Friday 8 May 2009

Technology – It can be straightforward!

There are some simple rules to follow when selecting a technology that will enable you to make the right decision and save your organisation an awful lot of pain when trying to implement and utilise it.

I have often been asked “What is the best software?”! I simply pointed them to a directory of software vendors and said it was in there, because one software will be great for one business and poor for another.

Without detailed criteria of what you need a technology to do and whether your colleagues will be able to use it effectively, you might as well stick a pin in the Yellow Pages.

So here are the rules:

1. Brainstorm exactly what you need a technology to do for your business and get input from everyone it will touch, or a representative from each department if this is not practicable - This will give you your specification list.

2. Discuss, agree and score each item on your specification list in order of importance – This will highlight the priorities to discuss with vendors.

3. Create a specification you can distribute to vendors and send it to as many as you like, inviting them to confirm they can provide a solution to satisfy your criteria but more importantly evidence they can satisfy it.

4. Separate responses into those that stick to your criteria and those that try and hoodwink you with all the bells and whistles you didn’t ask for – Invite vendors to present from the pile that stick to the criteria and, in your opinion, provide the most professional response.

5. Make sure all departments in the business are represented at the vendor presentations and instruct those presenting to clearly demonstrate how their solution satisfy’s your criteria and get them to evidence this. Also ensure you grill them on how user friendly their solution is and again provide evidence.

6. Choose two or three to go to the final stage, which is the quotation round – Invite them to submit their best price bearing in mind one or two others vendors are doing this as well and let each vendor know who they are up against.

7. Invite each vendor back in to run through their quotation and if necessary remove elements lower down your priority list to reduce cost even further.

In essence, do the hard work before choosing a technology because it is so much harder trying to make the wrong technology fit your organisation and operational needs.

Colin.

6 comments:

Ursula Chamberlain, GLU said...

OK Colin but how on earth do I chose. In my industry there is no one industry standard software and there are dozens, maybe even hundreds, or retailers calling me regularly trying to get me to change. We need to change and my Boss is encouraging me to find a short list - but where do I start. I think this is probably the most stressful element of my job at present and its starting to get to me! What do you advise.

Colin Minto said...

Great to hear from you Ursula and hopefully I can stop this situation getting to you any further.

Yours is a common problem and again there are some steps to follow to get you through and ensure it is others doing all the running.

When you get to point 4 of my golden rules you will have a detailed and prioritised specification of what you need the technology to do for your business.

At this stage where I mention inviting vendors, I would suggest spending a little time turning your specification into a Tender document or Request for Proposal (RFP), where you lay out to potential suppliers exactly what you are looking for, when you want it delivered and how you would like it supported on an ongoing basis. Most importantly you set a deadline for vendor submissions.

When you have done this, simply promote it in every way possible, namely, send it to all those who continuously contact you, flag it up on your website, if your industry press provides a 'services wanted' section, advertise it in here and consider publications like Contracts Journal, if relevant.

This way, only the sharp, aware and hungry suppliers will respond within the cut off date and you will have your first shortlist.

From these, choose those that best meet the criteria you set and prepare the most professional submissions.

This should equate to your final shortlist to invite to the next stages.

Don’t be concerned that there are no industry standards and hundreds of suppliers. The best and most suitable will respond and by measuring them against your set criteria you will find a great technology and most probably the best for your business needs.

Hope this helps.

Colin.

Ursula Chamberlain said...

Colin, thanks for this but it isn't very helpful and you are starting to sound like the people who sell the software; trite and a little patronising. No offence.

I have been a PA for over 20 years, with time off for kids, and have done this dozens of times. The real problem is, no matter how good your brief and short list and reference checking is, they all say they can do anything (actually everything). And the truth is they can't!!! Most often the software doesn't mesh as easily with your other applications as they said it would and you find you are entering data twice and exporting excel spreadsheets to amend one to the other each month or the whole thing crashes and you have to start again!

Perhaps you can tell me if there is an industry body for software sellers that polices their standards. I am thoroughly fed up with them and have our latest short list to look forward to later this week (now I am depressed).

Gareth, APA said...

Hi Ursula, glad you meant no offence. Colin is one of the best and really does know his stuff. I fear you may have come up against one of the unresolvable purchaser problems. Salespeople sell and techies have an almost blind belief in their systems. Put the two traits together and it is a classic case of 'the expert ego exceeding reality' - therefore it is natural for software salespeople to have a total loyalty to (and belief in) their product. The only way to resolve this one is to create some tough performance warranties; if it doesn't deliver a series of clearly identified and measurable outputs within a prescribed time then the vendor has to reimburse you. They get performance bonuses, why shouldn't they have to perform?

Colin Minto said...

I am not aware of a generic industry body for software sellers and without knowing your own industry sector it is hard to comment. To try to find one I would suggest visiting the Trade Association for Trade Association's called the Trade Association Forum - http://www.taforum.org/

There is an alternative, which is to engage the services of an independent technology consultant that specialises in your industry sector and the technologies that operate within.

This also has its hazards because you have to ensure they are fully independent and it can be costly, however, if you can source someone and it is cost effective to do so they will be able to identify those technologies that will mesh with your existing solutions, manage the specification and matching process for you, and indeed be an integral part of the financial negotiations.

Colin.

TC said...

I may be a bit old fashioned (and I'm not old!) but I still find where possible that a personal recommendation from other operations (usually via a PA) is very useful. It is obviously only the start of the process but I find it a more 'comfortable' way of working.