ERP SOFTWARE
(KEY BUSINESS REQUIREMENTS)
(Accounts Payable Reporting)In an ERP, Accounts Payable must possess efficient forms and reports *
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(Accounts Payable) The ERP Solution must have an Accout Payable feature for managing the organization's expenditures and help them to raise productivity through a dual-grid entry screen *
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(Accounts Receivable) ERP solution must provide an Accounts Receivable module and assist in maintaining customer information, finding a customer, invoice and generating Accounts Receivable Summary *
[Accounting Requirements](Bank Reconciliation) ERP solution must have a Bank Reconciliation feature to assist the enterprise in reconciling the balance shown on the bank statement with the amount shown in the corresponding General Ledger cash accounts. *
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(ERP-To-Bank Interfaces & Integration) The solution must provide closer ERP-to-bank interfaces and integration. *
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(Cash-Flow Management) The solution's Cash Flow Management module must enable cash flow forecasting, and summarization of cash inflows and outflows. *
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(Cost Management) The solution must provide a cost management system to allocate expenses and costs of processes and products *
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(Automatic Cost Calculation) The solution must automatically calculate the cost from entered unit prices and quantities to reduce redundant entries and risk of error. *
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(Cost Calculation Method Selection) The solution must be capable of selecting a cost calculation method, automatically apply the unit price, manage production expenses, create a baseline for production costs, and create cost reports. *
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(Cost Analysis) The ERP must provide effective methods to predict, monitor, analyze, and manage the multiple costs involved in various activities undertaken by an organization. *
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(Fixed-Asset Management) The solution must provide information and tools necessary to manage assets' financial and tax reporting *
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(Business & Tax Reporting) The solution must be capable of generating detailed business and tax reports *
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(Multiple Depreciation Calculations)The solution must provide flexible depreciation calculations as well as standard depreciation methods such as straight line, declining balance, variable declining balance, ARCS, MACRS, user defined depreciation methods and more. *
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(Risk Management) The solution should effectively predict, analyze and manage risks and crisis situations. On the basis of various relevant parameters, it should also suggest Business Continuity Plans (BCP) in cases of emergencies and unforeseen situations *
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(Tax Management) The solution's Tax Management module must store system taxation settings and provide tax audit and tax reporting functionalities. Taxation settings should be used across the system to provide consistent collection of sales, use, and VAT taxes. *
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[Human Capital Management Requirements] (Benefits Administration) The solution must provide a system for organizations to administer and track employee participation in benefits programs. These typically encompass insurance, compensation, profit sharing and retirement. *
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(Enterprise Compensation Management) The solution must provide complete solution for enterprise compensation management, budget handling, compensation administration, long-term incentives, job pricing and reporting *
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(Standardize Processes Based On Current Configuration) The solution must standardize human resource processes as far as possible based on current configuration and inputs from all the departments in the organization. *
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(HRM) The solution's HRM module must streamline all Training, Recruitment, Payroll and Attendance functionalities *
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(Payroll Integration With Rosters And Time-sheets) The solution should fully integrate Payroll, Rosters and Time-sheets. *
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(Payroll Management) The solution must support an unlimited number of employees, user defined pay groups, pay types, deductions and benefits *
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(Performance Management) The solution's Performance Management module must track and review development history for an employee, share information with employees, management and the HR department through workflow which made it visible to all the progress of events *
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(Recruitment) The solution must identify and engage new talent, to help in hiring the right people thus reduce the cost of recruiting. *
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(CRP(Capacity Requirements Planning)) The solution must be capable of determining production plan, including labor, materials, systems, basically any resource required for production fulfillment. The ERP module must plan and control the complexities of manufacturing many jobs, each of which is composed of a series of operations using limited resources. *
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(Manufacturing/Production-Cost Analysis) The solution must closely monitor and analyze the costs involved in production of goods. *
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(Production Control) The solution must allow users to coordinate equipment, facilities, inventory, work-in-process, and manage production for maximum efficiency *
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(Process Synchronization) The solution must be capable of synchronizing processes so that the enterprise can concentrate on improving product quality and production speed *
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(PDM (Product Data Management)) The ERP solution should serve as a central knowledge repository for process and product history. The PDM module must promote integration and data exchange among all business users who interact with products; including project managers, engineers, sales people, buyers, and quality assurance teams. *
