 years, we have refined the software selection process and have put together this kit to help you efficiently evaluate your software options.

The Software Selection Kit will walk you step-by-step through the entire software selection process and give you the tools and templates to save you dozens of hours putting together the documents you need to properly evaluate software vendors. 

Customers have told us the kit is an invaluable tool to take them through the selection process. In fact, we have had internal discussions regarding if we should even sell the kit because we give away a lot of information that has taken us years to develop, but we want to help as many organizations as possible make the right software decisions, so you now have the opportunity to buy it. Here is what one company said about the Software Selection Kit:

"We bought the Software Selection Kit to help us with our accounting software selection. The tools and templates really helped us validate our decision process and allowed us to move through the process quickly. I would recommend the Kit to anyone that wants to save time and money through the software selection process!"

Steven Schramke, President & CEO
Projector.com
 

Buy the entire Kit for $250

You can either purchase the entire kit or just the phases that you might need a little extra help. If you buy the whole kit, you will also get 1 hour of phone consultation with a SoftResources software selection specialist to discuss the software vendors you should consider for your project.


Introduction to Software Selection (Free)

Download Now!

To help you get a feel for the value that you will get from the Software Selection Kit, feel free to download the Introduction to Software Selection FREE! 

The Introduction provides an overview of the software selection process and general software vendor market trends. It also outlines what you will get from each phase of the kit. 


Phase I - Preparation ($50)
Includes detailed instructions and tools to prepare for the selection project including setting up your selection teams, creating a budget and defining a project timeline.
 Tools included in this Phase:

Software Budget Template
Selection Team Worksheet
Selection Project Timeline Template
Project Calendar Template
Agenda - Company Wide Kickoff Meeting
Agenda - Executive Kickoff Meeting


Phase II - Requirements ($50)
Teaches you how to gather requirements including conducting requirements interviews and gathering the key requirements necessary to evaluate the software vendors. We will teach you how to focus on the key Differentiating Criteria requirements to streamline your selection process.
Tools included in this Phase:

Requirements Interview Schedule Template
Requirements Interview Memo Template
Software Functional Footprint Chart Template
Differentiating Criteria Template


Phase III - Research ($50)
This phase will help you create a Long List of software vendors and then use the Differentiating Criteria to quickly eliminate vendors and get to a Short List of 3 vendors. You will learn how to work with vendors to get behind the "fluff" of the sales literature and get the real answers to your questions. We will also teach you how to find the right implementation vendor or Value Added Reseller (VAR).
Tools included in this Phase:

Software Vendor Research Tools
Software Comparison Chart Template


Phase IV - Demos ($100)
Once you have a Short List of software vendors, you will get instruction on how to prepare for and conduct software demos. We will teach you what you need to know to be able to compare the vendors and make preliminary decisions. It includes a template Demo Script that you can modify for your unique requirements saving you dozens of hours!
Tools included in this Phase:

Software Demo Script Template
Request for Demo Letter Template
Post Demo Report
Demo Rating Report


Phase V - Decision ($50)
When you have decided on your finalist one or two vendors, we will walk you through the final due diligence and decision making process. It includes templates that can be used to equalize the cost proposals, ask the right user visit questions, and rank the vendors to make the final decision.

 

 Tools included in this Phase:

User Reference Questions Template
User Reference Report Template
Vendor Information Report Template
Cost Equalization Spreadsheet
Final Rating Sheet


Phase VI - Negotiations ($50)
Most software contracts are written by the software vendors. We will teach you the major points to negotiate in your contract to get the right discounts, and protect your interests in the agreement.
Tools included in this Phase:

Key things you should consider in the software contract negotiation process.

 

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