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					                                    BUSI2400 Technology Evaluation Template
                                                     INSTRUCTIONS:

                DO NOT MODIFY THIS TEMPLATE - USE IT AS IS FOR YOUR ASSIGNMENT
                             POST YOUR COMPLETED TEMPLATE TO YOUR FAWS

The following represent a general set of requirements that a company would use to evaluate software being considered for
implementation. Use the template as is to evaluate the two software packages you are considering implementing in your
functional area group within petPRO. Note that there are mandatory, rated, and financial requirements.

As part of this assignment, you are expected to critique the template - tell us what you wish had been included in the template
to better aid you in making your technology decision. Were there parts of the template that didn't work for your software? Was
the scoring approach good or bad? Did your particular software package have some specific functions/abilities that are not
captured as part of the existing template, but should have been? Which criteria would you have customized if you could?

Note that there is a set of 3 worksheets for each software package and a data sheet which captures all of your input. (see the
tabs at the bottom of the screen.) You need to work through all 6 worksheets. Your input will automatically be captured on the
data sheet. Use the data sheet for your filtering, pivot tables, sorting, formulas etc.

     Save a backup copy of your completed spreadsheet before you start manipulating the data in the data sheet.

For your presentation be sure to:
1. Identify the two software packages you are exploring - tell us pertinent information about both.
2. Include discussion about how technology will be used within your function and how it can be leveraged in petPRO.
3. Walk us through your decision process - how did you use the template to make your decision? Capture some of your
analysis by including pivot tables or filters in your PowerPoint presentation. PIVOT TABLES ARE REQUIRED.
4. Include a critique of the template. What worked? What didn't? How would you change it if you could?
5. Make a recommendation. Which software package should we buy and why? (Summarizing your decision process.)

                  ALSO ------> YOU NEED TO POST YOUR COMPLETED TEMPLATE TO YOUR FAWS.
                                      BUSI2400 Technology Evaluation Template
                                                    Software 1
ID Phase 1: Mandatory Requirements (MR)                                                     Meets? Y/N                  Comments


    Is a copy of the software and relevant documentation readily available for evaluation                A product tour you can watch online and a
1   purposes to valide specific functions, features, performance and capabiltiies of the                 60 day money back guarantee
    proposed software?                                                                          Y
    The application must integrate and support SAP/ERP, PetPro’s databases, and real-                    Does not specifically say that software
2   time systems                                                                                N        can support SAP/ERP systems
    Is the software scaleable for a large number of users? (25 users, 200 users, 500                     Supports multiple users at multiple
3   users, 1000+ users)                                                                         Y        locations
    The application must have a GUI front-end interface which operates with the following                Operates with all of the required operating
    client operating systems/environments:                                                               systems
                Windows NT 4 Workstation
4              Windows 2000 Professional or greater
                Windows XP
                Windows ME                                                                      Y
    Software must be able to operate with the following client desktop configuration as a                Operates with the required configuration
    minimum:
5              -      Intel Pentium II 400MHZ MMX CPU W/128K Cache;
               -      128 MB;
               -      2GB Hard disk 200 MB available disk space (minimum).                      Y
    Software must provide security features to control user access and access to data.                   Software does not have built-in security,
6                                                                                                        but additional softwares to enhance
                                                                                                N        security are available
                                         BUSI2400 Technology Evaluation Template
                                                                  Software 1
ID   Phase 2: Rated Requirements (RR)

     Section One – User Interface Requirements (UIR)                       1 - Low      2 - Medium      3 - High                Comments

                                                                         Barely Meets   Partially       Meets
                                                                           Criteria   Meets Criteria Criteria Well

