Vendor

Demonstration Script
1. The demonstration script covers four functional areas a. Sales Operations b. Manufacturing Operations c. Service Operations d. Finance/HR Operations 2. The demo time allotted is 1.5 hours and follows the format: a. Vendor Overview i. Name of product(s) included in demonstration ii. Current version iii. Supported technology platforms (operating system, databases, client interface options, web servers, etc.) iv. Key differentiators/value statement b. User interface and navigation overview c. Demonstration script d. Question & Answers (10 minutes) 3. General Guidelines a. Questions directly related to the transaction being demonstrated may be asked during the demonstration. Peripheral or follow-up questions should be asked at the end of the demonstration. b. Vendors have been instructed to fully disclose if the following are used in demonstrations: i. 3rd party products, whether provided with the solution or purchased separately. ii. Multiple products from a single vendor integrated for a total solution. iii. Modifications. A modification is any change to the product that requires the use of a development tool and/or results in a change to the software that is not covered under standard maintenance policies. This includes packaged partner modifications. c. When it is not reasonable to demonstrate software features given the scope and time of the session, acceptable alternatives such as screen shots or presentations may be used. d. Other Topics may include relevant topics as decided by the presenter and may be addressed as discussion points, real world examples, via handouts, bullets or demonstration. 4. TEC ERP Evaluation Center Sample RFP Criteria lists a sample of the selection criteria included in a Technology Evaluation Centers RFI, which can be tailored to specific business requirements and used to compare vendor functionality during a selection process. Page 1 of 13

Vendor

Demonstration Script
A. Sales Operations Process Ref # Process A1 Plan Sales Load and/or review target goals Notes TEC ERP Evaluation Center Sample RFP Criteria
Sales Management\ Reporting and Interfacing Requirements Print billing reports by product, invoice number, and customer Report booking history (units) by month, displaying each of the twelve months with a total Report comparative unit and dollar bookings for YTD versus YTD last year. - Print detail and summary sales reports showing current month, same month last year, YTD and YTD last year for each division with various sorts available by products and services Sales Management\CRM and c-commerce requirements Provide the ability to store and report forecasted sales based by salesperson and territory as well as based on the probability and projected closing date for each sale. - Provide a period by period trend report of historical sales and salesperson activity based on past performance.

A2

Forecast Sales Load and/or review sales forecasts

A3

Manage Opportunity Enter lead

Sales Management\CRM and c-commerce requirements Accommodate an order type for a new order or quote - Status field for new quotes or orders (specifies whether its a new order or quote.

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Demonstration Script
A. Sales Operations Process Ref # Process A4 Create Quote Create quote from lead Notes TEC ERP Evaluation Center Sample RFP Criteria
Sales Management\Online Requirements (Sales Management) Accommodate an order type for a new order or quote Decrease the amount quoted

A5

Create Order Create order from quote Add complementary product Show discounts for qty purchase Confirm availability and delivery dates

Sales Management\Online Requirements Accommodate an order type for a new order or quote Creates order from quote and retains quote reference identification (for all new orders or quotes) Validate order dates/MRP dates Sales Management\Pricing and Discounting Manual Discount Entry for single items or for invoice as a whole. Discounts are based on amount applied by header, or associated with contract lines Sales Management\Reporting and Interfacing Requirements Print Billing Reports by product, invoice number and customer Report booking history (units) by month, displaying each of the 12 months with a total Report unit and dollar backlog (bookings for future delivery

A6

Reporting

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Vendor

Demonstration Script
A. Sales Operations Process Ref # Process A7 Other Topics Notes TEC ERP Evaluation Center Sample RFP Criteria
Sales Management\CRM and E-Commerce Provide call history for the customer Provide hotkey access to customer account information

Notes

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Vendor

Demonstration Script
B. Manufacturing Operations Process Ref # Process B1 Plan Manufacturing Review requirements Manufacturing process = Assemble to Order Notes TEC ERP Evaluation Center Sample RFP Criteria
Manufacturing\Production Planning\Master Production Scheduling Inventory demand is recorded by class including target inventory level and transfer, forecast or target demand. Data can be compiled based on specified criteria or variables, net change, simulations, in real time etc.

B2

Procure Components Issue purchase order for component Receive purchase order for component

Manufacturing\Purchasing Management\Purchase Orders Manually enter and send purchase order Purchase orders types include standard PO, blanket/contract, subcontract order/operation, purchase request and returnfrom-stock - POs include the vendors quotation number

B3

Assemble Product Issue work order Release materials Assemble device Receive finished goods into inventory Assign serial number Page 5 of 13

Manufacturing Management\Shop Floor Control\Production Orders Control and Reporting Uses Order Control, based on work order information (such as the date the order was open, date product is required and expected and material) to direct manufacturing

Vendor

Demonstration Script
B. Manufacturing Operations Process Ref # Process B4 Ship Sales Order Pick, pack, ship order Notes TEC ERP Evaluation Center Sample RFP Criteria

B5

Reporting

Manufacturing Management\ All Sub-modules Audit trail for transaction records Generates reports on standard costs Inquiries and reports on variances of queue inputs and outputs Generates reports when at a milestone or when process is done

