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Contents Ourproposalisdividedintothefollowingsections Section1Introduction WhatdoesPlaskolitewantfromthisproject Section2ProjectOverview WhatisArthurAndersen sperspectiveonsoftwareevaluations Section3ProjectApproach Howwillweconducttheevaluation Section4ProjectTeam Whowillworkontheproject Section5ProjectTiming Howlongwillittake Section6ProjectCosts Howmuchwillitcost Section7ArthurAndersen WhyArthurAndersen Section8ProjectResources Whatarethequalificationsofourteam OurUnderstandingofYourNeeds Plaskolite soverallgoalistoevaluateandselectanintegratedcustomerservice distribution manufacturingandfinancialsoftwarepackagethatbestsupportsyourbusinessinformationneeds Tohelpachievethisgoal PlaskolitewouldlikeaArthurAndersentoassistwiththeevaluationandselectionofanewsoftwarepackage Thespecificobjectivesofthisprojectwillbeto DefineandprioritizebusinessandinformationrequirementsIdentifyprocessimprovementopportunitiesResearchandidentifyviablesoftwarecandidatesObjectivelyfacilitatetheevaluationofthemostappropriatesoftwarealternativesDefineappropriatetechnicalarchitectureAssistwithvendornegotiationsPlanthesoftwareimplementationatahighlevel Section1 Introduction OurUnderstandingofYourNeeds Thekeydeliverablestomeetyourobjectivesforthisphaseoftheprojectwillbe HighlevelbusinessprocessmapsProcessImprovementOpportunitiesSoftwarerequirementsand knock out criteriaFunctionalTechnicalVendorListofpotentialsoftwarecandidatesVendordemonstrationscriptsSoftwareselectionrecommendationSoftware hardwareandservicescostestimatesHigh levelimplementationplanOrganizationalimpactassessment Section1 Introduction OurPerspective Ourlocalexperiencewithintegratedsoftwarepackagesisdeepandbroad OurOhioConsultingpractice whichincludesColumbus ClevelandandCincinnati hasover140full timeconsultants Softwareimplementationisthecornerstoneofourpractice BelowisalistofsomeofourrecentengagementsinOhio Section2 ProjectOverview ArthurAndersen sphilosophyistoremainindependentofsoftwarevendors Consequently ArthurAndersencanobjectivelyevaluateintegratedsoftwarepackagesagainsttheinformationneedsofourclients WhatOurSoftwareVendorAlliancesMean ArthurAndersendoesnotsellsoftwareorreceiveanyfinancialincentivesfromintegratedsoftwarepackagevendors However wedomaintainallianceprogramswiththeleadingsoftwareprovidersinthemarket ThepurposeofthesealliancesistoestablishateamofqualifiedpersonnelfromthevendorandArthurAndersenwhocaneffectivelyserveclientsbydeliveringintegratedsolutionstoimprovebusinessperformance Allianceagreementstypicallyprovidethefollowing ArthurAndersencansub contractprogrammingservicesatadiscountedpriceArthurAndersenreceivesdiscountedtrainingforitsprofessionalsArthurAndersenhasaccesstosoftware productsupportandotherresourcesBystrategicallyaligningthemselveswithArthurAndersen keysoftwarevendorscanfocusontheircorebusinesses productdevelopment trainingandsupport ArthurAndersenhasinstalledthealliancesoftwarepackagesatourTechnologyInnovationCentersforclientdemonstrations training testingandremoteaccess Tocapitalizeonthecollectiveknowledgewehavegainedinthisarea ArthurAndersenhasalsoformedaCompetencyCenterofqualifiedprofessionalswithdeepexpertiseinpackagedsoftwareimplementations Throughanon linesoftwaredatabase thiscenterpromotesinformationsharingamongArthurAndersenprofessionalsonallianceproductsandprojectsonaglobalbasis SSA Section2 ProjectOverview Experience IndustryExpertiseBestPractices ProcessSkillsSoftwareExpertiseKnowledgeCapital OurPerspective Collaboration WebelievetruebusinesschangecanonlybesustainedbyPlaskoliteteammembers Wewillserveas ChangeAgents