vs demo script_spring2010

8/3/2019 Vs Demo Script_Spring2010

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Demonstration Script

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Vendor

1. The demonstration script covers four functional areas

a. Sales Operations

b. Manufacturing Operationsc. Service Operations

d. Finance/HR Operations

2. The demo time allotted is 1.5 hours and follows the format:a. Vendor Overview

i. Name of product(s) included in demonstrationii. Current version

iii. Supported technology platforms (operating system, databases, client interface options, web servers, etc.)iv. Key differentiators/value statement

b. User interface and navigation overviewc. Demonstration scriptd. Question & Answers (10 minutes)

3. General Guidelines

a. Questions directly related to the transaction being demonstrated may be asked during the demonstration. Peripheral or follow-upquestions should be asked at the end of the demonstration.

b. Vendors have been instructed to fully disclose if the following are used in demonstrations:

i. 3

rd

party products, whether provided with the solution or purchased separately.ii. Multiple products from a single vendor integrated for a total solution.

iii. Modifications. A modification is any change to the product that requires the use of a development tool and/or results in achange to the software that is not covered under standard maintenance policies. This includes packaged partner modifications.

c. When it is not reasonable to demonstrate software features given the scope and time of the session, acceptable alternatives such as

screen shots or presentations may be used.

d. Other Topics may include relevant topics as decided by the presenter and may be addressed as discussion points, real world examples,

via handouts, bullets or demonstration.

4. TEC ERP Evaluation Center Sample RFP Criteria lists a sample of the selection criteria included in a Technology Evaluation Centers RFI, which can

be tailored to specific business requirements and used to compare vendor functionality during a selection process.


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Vendor

A. Sales Operations

Process

Ref # Process Notes

TEC ERP Evaluation Center

Sample RFP Criteria

A1 Plan Sales

- Load and/or reviewtarget goals

Sales Management\ Reporting and Interfacing Requirements- Print billing reports by product, invoice number, and customer- Report booking history (units) by month, displaying each of

the twelve months with a total- Report comparative unit and dollar bookings for YTD versus

YTD last year.

- Print detail and summary sales reports showing current

month, same month last year, YTD and YTD last year foreach division with various sorts available by products andservices

A2 Forecast Sales

- Load and/or review sales

forecasts

Sales Management\CRM and c-commerce requirements- Provide the ability to store and report forecasted sales based

by salesperson and territory as well as based on theprobability and projected closing date for each sale.

- Provide a period by period trend report of historical sales andsalesperson activity based on past performance.

A3 Manage Opportunity

- Enter lead

Sales Management\CRM and c-commerce requirements- Accommodate an order type for a new order or quote

- Status field for new quotes or orders (specifies whether its anew order or quote.


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Vendor

A. Sales OperationsProcess

Ref # Process

Notes TEC ERP Evaluation Center

Sample RFP Criteria

A4 Create Quote

- Create quote from lead

Sales Management\Online Requirements (Sales Management)- Accommodate an order type for a new order or quote- Decrease the amount quoted

A5 Create Order

- Create order from quote

- Add complementaryproduct

- Show discounts for qtypurchase

- Confirm availability and

delivery dates

Sales Management\Online Requirements- Accommodate an order type for a new order or quote- Creates order from quote and retains quote reference

identification (for all new orders or quotes)- Validate order dates/MRP datesSales Management\Pricing and Discounting- Manual Discount Entry for single items or for invoice as a

whole.- Discounts are based on amount applied by header, or

associated with contract lines

A6 Reporting Sales Management\Reporting and Interfacing Requirements- Print Billing Reports by product, invoice number and

customer- Report booking history (units) by month, displaying each of

the 12 months with a total- Report unit and dollar backlog (bookings for future delivery


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Vendor

A. Sales OperationsProcess

Ref # Process Notes


Sample RFP Criteria

A7 Other Topics Sales Management\CRM and E-Commerce- Provide call history for the customer- Provide hotkey access to customer account information

Notes


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Vendor

B. Manufacturing OperationsProcess

Ref # Process Notes


Sample RFP Criteria

B1 Plan Manufacturing

- Review requirements

- Manufacturing process =Assemble to Order

Manufacturing\Production Planning\Master ProductionScheduling- Inventory demand is recorded by class including target

inventory level and transfer, forecast or target demand.- Data can be compiled based on specified criteria or

variables, net change, simulations, in real time etc.

B2 Procure Components

- Issue purchase order for

component

- Receive purchase order

for component

Manufacturing\Purchasing Management\Purchase Orders- Manually enter and send purchase order- Purchase orders types include standard PO, blanket/contract,

subcontract order/operation, purchase request and return-from-stock

- POs include the vendors quotation number

B3 Assemble Product

- Issue work order- Release materials

- Assemble device- Receive finished goods

into inventory

- Assign serial number

Manufacturing Management\Shop Floor Control\ProductionOrders Control and Reporting- Uses Order Control, based on work order information (such

as the date the order was open, date product is required andexpected and material) to direct manufacturing