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[MRP] MRP (Material Requirements Planning) The solution's MRP module must help the users eliminate purchasing and scheduling problems. The solution should be designed to simplify and speed up the work processes of purchasing, inventory, and production managers, enabling them to plan more effectively. *
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(Availability Of Materials & Products) An ERP should ensure materials are available for production and products are available for delivery to customers. *
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(Optimum Store Inventory) An ERP solution should maintain adequate material and product levels in store and avoid over stocking *
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(Planning) The solution should plan manufacturing activities, delivery schedules and purchasing activities. *
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[Sales-Order Management Requirements] (BOM (Bill Of Materials))ERP module should allow the users to easily create and maintain a detailed bill of the components and miscellaneous charges that make up the finished items and sub-assembly components. *
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(BOM (Bill Of Materials) Reporting) The solution must produce accurate and informative reports detailing bill structures, component requirements, and production history *
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(Credit-Card Processing) The solution must automatically connect to merchant accounts for credit card authorizations and settlements. *
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(24/7 Online Transaction Reporting The ERP must provide complete, secure, 24/7 online transaction reporting) *
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(Order Management) The solution's order management module must be able to fast-track the organization's order-to-cash process by eliminating manual bottlenecks and errors and establishing a smooth flow from sales quote to approved order, successful order to fulfillment, and timely invoicing to payment. *
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[Supply Chain Management Requirements](Logistics Management) The solution's logistics module should supply fluid processes, storage plans, redistribution of goods inside a company or delivery of goods to customers *
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(Logistics Planning) The solution should be involved in the planning of existing infrastructure resources in view of their optimal use *
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(Procurement) ERP must allow the users to automate all or part of their procure-to-pay process. The solution should provide packaged integration to back-office applications, industry specific capabilities, and the flexibility to meet organization requirements *
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(Sales-Order Management) The solution must streamline order fulfillment processes and gain effective tracking of sales orders in the system and provide outstanding customer service *
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(Automatic Pricing Of Invoices) The solution should enable complex customer pricing structures to be established, automating the pricing of invoices, as well as being transparent to the operator *
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(Sourcing) The solution must allow the users to automate all or part of their procurement and processes. *
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(Packaged Integration To Back-Office Applications) The solution should provide packaged integration to back-office applications, industry specific capabilities, and the flexibility to meet organization requirements. *
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[Additional Applications](BI (Business Intelligence)) The solution should have BI tools that allow users to share and analyze the data collected across the enterprise and centralized in the ERP database. *
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(Business Intelligence Dashboards) The solution should enable the users to retrieve BI in the form of dashboards which contain automated reports and analysis tools used to monitor the organization's business performance. *
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(Data Warehouse) The solution data warehouse feature must maintain central repositories of integrated data from one or more sources so that information needed for supporting executive decision making is easily available. *
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(Data Archive) The solution must periodically archive the data which is not in use so as to keep the database size manageable *
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(Past Data Records) The solution must keep records for past information and separately maintain their data warehouse *
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[Customer Relationship Management Requirements] (Customer Account Management)The CRM module must allow the users to view customers across products, geographies, account, and status *
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(Customer Account Dashboard) In a single page, users should be able to see not only account information, but also all associated sales opportunities, contacts, activities, history, cases, and quotes. *
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(Contact Management) The CRM module must consolidate contacts into a single location and associate accounts with sales opportunities *
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(Automated Marketing) An effective CRM module must help the companies to automate marketing and improve their operational efficiency. *
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(Marketing Resource Management (MRM)) The solution must support marketing operations such as alignment of people, process and technology management to support marketing activities to enhance marketing effectiveness *
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(Pricing And Tracking) The CRM module must track every item bought, sold, expensed, used or manufactured in order to account for all business processes in real time. *
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(Cost Summaries) The solution must provide complete cost summaries across any group of items so that users accurately derive buying and selling prices. *
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(Service Management) The solution must provide effective after-sales Service Management capabilities *