challengingandpartneringwithPlaskoliteduringallphasesoftheproject Wetakeafacilitativeapproachtoensuremutualownershipandafocusoncollaborativeefforts positioningPlaskolitetoowntheselectioncriteriaanddecision Ourapproachisrelationship oriented Wewillworkwithyouasabusinesspartnerinthisendeavor takingyouragendaasourown andseeingtheprojectthroughtoasuccessfulcompletion ArthurAndersen HiredExperts Plaskolite Plaskolite IndustryExpertiseBestPractices ProcessSkillsSoftwareExpertiseKnowledgeCapital Experience TypicalApproach Outsiders drive thesolutionOurApproach Wecreateanenvironmentthatenablesyoutodevelopdeepskillsandthefinalsolution Section2 ProjectOverview OurPerspective BusinessIntegration HolisticBusinessIntegrationApproachImplementationofanysignificantchangerequirestheintegrationofstrategy businessprocesses people andinformationtechnology Applicationsoftwaremustbeevaluatedwithinthecontextofthisbusinessintegrationconcepttohaverelevance Section2 ProjectOverview OurPerspective KnowledgeSharingTools LeveragingourFirm sglobalinformationsharingnetworkiskeyduringsoftwareevaluationprojects Finalists PackageSoftwareCompetencyCenterMethodologiesSelectionMatricesResearch EvaluationsResourceClearinghouse AndersenFirm wideExperienceEngagementTeamSoftwareExpertiseIndustryExpertiseManufacturingIndustryProgram AndersenKnowledgeSharingToolsLotusNotesAAOn line Andersen sGlobalInformationSharingNetworkGlobalBestPracticesKnowledgeBase Intranet KnowledgeSpaceSM Intranet ThirdPartyInformationSourcesTheGartner GroupAdvancedManufacturingResearchInc AMR ComputerSelectDATAPROIndustryPublications Section2 ProjectOverview ProjectApproach EvaluationComponents Duringthesoftwareevaluationprocess thefieldofpotentialsoftwaresolutionsisquicklynarrowedtotwo Thesetwovendorsdemonstratetheirproductsandareevaluatedbytheselectionteam Thefinalproductisselectedbasedonthedemonstrationresults contractconsiderations andfurtheranalysisasdescribedbelow AllSoftwareCandidates 15 Candidates 2Finalists IndustryInsight MarketResearch VendorViability ArthurAndersenFirm wideKnowledge 3 5Candidates FunctionalFit VendorViability FinalSelection TechnologyUse Vision References SiteVisits ImplementationCosts Pricing Negotiations RFIresponses screeninginterviews DetailedKnock outCriteria Companysize MarketPresence AAInsight PlaskoliteandArthurAndersen HighLevelKnock outCriteria PreliminaryScreening ArthurAndersen Softwaredemonstrations referencechecks negotiations andCost BenefitAnalysis Plaskolite ArthurAndersen Thevendorsexecutethescriptsduringtheirdemonstrations theselectionteamscoreseachareabasedonhowwellthepackagemettheneedsofPlaskolite Immediatelyafterthedemonstrations thescoresaretallied ArthurAndersenfacilitatesadiscussiontosharethescoringresultsandreachaconsensusonstrengthsandweaknesses Thedemonstrationresultsareonlyonecomponent althoughthemostimportantcomponent ofthefinalselectioncriteria Section2 ProjectOverview SoftwareEvaluation LessonsLearned OurapproachworkstocomplementthebusinessknowledgeofPlaskolitewiththeindustryknowledge technicalexpertise and bestpractice workofArthurAndersen ApackagewillnotbeembracedbyPlaskoliteifitischosensolelybyArthurAndersen WewillfacilitatePlaskolitethroughourmethodologytoensureapartneringendeavorbasedonyouragenda Communicatethatnopackagewillmeeteveryperceivedneedandthatperceptionsmustchange Selltheideathatnothingwillimproveunlessitchanges Ensurethedemonstrationaudienceunderstandsthatvendorswanttoshowtheirstrengths notnecessarilywhatisbestforPlaskolite Facilitatethedemonstrationsaccordingly Ensurereferencesareinsimilarindustrieswithsimilarvolumesandareusingtheproduct