CIO Software/Service Provider Request Form

Organization Information

• Organization Name: _____________________________
• Industry:
  
  • Healthcare
  • Financial Services
  • Manufacturing
  • Retail
  • Education
  • Government
  • Technology
  • Other: _____________________________
• Organization Size:
  
  • Small (1-100 employees)
  • Medium (101-1000 employees)
  • Large (1001-5000 employees)
  • Enterprise (5000+ employees)

Current Environment

• Existing Systems (check all that apply):
  
  • ERP
  • CRM
  • HCM/HR
  • Supply Chain
  • Business Intelligence
  • Custom Solutions
  • Other: _____________________________
• Primary Operating Systems:
  
  • Windows
  • MacOS
  • Linux
  • Mixed Environment

Solution Requirements

Type of Solution Needed:

• ERP System
• CRM System
• HR/HCM System
• Supply Chain Management
• Business Intelligence/Analytics
• Collaboration Tools
• Security Solutions
• Cloud Infrastructure
• Industry-Specific Software
• Custom Software Development
• Other: _____________________________

Deployment Model Preference:

• Cloud/SaaS
• On-Premises
• Hybrid
• No Preference

Number of Users:

• 1-50
• 51-250
• 251-1000
• 1000+

Critical Requirements (check all that apply):

• Mobile Access
• API/Integration Capabilities
• Customization Options
• Advanced Reporting
• Workflow Automation
• User-Friendly Interface
• Multi-language Support
• Advanced Security Features
• Compliance (specify: _______________)
• Other: _____________________________

Budget and Timeline

Budget Range:

• Under $50,000
• $50,000-$100,000
• $100,000-$500,000
• $500,000-$1,000,000
• $1,000,000+

Implementation Timeline:

• Less than 3 months
• 3-6 months
• 6-12 months
• 12+ months

Vendor Evaluation Criteria

Rank the importance of each factor (1=Low, 5=High):

• Cost: [ ] 1 [ ] 2 [ ] 3 [ ] 4 [ ] 5
• Features/Functionality: [ ] 1 [ ] 2 [ ] 3 [ ] 4 [ ] 5
• Implementation Time: [ ] 1 [ ] 2 [ ] 3 [ ] 4 [ ] 5
• Technical Support: [ ] 1 [ ] 2 [ ] 3 [ ] 4 [ ] 5
• Vendor Reputation: [ ] 1 [ ] 2 [ ] 3 [ ] 4 [ ] 5
• Industry Experience: [ ] 1 [ ] 2 [ ] 3 [ ] 4 [ ] 5
• Integration Capability: [ ] 1 [ ] 2 [ ] 3 [ ] 4 [ ] 5
• Scalability: [ ] 1 [ ] 2 [ ] 3 [ ] 4 [ ] 5

Specific Functionality Requirements

Please check all required features:

General Features:

• Role-based access control
• Automated workflows
• Document management
• Reporting/analytics
• Dashboards
• Audit trails
• Notifications/alerts
• Bulk import/export
• Data migration tools

Integration Requirements:

• Active Directory/SSO
• Email Systems
• ERP
• CRM
• Accounting Software
• Third-party APIs
• Legacy Systems
• Other: _____________________________

Support and Maintenance

Support Requirements (check all that apply):

• 24/7 Support
• Phone Support
• Email Support
• Chat Support
• Knowledge Base
• Community Forum
• Dedicated Account Manager

Training Requirements:

• On-site Training
• Remote Training Sessions
• Self-service Videos/Documentation
• Admin Training
• End-user Training

Additional Information

Please provide any additional requirements or context for your request:

Contact Information

• Name: _____________________________
• Title: _____________________________
• Email: _____________________________
• Phone: _____________________________
• Preferred Contact Method: [ ] Email [ ] Phone

Request Summary

Please provide the top 5 vendors that match our requirements, including:

• Vendor name and solution
• Key capabilities and differentiators
• Estimated implementation timeline
• Pricing model
• Client references in our industry