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  • Software Package Selection > Selection Metrics

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    Package Selection Project Plan

    Here's a sample Project Plan (in Microsoft Project format) on which you can model your application package evaluation/selection project.

    Build An Idea Pipeline

    - by Neil Stolovitsky

    Does your organization have the right processes in place to support the next great idea? Once an evaluation and selection framework is in place, aligning an “idea pipeline” with the project portfolio is crucial. Otherwise, your next star project might not even get a chance to soar doomed or less-promising initiatives drain resources.

    Data Warehouse Tool Cost Matrix

    There's a lot to consider when selecting a Data Warehouse toolset. Use this comprehensive tool evaluation matrix to guide your final selection.

    Database Selection Form

    Improved deliverable! Selecting a database can be a daunting task. Use this form to help you make the best choice based on selection criteria and product evaluation ratings. Don't understand the terms? Then check out the glossary.

    Technical Requirements Survey

    - by George Jucan, MSc, PMP, OCP

    Engaged in the path of transforming their business processes, many organizations need to choose between multiple options available to satisfy their needs. This deliverable is a sample template discussed in the article "The Bumpy Road to Alternate Service Delivery", which presents some practical advice for the analysis and selection process.

    PMXPO 2012
    gantthead is once again excited to be bringing you our annual virtual conference and exhibition on Thursday, May 17, 2012. It's your opportunity to learn, network, earn PDUs and gain valuable knowledge all from the comfort of your home, office-or home office. Registration is FREE, so take a minute now and make sure you don't miss out on what promises to be one of the highest-value conference experiences in project management this year.



    How Green Does Your IT Grow?

    - by Michael Wood

    Green is beautiful, and it is certainly the color of IT looking into the future. There is a challenge, however, to coordinating the environmental shade of green with the financial one. Here are some thoughts and ideas for greening up your IT initiatives while holding on to the green stuff that pays the bills.

    Game Plans

    - by Gareth Byatt, Gary Hamilton and Jeff Hodgkinson

    The use of sports terminology and analogies is often overdone in the workplace, but applied in the right context they can inspire and illustrate how to get things done as a team. Here are eight areas where linking the worlds of sports and project management might help your next project.

    Tool Selection Criteria Matrix

    Need help selecting a Data Warehouse toolset? You must consider many factors regarding vendor service and reputation, tool functionality and tool quality against your technical and business requirements when selecting Data Warehouse construction and implementation tools. Let this matrix guide your selection.

    Statement of Principles

    What is our purpose in acquiring and using an application package and what compromises are permissible? Determine the key business drivers, must-haves and tradeoffs before you begin the acquisition and implementation process. This information is critical to making a business case for a packaged application business solution.

    Detail Pricing Model for Software Selection

    - by Vyom Bhuta

    You have your software choices narrowed down. Now it's time to look at the bottom line. Cost is always important in your software package selection. This spreadsheet will make sure there are no hidden costs that you haven't considered.

    Environment Survey

    - by George Jucan, MSc, PMP, OCP

    Engaged in the path of transforming their business processes, many organizations need to choose between multiple options available to satisfy their needs. This deliverable is a sample template discussed in the article "The Bumpy Road to Alternate Service Delivery", which presents some practical advice for the analysis and selection process.

    Options Comparison

    - by George Jucan, MSc, PMP, OCP

    Engaged in the path of transforming their business processes, many organizations need to choose between multiple options available to satisfy their needs. This deliverable is a sample template discussed in the article "The Bumpy Road to Alternate Service Delivery", which presents some practical advice for the analysis and selection process.

    Recommendation Report

    - by George Jucan, MSc, PMP, OCP

    Engaged in the path of transforming their business processes, many organizations need to choose between multiple options available to satisfy their needs. This deliverable is a sample template discussed in the article "The Bumpy Road to Alternate Service Delivery", which presents some practical advice for the analysis and selection process.

    Understanding Earned Value Analysis

    Earned value analysis is an excellent technique to assess project health and apply metrics to manage your project. Use this presentation to conduct an earned value orientation for your team members.

    Planning the Portfolio

    - by Alan Shefveland

    Project portfolio planning efforts often stumble on seven common pitfalls, including outdated evaluation criteria and prioritization based on emotion. To avoid these missteps and produce better business outcomes, here is a best-practice framework that can be tailored to meet the specific needs of your organization.

    Quality Review Checklist for Software Package Procurement

    Buying a software package? How do you know which package best suits your business environment and which vendor will serve you best? This checklist will help you evaluate the key questions and tend to the important details of procuring the right packaged application.

    Agile + Earned Value

    - by Katia Sullivan

    Agile and earned value are inherently different approaches to managing projects, but they can complement each other in support of flexibility and bottom-line value. Here are three practical tips to help you bridge the gap between an agile approach and the earned value reports and measurements many organizations require.

    Changing the Enterprise: The Right Way

    - by Andy Jordan

    Anyone who has been a project manager for a while will have run into an organizational change management project--and has likely experienced some of the unique challenges that they present. We all know that there is no such thing as an easy project, but making fundamental changes to the company or department in which we work presents a whole new set of potential pitfalls. Successful organizational change management needs careful planning and execution--and here we help you prepare for this tricky time.

