Software Selection Consulting Services

When searching for new software, the selection process can sometimes be daunting. It’s important to have a solid understanding of the functionality that matters most to all users and stakeholders, so that software selection decisions are based on addressing comprehensive needs. Our Software Selections Consulting Services will help ensure that you have the right information you need when communicating with potential software vendors. We offer three services that can be provided separately or packaged together.

Software Functional Needs Assessment and Gap Analysis

We will work with you to identify the core functional requirements that are needed for the company, including:

  • Assisting with creating a business case that describes the problem or opportunity and how the new software will solve the problem or develop the opportunity.
  • Supporting the creation of a project team and a project plan that will clarify outcomes, roles, milestones, and communication vehicles.
  • Helping to define the desired outcome so that the software meets your current and future needs.
  • Interviewing key users and surveying select groups regarding their functional needs and alignment to strategy. This includes users that enter transactions into the system, as well as stakeholders who rely on management reporting or other information from the system and owners of other integrated applications.
  • Compiling the functional system requirements and working with the project team to prioritize the requirements. This includes collecting non-functional requirements, such as audit, security, privacy, and other items to consider.
  • Assisting in documenting a gap analysis, which identifies the gaps in the current system in meeting the identified core needs.

Demonstrations and Vendor Selection

We will serve as a project manager alongside the project team to identify the vendors to receive the request for information or proposal, coordinate the responses and demonstrations, and provide evaluation tools to the project team for a successful vendor selection process.

Project Management and Advisory Support

  • Provide project management and support to the project team during implementation and post-implementation assessment.
  • Availability of subject matter experts across our firm to support technology, accounting, and tax issues that arise during implementation.

While most start this process with the goal of replacing an existing system, in some cases updating or improving processes within the current system is all that is needed. Additionally, if you’re not ready for a full functional needs assessment or have a specific problem you’re trying to solve, consider a software check-up. This could include review of the existing software or specific gap to identify opportunities for process efficiencies, upgrades, training, reporting, spreadsheet reduction, third-party add-ons, integrations with other systems, and security to better utilize your people, processes, and technology.

To learn more about these services, please contact Cheryl Olson or Vincent Stevens through our website form.