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Vendor

B. Manufacturing OperationsProcess

Ref # Process Notes


Sample RFP Criteria

B4 Ship Sales Order

- Pick, pack, ship order

B5 Reporting Manufacturing Management\ All Sub-modules- Audit trail for transaction records- Generates reports on standard costs- Inquiries and reports on variances of queue inputs and

outputs- Generates reports when at a milestone or when process is

done

B6 Other Topics

Notes


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Vendor

C. Service OperationsProcess

Ref # Process Notes


Sample RFP Criteria

C1 Receive Inbound Service

Request

- Enter service call

Manufacturing Management\Field Service and Repairs- Customizable system generated customer order templates

for product, installation service, service request, and servicecontract

- Service order status inquiry

- Customizable system generated customer order templatesfor product, installation service, service request, and servicecontract

C2 Schedule Service Request

- Check service technician

skills and schedule and

assign technician

Manufacturing Management\Field Service and Repairs\ServiceOrder Management

- Reports field service and call activity

C3 Process Service Request

- Record Time- Record Materials

- Record Expenses

Manufacturing Management\Field Service and Repairs\FieldService Management

- Reports field service and call activity- Cost and expense can be limited by user- Exports data to external time tracking or legacy systems


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Vendor

C. Service OperationsProcess

Ref # Process Notes


Sample RFP Criteria

C4 Reporting

C5 Other Topics Manufacturing Management\Field Service and Repairs\FieldService Management

- Field service inventory tracking

Notes


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Vendor

D. Finance/HR OperationsProcess

Ref # Process Notes


Sample RFP Criteria

D1 Invoice Customer

- Invoice customer for

orders shipped

Financials\AR\Processing Requirements- Issuing invoices for percent complete- Allows for backorders and changes

D2 Apply Cash

- Apply payment receivedagainst invoices

Financials\AR\Reporting Requirements- Receive invoices and debit or credit memo transactions from

the invoicing systemFinancials\AR\Credits and Collections Management\- Interfaces with the order entry system and shipping

department by placing new orders on credit hold wheneverthe account has open invoices that have aged beyond aspecified number of days

D3 Process Vendor Invoice

- Perform 3 way match

- Pay vendor

Manufacturing Management\Production Planning\MasterProduction Scheduling- Links multiple work and purchase orders together for job

control


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Vendor


Ref # Process Notes


Sample RFP Criteria

D4 Employee Self Service

- Employee changes 401K

withholding and

beneficiary

Human Resources\Employee Self Service- Review and maintain deduction information for automatic bill

payment service- Update W4 information such as tax filling status, number of

exemptions, and withholding information

- Maintain dependents and beneficiaries related to life event

D4 Reporting Human Resources\Payroll\Eligibility Parameters

- User-defined standard rules for assigning or changingemployee compensation and benefits


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Vendor


Ref # Process Notes


Sample RFP Criteria

C5 Other Topics

Notes


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ERP Evaluation Center FAQ

Q: What is the ERP Evaluation Center?

A: A TEC Evaluation Center is an online environment for evaluating and selecting enterprise software solutions. Each Evaluation Center

contains detailed information about a specific type of solution, such as enterprise resource planning (ERP), business intelligence (BI),

etc. This information includes up to several thousand enterprise software features and functionsmodeled to reflect real-world use

and ratings that indicate vendor support for those features and functions.

You can define your company's requirements by setting priorities for the features and functions modeled in a given Evaluation Center,

and compare them to vendor capabilities to find out which vendor solutions best meet your needs. You can analyze solutions at any

level of the feature/function hierarchy, display the results in easy-to-understand graphs and charts, and create detailed reports.

Q: How different is the ERP Evaluation Center from other sites with superimposed vendors' data (features/functions)?

A: TEC's Evaluation Centers are much more than a simple directory of vendor features and functions.

To begin with, we model the features and functions in our Evaluation Centers to broadly reflect the way vendors organize them in their

software offerings. We then include request for information (RFI) responses from vendors that tell us the extent to which their

solutions support those features and functions. Vendors complete TEC's RFIs without a specific project in mind, so their responses

more accurately reflect their product's capabilities.

Finally, we couple our extensive vendor data with our powerful decision support engine, ebestmatch, and a user-friendly online

interface so you can analyze, in great detail, how well different vendors meet your business requirements. All you have to do is input

and prioritize those requirements.

Q: Who should benefit from using the ERP Evaluation Center?

A: Anyone involved in the software evaluation and selection process can benefit from TEC's Evaluation Centers:

Potential buyers can quickly determine their business requirements, conduct preliminary selections to identify a working list of

vendors and products, and compare the weaknesses in their existing systems to the strengths of a new systemall outside the

sphere of influence that may be present in a vendor's marketing collateral or a consultant's alliances.

Existing users can evaluate their current systems, and justify recent selection decisions with detailed reports.

Consultants can help their clients select enterprise software solutions using the analysis tools, data, and reports in the

Evaluation Centers.


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Vendor

Vendors and their system integrator partners can justify whether to compete in a particular selection project, and conductcompetitive analyses.

Analysts, educators, and students can leverage the information in TEC's Evaluation Centers to support analyses or create

detailed reports.

Q: Should I base my purchase decision only on the info found in the ERP Evaluation Center?

A: Because enterprise software system is a such huge investment, you should never make a purchase decision without first meeting

face-to-face with shortlisted vendors, discussing specific capabilities, talking to references, visiting live site implementations, and

conducting scripted demonstrations.

TEC's Evaluation Centers can help you incorporate the information you collect during these meetings, visits, and demos into yourdecision. You can analyze it objectively, along with the vendors' support for your requirements.

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