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(Service Monitoring) The solution should enable the organization to effectively monitor and manage service information such as sales date, service date, and next service due date for their customers. *
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( Sales-Order Management ) The solution should enable the organization to effectively manage sales orders throughout all the major stages, including Sales Order Generation, Work Allocation, Work Completion, and Billing/Invoicing *
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(Targeted Offers) The solution should enable creation of marketing offers with an objective to boost sales and profitability of the organization. The offers may be based on customer demographics, time of the year, festivals, seasons, excessive inventories (for stock-clearance sales) etc *
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FUNCTIONAL REQUIREMENTS
(E-Commerce Requirements) The solution should enable users to rapidly create consistent and personalized shopping and service experiences for every customer in-store and on any device *
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(B2B Commerce) The solution should provide a B2C-like experience with advanced functionality designed specifically for B2B selling and buying needs. *
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(Order Management) The solution should help users to centrally manage orders from multiple channels and fulfill them from any source to enable "buy and get anywhere" experiences *
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(Web Storefront Tool) The eCommerce module must allow customers to browse products, create wishlists, add items to their shopping cart and complete a seamless mobile checkout process. The solution must efficiently facilitate e-commerce tasks such as order processing, product and inventory management, and customer service. *
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[Financial Requirements] (Advanced Allocations) The ERP's advanced allocation feature ramps up the organization's accounting system to capture the financial intelligence that they need for more insightful analysis and planning. *
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(Budgeting) Financial Module of an ERP must allow the organization to manage financial and analytical budgets The solution should be able to manage budgets from three different point of views, according to the user role: -Accountant: Work on master or consolidated budget -Project Manager: Work on analytical budgets on his projects -Department Manager: Get a consolidated view on budget positions *
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(Expense Management) The solution must provide ease of use, continuity in reporting, and correct G/L account assignment of business related expenses. The Expense Reporting functionality of an ERP must simplify and expedite the reporting and approval process. *
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(General Ledger) The General Ledger module should be designed to handle most demanding budgeting and processing needs. The feature should track budget and actual financial data to produce financial statements such as an Income Statement and Balance Sheet, the Trial Balance Report, General Ledger Report etc. *
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(Invoicing/Billing) The solution must offer automated invoice creation by calculating sales tax, finance charges and discounts based on payment terms, either on a one-time or recurring basis. From quote to order to bill, the solution must manage the entire process with transaction creation and routing capabilities in a single solution. *
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(Multiple Currencies Support) The solution must support multiple currencies so that all transactions processed in foreign currencies should be converted to the base currency, based on the exchange rate effective at the time of the transaction. All transactions should then posted to the General Ledger in the base currency. *
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(Multiple Languages Support) The solution must should support multiple languages in order to propel the growth of an organization in multiple geographies *
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(Regulatory Compliance Support) The solution must support the regulatory compliance framework of various countries and geographies. *
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[Human Capital Management] (Tax Administration: Payroll & Tax Filing) The solution must assist the users in payroll and tax filing. *
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(Tax Administration: Personal Income Tax ) The solution must support users in Personal Income Tax requisites. *
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(Employee Self Service) The ERP solution should have a secure web-based module that empowers employees to view and make updates to their own personal and benefits information without filling out forms and waiting for the Human Resource department to enter it into the system. *
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(Manager Self Service) The solution must provide managers access to information they need to operate, perform, and decide in a better way. The solution must empower managers to oversee their employees and budgets more efficiently. *
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(Talent Management) The solution's Talent Management modules must enable managers to have the abilities to review employees, plan for compensation adjustments based on a budget, and distribute learning materials and see their effect. *
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(Timecard Management) The solution should offer a simplified way to submit, review, track and approve timecards *
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(Work-Force Planning) The Workforce Planning module must incorporate a long-term horizon, and aim to construct a broad workforce strategy and specify categories of competencies. *
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[Manufacturing Requirements](Engineering Change Management) The solution should have an Engineering Change Management module, which contains central logistics functions that can be used to change various aspects of production basic data (for example, BOMs, task lists, materials, and documents) with history (with date effectivity) or depending on specific conditions (with parameter effectivity). *
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(Forecasting) The solution should enable the organization to make informed business decisions without a background in statistics and forecasting modeling. *
