Accounting Software RFI/RFP Template

Quickly and easily gather accounting

system requirements, prepare your RFI

and RFP, and evaluate and compare

vendor responses

The ‘Accounting RFI/RFP Template’ lists thousands of accounting system criteria plus ready-to-use RFI and RFP templates - for issue to software vendors, and subsequent evaluation and comparison of responses. Download a free sample and learn more. The Accounting RFI/RFP Template will:

Save you time and effort

• Save time identifying and gathering your accounting system requirements because thousands of carefully researched criteria are already listed. Simply choose those you need and set their priorities. • Quickly prepare your RFI and RFP by just filling in the blanks in the templates. • Save effort as you don’t have to start from scratch. The templates reduce the effort involved with gathering accounting system requirements and preparing your RFI and RFP.

Help you select the right system

• Clearly see your accounting system requirements – the big picture and the detail. • The standard format Accounting RFI/RFP Template helps software vendors more clearly understand your requirements and then more easily respond to each requirement (using the space available within the template). • Receive clearer and improved responses. Consequently, spend less time and effort evaluating and comparing vendor responses. • You can see your requirements, easily evaluate and compare vendor responses and so identify the best solution for your organisation.

And it’s also:

• Impartial and unbiased towards any software vendor. • International with accounting systems requirements included for the UK, USA and Canada. The general accounting system requirements are suitable for use in all countries. • Completely flexible and can be used for other software selection tasks such as justifying projects, obtaining board approval, assisting in requirements gathering brainstorming meetings, requirements gap analysis. • Guaranteed with our 60-Day 100% Full Money- Back Guarantee.

Contents

• Template Instructions, plus tips to help with your software selection (PDF). • Separate RFI and RFP Templates (MS Word). • Accounting System Business Analysis Template - for analysing your current situation and collecting more system information (MS Excel/xlsx). • Charts Template - for comparing response evaluations of 4 vendor proposals (MS Excel/xlsx). • Requirements Template - listing accounting system requirements. Plus integrated vendor response, scoring matrices and automated analysis (MS Excel/xlsx). The ‘Essentials Version’ (3214 criteria) includes accounting system criteria for: o General Ledger o Accounts Payable o Purchase Order Processing o Accounts Receivable o Sales Order Processing o Invoicing o Inventory o Cash Book o Fixed Assets o Common requirements across all modules o Systems Operations o Technology requirements o Software/System Support and Services The ‘Professional Version’ (3733 criteria) includes all the ‘Essentials Version’ criteria, plus accounting system criteria for: o Employee Expenses o Construction Industry Scheme (UK) o Job / Project Costing o Advanced Analytics and Business Intelligence The ‘Enterprise Version’ (4344 criteria) includes all the ‘Professional Version’ criteria, plus accounting system criteria for: o Job Order Processing o Field and Service Management o Time and Attendance / Workforce Management o Work Orders, Bill of Materials, Kitting

Learn more …

Download a FREE sample of Axia’s Accounting RFI/RFP Template The free sample Requirements Template includes a full Table of Contents, sample requirements, vendor response, evaluation and comparison charts. MS Excel (xlsx) 556KB. Axia’s RFI/RFP Templates have been widely used and trusted by many hundreds of organisations. They operate in many diverse commercial and non-profit / government business sectors, both large and small. The RFI/RFP Templates appeal to users changing their systems the world over and have been bought by organisations in more than 30 countries. But don’t just take our word for it - see what other people have to say ... “Your Checklist (Template) was of great use to me in preparing for vendor selection ... and it also saved me a great deal of time in ensuring we covered all relevant areas of the user requirements” Director, Pharma4sight, Essex, UK “We chose the Axia Accounting Checklist (Template) because it looked from a google search on such things, to be the best value for money product of this nature. We used a spreadsheet based on an edited / personalised version to go out to suppliers in an open Euro-tender and got six responses. I am sure if we had gone out to Euro-tender with something less detailed, we would have had dozens of claimed solutions, if not hundreds. It was also very useful to our teams (eg Purchasing, Sales, Accounts) as a prompt to what sort of functionality we already had as well as what we wanted from a replacement system. We certainly think the exercise delivered us a choice between two or three quality solutions - one of which we have decided to go with”. Head of Accounts, Southampton Solent University, Hampshire, UK “We have used the Axia System Requirements Checklists (Templates) as ‘cornerstone’ inputs into our Business Requirement and Change processes for two of our most significant IT projects in recent years. These comprehensive documents have directly saved us considerable time, effort and cost in terms of project / quality planning and external consulting activities. I would not hesitate to recommend the use of these tools for future IT and / or Business Change Projects.” MRM Programme Manager, RAC, Perth, Western Australia

Accounting Software RFI /

RFP Template