Considering new software?

Only my second post on here, so I  thought I would make it something useful.

One of the most common things all businesses will do at some point will be to purchase new software or new cloud services.

I have written before about things to be aware of when considering cloud services, won’t rehash it here but if you are interested you can read them at these links:

When choosing a system,vendor or cloud service you need to approach it in a rigorous manner.

Any of the steps below can be bypassed except step 1,4 and 5.

For example if you already have a shortlist or know who you want to request a quotation from, you can ignore some of the Vendor steps.

1. Analyse the business requirements. a. What are you requirements? What functions or objectives must be met? Define all your business requirements. b. After listing put them in priority order in a spreadsheet. Each row will be the requirement, each column will be the name of each vendor.

2. Vendor Search. a. Compile a list of Vendors b. Select which ones you want to request information from. c. Request for Information (RFI) d. Shortlist Vendors.

3. Request for Proposal and Quotation. From the shortlist you need to send a brief outlining your requirements you collated in step 1. Depending on the vendor this may take a while or have a lot of to-ing and fro-ing.

4. Proposal Evaluation and Selection. a. At this point you will go back to your spreadsheet and add additional requirements regarding financial and budgetary constraints. b. Mark your vendor against these constraintsrequirements based on the information returned.

5. Contract and Service Negotiation. a. Use the spreadsheet to provide assistance along with any other relevant information. Choose the vendor and start negotiation on contract terms listed but not restricted to those below. i. Cost ii. Service Level Agreement iii. Term of contract or agreement iv. Cancellation v. Insurance.

At the end of it you can still go with a gut feel but now you can back it up with solid information.

If you would like some templates to run through drop me an email to, I have basic questionnaires and a template spreadsheet.