System selection services

Transform your business with RSM's system selection services

At RSM, we specialize in guiding businesses through the complex landscape of technology solution procurement and implementation. Our proven system selection methodology helps you choose the solution set that supports your digital transformation goals and helps you achieve your business objectives.

We support the selection of a wide range of technology solutions, including but not limited to platforms for enterprise resource planning, customer relationship management, information technology service management, human resources information systems, corporate performance management and association management systems. Our approach can be extended to niche industry solutions across process areas, such as finance and accounting, supply chain management, human resources, warehouse management, procurement and vendor management, and managed outsourced services.

Our approach to system selection

Our comprehensive software selection methodology is designed to guide your organization from strategy to execution, focusing on four key components: people, process, technology and data.

We perform deep-dive discovery sessions to gain a full understanding of the current state, including application architecture and pain points and gaps in the current solution set. We document our understanding of the current state in an observations summary.  Our discovery includes a focus on future-state visioning and understanding the strategy and goals of the organization. Development of detailed functional and technical requirements serves as a foundation for the selection.

In addition to developing a request for proposal/information, our team identifies key decision drivers and develops a comprehensive business case, outlining options for system deployment, financial implications, benefits and risks, and associated timelines.

Our diligence includes market scans, scripted demonstrations and implementation planning. We provide the selection team with qualitative and quantitative analyses across the solutions included in the process and drive toward a decision using defined evaluation frameworks.   

Our system selection criteria are key to your organization’s transformation. We focus on comprehensive evaluation criteria to determine the most viable technology solution and implementation provider. Our methodology supports your digital transformation by focusing on:

RSM also gauges the readiness of the organization for a successful implementation of the selected solution set by assessing change capability; infrastructure and security health; data and digital strategy and governance; and compliance readiness.

Selecting the right solution set is only part of the equation for success. Positioning the organization for the change and establishing the proper level of governance are essential.   

Throughout the project, we maintain program control and delivery oversight, executing budget and resource management and striving for timely and efficient implementation. RSM often provides ongoing oversight during implementation to help ensure continuity and vendor compliance with requirements, implementation plan timescales, and commercial terms.

Critical success factors

Our enterprise system selection approach and methodology provide your organization with results. We weave quantitative and qualitative measures throughout the selection process that guide your organization from strategy to execution. The key factors for a successful selection and implementation are:

1. A structured evaluation process: Take a process-based approach to design the target operating model, focusing on leading practices that take advantage of out-of-the-box functionality and minimize complex customizations.
2. End-user adoption: Take a human-centered approach and involve end users throughout the project.
3. A structured and proven project delivery approach: Leverage tested delivery methods and accelerators that represent collective experiences and leading practices.
4. Cross-functional teams: Involve users across the organization to drive engagement for system implementation and adoption.
5. Executive sponsorship and alignment: Proactively manage stakeholder expectations and deliver a project on time, within budget and aligned with business objectives.
6. Alignment to strategy: Create a business case that speaks directly to how the future platform and capabilities align with overall strategic goals.
7. Data migration, quality and integration: Consider data needs before the implementation.
8. Data-driven transformation: Define critical reporting requirements to meet your minimum data needs. Identify opportunities to standardize and streamline data at the source.
9. Change management: Design a change management plan tailored to the organization's needs to promote user adoption and transition.

Ready to transform your business with the right technology solutions? Contact us today to learn more about our system selection methodology and how we can help you achieve your business goals.