nottestingorreadytorollout Ensuretheorganizationunderstandsthatpackagesoftwareimplementationprojectsaremoreexpensiveandprovidelessrelativebenefitthanstrategic competitiveinitiatives however theseprojectsarecriticaltoestablishingasolidfoundationtosupportfuturestrategicinitiatives Somegapswillbeidentifiedduringtheselectionprocess butitisn tuntiltheBusinessProcessSimulation BPS phaseoftheprojectthatallgapsareknown Packagedsoftwarevendorsincorporateindustry widebestpracticesfromtheircustomerbaseintotheirsoftware DuringBPS eachPlaskolitebusinessscenarioisexecutedinthesoftware TheteamwillbeabletoidentifyhowPlaskolitewillfurtherchangeitsbusinessprocessestoalignwiththesoftwarevendor sapproach Werecommenda no mod policy thisisachievedbyexecutingthesenewlyalignedbusinessprocessesinthesoftware ButunlessPlaskolitemanagementiswillingtosupportthisapproach thisgoalwillnotbeachievedandmodificationswillberequired Use knock out criteriatoquicklygettoashortlistofvendors Thiswillallowdeepfocusonahandfulofviablecontendersandallowmoretimeforvalue addedactivitieslikeidentifyingareasforimprovement Section2 ProjectOverview On going ProjectScope Approach ArthurAndersen spackagedsoftwaremethodologyframeworkconsistsof6majorphaseswhileemphasizinganaggressiveprogramofprojectmanagementandchangeenablement Thisproposaladdressesthefirst3phasesofwork Atthecompletionofthesephases wewilltakeacheckpointwithPlaskolite smanagementtodetermineArthurAndersen sinvolvementwithfuturephasesofwork Wheredowewanttobe Whattoolswillweuse Howwillweusethetools Constructandroll outthesolution Howwillwegetthere People Processes Technology Strategy RequirementsDefinition SoftwareEvaluation Selection Design BusinessProcessSimulation Implementation Support ContinuousImprovement ImplementationPlanning Stabilizeandprioritize Checkpoint Checkpoint Checkpoint 5 6weeks 3 4months 5 8months ProjectManagementandChangeEnablement withinscopeofthisproposal futurephases Checkpoint 3 4weeks 2weeks Checkpoint SoftwareSelection SoftwareImplementation Section3 ProjectApproach Thescopeofthisprojectwillbelimitedtotheevaluationandselectionofasingleintegratedsoftwarepackage DesignTechnicalArchitecture SoftwareSelectionOverview Wehaveaprovenmethodologyandapproachtosoftwareevaluationandselection Throughoutthisapproach businessrequirementsarebalancedwithsystemfunctionalitytomaximizebusinessopportunitiesandbenefits FunctionalTechnicalVendor IdentifyProcessImprovementOpportunities IdentifyRequirements Knock out Criteria ResearchSoftwareAlternatives StrategyProcessesOrganizationTechnology REQUIREMENTSDEFINITION SOFTWAREEVALUATION SELECTION IMPLEMENTATIONPLANNING Checkpoint Checkpoint PlantheImplementation ReviewCurrentState DevelopPreliminaryCostEstimate Finalize ObtainApproval DefineBusinessScenarios ConductS WDemos NegotiateandCompleteCostEstimate EvaluateVendorsandChooseFinalist Section3 ProjectApproach ProjectApproach RequirementsDefinition Thepurposeofthisphaseistogatherbusinessrequirementsanddocumentbusinessprocesses Thisisaccomplishedthroughourfacilitativeconsultingstyle WeworkwiththeselectionteamtoensureanappropriateunderstandingofthecurrentstateandcooperativelycraftPlaskolite s to be businessprocessvision Plantheprojectandmobilizethe core selectionteamFacilitategroupdiscussionsandinterviewswithexecutivesandkeyusersIdentifyandmapkeybusinessprocessesIdentifykeycustomerandvendorbusinessrequirements aswellasfunctionalandtechnicalsoftwarerequirementsReviewArthurAndersen sGlobalBestPracticeSMKnowledgebase examplesofbestpractices bestcompanies