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Begin by gathering both business requirements & software requirements

After all that inward looking, it is time for some more inward looking. It’s now time to set a basis for communication that will help keep current and future software projects on track. It’s time to begin the process of discovering and sorting out the real requirements for your business as they relate to software acquisition.

Cloud Software Selection Process

A conversation that leads to a complete requirement list

When it feels like every possible software and technology requirement is on the table, publish the list for your entire company to review it. Let the whole business know what software is under consideration and what you hope to achieve through the new software. This could be a subject for the next company-wide get-together or a post on the company intranet. Give everyone a little time to consider the potential requirement list and ask for feedback. The guy at the shipping dock might offer an idea no one yet thought of. A remote worker might demand additional integrations in order to optimize a virtual office.

Try to separate the team members from the business processes to let your selection project entertain every product or service that could benefit both people and infrastructure. This is especially important when considering ERP systems. Every software system has its challenges, but as companies grow and enterprise resource planning increases in complexity, due diligence in the software selection process will overcome both high level and more detailed problems along the way.

Your software selection team

Always choose a selection team that represents departments from across your business. You will have some managers and directors, but also include people who will benefit from working on this project by getting to know the bosses while contributing to the cause.

Your potential requirements list is probably quite long, so take a comprehensive approach when it comes to team building. When it comes to software requirements, specification is key. When you have a talented team working together to brainstorm every potential problem and solution, you’ll likely surface a long list of needs and expectations. Likely some of the items are duplicates, or very similar. Combine those and shorten the list a little. It is not yet time to strike any ideas out yet. And avoid assumptions: take time to understand what the proposals really mean lest any good ideas become diluted beyond the original intention.

Look for requirements that probably cannot be helped by this particular software acquisition. Don’t simply strike the idea; move it to another list for future consideration. Someone thought they had a requirement to be solved, so keep it as it still needs a resolution, just not now with this particular software.

Prioritize software selection process outcomes

Prioritizing is the next step. Split your list into one section that truly is a requirement and another that is very nice to have but truly less than a requirement. Sort each section into your best consensus of priority. Theoretically, the required list is all number one, but there is still a good chance that less than 100% can be attained. A software selection process doesn’t always end with a new software. Keep an open mind when considering all options and how they might affect your business. Stuck on old software or technology? A growing manufacturing company will struggle without the move to an ERP software, and an ERP system will most likely benefit from a cloud hosting environment. Know your history and know your goals and choose your system and its deployment model wisely.

Communicate still more

Time now for more communication. This time upwards: meet with your executive sponsor and consider each requirement again. Be certain your sponsor agrees with your breakout of priorities and good ideas, and also with the sorting. Your sponsor might have other ideas too on how to revise some items, or they might have entirely new items for the list. Your executive sponsor must agree with the requirement list and commit to supporting your future efforts.

Communicate again with the rest of your business by sharing the current requirement list and a second list of items you hope to achieve. Let all know you will soon look for software that meets every one of the required points and as many as possible of the nice-to-have list as well. Be sure to thank everyone who helped with requirement points and with the enterprise evaluation of your requirements.

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