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Software Selection and Strategy

Software selection and strategy to support your business goals

Many companies are undertaking digital transformation initiatives, introducing technology platforms to optimize key processes such as obtaining more actionable data or closing the books more efficiently. Simply put, innovations are helping companies become more effective at achieving their missions and meeting necessary goals to be successful. However, to get the most return on investment, companies must understand how to choose and implement the right solutions that align with overall business strategies. A key component of transformation is the selection of the best solution set.

At RSM, we have developed a proven framework to select software solutions that focuses on all key components of evaluating the appropriate solution set for your organization and preparing for the implementation. Our approach focuses on developing your overall solution architecture, including how existing and new components will work together to create the optimum environment to support your organization moving forward.

Our approach also includes a focus on developing the future state and preparing your organization to reach that future state successfully. We do this by performing readiness assessments in the areas of organizational change and data and facilitating design and data modeling sessions around master data. As we move through the methodology, your organization’s focus shifts from current state to what could be accomplished in the desired future state.

How can we help you?

A key part of the success of an implementation is change management—a solution is unlikely to be successful if you don’t consider your employees and what is necessary for adoption. Therefore, we infuse change management throughout each project, with an emphasis on understanding the people that will make it happen, and the effort related to getting them to positively contribute to execution and adoption.

Our methodology applies to all software platforms, including the most common platforms like enterprise resource planning and customer relationship management, as well as more industry-focused niche applications such as warehouse management. Our software selection and strategy framework consists of three key steps:

  • Solution scoping: Here, we primarily focus on developing an understanding of your needs and conducting preliminary analysis of potential solution options based on this understanding.
  • Implementation readiness: This phase consists of activities required in order to gauge organizational readiness for an implementation, to develop an understanding of your full technology environment, and to identify any gaps or issues that may serve as major obstacles during implementation.
  • Solution selection: In this step, vendor demonstrations are conducted. Demonstration scorecards completed by your stakeholders and vendor responses to the request for information will allow for quantitative and qualitative analysis of each vendor. With this context, along with any reference checks and follow-ups, you will have the tools required to make an informed vendor selection.

Beyond the selection framework, we have developed an efficient and effective automated toolset to match software platforms to your business. This approach has industry-specific templates and results in more value for your business by advancing to implementation and getting into a live situation quicker.

The RSM team has extensive resources to help make your software selection process a success. For example, for an ERP selection, we can leverage our analytics, data strategy, human capital and technical accounting teams, providing a depth of insight that goes well beyond a typical software selection.

In addition, our sharp industry focus throughout the firm enables us to bring the right tools and experience to your selection process. We speak your language and understand the specific needs of your industry. By working with our team, you have access to the right tools and advice to create an environment for continuous improvement.