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(Job Costing) The solution should be capable to perform accurate job costing as it is critical to establishing item prices, profitability and business planning. It should support GAAP-compliant costing methods including actual (lot), average, standard, First in First Out (FIFO), and Last In First Out (LIFO) *
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(Master Production Scheduling (MPS)) The solution must provide a master plan for what the organization need to produce, how much and when to produce it. MPS should generate an accurate, detailed schedule of orders across one or more plants, based upon the granular view of supply and demand. *
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(Quality Management/Quality Assurance) The solution must offer an extensive suite of tools and capabilities necessary to cost-effectively manage quality issues while streamlining manufacturing and ERP operations and facilitating collaboration. A powerful and flexible Quality Management System must help manufacturing companies control and comply with the most stringent quality standards. *
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(Quality Monitoring) The solution must have master data quality monitoring systems that identify deficient data before the process can be disturbed, so that fluent business process execution can be assured *
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(Quality Analysis) The solution must analyze the data to ensure that data is of high quality, and reduce diversity in data which critically impacts organizational success *
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(Resource Planning/Management) The solution should be able to plan the number of resources to be deployed for the execution of any manufacturing process. Apart from planning the number of resources, it is also important to manage them and resolve issues as and when needed *
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(Shop Floor Control) The solution should provide all functions required to manage and control the manufacturing floor, including on-line routing maintenance, labor reporting, and scheduling. The shop floor module maintains the data needed to optimize on time completions, evaluate plant workload, and determine capacity needs. *
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(Work-Order Management) The ERP must allow the user to issue work orders, develop schedules, and track costs associated with the manufacturing process. Work Order should provide user with complete control of the manufacturing process and the ability to see up-to-the-minute, work-in-process information. *
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[Sales-Order Management Requirements] (Customer Credit Management) Credit Management functionality gives the organization an opportunity to know their customers better in terms of financial facts and payment behavior. *
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(Pricing) A competent module should incorporate prices list, trade policies, price management, prices recalculation, changing prices, commercial adding. *
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(Picking) An ERP should have the ability to efficiently perform picking & delivery operations. This may be with the aid of Bar-Codes, QMR Codes, RFIDs etc *
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(Product Configurator) Product Configurator module must build new parts by starting with a base item and adding features or options to it. New items can be created on the fly using customized item masks, new long and short item descriptions, and other options. *
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(Quotations) The solution must be able to produce accurate estimates, streamline the organization's quote-to-cash cycle, calculate reliable estimates, and improve customer service. Quotes and sales orders enable the vital coordination of activities between the organization's sales people, warehouses and plants, shipping and accounting teams. They facilitate efficient management of accounts, shipping, invoicing and commissions *
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(Sales-Order Processing) The solution must make sales order processing simple by handling all orders from one centralized, user-friendly system. Efficient Module should have extensive configuration features that enable the organization to optimize the sale order process to suit their business *
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[Inventory Management] (Available-To-Promise (ATP)) An ATP tool is an all-encompassing analysis of operating hours, production and manufacturing time requirements, machine availability, labor capacity, tooling readiness, and materials required. By combining all aspects of what is required to manufacture a product ATP software module gives manufacturers better visibility into completion within seconds through all levels and across the entire supply chain. *
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(Capable-To-Promise (CTP)) Inventory The availability of items in the organization's system is an important piece of information that is necessary for planning future production and making sales commitments. It is therefore important for an ERP to feature a CTP (capable-to-promise) functionality which should enable the organization to understand as to how much can they promise to a new demand on a particular day, creating and actually planning for that demand *
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(Inventory Management) The solution must provide real-time visibility and control of materials and products. *
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(Inventory Monitoring) An ERP must have the capability to monitor the inventory by managing every stage of the product lifecycle, as well as different lines of business. The user must be able to manage inventory levels and get stronger control of inventory operations. *
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[Supply Chain Management Requirements] (Advanced Planning System (APS)) A competent APS must track costs based on the activities that are responsible for driving costs in the production of manufactured goods. It should allocate raw materials and production capacity optimally to balance demand and plant capacity. *
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(Bin Management) An ERP should have the facility to manage stock movement and inventory transactions for receiving, picking, physical inventory counting, manufacturing material issues, and finished goods processing *
