VC logo

CTRM Software Selection Services From Value Creed

Software Selection Methodology

Through our years of managed services experience, having taken many customers through upgrades and software migrations, we have developed a strong system for gathering and understanding the CTRM customers’ business requirements and how they evolve.  

We believe that a deep understanding of the business processes and precisely aligning your software requirements to your strategic plan are the most important aspects of software selection. During the software selection process, we prepare and guide you through checklists, product labs, demos, and workshops to determine the best fit for your organization. 

 

Process Evaluation Key Activities

Workshops

Conduct workshop sessions with key team members to understand current processes and discuss future considerations

Mapping of Current Processes

Create Level 1, Level 2, and Level 3 process maps for all business functions

Optimization Opportunities

Identify areas to optimize current processes and develop and execute a plan to update them

Reevaluation

Establish KPIs and a plan to periodically review and reevaluate current business processes and refine as necessary

Gap Analysis

Identify gaps and opportunities for new processes to be put into place and develop an execution plan to establish them with the business

Future Opportunities

Identify future growth needs and prioritize them in the maturity cycle

Process Evaluation Deliverables

Meeting Schedule & Timeline

Roles & Responsibilities Summary

Process Maps

Documentation (Training Library)

Vendor Evaluation

During the Evaluation Phase, we take a deep dive into each vendor and their solution. We use our Requirements and Selection Criteria to guide our evaluation during product demos.

  • Develop a demo format and demo script for all vendors to follow
  • Ability to showcase the functionality and user interface of the highest priority selection criteria
  • Develop a standard scoring sheet for all participants during the vendor demos
  • Predetermined rankings and scoring criteria keeps all parties unbiased and objective
  • Live demos of the solution demonstrated by a vendor’s team member
  • Demos will follow predetermined use case scenarios

Learn More About Our Software Selection Resources & Outcomes

Ready to Get Started with CTRM Software Selection Software?

Let’s Us Know

Close