andperformancemeasuresbybusinessprocessIdentifyprocessimprovementopportunitiesPrioritizethelistofsystemsrequirementsfromtheinterviewsandprocessreviewsResearchsoftwarecandidatesDevelopsoftwareselection knock out criteria functional technical vendor toshortenthelisttoamanageablenumberofcontendersBegindiscussionswiththesoftwarefinalistsregardingproposedconfigurationandresourcerequirementsDevelophighlevelsystemsarchitectureDeveloppreliminaryestimateofhardware software training andimplementationcostsandoptions KeyTasks HighlevelprocessmapsGlobalBestPracticeSMKnowledgebaseexamplesListofprocessimprovementopportunitiesPrioritizedsoftwareselection knock out criteriaInitiallistofsoftwarecandidatesthroughmarketresearch industryinsight vendorviability ArthurAndersenfirm wideknowledgeResponsestosoftwareselection knock out criteria RequestforInformation RFI ShortlistofsoftwarefinalistsListofassumptionsimpactingcostestimatePreliminarycostestimate KeyDeliverables Section3 ProjectApproach REQUIREMENTSDEFINITION SOFTWARE HARDWAREEVALUATION SELECTION IMPLEMENTATIONPLANNING Checkpoint Checkpoint PreparedemonstrationscriptsincorporatingPlaskolite s knock out criteriaSchedulevendordemonstrations reviewexpectationsandprovidescriptsFacilitatevendordemonstrationsIdentifyperceivedgapsbetweensoftwarecapabilitiesandbusinessrequirementsEvaluatequantitativeandqualitativestrengthsandweaknessesofthedemonstrations bygatheringindividualscript scorecards fromthePlaskoliteparticipantsandfacilitatingre capdiscussionstogainconsensusCheckvendorreferencesandperformsitevisitsasnecessaryIdentifycontractnegotiationobjectivesandstrategyConfirminitialassumptionsregardingpreliminarycostestimateUnderstandotherpotentialcostcomponents onetimeandon goingcosts NegotiatewiththefinalistsGatherfinalquotesfromsoftwarevendorsFinalizecostestimatebasedonhardware software training implementationSeniormanagementtoselectthefinalvendorbasedon FunctionalfitTechnologyuseandvisionVendorviability ProjectApproach EvaluationandSelection Thepurposeofthisphaseistoensureafairandeffectiveselection Itinvolvesdevelopingdemonstrationscriptsandfacilitatingthesoftwaredemostoensureadherencetothosescriptssoaconsistentcomparisoncanbemade Initialgapsbetweenrequirementsandsoftwarecapabilitiesareidentifiedandaddressed Thisphaseenablesthefinalselectionoftheintegratedpackagesolution KeyTasks DemonstrationscriptsSoftwarefinalistevaluationcriteriaVendordemonstrationsDemonstrationevaluationsReviewofvendorreferencesInventoryofidentifiedsoftware gaps NegotiationobjectivesandstrategyFinalcostestimateContractsignedandsoftwareprocured KeyDeliverables REQUIREMENTSDEFINITION SOFTWAREEVALUATION SELECTION IMPLEMENTATIONPLANNING Checkpoint Checkpoint ReferencesandsitevisitsPricingnegotiationsEstimatedimplementationcosts Section3 ProjectApproach ProjectApproach ImplementationPlanning Oncethefinalselectionismade theplanningfortheimplementationmayoccur Thisinvolvesdesigning indetail thetechnicalarchitecture planningtheimplementationtasks andestimatingtheimplementationeffort Oncetheseplansarefirmedup expectationsmaybesetandapprovaltoproceedmayoccur REQUIREMENTSDEFINITION SOFTWAREEVALUATION SELECTION IMPLEMENTATIONPLANNING Checkpoint Checkpoint FinalizethetechnicalarchitecturedesignPlantheBusinessProcessSimulationandImplementationIdentifytheoverallimplementationapproachDevelophigh levelimplementationplanwithaproposedtimelineandidentifiedresourcesAssessorganizationalimpactMeetwithmanagementtoobtainapprovaltoproceed KeyTasks High levelplanfortheBusinessProcessSimulationandImplementationOrganizationalImpactAssessmentApprovaltomoveforwardwiththeimplementation KeyDeliverables Section3 ProjectApproach ProjectTeamOrganization