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(Demand Planning) Demand planning is a multi-step operational supply chain management (SCM) process used to create reliable forecasts. Effective demand planning can guide users to improve the accuracy of revenue forecasts, align inventory levels with peaks and troughs in demand, and enhance profitability for a given channel or product. *
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(Distribution Management) The solution must provide real-time measurements of profitability by warehouse, product line, location, and business unit. Distribution Management must handle the complexities of distribution such as purchasing, ordering, tracking inventory, filling orders, and delivering customer support. *
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(Event Management) The solution must reduce manual work and allow to easily define, assign and control all events' activities. An Event Management Solution must allow the user to run the organization's events and hospitality programs in the easiest and most beneficial way throughout the full event process. *
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(Store In/Out) An ERP should have the functionality to record Store IN/OUT based upon data entry/barcode based identification. *
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(Lead-Time Management) An efficient ERP Module must reduce the lead time to the best possible extent. Lead time is the time that elapses between the placing of an order (either a purchase order or a production order issued to the shop or the factory floor) and actually receiving the goods ordered *
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(Partner Agreement Management) An ERP must provide a centralized channel for defining the enterprise's business agreements with other business partners and stakeholders. A comprehensive solution design should be provided to assist the enterprises in managing and coordinating both new and existing collaboration agreements that identify the enterprise's core business relationships. *
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(Product Variants) Product variants should be configured products with their own product master record, in which the configuration, that is, the characteristic value assignment, is stored. From a business point of view, product variants represent the configurations that sell best; vendors might want to have them in stock to make them readily available to customers at a favorable price *
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(Production Scheduling) A production scheduling system must translate a business plan with forecasted demand (sales orders) into a workable production plan (supply orders). A typical production plan would consist of planned orders in a multi-level (Bill of Material - BOM) scheduling environment. *
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(Promotions Management) The solution should allow a promotion to be applied to the sales order transaction automatically, thus relieving the sales team member from remembering the promotions. Promotions are available for different clients, groups of clients, for specific items or groups of items. *
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(Purchase-Order (PO) Processing) The PO functionality allows companies to maintain consistent stock levels, improve merchandise quality and minimize costs by increasing accuracy and efficiency in their purchasing department. The functionality allows companies to deal with real-world situations like partial shipments, combined shipments or delayed invoices *
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(Replenishment) An ERPs inventory replenishment process analyzes supply and demand across multiple companies and facilities to help manufacturing and distribution organizations improve order and line item fill rates and optimize their overall inventory management performance. *
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(Requisition Management) The Requisition Management module allows the organization to organize and simplify complex distribution processes involving multiple products and suppliers. It should optimize the way the organization gather requests, obtain vendor bids, create quotes, approve quotes, manage purchases, and fulfill orders for internal or external clients. *
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(Requisition Self-Service) Requisition Self Service system should enable organizations to reduce management and administrative functions for procurement by providing employees with a self-service program with which they can enter their own requests for items such as office supplies. *
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(Return Materials Authorizations (RMAS)) RMAs should integrate with credit memo, sales order, purchasing, and work order to allow a seamless and effortless decision-making process for categorizing and documenting a customer return in accordance with the company's policies to ensure that its customers receive goods that meet their expectations with minimal delay *
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(Serial/Lot Tracking) The solution must provide traceability by creating a lot number, serial number, or other grouping of a part and automatically tracking each part as it flows from receiving through production and is shipped to the organization's customers *
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(Contract Management) The solution must offer the option to automatically take framework contracts from ERP system and display them online. The solution should offer following benefits: -Improved communication with the suppliers -No doubled entries thanks to complete ERP integration -Faster processing end editing directly in the portal -Improved overview of contract deviations *
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(Subcontract Management) The solution must manage the movement of inventory going out to subcontractors and ensure its returned according to individual job schedules. The solution must have tight integration between production, purchasing and receiving, to know exactly where subcontract components are, when there is a need to act and what is the work cost. *
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(Supplier/Vendor Self-Service) Supplier Self-Service (SUS) is a solution that reduces the costs of procurement cycles by improving the exchange of business documents and shortening the time it takes to process the content of these documents *
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(Supplier/Vendor Performance Tracking) With the help of ERP, tracking vendor performance should be an easier task. That strategy to track vendor/supplier performance should be built on some key performance indicators (KPIs). *
