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October 5, 2007

Submitting Proposal Requests to Vendors

While WCM needs-analysis and generation of a master requirements document (MRD) usually prove to be quite in-depth undertakings for most clients, the RFP submitted to vendors should aim to be as simple and concise as possible. Here’s why.

When vendors receive a very long, nuanced description of a functional requirement, it becomes easier for them to craft a response that technically satisfies the requirement and simultaneously to withhold other relevant and more meaningful detail. On the other hand, when vendors receive a brief description of a functional requirement or category, along with specific instructions to provide as much detail as possible (at risk of not receiving credit if enough detail is not provided), they often feel compelled to write as much they can. The abundance of information found in such responses usually allows the customer to discern just how well a vendor’s products or solutions match line items in the MRD.

Recommendation to Gilbane clients: After detailed needs analysis and creation of an MRD, pare the language for each functional criterion in the RFP to a somewhat general level. For example, rather than inquiring specifically about content locking models (along with the other 20-30 minute components within library services) ask instead for a complete description of what the vendor’s solution provides in the library services category. It is essential to state that more detail in the response is better than less, and that if a vendor omits relevant information, they may not receive full marks for that category. Following this suggestion, you will be surprised at how much more insight you gain from vendors RFP responses.

August 8, 2007

Recommendation to IT Directors: Constantly Track WCM Applications and Their Feature Sets

In recent conversations with several of Gilbane's Analyst On Demand and Technology Acquisition Advisory clients, I have observed two careless practices that have prevented enterprises from being able to assess both the feature-functionality of their existing WCM applications and their requirements for selecting solutions to replace those applications. Both relate to a lack of documentation.

In the first case, it's the absence of a master list of the WCM-related applications that have been developed in-house over the years. One company has "about 50" such applications, and geographically-dispersed individuals throughout the enterprise can tell me what some of them are, but no one can refer me to anyone or any system that has the complete listing. Discrete ongoing development projects exist for many of these applications, a few of which live buried deep in departmental silos. Needless to say, the functionality of applications within these silos is known only to a few people, is never re-used in other initiatives, and in fact often gets duplicated by newer siloed projects.

The second shortcoming is the non-documentation of feature-functions within the applications themselves. Even when applications are well known throughout the organization, their complete functionality sets are known to no one. This results in duplicate development, redundant purchases, and negative ROI –– although no one knows just how negative.

At a minimum, enterprises should maintain master lists of both their WCM-related applications and the functionality within each one. To make effective use of such documentation, companies should establish effective dissemination processes. Examples range from the inclusion of key individuals in change control board meetings (for companies with predictive-style development methods) to informal cross-functional communication, especially between disparate technology groups, but also between IT and the business units whose requirements drive application development.

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