In this session, Finance and Technology leaders will learn the best practices applied by Fortune 500 and Global 2000 organizations as they identify, evaluate, and select the right solution partner from an ever-changing technology landscape now dominated by Cloud offerings. Our speaker will take you through a process leveraged by numerous companies to effectively identify those solutions that best align with corporate needs while also ensuring long term, mutually beneficial partnerships. Speaker: Bruce Jackson, President and COO, Iconixx Presentation delivered at ProformaTECH 2014 - http://www.proformatech.com Track: Managing Change | Session: 4

1. Vendor Selection
Guide – How To
On Assessing
Vendor Viability
Bruce Jackson
President and COO, Iconixx

2. Why Is It So Challenging?
“Software projects aren't just technical endeavors.
They're also political, financial, emotional,
structural, strategic, process and people-centric
initiatives. Ignoring any one of these dimensions is
done at the project manager's peril.”
- Brian Sommer, Market Analyst
2
© 2014 Proformative

3. Why Do Projects Fail?
Nearly half of projects fail for
not doing what they need to do
(functionality) or doing it too
late to be valuable (late).
Gartner June 2012
3
© 2014 Proformative

4. It’s Simple Really
4
© 2014 Proformative

5. Ensure a Solid Foundation
Document
Requirements
5
© 2014 Proformative
Create
Evaluation
Script
Create
Evaluation
Scorecard
Compare
TCO and
CBA
Select
Preferred
Solution

6. High Level Evaluation Process
Document
Requirements
Define
Prioritize
Review
6
© 2014 Proformative
Create
Evaluation
Script
Create
Evaluation
Scorecard
Compare TCO
and CBA
Select Preferred
Solution

7. High Level Evaluation Process
Document
Requirements
Create
Evaluation
Script
Align
Support
Review
7
© 2014 Proformative
Create
Evaluation
Scorecard
Compare TCO
and CBA
Select Preferred
Solution

8. High Level Evaluation Process
Document
Requirements
Create
Evaluation
Script
Create
Evaluation
Scorecard
Prioritize
Weight
Calculate
8
© 2014 Proformative
Compare TCO
and CBA
Select Preferred
Solution

9. High Level Evaluation Process
Document
Requirements
Create
Evaluation
Script
Create
Evaluation
Scorecard
Compare TCO
and CBA
Identify
Evaluate
Compare
9
© 2014 Proformative
Select Preferred
Solution

10. High Level Evaluation Process
Document
Requirements
Create
Evaluation
Script
Create
Evaluation
Scorecard
Compare TCO
and CBA
Select Preferred
Solution
References
Negotiate
Implement
10
© 2014 Proformative

11. High Level Project Plan
11
© 2014 Proformative

12. &
12
© 2014 Proformative