Software Selection

Selecting new software is a decision that will have an effect on every part of your business. It is almost like changing out the heart of your organization, while still running day to day operations. Our goal is to assure your decisions are well informed, and in line with the best practices for your industry. We will: 
 

• Review current and future business processes and goals
• Establish functional and technical reqirements for your software
• Provide a review of vendor options 
• Facilitate software demos
• Counsel with you through your final decision
• Review and negotiate final contracts

With 30 years of experience, we have the expertise to help transform your organization as smoothly as possible, easing your way into the future.  

“In searching for assistance with selecting an ERP system, I was referred to SoftResources and told that their input had been ‘invaluable’ on a similar project. I certainly echo that statement.... Their experience and expertise surfaced many important topics that would never have come to light through our own efforts. We have a very different and much better outcome than we would have had prior to their involvement. I recommend them highly.”

~ Bob Fries, Center for Sustainable Energy®

Well established requirements drive the smoothest transformations! 

We work with your team to review which current processes are valuable and which might change in the future. SoftResources takes every strategic step into consideration. Key personnel performing day to day operations are essential to these conversations, as they offer more detail to the functional and technical requirements.

We hold discovery workshops with these team members to learn: 
 

• Current business processes
• Ancillary systems
• Workarounds in place
• Functional and technical requirements
• Opportunities for efficiency improvements

We evaluate your operations side by side with the common best practices of your industry to offer recommendations for improvement that align with the future objectives of your organization.

Software decisions should be well informed, and based upon how each product will specifically support your organization's daily operations. With this goal in mind, the next steps of our process include: 
 

• Completing a formal RFP or bid process, if needed.
• Cultivating a list of software options based on the specific needs set out in key requirements gathering.
• Offering a specific list of vendors and their software solutions for your organization, from which a few will be selected to offer demonstrations.
• Creating a customized script to guide the vendors, and facilitating the demos. We ensure the vendors include specific functional and technical requirements. Each demo will be comprehensive, content focused, and comparable. 

"SoftResources was helpful in developing the vendor demonstration scripts to help keep the vendors focused on what we needed to see, not what the vendors wanted to show us. For organizations which have not gone through such a software selection process, SoftResources services would be invaluable.”

At this stage of software selection, one or two vendors are identified for final review. Next steps are for due diligence- this may include making calls to vendor customers for references, requesting follow up demos, visiting vendor headquarters, or a final vendor analysis. Drawing on the insights we've gained from working closely with your team, we counsel with you through the final decision meeting.