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Human Resource & Payroll Software RFI / RFP Template by Axia Consultants RFI RFP

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Human Resource & Payroll Software RFI / RFP Template by Axia Consultants RFI RFP

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Quickly and easily gather Human Resource (HR) & Payroll system requirements, prepare your RFI and RFP, and evaluate vendor responses

This ‘HR and Payroll RFI/RFP Template’ covers nearly everything you need for gathering HR & Payroll system requirements, preparing your RFI and RFP (for issue to software vendors) and for evaluating and comparing vendor responses. The HR and Payroll RFI/RFP Template will:

Save you time identifying and gathering your new software / system requirements because thousands of carefully researched criteria are listed. Simply choose those you need and set priorities for each criteria. Then quickly prepare your RFI and RFP by filling in the blanks. And as the templates are available in MS Excel / Word, you can quickly and easily amend to your precise needs.

Save you effort as you don’t have to start from scratch. The template reduces the effort involved with specifying requirements and preparing RFI’s / RFP’s.

The standardised format also helps software vendors to more clearly understand your requirements and more easily respond to each requirement, using the space available within the template. So you will receive clearer and improved responses. And consequently, spend less time and effort evaluating and comparing vendor responses.

Save you money as you can use the template yourself. There’s no need for extra staff or resources to help you specify your requirements or prepare your RFI and RFP.

Reduce the risk of selecting the wrong HR and Payroll system by providing clarity and transparency. You can see your requirements, easily evaluate and compare vendor responses and so identify the best solution for your organisation.

It's not like other HR Payroll system requirements / RFI / RFP templates, because it’s:

- Totally impartial and unbiased towards any software vendor

- International covering HR and Payroll systems requirements for the UK, USA, Canada and Australia. The general HR and Payroll system requirements are suitable for use in all countries.

- Completely flexible and can also be used for other software selection tasks such as justifying projects, obtaining board approval, brainstorming systems requirements, gap analysis.

Key features

The HR and Payroll RFI/RFP Template comprises:

- The ‘Requirements Specification’ spreadsheet, listing HR and Payroll system requirements in a logical order, for quick and easy configuration to your needs. Plus a table of contents and evaluation scores comparison chart.

- Separate, easy-to-amend RFI and RFP Templates (MS Word documents), to save you time creating your own RFI and RFP.

- A Business Analysis spreadsheet, to help you understand your current situation and collect more information.

- Clear instructions, selection guide and RFI/RFP tips (PDF document)

Two versions are available:

- Professional version – listing 3609 criteria

- Essentials version – listing 3087 criteria

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Axia
Consulting: Return on Investment Calculator

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Axia
Consulting: Return on Investment Calculator

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For IT system project proposals

The Excel ‘return on investment calculator’ (available for free download) is illustrated.

Return on investment calculator: results summary and graphs analyzing cash flows, project cost savings / income and implementation costs.

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Summary of information about IT / project proposals

Why change your present system?

A list of of 30 widely used reasons for changing systems. The more that apply to your situation, the more likely you need to change your system.

Project scope checklist

A checklist of 30 points to consider for a software project scope document. Copy available for free download.

IT project proposal

IT project proposal preparation tips and proposal checklists.

Proposal format

Ideas to improve the format and appearance of your IT project proposal document.

Basic ROI calculation

A review of the basic ROI calculation and its use within IT project proposals.

Return on investment calculator

ROI calculator - for IT system proposals. Copy available for free download.

Maximising software project ROI

10 tips to maximise your software project ROI.

Software project budget

25 tips for obtaining a more timely and accurate software project budget.

Hidden costs of acquiring new software

A list of hidden software costs to watch out for.

Project budget template - for IT software projects

Software project budget template, with sample data. Copy available for free download.

Proposal evaluation sheet

55 IT software project proposal points to consider, from the executive board point of view. Copy available for free download.

Software selection acronyms

Common acronyms and abbreviations used within the software system selection process.

