Analysis
Process
1. Create Initial Needs
Definition
There are in actual fact two different
initial needs definitions you can create. The first, and perhaps
most critical, one is what we call the Preliminary Needs Definition.
This has little to do with the actual questions asked. Here we are
trying to involve people in the software selection process by encouraging
them to say in words (through the Preliminary Needs Definition form)
exactly what it is they require in order to assist them do their
jobs well. Once this information has been collected, the text suggestions
can be associated with the questions asked in the program.
Since individual people will support
a very limited view of the entire system, strategic, operational and
departmental requirements will have to be added to the needs definition
as well. We use a printed form called the Detailed Needs Definition
to collect this information. This form is a mirror image of the questions
asked in the analysis program. However, the form itself supports a
slightly modified method of indicating the relative importance of
each requirement. Rather than forcing people to select a value from
0 to 9 to represent the importance of the question, we also give people
the ability to indicate their interest by selecting either LOW, MODERATE
or HIGH. This makes the assignment of importance factors much easier
without really affecting the validity of the analysis.
The program uses a methodology not unlike
a word processor to enter and manage needs definition files. The use
of a FILE | SAVE AS function enables you to create progressively more
detailed or simplified needs definition files without losing original
information. Consultants can use this methodology to create template
needs definition files for clients in similar industries or to help
users establish a starting point for their own needs definition file.
2. Print and Verify Needs
Definition
Once the information has been input into
the analysis program, you can print your needs definition to verify
all of the information. This report can serve an additional purpose.
If you want to compare your requirements against specific products,
but without having to wait for the program to complete the initial
analysis, you can do so through this report routine
3.Run Initial Analysis
Once the needs definition has been completed,
the program will compare it against each product (or selected groups
of products which you define). The program will use each product's
total weighted score to rank it according to how close it matches
your requirements. If you have defined critical requirements, the
program will eliminate any product not meeting even one of these needs
(you can also determine exactly why each product was eliminated).
The objective of this initial analysis may be to just see where all
of the products fit. Some people define only their most important
requirements, and then use the ranking to select several products
which will be compared against a second, more detailed, needs definition.
4. Modify Needs Definition
if Required (Modifiable Edition only)
The Modifiable Edition gives users the
ability to add, modify or delete questions as well as add new products
to the database. This single feature makes The Accounting Library
a very powerful analytical tool indeed, particularly from the point
of view of reducing dramatically the time required to create a formal
RFI or RFP. Once the questionnaire has been modified to suit your
needs, you can export the revised questionnaire, send it together
with what we call our Vendor Program to whomever you wish, regardless
of whether they are in the database or not. The vendors will install
the program, answer your revised questionnaire (if they are already
in the database, all they would have to do is answer the new questions
and possibly review their previous responses), and export their responses
and send the update file to you (usually via e-mail). All you would
have to do is import each vendor's file back into the program and
then continue with your analysis, but with a version created specifically
for you.
5. Revise Needs Definition
(If Required)
It's unlikely that a single pass at
the analysis will be sufficient in most instances. Many people like
to use the analysis program to carry out a form of sensitivity analysis
where they can see how the ranking changes as they change their needs
definition.
6. Print and Examine Ranking
Reports
Obviously the reports are your most important
decision support tools. We try to provide our subscribers with progressively
more detailed reports so that they can start with the most basic product
ranking and proceed to examine ever more detailed information concerning
the products in which they have an interest.
-
Ranking Report
-
Eliminated Report
-
Module Report
-
Subsection Report
-
Questions Report - Full Report
-
Questions Report - Features Present
-
Questions Report - Features Absent
-
Product Report
7. Create Semi-final Product
Grouping
Once you have examined several reports,
and formed a fairly good idea as to which products seem to be of greatest
interest, you can create a product grouping which contains only those
products. This will enable you to reprint specific reports that will
serve as your information source as you proceed forward with your
software selection project.
8. Reprint Basic Ranking
Reports
The first step before you proceed into
an analysis of demos, vendors, resellers and any other factor which
will influence your final purchase decision is the printing of what
might be called the final reports from the analysis program. As indicated
above, these reports will serve as source information as the project
proceeds forward.
9. Identify Specific Strengths
and Weaknesses
It will not be possible to use the analysis
program to make a final purchase decision. We don't recommend that
and will not take responsibility for any purchase decision you make.
The program has been designed to help you identify which products
seem to be of interest as well as their strengths and weaknesses.
These reports should serve as the source of questions you need clarified
as you begin to discuss your requirements with vendors and/or their
resellers.
10. Prepare for Final Analysis
This is the final step before you begin
to evaluate other software selection factors. The analysis program
should be used to identify likely candidates as well as raise questions
about each product so that you can better understand what each product
does, how well it compares against your requirements as well as against
other products, and what might be required in terms of modifications
or adjustments to make sure the product delivers exactly what you
require.
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