Page 7 - CxOs ERP Guide

6. Prepare an RFP (Request for Proposal)

This is an essential step when evaluating different vendors. It also ensures that the client clearly
understands what he expects from the Vendor. When many vendors are approached they will each expect an

understanding of the Client requirements before submitting a proposal.

It is likely to different vendor the Client communication since verbal can create different perceptions of the

Client requirement and cause many problems once the award and advance is paid.

To avoid all these confusions, we suggest a basic RFP be given to the client. See below the checklist for the
RFP
 Create a Business work flow, with all input documents and information needed.

 The Business workflow must identify the users in the Head Office and the locations or warehouses

maintained remotely.

 From the above identify critical modules/systems to start with and the balance in order of priority.

 Normally the operational and finance comes first.