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Axia
Consulting: Outlines of previous client cases

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Axia
Consulting: Outlines of previous client cases

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System selection

• short listing a new HR payroll system for a business services organization

• short listing and selecting an integrated job costing, payroll, accounting and management information system for an automotive engineering services company

• short listing and selecting an integrated accounting system for a major city financial institution

• short listing a new payroll system for an engineering company

• short listing a new time recording system for a large distribution company

• advice on selection and market sourcing IT hardware and software for a museum / heritage site

System implementation

• project management and implementation of a multi-module integrated accounting and procurement system for a major city financial institution

• project management and implementation of an integrated HR payroll system for a utility company

• outsourcing payroll for a business unit of an energy company

Systems review

• e-finance systems review for a major international conference and training company

• systems reviews of project control and financial systems, and their associated processes for a property company

• review of a finance department for a financial institution

For more information about Axia’s services visit: consulting services / system selection and shortlisting service / consulting profile / commendations

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Axia
Consulting: Software Selection Consulting Services

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Axia
Consulting: Software Selection Consulting Services

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Impartial services for selecting Accounting, Payroll and HR systems

Pre software selection:

• review existing system

• feasibility study

• way forward evaluation

• business case advice and development

• roi evaluation

• project plans

• project budgets

Software selection:

• impartial software selection advice

• requirements gathering / system requirements specification

• RFI / RFP preparation

• business analysis and solutions reviews

• impartial system shortlisting - visit system selection / shortlisting service for more details

• software / vendor demonstration script development (based on your requirements)

• independent evaluation / moderation of software demonstrations

• project management

• pre-implementation scoping and analysis

• implementation advice

Client consulting

We provide client consulting services within the UK. For our impartial system selection / shortlisting service we can support clients by email, telephone, fax and mail.

If you wish to discuss your project, or have a question about our services, please phone us on 01634 868894, or email us at info@axia-consulting.co.uk

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Axia
Consulting: RFI, RFP, RFQ Templates Bundle

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Axia
Consulting: RFI, RFP, RFQ Templates Bundle

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A quick and easy way to prepare your RFI, RFP and RFQ

These RFI, RFP and RFQ Templates help you quickly create your Requests for Information / Proposal / Quotation for issue to suppliers and vendors. As a suite of universal templates this RFI RFP RFQ Bundle will:

Save you time preparing your RFI, RFP and RFQ. Just fill in the blanks and add your requirements. Preparing a high quality, professional RFI, RFP and RFQ suitable for issue to suppliers and vendors is now a cinch. And as everything is in MS Word, you can quickly and easily configure to your precise needs.

Save you effort as you don’t have to start from scratch. The RFI, RFP and RFQ components are already there for you to use as you need. They’re based on the purchase of new IT, software and services, but are equally suitable for many other business RFI, RFP and RFQ needs, because the templates are totally flexible and amendable.

Help you select your preferred supplier. The standardized template formats also help suppliers to more clearly understand your requirements and more easily respond. So you will receive clearer and improved responses. And consequently, spend less time and effort evaluating and comparing supplier responses, and more easily select your preferred supplier.

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Axia
Consulting: Request for Information (RFI) Template

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Axia
Consulting: Request for Information (RFI) Template

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A quick and easy way to prepare your RFI

This RFI Template helps you quickly create your Request for Information for issue to suppliers and vendors. As one of a suite of universal templates, this RFI Template will:

Save you time preparing your Request for Information. Just fill in the blanks and add your requirements. Preparing a high quality, professional RFI suitable for issue to suppliers and vendors is now a cinch. And as everything is in MS Word, you can quickly and easily configure to your precise needs.

Save you effort as you don’t have to start from scratch. The RFI components are already there for you to use as you need. They’re based on the purchase of new IT, software and services, but are equally suitable for many other business RFI needs, because the template is totally flexible and amendable.

Help you short list suppliers. The standardised template format also helps suppliers to more clearly understand your requirements and more easily respond. So you will receive clearer and improved responses. And consequently, spend less time and effort evaluating and comparing supplier responses, and more easily identify a short list of potential suppliers.

RFI Template Contents

• RFI Template (Request Part)* to send to suppliers / vendors, containing:

- Executive summary

- Organization background

- Project background

- Instructions to the supplier or vendor, on how to reply to the RFI

• RFI Template (Response Part)* for suppliers / vendors to complete, containing:

- Summary statements

- General requirements (for new software)

- Mandatory requirements (for new software)

- Additional information requested

• RFI Cover Letter Template*

• Instructions, Guide and Tips - for preparing your RFI (PDF)

(*) Available in MS Word 97-2003

60-Day 100% Full Money-Back Guarantee

If you are not completely satisfied with a Template – simply email us within 60 days from purchase.

Get your copy now

Get a copy from our online shop and have it delivered to your in-box. You’ll receive an email straight after payment, which has links for you to download your copy and print a receipt.