B6

Other Topics

Notes

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Vendor

Demonstration Script
C. Service Operations Process Ref # Process C1 Receive Inbound Service Request Enter service call Notes TEC ERP Evaluation Center Sample RFP Criteria
Manufacturing Management\Field Service and Repairs Customizable system generated customer order templates for product, installation service, service request, and service contract Service order status inquiry - Customizable system generated customer order templates for product, installation service, service request, and service contract

C2

Schedule Service Request Check service technician skills and schedule and assign technician

Manufacturing Management\Field Service and Repairs\Service Order Management - Reports field service and call activity

C3

Process Service Request Record Time Record Materials Record Expenses

Manufacturing Management\Field Service and Repairs\Field Service Management - Reports field service and call activity Cost and expense can be limited by user Exports data to external time tracking or legacy systems

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Demonstration Script
C. Service Operations Process Ref # Process C4 Reporting Notes TEC ERP Evaluation Center Sample RFP Criteria

C5

Other Topics

Manufacturing Management\Field Service and Repairs\Field Service Management - Field service inventory tracking

Notes

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Vendor

Demonstration Script
D. Finance/HR Operations Process Ref # Process D1 Invoice Customer Invoice customer for orders shipped Notes TEC ERP Evaluation Center Sample RFP Criteria
Financials\AR\Processing Requirements Issuing invoices for percent complete Allows for backorders and changes

D2

Apply Cash Apply payment received against invoices

Financials\AR\Reporting Requirements Receive invoices and debit or credit memo transactions from the invoicing system Financials\AR\Credits and Collections Management\ Interfaces with the order entry system and shipping department by placing new orders on credit hold whenever the account has open invoices that have aged beyond a specified number of days

D3

Process Vendor Invoice Perform 3 way match Pay vendor

Manufacturing Management\Production Planning\Master Production Scheduling Links multiple work and purchase orders together for job control

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Vendor

Demonstration Script
D. Finance/HR Operations Process Ref # Process D4 Employee Self Service Employee changes 401K withholding and beneficiary Notes TEC ERP Evaluation Center Sample RFP Criteria
Human Resources\Employee Self Service Review and maintain deduction information for automatic bill payment service Update W4 information such as tax filling status, number of exemptions, and withholding information - Maintain dependents and beneficiaries related to life event

D4

Reporting

Human Resources\Payroll\Eligibility Parameters - User-defined standard rules for assigning or changing employee compensation and benefits

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Vendor

Demonstration Script
D. Finance/HR Operations Process Ref # Process C5 Other Topics Notes TEC ERP Evaluation Center Sample RFP Criteria

Notes

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Vendor

Demonstration Script
ERP Evaluation Center FAQ

Q: What is the ERP Evaluation Center? A: A TEC Evaluation Center is an online environment for evaluating and selecting enterprise software solutions. Each Evaluation Center contains detailed information about a specific type of solution, such as enterprise resource planning (ERP), business intelligence (BI), etc. This information includes up to several thousand enterprise software features and functionsmodeled to reflect real-world use and ratings that indicate vendor support for those features and functions. You can define your company's requirements by setting priorities for the features and functions modeled in a given Evaluation Center, and compare them to vendor capabilities to find out which vendor solutions best meet your needs. You can analyze solutions at any level of the feature/function hierarchy, display the results in easy-to-understand graphs and charts, and create detailed reports. Q: How different is the ERP Evaluation Center from other sites with superimposed vendors' data (features/functions)? A: TEC's Evaluation Centers are much more than a simple directory of vendor features and functions. To begin with, we model the features and functions in our Evaluation Centers to broadly reflect the way vendors organize them in their software offerings. We then include request for information (RFI) responses from vendors that tell us the extent to which their solutions support those features and functions. Vendors complete TEC's RFIs without a specific project in mind, so their responses more accurately reflect their product's capabilities. Finally, we couple our extensive vendor data with our powerful decision support engine, ebestmatch, and a user-friendly online interface so you can analyze, in great detail, how well different vendors meet your business requirements. All you have to do is input and prioritize those requirements. Q: Who should benefit from using the ERP Evaluation Center? A: Anyone involved in the software evaluation and selection process can benefit from TEC's Evaluation Centers: Potential buyers can quickly determine their business requirements, conduct preliminary selections to identify a working list of vendors and products, and compare the weaknesses in their existing systems to the strengths of a new systemall outside the sphere of influence that may be present in a vendor's marketing collateral or a consultant's alliances. Existing users can evaluate their current systems, and justify recent selection decisions with detailed reports. Consultants can help their clients select enterprise software solutions using the analysis tools, data, and reports in the Evaluation Centers.

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Vendor

Demonstration Script
Vendors and their system integrator partners can justify whether to compete in a particular selection project, and conduct competitive analyses. Analysts, educators, and students can leverage the information in TEC's Evaluation Centers to support analyses or create detailed reports.

Q: Should I base my purchase decision only on the info found in the ERP Evaluation Center? A: Because enterprise software system is a such huge investment, you should never make a purchase decision without first meeting face-to-face with shortlisted vendors, discussing specific capabilities, talking to references, visiting live site implementations, and conducting scripted demonstrations. TEC's Evaluation Centers can help you incorporate the information you collect during these meetings, visits, and demos into your decision. You can analyze it objectively, along with the vendors' support for your requirements. www.technologyevaluations.com

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