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  • Software Package Selection > Selection Process and Methodology

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    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.

    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.

    OPM for Business

    - by Mike Donoghue

    You may have brilliant marketing and branding methodologies, but it is through the projects you pick, how you deliver them and the strategies you use to deploy them that you are defined.

    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.

    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.



    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.

    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.

    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.

    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.

    Baby Steps

    - by Craig Curran-Morton

    Why has Project Portfolio Management struggled to be adopted in organizations? While part of the problem lies with the vendor overselling the product, the bulk of the issue stems from our collective failure to educate ourselves on PPM--and understand how we should adopt it.

    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.

    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.

    Brainstorming Session Worksheet

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

    Less Wishing, More Assurance

    - by Rob Prinzo

    Your project indicators must go beyond past phases and address readiness for upcoming tasks and activities. This is one of six principles for implementing a project assurance methodology that can help minimize surprises, provide objective analysis, and build trust among team members and stakeholders.

    Key Responsibilities of the PMO

    - by Brad Egeland

    A project management office can operate on a continuum, from providing project management support functions in the form of training, software, standardized policies and procedures to actual direct management and responsibility for achieving the project objectives. Here, we look at some of the key responsibilities and features of a typical PMO.

    Banking Services RFP Preparation

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

    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.

    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.

    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 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.

    E-mail Marketing

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

    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.

    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.

    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.

    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.

    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!)

    Finding the Right Candidate (Part 2)

    - by Andy Jordan

    We've already explored the work necessary to prepare criteria to measure applicants against. In Part 2, we look at the interview and selection process--and consider the steps necessary to maximize your chances of making the right hire.

    PMO Perspectives

    - by Michael Wood

    As we enter 2011, it's time for a refresher--it's the perfect time to explore the cross section of views and perspectives about PMOs. It's the perfect time to see what others are thinking regarding the state of PMOs, and this article will focus on starting a PMO, avoiding PMO failure, trends and the future of the PMO.

    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.

    Five Ways BPM Can Help PPM Boost Business Results

    From Gartner PPM Summit
    Research Vice President and Gartner Fellow Bill Rosser presents this session on how PPM can leverage its experience in the broad view of project selection, resource management and consistency of architecture, with added verification of delivered benefits.

    PPM Solutions: April 2011

    - by Projects@Work

    A wide variety of technology solutions and services are available to help organizations implement, customize and improve their project portfolio management processes. Here is our April roundup of recent announcements from Daptiv, HP, Oracle, Planview and PowerSteering.

    Recommendation Report Presentation

    - 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.

    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.

    Portfolio HEADWAY: Selecting the Right Projects: Just Because It Is A Great Project Doesn't Mean It Is The Right Project

    A major step in any portfolio is ensuring that the organization selects the right projects to proceed with at the right time. While most projects have some merit, that merit has to be weighted against the value that other projects will bring to an organization. Not every project should be done right here and right now. This Portfolio HEADWAY webinar will examine the process of selecting a project--from documenting and screening the original idea, developing a business case, making the final selection and then prioritizing those selected projects. Join us for this webinar! This might just be the right presentation at the right time for you.

    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!

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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.