    The 80-20 Rule for PPM Tools

    - by Wayne Caccamo

    When implementating a program or portfolio management solution, it is better to have 80 percent of the potential users of the system (adoption rate) using 20 percent of the system functionality, than to have 20 percent of the users exercising 80 percent of the system functionality.

    Data Warehouse Project Plan

    Are you putting together a data warehouse? This Microsoft Project plan will help you keep tabs on all the complex stages and steps involved in building decision support systems and a knowledge-based applications architecture and environment.

    Banking Package Implementation Plan

    Deploying an application solution package in a banking environment is complicated and challenging. This Microsoft Project plan based on a real project shows you how.

    Application Package Selection Plan

    If you need a quick Application Selection Project, this plan is for you. Strategy, vendor evaluation and value streams are integrated with selecting the right package.

    Technical Architecture Components

    Itemize the software and middleware tools, hardware components and communication components that comprise your technical architecture, with justification for choosing each.

    Project Manager Selection Worksheet

    You're a project sponsor with a number of project manager candidates. Who is right for the job? Use this worksheet to score candidates on a number of selection criteria.

    Project Pay Rule

    Paying everyone working on the job site can get pretty complicated. Who gets paid what and when, and what happens when it's a holiday? Codify the project pay rules up front, and have your formulas handy. Your payroll people will thank you.

    Brainstorming Session Worksheet

    A crucial phase of the problem solving process is the brainstorming session. Use this worksheet to track and evaluate all ideas.

    What Does a PMO Do for You?

    - by Mike Donoghue

    When it comes to standardizing project management practices, PMOs are essential. If your organization doesn’t have a PMO, here are some ways to approach the concept. (And even if you do have a PMO, they will serve as important reminders!)

    Project Experience Checklist

    When you are putting together a project management team, you need to know who has what skills as well as experience. This form will help you inventory what each team member brings to the table.

    5 PPM Predictions in 2012

    As businesses enter the "new normal" era of economic uncertainty, program and portfolio management offices that remain tactically and administratively-focused will struggle. Successful PMOs in 2012 will move towards a strageic, holistic view that embraces agile methods and increases visibility for executives.

    Is Your PMO Getting the Job Done?

    - by Michael Wood

    The purpose of the PMO is to create a more efficient, more successful project portfolio. How do you know if your PMO is getting the job done? That's where PMO governance comes into play.

    Data Warehouse Tool Selection Plan

    This Microsoft Project plan can serve as a guide to evaluating vendor tools for your data warehouse. It includes a Gantt chart schedule and cost analysis for the complete tool selection process.

    Problem Solving Project Plan

    Problems come in all shape and sizes. They afflict all types of enterprises and teams. And, they mostly come unannounced and unexpected. Very often their impact on the operation is also very critical to its success. They need to be solved one way or another. But how do you go about solving them? Use this plan!

    Banking Services RFP Preparation

    This project plan helps with the RFP process for selecting the banking services for the treasury department of a company.

    Implementing SFA

    Stay on top of your Sales Force Automation implementation with this project plan.

    E-mail Marketing

    Effective e-mail marketing campaigns can increase your profit, and your popularity. Stay focused using this project plan.

    Data Warehouse Database Tool Evaluation

    An evaluation of relational database systems determines the most suitable engine for a data warehouse. This report is an example of a comparative analysis of data warehouse database tools.

    Data Warehouse Extraction Tool Recommendation

    How do you select the best data extraction/transformation toolset for your data warehouse? Evaluate features, functionality, vendor reputation... the works. Follow the example set by this robust tool evaluation.

    Testing Tool Selection Form

    Selecting the right testing tool means you must look at a myriad of factors and how well each candidate tool meets your application's testing requirements. This form will help you evaluate the candidates and select the best testing tool for your app.

    Sample RFP for Replacing an Information System

    Is your company about to select and implement a new information system? This sample RFP, taken from real life, was originally designed to address the current and future financial, trading and distribution operations needs of a large international company dealing with foreign countries, languages and currencies. But even if you don't have a large, international business, you'll find lots of good ideas on how to write your own killer RFP.

    Problem Solving Guide

    How do you develop a well-defined process that can help you ensure that you come up with the best solutions to problems given the limitations of time and information? Here's a five-stage solution.

    Balanced Scorecard Template Series

    This is the grandmother of all balanced scorecard templates! Here are 18 (count 'em, 18!) Excel templates that will help you develop a balanced score card from start to finish.

    Who’s Keeping Score?

    - by Keith Kerr and Ariel Lotz

    All organizations face significant challenges in planning for and managing their IT portfolios. These challenges can be addressed, in part, by the use of systematic processes for selecting and evaluating IT investments. Based on a framework created for federal agencies, here are some key components to consider including in your project portfolio-scoring model.

    Increasing Agile Visibility

    - by Andy Jordan

    It’s not enough to manage a good agile project, you have to be seen managing it. In this article, we explore why this is the case--and look at how to provide better visibility on what’s happening on your agile initiative.

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    Requirements Management Plan Toolkit
    This toolkit includes a template and white papers to help with your requirements management planning. Download it now.