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(Transportation Management) A transportation management solution should enable the organization to proactively manage and execute transportation processes such as invoicing, cost control, and foreign trade *
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(Warehouse Automation) The solution must include a completely integrated bar-code and label system, receiving, container tracking, shipping, bin-moves, bin-replenishment, cycle counting, warehouse space utilization, materials issues, back-flushing, labor entry, directed put-away, sales order entry, many picking methods and much more. *
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(Warehouse Management) A comprehensive warehouse management system must include: -Total warehouse management, inventory control, finite bin and package definitions, task and load management and inter-active, real-time management of activities and consumption. -Multi-Channel order processing with automated EDI, kitting and item configuration. -Inbound and outbound serial tracking, pick planning, consolidated picking, order pack-out, cross-docking, carton packing, RFID, and manifesting interfaces. *
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[Manufacturing Execution System] (Lean Manufacturing) The solution must have tools that supports both lean manufacturing and flow scheduling practices for production, replenishment and inventory. *
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(Manufacturing) Manufacturing functionality of an efficient ERP must Be able to: -Minimize manufacturing cost and increase of resource utilization -Cut down production bottlenecks -On-time delivery performance -Transparent operational control *
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(Management Of Resources) ERP should help in registration, exchange and analysis of resource information, aiming to prepare and execute production orders with resources of the right capabilities and availability *
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(Scheduling (Production Processes)) Required to determine the production schedule as a collection of work orders to meet the production requirements, typically received from ERP, making optimal use of local resources. *
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(Dispatching Production) Orders Depending on the type of production processes this is required for further distribution of batches, runs and work orders, issuing these to work centers and adjustment to unanticipated conditions. *
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(Execution Of Production Orders) Although actual execution is done by Process control systems, an MES may be required to perform checks on resources and inform other systems about the progress of production processes *
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(Collection Of Production Data) The solution must support collection, storage and exchange of process data, equipment status, material lot information and production logs in either a data historian or relational database. *
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(Production Performance Analysis) This is required to create useful information out of the raw collected data about the current status of production, like Work In Progress (WIP) overviews, and the production performance of the past period like the Overall Equipment Effectiveness or any other Performance indicator *
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(Production Track & Trace) Required for registration and retrieval of related information in order to present a complete history of lots, orders or equipment (particularly important in health related productions, e.g. pharmaceuticals). *
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[Requirements Related To Additional Applications] (Business Process Management (BPM)) Business Process Management Software resolves these problems by transforming static, user-driven ERP applications into powerful solutions that have the capability to automate virtually any business process. *
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(Document Management) Document management and delivery of ERP documents by email or fax can reduce paper consumption, postage costs and storage. An ERP should provide document management solutions in order to enable the organization to send, receive, store, retrieve, and share ERP business documents. It should also enable the organization to scan, index and store inbound and outbound documents, and link them to provide significant improvements in productivity and customer service. *
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(Enterprise Asset Management (EAM)) For enterprises running complex equipment 24 hours a day, 7 days a week, asset uptime is critically important. Organizations must always have the right skilled labor and parts available at the right time. The must also account for all financials relating to the inspection and maintenance of assets throughout their lifecycle so that performance can be improved and costs minimized. Any interruption in asset-intensive industriesdue to plant or equipment failurecan result in lost production that may be unrecoverable. The enterprise asset management components of the ERP software are therefore very important for a manufacturing organization *
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(Field-Service Management) Management of field service operations demands a flexible, integrated software solution capable of tackling a disparate network of users. An ERP should therefore ease the complications encountered in a traditional or paper based field service management arrangement. It should remove those complications with an integrated, high performance software solution that can streamline the organization's field service management. *
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(Knowledge Management) An ERP should efficiently manage corporate knowledge. Increasing requirements for extended enterprises have stimulated the integration of knowledge management (KM) function into ERP systems for knowledge asset management. Due to the fact that both types of assets (physical & knowledge) need to be properly managed, the integration of KM and ERP becomes a strategic initiative for providing competitive advantages to enterprises. *
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(Product Development) For nearly every step in the product development process, there is an operations function put in place to better control and manage it. Adjacent functions, such as manufacturing, logistics, distribution, inventory, shipping and accounting, each play a vital role in getting innovative new products to marketand ultimately to customersfaster than competitors. To be successful, an ERP must ensure that these functions are performed in sync with product development efforts, a task made more difficult because it requires coordination between disparate departments. *