     Application should be configurable based on end-user                                                            plan details can be configured at
7    requirements.                                                                                                   any timme
                                                                              0              0             3
     The application must be intuitive and easy to use for all                                                       Includes sample plans, easy to
8    categories of end-users (i.e. senior managers, functional                                                       use wizards and quality help and
     managers and operational staff).                                         0              0             3         support.
     Error and reject messages provide/suggest a course of action to                                                 standard error messages appear
9    be taken by the user.                                                    0              0             3         when an error has been made
     The application provides navigation that has a common look and                                                  (eg:#VALUE indicatse when
                                                                                                                     The application runs smoothly
     feel throughout the application module(s) / component(s), i.e.                                                  and has a professional
10   consistent application of buttons, navigation tools and                                                         appearance.
     messages.                                                                0              0             3
     The application provides the ability for user-defined preferences                                               software contains all of the
11   such as display environment, common defaults and other                                                          requirements
     usability features.                                                      0              0             3
     The application provides on line help features:                                                                 software contains all of the
        Navigational aids                                                                                           requirements
        Hints and tips
12
        Tutorial
        Context sensitive
        Hyperlinks to related topics                                         0              0             3
     Section Two – Technology Requirements (TR)                               1 - Low      2 - Medium      3 - High                Comments

                                                                            Barely Meets   Partially       Meets
                                                                              Criteria   Meets Criteria Criteria Well

     Our internal petPRO consulting staff has experience in                                                             Marketing planning is similar to
13   implementing similar kinds of systems.                                                                             resource planning (ERP) that we
                                                                                 0              2             0         implemented earlier in the year.
     The application ensures that output of a batch process is                                                          No information
     checked against control records (e.g.: batch totals, record/block
14   counts check sum, hash totals, sequence checks, etc). Provide
     details.
                                                                                  1             0              0
     Section Three - Functional Requirements (FUR)                            1 - Low      2 - Medium      3 - High                Comments

                                                                            Barely Meets   Partially       Meets
                                                                              Criteria   Meets Criteria Criteria Well

     Proven ability to provide (at minimum) the required system                                                         Client testimonials from
     solution (e.g. expert system), as evidenced by at least one client                                                 respected business authors, but
     reference where the vendor has used the proposed solution to                                                       nothing specific. No point of
     provide similar functionality for a similar functional department in                                               contact at the executive level.
15   a similar organization. Details provided should include the
     number of users per client implementation, and degree of
     sophistication and complexity. Provide a point of contact at the
     executive level for this client reference.                                  1              0             0
     Proven ability, as evidenced by at least one client reference, to                                                  No specific testimonials about
16   integrate with an ERP system such as SAP.                                                                          SAP integration
                                                                                 1              0             0
17   Training program is customized for PetPro users.                                                                   Expert planning tips, and
                                                                                 0              0             3
                                                                                                                        technical support
     Software has the ability, inherent in the product to monitor                                                       No specific information
18   equipment performance and potential failure before it occurs.
                                                                                 1              0             0
     Output formats - Software has the ability to allow reports to be                                                   Compatible with Word, Excel,
     saved from the workstation in a variety of print-ready formats,                                                    HTML, PDF, plain text etc.
19   such as PDF, Excel (spreadsheet), Word (document), HTML
     and plain text.
                                                                                 0              0             3
     Section Four - Security Requirements (SR)                             1 - Low      2 - Medium      3 - High                Comments

                                                                         Barely Meets   Partially       Meets
                                                                           Criteria   Meets Criteria Criteria Well

     The application has access control mechanisms, which enforce                                                    Software does not have built-in
20   access control, based on user identity and is granted based                                                     security, but additional softwares
     upon predefined authorizations.                                                                                 to enhance security are available
                                                                               0             2              0
     Section Five: Vendor Capability Requirements (VR)                     1 - Low      2 - Medium      3 - High                Comments


                                                                         Barely Meets   Partially       Meets
                                                                           Criteria   Meets Criteria Criteria Well

