Define scope and align expectations with the client; create Project Charter, including project budget

Perform Discovery – “As Is” and “To Be” Business Processes and Functional Requirements

Document & Validate – Create RFI/RFP

Go to market – engage software and partner providers…

Aggregate and score provider RFI/RFP responses

Conduct software demos – aggregate scores

Conduct additional vendor/partner diligence – aggregate results

Evaluate vendor proposals, pricing, support, etc.

Create “holistic” comparative report portfolio, including all software/vendor scores, software and services pricing, risk factors, TCO, etc.

Final selection and contract negotiation