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(Project Management) An ERP should provide flexible Work Breakdown Structure (WBS) capabilities including multi-level phases within a project. It should be built using a service-oriented architecture (SOA), and should also enable continuous performance initiatives, real-time connectivity and intuitive business intelligence all the way to the organization's supply-chain partners, thus helping provide greater business agility. *
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(Project Scheduling) An ERP should have a Project Scheduling module which should integrate the project activities and the human resources competencies, and should create a master project plan using an advanced planning and scheduling algorithm The module should work in connection with Project Accounting, Project Billing and the Human Resources Management modules, and should integrate to the MS Project application and to the MS Outlook scheduler, for quick decentralized time capture and schedule *
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(Supplier Relationship Management (SRM)) ERP should help in managing an enterprise's interactions with the organizations that supply the goods and services it uses. For this purpose, ERP should have an efficient supplier relationship management (SRM) that can streamline the processes between an enterprise and its suppliers, along with making them more effective - Supplier Relationship Management (SRM) software is integrated with a larger enterprise resource planning (ERP) system - Supplier relationship management (SRM) software can also use with customer relationship management (CRM) software to speed order fulfillment *
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(Workflow Management) The ERP solution should: - shorten the lifecycle of more lengthy manual processes, - automate workflow tasks for users, - initiate approvals for workflow steps, - track individual workflow documents throughout the process and - assign email notification for workflow steps *
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[Customer Relationship Management (CRM) Requirements](Email Tools) The solution's CRM module must allow the user to archive email to CRM, send email directly from CRM and sync calendars. *
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(Email Integration) The solution must have email integration for major systems such as MS Outlook or IBM Lotus Notes to streamline common tasks and promote more effective communication with customers. *
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(Case Management) The solution's CRM module must provide customers a focused solution for personalized and high quality service. It should start from the initial call to resolution and a follow-up. The feature should enable the service team to manage current case load and respond quickly to customers to achieve high level of customer satisfaction. *
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(Customer Self-Service) For a CRM module to be competent, it must offer a complete self-service capabilities that enable users to receive customer orders and help them to reach shoppers anytime, anywhere. The solution must allow customers to view order history, order status, back orders, open accounts receivable, and maintain passwords on their schedule. *
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(Marketing-Campaign Management) The CRM module must be capable of closing the loop between marketing and sales. It must create, execute and track campaigns across multiple channels. *
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(Opportunity Management) The CRM module should be capable of carrying out presales opportunity management. The solution must record potential sale or any other type of revenue generating opportunity. *
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(Rental Management) An ERP for Real Estate and Property Management must include rental management functionality. For property owners and real estate developers, the solution must include financials, billing, lease and contract management, capital project management, property rentals and real estate sales. *
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(Sales Management: Quoting) The solution with efficient and accurate quoting module must optimizing the organization's profit margin. *
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(Sales Management: Sales Orders) The solution must automate and optimize all processes in the sales cycle *
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(Sales Management: Electronic Data Interchange) The solution's EDI module must assist and expedite the exchange of critical order data *
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(Sales Management: Shipping And Distribution Management) The solution must ensure that the organization has all the tools and information to manage their shipments and meet strict shipping requirements on time and under budget *
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(Sales Literature Creation) The solution should provide the functionality to create sales-related literature. This may be in the form of brochures, slideshows, flyers, etc. This feature would enable the sales team to present the product/service to its prospective clients. *
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(Sales-Process Management )The solution must monitor and analyze the entire Sales Process at all the stages during Business Development, Prospect, Confirmed Sale, Completed Sale or Terminated Sale *
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(Scripts For Sales And Service Personnel) An ERP system should provide the facility to create scripts for Sales Personnel which they can use during Tele-Sales and Sales Pitches for Face-to-Face and Over-the-Counter Sales *
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(Searchable Knowledge Base) The solution should provide Searchable Knowledge Repositories which should contain Sales/BD related documents. It should provide the functionality of tagging a particular document to multiple Companies, Customers/Clients, Subjects, Industries and BD/Client Assignments *
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(Interactive Voice Response (IVR)) The CRM module should provide an automatic voice response to customer inquiries or gather information for intelligent routing of inquiries. The solution should also allow customers to respond by touch tone, obtain or leave information, and, if needed, connect to the appropriate contact center agent *
