Vendor Selection Case Study

Laura Arber, PMP
Laura Arber, PMPBusiness Analyst/Scrum Master en CareSource
Case Studay for Charting a strategy for vendor selection<br />Client Overview: Bing Design <br />Industry: Marketing Communication<br />Background <br />The agency is a small marketing communications firm (17 employees when this selection was implemented).  Clients include large corporate clients, colleges, hospitals, and non-profits. The agency needed a company wide calendar.  Employees were in-house and virtual (Dayton, Columbus, and Colorado Springs).  Not having a companywide calendar made it difficult to schedule meetings, communication vacations and out of office time.  Meetings were scheduled blindly which then caused multiple revisions of time and date - through multiple emails/phone calls.  Once the meeting was scheduled it was not visible.<br />Objective:<br /> To select a companywide calendaring application <br />Challenges <br />Bing Design faced the following challenges:<br />,[object Object]
Majority of employees had little or no knowledge of MS Office solutions
Majority of employees did not see value of using a global calendar

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Vendor Selection Case Study

  • 1.
  • 2. Majority of employees had little or no knowledge of MS Office solutions
  • 3. Majority of employees did not see value of using a global calendar
  • 4. Users were on Mac’s and PC’s
  • 5. Virtual and Internal users – time zone differences
  • 6.
  • 10.
  • 12.
  • 13. Through the process everyone understood why it was important to have a global calendar
  • 14. Evaluation of different solutions culminated in cost savings Results:<br />Bing was able to clearly select the vendor that would provide the most robust solution at the best price - Google Applications. The calendar significantly improved communication and employee scheduling processes – including out of office time, meetings, vacations, and sick days<br />No capital expenditure on the application – the cost was research, installation, and training time<br />The Google Calendar opened the door to the other services offered in Google applications (documents and sites)<br />Lessons Learned:<br />Create a score sheet for each system and a work sheet to evaluate conversion, support and operational risks<br />Clearing understanding that this type of process would take longer than expected since it was a new process to the agency <br />