     Number of SAP clients where Vendor's software has been                                                          No record of the # of SAP clients
     implemented to date. Provide a summary of client, project                                                       is available
     description, project team size, and project duration information.
21   Vendors are asked to provide at least two reference site
     installations. Contacts should be at the executive management
     level.                                                                   1              0             0
     Level of experience in Vendor to provide any necessary                                                          Company is well established in
22   consulting and implementation assitance.                                                                        developing various software and
                                                                              0              0             3         so is highly qualified in providing
     Does the vendor allow customer access to technical design                                                       Technical design changes cannot
23   documentation on the software, if required for integration with                                                 be made.
     other solutions?                                                         1              0             0
     How long has the vendor company been in business in its                                                         Incorporated in 1988
24   current entity?                                                          0              0             3
                          BUSI2400 Technology Evaluation Template
                                                     Software 1
ID   Phase 3: Financial Requirements (FIR)                                              Comments


25   Licensed software costs (including optional purchases) Rates
     per 100 users?
                                                                    19,999   $199.99 per user
26   Training costs (including optional purchases)                           On site technical support, specific
                                                                     N/A     costs not listed
27   Estimated number of days required to implement the software             easy to upload using installation
                                                                      1      wizardsphone and on site tech
                                                                             e-mail, and technical support
28   Five (5) years of maintenance and support services                      support, 4 free support calls and
                                                                      Y      any after that is charged $10 a
29   Can software be used beyond intended functional area group?             This program has models for the
     (Leverage software throughout petPRO)                            N      marketing department only
                                      BUSI2400 Technology Evaluation Template
                                                    Software 2
ID Phase 1: Mandatory Requirements (MR)                                                     Meets? Y/N                  Comments


    Is a copy of the software and relevant documentation readily available for evaluation                The company offers relevant information
1   purposes to valide specific functions, features, performance and capabiltiies of the                 about the software and a web demo on
    proposed software?                                                                      Y            the website
    The application must integrate and support SAP/ERP, PetPro’s databases, and real-                    Software easily integrates with existing
2   time systems                                                                                         ERP and CRM systems and connects
                                                                                            Y            with real-time systems
    Is the software scaleable for a large number of users? (25 users, 200 users, 500                     Interbase Multi-user edition allows for
3   users, 1000+ users)                                                                     Y            several hundred concurrent users
    The application must have a GUI front-end interface which operates with the following                Supports all mentioned operating systems
    client operating systems/environments:
               Windows NT 4 Workstation
4               Windows 2000 Professional or greater
               Windows XP
                Windows ME                                                                Y
    Software must be able to operate with the following client desktop configuration as a                Software requires at least 500MHZ MMX
    minimum:                                                                                             CPU
5              -      Intel Pentium II 400MHZ MMX CPU W/128K Cache;
               -      128 MB;
               -      2GB Hard disk 200 MB available disk space (minimum).                N
    Software must provide security features to control user access and access to data.                   Information is kept in separate databases
6                                                                                                        all of which are subject to access controls
                                                                                            Y
                                         BUSI2400 Technology Evaluation Template
                                                                  Software 2
ID   Phase 2: Rated Requirements (RR)

     Section One – User Interface Requirements (UIR)                       1 - Low      2 - Medium      3 - High                Comments

                                                                         Barely Meets   Partially       Meets
                                                                           Criteria   Meets Criteria Criteria Well

     Application should be configurable based on end-user                                                            Company can customize aspects
7    requirements.                                                            0              0             3         of the software to meet the needs
                                                                                                                     of the end-users.
     The application must be intuitive and easy to use for all
8    categories of end-users (i.e. senior managers, functional                0              0             3         Software was designed to be
     managers and operational staff).                                                                                quick and easy to use.
     Error and reject messages provide/suggest a course of action to                                                 Error messages appear when an
9    be taken by the user.
                                                                              0              2             0
                                                                                                                     error is made.
     The application provides navigation that has a common look and                                                  The application has a look which
     feel throughout the application module(s) / component(s), i.e.                                                  is consistent throughout and
10   consistent application of buttons, navigation tools and
                                                                              0              0             3
                                                                                                                     similar to Microsoft interface.
     messages.
     The application provides the ability for user-defined preferences                                               Software supports common
11   such as display environment, common defaults and other                   0              0             3         interface elements to allow users
     usability features.                                                                                             to define preferences
     The application provides on line help features:                                                                 Offers on line help (step by step
        Navigational aids                                                                                           instructions at any time).
        Hints and tips
12                                                                            0              0             3
        Tutorial
        Context sensitive
        Hyperlinks to related topics
     Section Two – Technology Requirements (TR)                               1 - Low      2 - Medium      3 - High                Comments

