Helping you select the right finance planning software for your business
Choosing the right solution for your business can be a daunting task given the number of software vendors on the market today.
1 Requirements definition
The needs of your business are defined. This forms the basis of your search criteria for the right software provider.
2 Choose potential suppliers
Most businesses now refer to recognised industry authorities such as Gartner or Forrester to narrow down their list.
3 Request for Information (RFI)
You may decide to issue an RFI. In addition to your business requirements, an RFI also confirms a provider's experience, references and reputation.
4 Product Demonstration
You make each RFI response and choose your shortlist. Shortlisted suppliers are invited to demonstrate thier solutions.
5 Proof of Concept (POC)
A Proof of Concept (POC) is conducted on site on site without any prior work and focuses on a specific area of the solution that will help you make the right decision.
6 Scoping Workshop
A detailed scoping session with key project team & stakeholders. A high-level project plan including resources, timelines & deliverables. Implementation costs are confirmed.
Presenting a Business Case & Choosing your Software
After your scoping workshop, you may wish to gather all your considerations into a formal RFP. This may include; pricing, project plan, implementation approach, IT security, references and further due diligence information as required. The business case you present to the stakeholders normally asks for a recommendation and one or two alternatives. Now it’s time to make your final decision.
Proof of Concept (POC)
Whilst all the stages are necessary for choosing a solution, the “make or break” stage is usually the POC. We pride ourselves on our excellent product & domain knowledge, providing clients with a highly personalised experience to match your business requirements. Typical POCs take 1-2 days (no charge) and produce a working prototype model for your assessment. We also offer Extended POCs (EPOCs) for clients that have a more challenging set of requirements and broader scope.
Company We Keep
Whether you require a departmental or an enterprise solution, we have packages to meet your requirements
and creates total confidence in the numbers”
Start your software selection process now
Call us on
E-mail us at