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TECHNOLOGY REQUIREMENTS
[Supply Chain Management Requirements]( Flexible Network Design) Network design harnesses supply chain optimization concepts to deliver the right service levels at the lowest costs. It takes a resilient supply chain to keep up with fast-changing market conditions and consumer demands. The smallest failure at any point can cost valuable time and money. Likewise, small, incremental improvements can yield a significant edge. Hence, a flexible network design can increase the efficiency and scalability of a supply chain module. *
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(Support For Radio Frequency (RF) Technology) The solution must have the capability to enter data and scan bar-code labels using radio frequency (RF) devices *
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[Other Important Tools] (End-User Training Development Tools) An ERP should possess tools which may be used to develop training materials and other knowledge repositories for its end users *
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(Archiving Tools) ERP packages should provide the functionality to archive the database on a periodic basis in such a way that the archived records are accessible to the end-users in case they are needed *
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(Ad-Hoc Query Tool) ERP should also provide the functionality to retrieve results based on Ad-hoc/keyword based queries *
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[Integration] (Module Integration) The ERP Package should integrate with modules, so that all of the core business functions are connected. Information should flow across the organization so that BI Reports on organization-wide results *
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(Hardware And Other Applications Integration) The ERP should be capable to integrate hardware, applications, networking , supply chain and other features *
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(Integration With Handheld/Mobile Devices) An ERP should possess the functionality to integrate with handheld and mobile devices. It should provide the key functionalities of ERP on mobile devices *
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(Integration With Portable Scanners) An ERP should also integrate with portable scanners, barcode/QR Code readers etc. *
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(Integration With Fax Server) ERP packages should integrate with Fax Servers in order to directly send/receive faxes directly from/into the package *
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(Integration With Barcode Generator) ERP packages should integrate well with Barcode generators in order to create barcodes/QR codes for goods produced by the company *
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[Deployment Environment] (On-Premise Installation) The system should be able to be installed on premise to provide a privately hosted system *
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(Hosted Installation) The system is available as a hosted, Software as a Service (SaaS) offering *
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(Hybrid Installation) The system is able to be configured as a hybrid application, with a mixture of on-premise and cloud components *
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(Mobile) The system provides mobile platform access for iOS, Android, or other mobile devices *
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[Customer Relationship Management]( Mobile Access) An effective CRM module of an ERP should facilitate the users with the ease of acces to ERP imformation to perform their jobs on any device at any time. This requires the CRM solution to handle: Different mobile devices and applications for different roles/jobs Agility to be used by staff with limited computer or language skills, in adverse conditions (variable lightning , distractions/interruptions , potential for device to be damaged) *
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(Sales Force Automation (SFA)) An effective module must integrate sales processes from opportunity, up-sell and quote management to sales forecasting, order management, fulfillment and sales commission. The solution must give sales team unprecented visibility into every aspect of the customer relationship, including support cases and back-office information such as contracts and inventory *
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SUPPORT & SERVICES
[Maintenance] (Maintenance Contracts) The vendor offers maintenance contracts for supported software to ensure that updates, upgrades, and services are regularly received *
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On-site maintenance The vendor offers on-site maintenance support so that local admins are not overwhelmed *
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[Consulting & Professional Services] (Implementation Services) Does the vendor offer software implementation services including system evaluation and installation to minimize the on-premise expertise required to implement the solution? *
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(Training) Does the vendor offer training services, classes, or other instructional services? *
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[User Support] (Phone & Email) Does the vendor offer Help Desk support via telephone and email? *
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(Chat & Instant Message) Does the vendor offer Help Desk support via instant message/chat for ease of live communication? *
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(24x7) Does the vendor offer 24x7 Help Desk support so that off-hours issues can be addressed? *
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(Forum/Community Support) The product has a community support forum for system users to interact and provide assistance to one another *
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VENDOR PROFILE
[Vendor Information] *
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(Customer Base) Does the vendor have a broad customer base in the industry, lending credence to the vendor's overall quality? *
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[Past Performance] (Previous Experience With Vendor) Has the vendor been engaged before? If so, what was the experience and overall value? *
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(Customer Recommendation) Is the vendor highly recommended by other customers? *
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