                                                                            Barely Meets   Partially       Meets
                                                                              Criteria   Meets Criteria Criteria Well

     Our internal petPRO consulting staff has experience in                                                             Not much experience is needed
13   implementing similar kinds of systems.                                      0              0             3         for implementation (requires
                                                                                                                        basic computer skills)
     The application ensures that output of a batch process is
     checked against control records (e.g.: batch totals, record/block
14   counts check sum, hash totals, sequence checks, etc). Provide               0              2             0
     details.

     Section Three - Functional Requirements (FUR)                            1 - Low      2 - Medium      3 - High                Comments

                                                                            Barely Meets   Partially       Meets
                                                                              Criteria   Meets Criteria Criteria Well

     Proven ability to provide (at minimum) the required system                                                         Marketpilot makes it easy to
     solution (e.g. expert system), as evidenced by at least one client                                                 organize and capture the
     reference where the vendor has used the proposed solution to                                                       information needed (provides an
     provide similar functionality for a similar functional department in                                               expert system) according to the
15   a similar organization. Details provided should include the                 0              2             0         testimonial of Joel Lazar, Vice
     number of users per client implementation, and degree of                                                           President of Marketing for
     sophistication and complexity. Provide a point of contact at the                                                   Transeastern Properties. No # of
     executive level for this client reference.                                                                         users/clients mentioned.
     Proven ability, as evidenced by at least one client reference, to                                                  Although the software can be
16   integrate with an ERP system such as SAP.                                   1              0             0         integrated with an ERP system
                                                                                                                        there are no testimonials.
17   Training program is customized for PetPro users.                            0              0             3         Multiple training programs
                                                                                                                        available.
     Software has the ability, inherent in the product to monitor                                                       No mention, but in our opinion it
18   equipment performance and potential failure before it occurs.               1              0             0         seems unlikely.

     Output formats - Software has the ability to allow reports to be                                                   Supports all mentioned formats.
     saved from the workstation in a variety of print-ready formats,
19   such as PDF, Excel (spreadsheet), Word (document), HTML                     0              0             3
     and plain text.
     Section Four - Security Requirements (SR)                             1 - Low      2 - Medium      3 - High                Comments

                                                                         Barely Meets   Partially       Meets
                                                                           Criteria   Meets Criteria Criteria Well

     The application has access control mechanisms, which enforce                                                    The software offers access
20   access control, based on user identity and is granted based              0              0             3         controls based on user identity.
     upon predefined authorizations.

     Section Five: Vendor Capability Requirements (VR)                     1 - Low      2 - Medium      3 - High                Comments


                                                                         Barely Meets   Partially       Meets
                                                                           Criteria   Meets Criteria Criteria Well

     Number of SAP clients where Vendor's software has been                                                          No record of the # of SAP clients
     implemented to date. Provide a summary of client, project                                                       is available.
     description, project team size, and project duration information.
21   Vendors are asked to provide at least two reference site                 1              0             0
     installations. Contacts should be at the executive management
     level.
     Level of experience in Vendor to provide any necessary                                                          Vendor is Marketpilot (also the
22   consulting and implementation assitance.                                 0              0             3         manufacturer) so is able to
                                                                                                                     provide high level of assistance.
     Does the vendor allow customer access to technical design                                                       Only slight modifications can be
23   documentation on the software, if required for integration with          0              2             0         made.
     other solutions?
     How long has the vendor company been in business in its                                                         Marketpilot was founded in 1999.
24   current entity?
                                                                              0              0             3
                                  BUSI2400 Technology Evaluation Template
                                                          Software 2
ID   Phase 3: Financial Requirements (FIR)                                                             Comments


