Company Information
Company Name: Address: Joe Software Corporation 1234 Jones Lane Suite 102 Toledo, OH 43604 Year Company Founded Authorized Contact: Phone: FAX: e-Mail Software Product Name: Current Release: Current Release - Release Date: Year of First Product Release: Approximate Release Frequency: Current Supplier to ABC: Billables 2 Years Ago (If Current Supplier) Billables Last Year (If Current Supplier) Currently Under Investigation by Govt: Currently in Litigation: Any Conflict of Interest on this Project: 1850 Joe Smith (419) 123-4567 x 123 (419) 123-4568 joesmith@abc.com MY Software 6.1 1-Oct-01 1990 Annual Yes / No $XXX,XXX,XXX $XXX,XXX,XXX Yes / No Yes / No Yes / No
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Financial Information
2002 Revenue from New Software Sales ($) Revenue from Maintenance Sales ($) Revenue from Service Sales (S) Subtotal Expenses for Sales Activities ($) Expenses for Product Development ($) Expenses for Maintenance ($) Other Expenses ($) Subtotal Net Profit or Loss $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 2003
Note: Publically held companies are to provide audited financial statements for the past 2 years, including annual reports, 10-K, etc. Privately held companies are to fill-in the above form with either actual dollars or percentage values. Subtotal must equal 100%.
Copyright 2004 Technology Group International All Rights Reserved
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Organizational Chart
Supplier Name
Executive Name & Title/Position
Executive Name & Title/Position
Executive Name & Title/Position
Executive Name & Title/Position
Exceutive Bio:
Exceutive Bio:
Exceutive Bio:
Exceutive Bio:
Copyright 2004 Technology Group International All Rights Reserved
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Project Comparisons
This Project Industry Company Annual Sales ($) Total Number of Users Number of Concurrent Users Number of Facilities Order Line Items / Month Shipment Line Items / Month Number of Customers Number of Products Number of Vendors Implementation Time (Months) Server Environment Database Used Client Environment Warehouse Management Implementation / Software Comparison One Comparison Two Comparison Three
Copyright 2004 Technology Group International All Rights Reserved
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Customer References
Reference One Company Name Address City State Zip Web Site URL Contact Name Contact Title Contact Phone Contact e-mail Line of Business Date of Go Live Go Live Type Current Software Version Subscribe to Annual Maintenance Duration of Implementation (Months) Total Number of Users Number of Concurrent Users Utilize Warehouse Management Number of RF Users Number of Locations DB Server Environment Client Environment Database Utilized Implementation / Software Ratio Reference Two Reference Three
Copyright 2004 Technology Group International All Rights Reserved
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Pricing Structure Pricing Structure - Concurrent Users
Software Pricing Application Software Database Software Report Writer EDI Software Business Intelligence Software Other Software Total Software Maintenance Application Software Database Software Report Writer EDI Software Business Intelligence Software Other Software Total Total Annual Cost for Software Future Cost per Additional User Year 1 Year 2 Year 3 Year 4 Year 5 Total $0 $0 $0 $0 $0 $0 $0 Total $0 $0 $0 $0 $0 $0 $0 $0
$0 Year 1
$0 Year 2
$0 Year 3
$0 Year 4
$0 Year 5
$0 $0
$0 $0
$0 $0
$0 $0
$0 $0
Pricing Structure - Unlimited Users
Software Pricing Application Software Database Software Report Writer EDI Software Business Intelligence Software Other Software Subtotal Year One Year Two Year Three Year Four Year Five Total $0 $0 $0 $0 $0 $0 $0
$0
$0
$0
$0
$0
Copyright 2004 Technology Group International All Rights Reserved
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Software Maintenance Application Software Database Software Report Writer EDI Software Business Intelligence Software Other Software Subtotal Total Annual Cost for Software
Year One
Year Two
Year Three
Year Four
Year Five
$0 $0
$0 $0
$0 $0
$0 $0
$0 $0
Total $0 $0 $0 $0 $0 $0 $0 $0
Service Pricing
Implementation Costs Software Installation Database Installation Other SW Installation Training Project Management Software Configuration Consulting Services Data Conversion Travel & Expenses Estimated Hours Rate per Hour Estimated Cost $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Note: This information should be consistent with that provided in Section 7.4
Copyright 2004 Technology Group International All Rights Reserved
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Hardware Pricing for Common Configuration
Application Servers DELL 1850 U1 Dual 3.5 GHz Processors 40 GB SCSI RAID 5 4 GB RAM Gigabit Network Subtotal
Quantity 4
Unit Price
Extended Price
$0 Quantity Unit Price Extended Price
Database Server Sun Microsystems 180 GB SCSI 10 GB RAM Subtotal Infrastructure Cisco XXX Router VPN Configuration Subtotal Grand Total $0 $0 Quantity 5 Unit Price $0 Extended Price 1
Copyright 2004 Technology Group International All Rights Reserved
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Implementation Methodology and Resource Requirements
Month One Vendor Resources ABC Resources Initial Software Training Vendor Resources ABC Resources Process Definition Vendor Resources ABC Resources GAP Analysis Vendor Resources ABC Resources GAP Resolution Vendor Resources ABC Resources Data Conversion Vendor Resources ABC Resources Define / Execute Detailed Test Plan Vendor Resources ABC Resources Mock Go-Live Vendor Resources ABC Resources End User Software Training Vendor Resources ABC Resources Project Management Vendor Resources ABC Resources Technology Transfer Vendor Resources ABC Resources Miscellaneous ABC Resources Note: Please fill-in the number of man-days estimated to be spent on each general task within each monthly bucket. Copyright 2004 Technology Group International All Rights Reserved 4ee72c98-c357-4e13-a369-f26eeae7b3f3.xls - Section 7.4 www.techgroupintl.com 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Month Two Month Three Month Four Month Month Month Month Month Five Six Seven Eight Nine Installation (Hardware, Software, etc.) Month Ten Month Eleven Month Twelve Total 0 0
Technology
Supported Technologies Application Development Environment Supported Databases Database Server Operating System Supported Client or End User Operating System Supported Network Environments Supported Application Configurations Supported
Copyright 2004 Technology Group International All Rights Reserved
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Invoicing Related Activities
Software Payment Down Payment Second Installment Third Installment Fourth Installment Subtotal Software Acceptance Period (Days) Hardware Payment Down Payment Second Installment Third Installment Fourth Installment Subtotal Implementation Services Invoicing Frequency Implementation Services Payment Terms Implementation Services Billing Rates Training Project Management Programming Application Configuration Business Consulting Report Writing
Rate
Terms
$0
Rate
Terms
$0
Rate per Hour
Terms
Copyright 2004 Technology Group International All Rights Reserved
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