Shop with confidence. Buy now, using the secure servers of our billing partner, SWREG/Digital River. Most major credit and debit cards are accepted. All major currencies are accepted.

We value your privacy. We will not rent, sell or give your details to any other organisation.

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Axia
Consulting: Payroll Software RFI / RFP Template

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Axia
Consulting: Payroll Software RFI / RFP Template

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Quickly and easily gather payroll system requirements, prepare your RFI and RFP, and evaluate vendor responses.

This ‘Payroll RFI/RFP Template’ covers nearly everything you need for gathering payroll system requirements, preparing your RFI and RFP (for issue to software vendors) and for evaluating and comparing vendor responses. The Payroll RFI/RFP Template will:

Save you time identifying and gathering your new software / system requirements because thousands of carefully researched criteria are listed. Simply choose those you need and set priorities for each criteria. Then quickly prepare your RFI and RFP by just filling in the blanks. And as the templates are available in MS Excel / Word, you can quickly and easily amend to your precise needs.

Save you effort as you don’t have to start from scratch. The template reduces the effort involved with specifying requirements and preparing RFI’s / RFP’s.

The standardised format also helps software vendors to more clearly understand your requirements and more easily respond to each requirement, using the space available within the template. So you will receive clearer and improved responses. And consequently, spend less time and effort evaluating and comparing vendor responses.

Save you money as you can use the template yourself. There’s no need for extra staff or resources to help you specify your requirements or prepare your RFI and RFP.

Reduce the risk of selecting the wrong Payroll System by providing clarity and transparency. You can see your requirements, easily evaluate and compare vendor responses and so identify the best solution for your organisation.

It's not like other Payroll system requirements / RFI / RFP templates, because it’s:

• Totally impartial and unbiased towards any software vendor

• International covering payroll systems requirements for the UK, USA and Canada. The general payroll system requirements are suitable for use in all countries.

• Completely flexible and can also be used for other software selection tasks such as justifying projects, obtaining board approval, brainstorming systems requirements, gap analysis.

Key features

The Payroll RFI/RFP Template comprises:

• The ‘Requirements Specification’ spreadsheet, listing payroll system requirements in a logical order, for quick and easy configuration to your needs. Plus a table of contents and evaluation scores comparison chart.

• Separate, easy-to-amend RFI and RFP Templates (MS Word documents), to save you time creating your own RFI and RFP.

• A Business Analysis spreadsheet, to help you understand your current situation and collect more information.

• Clear instructions, selection guide and RFI/RFP tips (PDF document)

Contents

• Instructions, Guide and Tips (PDF)

• RFI Template (MS Word)

• RFP Template (MS Word)

• Business Analysis (MS Excel)

• Requirements Specification modules (MS Excel) - listing 1920 criteria:

- payroll-core

- payroll bureau / outsourcing

- self service

- employee expenses

- P11D (UK only)

- common requirements across all modules

- systems operations

- technology requirements

- software / system support and services

If you also need HR modules, see the combined HR and Payroll RFI/RFP Template.

60-Day 100% Full Money-Back Guarantee

If you are not completely satisfied with a Template - simply email us within 60 days from purchase.

Get a copy now and save your time gathering payroll system requirements and preparing your RFI/RFP

Get a copy from our online shop and have it delivered to your in-box. You’ll receive an email straight after payment, which has links for you to download your copy and print a receipt.

Shop with confidence. Buy now, using the secure servers of our billing partner, SWREG/Digital River. Most major credit and debit cards are accepted. All major currencies are accepted.

We value your privacy. We will not rent, sell or give your details to any other organisation.

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Axia Consultants: Accounting Software
RFI/RFP Template

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Axia Consultants: Accounting Software
RFI/RFP Template

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A smarter way to gather your accounting system requirements, prepare your RFI and RFP, and also evaluate vendor responses.

If you are about to specify your accounting system requirements and prepare an RFI or RFP ... then this is for you.

Here's why:

This ‘Accounting RFI/RFP Template’ covers nearly everything you need for gathering your system requirements, preparing your RFI and RFP, and for evaluating and comparing accounting software vendor responses. Download a FREE Accounting RFI/RFP Template Sample and find out more. The Accounting RFI/RFP Template will:

SAVE YOU TIME

You’ll save time gathering your accounting software / system requirements - days, weeks or even months. The template is quick to use and lists virtually all the accounting system requirements you will need. So, you won’t have to think them up from scratch. It’s so much easier and quicker than traditional requirements gathering methods.