25   Licensed software costs (including optional purchases) Rates
                                                                                Cost varies per # of users and there is an
     per 100 users?
                                                                    $100k-$500k undisclosed annual fee.($1000-$5000/user)
26   Training costs (including optional purchases)
                                                                    $200-500/user General and specific training available. insert CD
                                                                                  Software is easy to install and manage,
27   Estimated number of days required to implement the software                  rom and click set up (can be installed in a day) and
                                                                          1       a professional with basic computer skills usually
28   Five (5) years of maintenance and support services                           Annual fees are charged for maintenance, support
                                                                        Yes       and upgrades, pay as you go.
29   Can software be used beyond intended functional area group?                  Software could be used by accounting to track
     (Leverage software throughout petPRO)                              Yes       campaign costs.
Count of Reqrmnts ID SW
Meets Condition           1   2 Grand Total
N                         2   1           3
Y                         4   5           9
Grand Total               6   6         12
Sum of Value                               SW
                            Reqrmnts ID
Reqrmnts Type Reqrmnts Sub-Type                1    2 Grand Total
rr            fur                       15     1    2           3
                                        16     1    1           2
                                        17     3    3           6
                                        18     1    1           2
                                        19     3    3           6
              fur Total                        9   10         19
              sr                        20     2    3           5
              sr Total                         2    3           5
              tr                        13     2    3           5
                                        14     1    2           3
              tr Total                         3    5           8
              uir                        7     3    3           6
                                         8     3    3           6
                                         9     3    2           5
                                        10     3    3           6
                                        11     3    3           6
                                        12     3    3           6
              uir Total                       18   17         35
              vr                        21     1    1           2
                                        22     3    3           6
                                        23     1    2           3
                                        24     3    3           6
              vr Total                         8    9         17
rr Total                                      40   44         84
Grand Total                                   40   44         84
Data Sheet for Technology Evaluation Template

 SW    Reqrmnts   Reqrmnts Reqrmnts       Meets       Value                      Comments
          ID        Type   Sub-Type      Condition
  1        1         mr                     Y                    A product tour you can watch online and a
  1        2         mr                     N                   Does not specifically say that software can
  1        3         mr                     Y                   Supports multiple users at multiple locations
  1        4         mr                     Y                    Operates with all of the required operating
  1        5         mr                     Y                     Operates with the required configuration
  1        6         mr                     N                   Software does not have built-in security, but

  1        7          rr         uir                    3       plan details can be configured at any timme
                                                                Includes sample plans, easy to use wizards
  1        8          rr         uir                    3               and quality help and support.
                                                                 standard error messages appear when an
                                                                error has been made (eg:#VALUE indicatse
  1        9          rr         uir                    3                 when fields are left blank)
                                                                  The application runs smoothly and has a
  1       10          rr         uir                    3                 professional appearance.
  1       11          rr         uir                    3         software contains all of the requirements
  1       12          rr         uir                    3         software contains all of the requirements
                                                                  Marketing planning is similar to resource
                                                                planning (ERP) that we implemented earlier
  1       13          rr         tr                     2                        in the year.
  1       14          rr         tr                     1                       No information
                                                                Client testimonials from respected business
                                                                  authors, but nothing specific. No point of
  1       15          rr         fur                    1               contact at the executive level.
                                                                     No specific testimonials about SAP
  1       16          rr         fur                    1                         integration
  1       17          rr         fur                    3        Expert planning tips, and technical support
  1       18          rr         fur                    1                   No specific information
                                                                 Compatible with Word, Excel, HTML, PDF,
  1       19          rr         fur                    3                       plain text etc.
                                                                Software does not have built-in security, but
                                                                additional softwares to enhance security are
  1       20          rr         sr                     2                          available

