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Sample Evaluation Criteria
ERP Package Vendors

     Area           Evaluation Parameter              Area Points   Weightage in
                         & Criteria                                 OVERALL
                                                                    Evaluation
ERP Package                                           120           40%
        Functiona
        lity
Production                                            20
Application(s)
Materials                                             20
Sales                                                 10
Finance                                               20
Human Resource                                        10
Workflow                                              05
Business                                              10
Intelligence
General                                               25
ERP Package                                           27            10%
Market
Acceptance
Client Base         Total Number of Clients           4
                    <4 = 0 points
                    5 - 10 = 2
                    10-20 = 3
                    20+ = 4


Clients -             1 client = 0 points             4
Govt/Semi-govt        2-4        =2
                      4+         =4
Multinational       # MNC Clients                     1
Co’s                1- 5      = 0 point
                      5+      = 1 points
Package used        Yes = 2 points                    2
internationally
GOP Projects        # ERP projects completed for      8
                    govt./ semi-govt. organizations
                    1     = 0 points
                    2- 3 = 2
                    4.5 = 4
                    6-7 = 6
                    7+ = 8
Project Types       Project Type (add * points)       8
                    * Multiple Application projects
                    < 2 projects = 0 points
                    2-5          =2
                    5+           =4
                    * Multiple Location Projects
                    < 2 projects = 0 points
                    2-5            =2
                    5+             =4


Proposed Team       Team Assigned to MYCO for         90            30%
                    Implementation Phase I and II
Company IT          Total number of IT staff in Co.   6
Team strength       <5     = 0 points
                    5–8 =2
                    9 – 15 = 4
                    15+ = 6
Senior Team        Includes Senior staff only such   6
Members            as: Team Leaders, Senior / Lead
                   Consultants, Managers, System
                   Administrator / DBA
                   < 2 = 0 points
                   2-3 = 2
                   3-4 = 4
                   4+ = 6
Team               Team Academic Level (add          8
Qualifications     points)
                   * PhD/ MCS/MBA/BE/BCS
                    1 point each max 4 points
                   * MSc / BSc (non CS)
                    ½ point each max 4 points

Certifications     Certified staff in Team           6
                   <2 = 0 points
                   2 = 2
                   3 = 4
                   3+ = 6
Technical Team     Total Man -Years of IT Team       6
Experience (IT)    < 5 = 0 points
                   6-10 = 2
                   11-30 = 4
                   30+ = 6

Team BA/ SA        Number of Business or System      5
strength           Analysts / Consultants
                   <3 = 0 points
                   3-4 = 2
                   4.6 =4
                    6+ = 5
Experience of      Average Experience (Years)        5
Business or        1-3 years = 0 points
Systems Analysts   3-5        = 2
/ Consultants      6-8        = 4
                   8+         = 5

Team Leaders       Team Leaders    (add * points)    8
                   * Number        1 = 0 points
                                2-3 = 1
                                  3+= 2
                   * Average Experience (Years)
                   1-3 years = 0 points
                   4-8       = 2
                   9-12      = 4
                   12+       = 6

Number of Full     # Team                            4
Time Team          < 5 = 0 points
Members            5-6 = 1
                   7-10 = 2
                   10+ = 4
Total Person       Full Time Man-Months:             6
Months of Full     < 50 MM =0 points
Time Team          51 – 100 = 2
                   101 – 150 = 4
                   150+      =6
Number of Part     # Team                            4
Time Team          < 4 = 0 points
                   4–8=2
                   8+ = 4
Total Person       Part Time Man-Months:             6
Months of Part     < 30 MM =0 points
Time Team          31 – 60 = 2
                   61 – 100 = 4
                   100+     =6
Total number of    # ERP Projects                    6
ERP Projects        <8     = 0 points
completed by the    8 – 12 = 2
Team               13 – 18 = 4
                      18+ = 6
Current            # ERP Projects by company            4
Experience on      during last 3 years
similar projects     < 3 = 0 points
                   3–5=2
                   6–8=4
Programming        Add points (Max 2 points)            2
Skill Sets         Dot Net = 1 point
Available with     Oracle Dev = 1
Team               ABAP         =1
                   Java         =1
                   C++         =1
Programming        Certified Developers                 2
Certifications         1 = 0 points
                     2-3 = 1
                    4-8 = 2
                     8+ = 4
Team Synergy       Team continuity: 50% of team         6
                   assigned to MYCO has
                   previously done:
                     One other project = 2 points
                     Two other projects = 4
                     Three or more “ = 6