You’ll save time preparing your RFI’s and RFP’s - just fill in the blanks and amend as required - then issue to potential vendors. And save yet more time, as the standardized format makes it quick and easy to evaluate and compare vendor RFI and RFP responses.

SAVE YOU EFFORT

You will save effort because thousands of carefully researched accounting criteria are ready for you to use. You no longer have to research and create them yourself. The comprehensive and detailed accounting software and system coverage ensures that everything you need is included.

The Accounting RFI/RFP Template will enable you to be more thorough when gathering your requirements. You will be able to prepare a complete specification without missing anything. In addition, it will stimulate your thoughts, give you ideas and make you aware of what the latest accounting software can do.

The sooner you use it, the sooner you’ll be able to focus on your specific needs. And avoid being side tracked with inappropriate tasks, or looking at potentially unsuitable software solutions.

There’s space for vendors to respond to your RFI/RFP requirements and for you to then evaluate these responses. So you can easily make clear comparisons.

The RFI/RFP Template is available in MS Excel/Word, so it is simple to amend and share.

SAVE YOU MONEY

Use the Accounting RFI/RFP Template yourself. There is no need to take on extra staff, or resources. Moreover, it replaces the need for and the expense of bringing in additional resources to help you specify your requirements and prepare an RFP.

It costs only a fraction of the cost of a typical consultant for one day. Yet to produce the same output would take many days of traditional requirements gathering and RFI/RFP preparation effort. The Accounting RFI/RFP Template represents outstanding value for money!

REDUCE YOUR RISK OF SELECTING THE WRONG ACCOUNTING SOFTWARE

The ‘Accounting RFI/RFP Template’ can help reduce the risk of selecting the wrong software. The Accounting RFI/RFP Template provides a standardized approach to gathering requirements in an orderly and structured way. It allows prospective vendors to respond to your specific needs without confusion. It is easy for you to evaluate and compare the responses. And, it follows a well-proven and widely used method for selecting new software.

All of which, provides for clarity and transparency. You can see what you need, who provides it and so identify the best solution(s) for your organization.

IT’S COMPLETELY IMPARTIAL AND UNBIASED

The ‘Accounting RFI/RFP Template’ is completely impartial and unbiased. Software suppliers do not sponsor our products or services. Therefore, as there is no bias, it will not lead or force you towards any one or more particular Accounting software package or supplier. It will however, lead you to what is best for you – the requirements you need for your organization and the best system to do the job.

IT’S INTERNATIONAL

It covers accounting systems requirements for the UK, USA and Canada. And the general accounting system requirements are suitable for use in any country.

YOU CAN ALSO USE IT FOR:

• Justifying projects

• Obtaining board approval

• Assisting in requirements gathering brainstorming meetings

• Requirements gap analysis

Whichever way you use the Accounting RFI/RFP Template, it will make a major contribution to your project.

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A smarter way to gather your software requirements, prepare your RFI & RFP, and evaluate your vendor responses.

The ‘RFI/RFP Templates’ enable you to quickly and easily gather your system requirements, prepare your requirements specification, RFI and RFP (for issue to software vendors) and then assist you with your evaluation and comparison of vendor responses.

You will:

Save time. You’ll be able to specify your new system requirements, RFI and RFP much faster than with traditional methods. As virtually all the functional system requirements are listed – all you do is chose those you need.

Save effort. Thousands of software functions and features are listed, so you don’t have to recreate them. They’ll help you to be more thorough when gathering requirements and not to inadvertently miss out anything.

With the standardized format, vendors will clearly understand your requirements and respond accordingly. And this allows you to quickly and easily evaluate and compare vendor responses.

Save money. Use the ‘RFI/RFP Templates’ yourself. There’s no need for additional staff or resources.

Reduce the risk of selecting the wrong software. By following this standard approach to gathering your requirements, preparing your RFI and RFP, and evaluating software systems.

The ‘RFI/RFP Templates’ are:

Quick and easy to use and amend to your precise needs, as they are available in Microsoft Excel/Word.

Impartial and unbiased, towards any software package or vendor.

Widely used and trusted, by many hundreds of large and small organizations, operating in many diverse commercial and non-profit / government business sectors. The RFI/RFP Templates appeal to users changing their systems the world over and have been bought by organizations in more than 30 countries.

Guaranteed, with our 60-Day 100% Full Money-Back Guarantee. If you are not completely satisfied with one of our Templates - simply email us within 60 days from purchase and we will give you a full refund on the spot.