Software Procurement Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical Software Procurement Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Software Procurement related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Software Procurement specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Software Procurement Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 992 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Software Procurement improvements can be made.

Examples; 10 of the 992 standard requirements:

  1. Do you use software to set your business strategy, to set your financial strategy, to lay out your procurement strategy, to consider the legal implications of your contracts, to engage management?

  2. Will aggregating requirements for hardware, software, or services across time, locations, or funding sources potentially result in significant cost savings to your organization?

  3. What are you seeing as far as propensity of your customers to go on and procuring, obviously expensive pieces of software that may take a little bit a bit of time to implement?

  4. How can leaders in health and human services design cultures, teams, and dynamic capabilities attuned to creating solutions across traditional boundaries and networks?

  5. Does the offshore service provider have procurement and financial responsibility for obtaining certain software and hardware as required for service delivery?

  6. What approach is suggested for storing license records, contracts and additional information associated procurement records with your product or service?

  7. Is the procurement process structured to be able to get the appropriate systems and software licenses and materials delivered in a timely manner?

  8. How do you smoothen the software delivery supply chain, removing all factors contributing friction, in order to accelerate the time to market?

  9. Is there a system for identification of potential suspect/counterfeit items and prevention of the procurement is developed and implemented?

  10. How will funding models impact ownership, and can changing ownership result in savings, especially with regards to software procurement?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Software Procurement book in PDF containing 992 requirements, which criteria correspond to the criteria in...

Your Software Procurement self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Software Procurement Self-Assessment and Scorecard you will develop a clear picture of which Software Procurement areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Software Procurement Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Software Procurement projects with the 62 implementation resources:

  • 62 step-by-step Software Procurement Project Management Form Templates covering over 1500 Software Procurement project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Procurement Management Plan: Are non-critical path items updated and agreed upon with the teams?

  2. Change Request: Will new change requests be acknowledged in a timely manner?

  3. Monitoring and Controlling Process Group: Does the solution fit in with organizations technical architectural requirements?

  4. Responsibility Assignment Matrix: Do managers and team members provide helpful suggestions during review meetings?

  5. Scope Management Plan: Are Software Procurement project team members involved in detailed estimating and scheduling?

  6. Activity Duration Estimates: Is the work performed reviewed against contractual objectives?

  7. Procurement Audit: Is there a legal authority for the procurement Software Procurement project?

  8. Procurement Management Plan: Have adequate resources been provided by management to ensure Software Procurement project success?

  9. Project Portfolio management: How do you centrally track the benefits of Software Procurement projects?

  10. Executing Process Group: Do the products created live up to the necessary quality?

 
Step-by-step and complete Software Procurement Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Software Procurement project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Software Procurement project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Software Procurement project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Software Procurement project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Software Procurement project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Software Procurement project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Software Procurement project with this in-depth Software Procurement Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Software Procurement projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Software Procurement and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Software Procurement investments work better.

This Software Procurement All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.