Understand the current environment

• Understand the current business processes
• Evaluate the current in-house technology
• Summarize and review findings

Plan for the future

• Facilitate a 2, 5 and 10 years brainstorming session
• Evaluate future business drivers
• Prioritize results and summarize

Bridge the current and future environments

• Identify specific measurable results
• Document your budget
• Prioritize and identify areas of the business that could be automated

Investigate technology options

• Outline product expectations in an RFP
• Ask for product references
• Request meetings with vendors

Manage the technology vendor

• Distribute RFP to selected vendors
• Adjust requirements based on response and budget
• Demo products

Select a technology

• Outline timelines
• Document all criteria in the contract
• Check references
• NEGOITATE

Key tips for selecting technology

• Solutions are a combination of People, Processes and Technology
• Technology can not stand alone and should be considered a tool
• Application Service Providers are valid solutions
• Many technology products have several tools and plug-ins that could assist your process without investing in a new solution

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