ThefollowingisoursuggestedjointPlaskolite Andersenprojectteamstructure PlaskoliteExecutiveTeam PlaskoliteProjectSponsorAAEngagementPartner ToddFisherAAProjectManager ChrisWenzke ProjectLeadership SteeringCommittee Research Support AAConsultant PlaskoliteTeamLeadAA DougHood OrderManagement CustomerServiceTeam FinanceTeam ManufacturingTeam PlaskoliteTeamLeadAA TBD PlaskoliteTeamLeadAA TBD PlaskoliteTeamLeadAA ChrisWenzkeAA TBD Section4 ProjectTeam TechnologyTeam Steeringcommitteemeetingswillbeheldonamonthlybasis andwilllast1to2hours Plaskoliteteamleadparticipationwillaverage1to2daysperweekonaverage AdditionalrepresentativesfromPlaskolite sfunctionaldepartmentswillparticipateineachteamonanasneededbasis Plaskolitewillneedtoidentifya coreevaluationteam whowillparticipateinthesoftwaredemonstrations Softwaredemonstrationswillrequire2consecutivefulldaysforeachvendor WarehouseManagementTeam PlaskoliteTeamLeadAA R J Nicolosi Roles Responsibilities Webelieveajointprojectteamisessentialtotheultimatesuccessoftheproject Plaskolite ArthurAndersen ProjectLeadership TeamActivities SponsortheprojectattheexecutivemanagementlevelProvideoverallprojectleadershipanddirectionEvaluatefindingsandrecommendationsLiasonwithexecutivemanagementLiasonwiththeorganizationtocoordinateprojectactivitiesbetweenPlaskoliteandAndersen ProvideprojectmanagementguidancebasedonexperiencewithsimilarclientsandprovenmethodologiesProvideaccesstofirmwideexpertiseandknowledgecapitalasappropriateLeadthedevelopmentofprojectdeliverablesAssistinthecommunicationprocesswithexecutivemanagementProvidetoolsandmethodologyframeworkstoconductactivitiestomeettheprojectobjectives ProvideinternalperspectiveoninformationopportunitiesProvideinternalbusinessandfunctionalexpertiseAssistinaccessingPlaskoliteinformationasrequiredduringtheprojectAssistinthecreationofdeliverablesandhelpverifyaccuracy thoroughness LeadteamactivitiesProvideindustryfunctionalandanalyticalskillsProvideexternalperspectivebasedonknowledgeofindustrytrendsandbestpracticesEnsureprojectdeadlinesaremetanddeliverablesexceedqualityexpectations Section4 ProjectTeam EstimatedProjectTimeline Theestimatedtimeframeforthisprojectis10 12weeks Theactualtimeframeisdependentuponseveralfactors includingtheavailabilityofPlaskoliteresourcesandsoftwarevendorresponsiveness Thistimelineisbasedonourunderstandingofyourneedsandourexperiencewithprojectsofthisnature SelectionStepWeek1Week2Week3Week4Week5Week6Week7Week8Week9Week10 1 0ReviewCurrentState2 0IdentifyProcessImprovementOpportunities3 0IdentifyRequirements Knock Out Criteria4 0ResearchSoftwareAlternatives5 0DevelopPreliminaryCostEstimate6 0DefineBusinessScenarios ConductSWDemos7 0NegotiateandCompleteCostEstimate8 0EvaluateVendorsandChooseFinalist9 0ImplementationPlanning Checkpoint Checkpoint Section5 ProjectTiming ProjectAssumptions FeeEstimate Ourfeesforthisprojectwillbe 135 000 plusoutofpocketexpenses Wewillbillyouinthreeequalinstallments Wehavemadethefollowingassumptionsindevelopingourfeeestimate Ifanyoftheseassumptionsdonotholdtrue ourfeeestimatecouldbeimpacted AseniorexecutivewithinPlaskolitewillsponsortheprojectandhasoverallresponsibilityfortheproject ssuccess Aprojectsteeringcommittee consistingofPlaskoliteexecutivemanagement willstayactivelyinvolvedinmonitoringanddirectingtheproject Plaskolitewillcommittoprovidingprojectresourcesasdescribedintheprojectorganizationchart Two 1 5 2daysforeach softwaredemonstrationswillbeconducted ProjectcompletionaccordingtotheprovidedscheduleisdependentupontheabilitytoscheduletimewithbothPlaskolitepersonnelandthesoftwarevendors OurfeeestimatedoesnotincludeArthurAnderse