Selection Services

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Selection

Nine-step plan
Outsource partner

Overview

Tapping

Supplemental web tools

Implementation

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Benefits:

 Correct software is chosen and there is Team/Company buy-in.
 
Reduced resource costs and cycle time in the selection process.  
 
Reduced costs for the software and implementation services.
 
Reduced resource costs and cycle time for the implementation phase.  

 

Selecting the right software product is crucial.  This software will be a tool your company relies upon to meet it’s corporate goals.  However, there are critical steps prior to actually selecting a piece of software that must be completed to ensure your company can maximize the benefits available from the tool which you are about to invest in.  These steps include project justification/organization, project planning, process re-engineering and requirements building.

 Shared Memory’s clients take advantage of our extensive knowledge of customer service software products in the marketplace and our expertise in the facilitation of successful selection projects.   We work with our clients to build robust justifications, teams, project plans, and innovative processes culminating in a functional requirements document to ensure the needs of the company are clearly outlined and agreed upon.  We then facilitate the selection of a software tool that meets these needs.  See our 9 Steps for Selection Success for the full process and helpful templates.  

As part of our services, Shared Memory offers implementation support services that supplement the chosen company for integrating the software into the company.

 Major Services:

  • Create or validate the justification to select a new system.
  • Facilitate the creation of the selection team and perform the role of Team Leader and/or project manager.
  • Coach team in methods of operation, team building, problem solving, and empowerment.
  • Create a requirements document  & functional map that includes innovative processes by combining a strategic view of industry trends and best practices with our knowledge of the functionality available in the market.  (Includes providing guidance on how to extend the reach of your business processes to your customers, partners, and suppliers.)
  • Be the liaison between the team and the software suppliers to reduce distractions to the team and provide discipline to the team during their interaction with the suppliers.
  • Create a demo script that ensures all areas are covered and has functional value during the demonstrations.
  • Create a life cycle cost and implementation plan that is complete, realistic and identifies all hidden costs.
  • Provide evaluation templates and measurements to ensure software suppliers and implementation companies are evaluated and compared properly.
  • Reduce costs and liabilities through the negotiation of software/implementation costs and contractual terms.
  • Provide a post project report on ‘measurements for success’ that were set at the start of the project.

 

  Prepared by Sharon Levy.  Copyright © 2002 All rights reserved Shared Memory
Last Updated May, 2003.    Any comments, please mail