  1       21          rr         vr                     1       No record of the # of SAP clients is available
                                                                 Company is well established in developing
                                                                various software and so is highly qualified in
  1       22          rr         vr                     3           providing the needed assistance for it

  1       23           rr        vr                     1       Technical design changes cannot be made.
  1       24           rr        vr                     3                   Incorporated in 1988
  1       25          fir                             19999                   $199.99 per user
                                                                 On site technical support, specific costs not
  1       26          fir                              N/A                           listed
                                                                easy to upload using installation wizards and
  1       27          fir                               1                     technical support
                                                                  e-mail, phone and on site tech support, 4
                                                                    free support calls and any after that is
  1       28          fir                               Y                    charged $10 a call.
                                                                 This program has models for the marketing
  1       29         fir                                N                      department only
  2        1         mr                         Y                 The company offers relevant information
  2        2         mr                         Y               Software easily integrates with existing ERP
  2        3         mr                         Y                   Interbase Multi-user edition allows for
  2        4         mr                         Y                Supports all mentioned operating systems
  2        5         mr                         N                 Software requires at least 500MHZ MMX
  2        6         mr                         Y               Information is kept in separate databases all

                                                                   Company can customize aspects of the
  2        7          rr         uir                    3       software to meet the needs of the end-users.
                                                                Software was designed to be quick and easy
  2        8          rr         uir                    3                           to use.
                                                                   Error messages appear when an error is
  2        9          rr         uir                    2                            made.
                                                                      The application has a look which is
                                                                     consistent throughout and similar to
  2       10          rr         uir                    3                     Microsoft interface.
                                                                    Software supports common interface
                                                                       elements to allow users to define
  2       11          rr         uir                    3                        preferences
                                                                 Offers on line help (step by step instructions
  2       12          rr         uir                    3                        at any time).
                                                                      Not much experience is needed for
                                                                  implementation (requires basic computer
  2       13          rr         tr                     3                            skills)
  2       14          rr         tr                     2                               0
                                                                  Marketpilot makes it easy to organize and
                                                                capture the information needed (provides an
                                                                 expert system) according to the testimonial
                                                                of Joel Lazar, Vice President of Marketing for
                                                                       Transeastern Properties. No # of
  2       15          rr         fur                    2                  users/clients mentioned.

                                                                Although the software can be integrated with
  2       16          rr         fur                    1        an ERP system there are no testimonials.
  2       17          rr         fur                    3           Multiple training programs available.
                                                                   No mention, but in our opinion it seems
  2       18          rr         fur                    1                           unlikely.
  2       19          rr         fur                    3             Supports all mentioned formats.
                                                                 The software offers access controls based
  2       20          rr         sr                     3                      on user identity.

  2       21          rr         vr                     1       No record of the # of SAP clients is available.

                                                                Vendor is Marketpilot (also the manufacturer)
  2       22          rr         vr                     3       so is able to provide high level of assistance.
  2       23          rr         vr                     2          Only slight modifications can be made.
  2       24          rr         vr                     3             Marketpilot was founded in 1999.
                                                      $100k-      Cost varies per # of users and there is an
  2       25          fir                             $500k      undisclosed annual fee.($1000-$5000/user)
                                                      $200-
  2       26          fir                            500/user      General and specific training available.
                                                                   Software is easy to install and manage,
                                                                   insert CD rom and click set up (can be
                                                                 installed in a day) and a professional with
                                                                 basic computer skills usually only needs a
  2       27          fir                               1                couple of hours of training.
                                                                 Annual fees are charged for maintenance,
  2       28          fir                              Yes         support and upgrades, pay as you go.
                                                                  Software could be used by accounting to
  2       29          fir                              Yes                  track campaign costs.

				
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