Implementation                                          73   20%
Services Quality
Project Plan       Total number of Tasks                4
                   < 10 = 0
                   10 – 20 = 1 points
                   21 – 30 = 2
                   31-40 = 3
                   40+     =4

Gap Analysis       # Gaps identified (to be filled by   4
(Less Gaps         Add-on or Customization)
identified)        10+ = 0 points
                   6 – 10 = 2
                   2–5 = 3
                   0–1 =4
Gap Analysis       # Pages in this Chapter 3            3
(Depth of study)   < 5 = 0 points
                   6-8 = 1
                   9 - 10 = 2
                   10+ = 3

Testing & QA       # Tasks specified                    4
Tasks              < 3 = 0 points
                   3-8 = 2
                   8+ = 4
Non-ERP i.e.       # Tasks specified                    4
MYCO Business      < 3 = 0 points
Transformation     3-8 = 2
tasks              8+ = 4
Risks Identified   # Risks specified                    4
                   < 2 = 0 points
                   2-5 = 2
                   5+ = 4
Project            # Pages in this section              4
Management         < 3 = 0 points
Reporting          3-5 = 2
                   5+ = 4
Training Courses   Total number of Courses to be        8
                   conducted for MYCO
                   < 3 = 0 points
                   3-8 = 4
                   8+ = 8
Training Days        Total number of Class Days to    8
                     be conducted for MYCO
                     < 20 = 0
                     20 – 50 = 2 points
                     51 – 80 = 4
                     81-120 = 6
                     120+       =8
Student Days         Total number of Student Days     8
offered              offered to MYCO
                     < 100 = 0
                     100 – 200 = 2 points
                     201 – 300 = 4
                     301-400 = 6
                     400+       =8
Certified Trainers   # Trainers offered               6
                     2 points each
                     Maximum 6 points
Data Conversion      # Activities Proposed            6
(Activities /        < 3 = 0 points
Tasks)               3-8 = 4
                     8+ = 6
Data Conversion      # Data Elements identified for   6
(Data Elements)      conversion
                     < 5 = 0 points
                     6-10 = 2
                     10-20 = 4
                     20+ = 6
Documentation        Available on CD                  2
                     Yes = 2 points
Maintenance          Type of Support available (add   2
Support              points – max 2)
Availability         Web Based service = 1 point
                     Int’l Call Center   =1
                     Video Conferencing = 1
                                                                  100%


Notes:
1. The information not available will be treated as 0 points
2. The Evaluation summary prepared by Technical Committee will be presented in the
Steering Committee.
3. The Evaluation Summary can be crosschecked by an audit team before submission to
Steering Committee
4. Any assumptions necessary should be made and recorded, and then applied
UNIFORMLY in the same manner to all the Firms
5. The Technical Committee may raise or lower the evaluation criteria for a selection
parameter if all vendors fall above or below the limits specified


                                                      *********

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Restricted ERP Package Evaluation

  • 1. Restricted Confidential – Restricted Copying Sample Evaluation Criteria ERP Package Vendors Area Evaluation Parameter Area Points Weightage in & Criteria OVERALL Evaluation ERP Package 120 40% Functiona lity Production 20 Application(s) Materials 20 Sales 10 Finance 20 Human Resource 10 Workflow 05 Business 10 Intelligence General 25 ERP Package 27 10% Market Acceptance Client Base Total Number of Clients 4 <4 = 0 points 5 - 10 = 2 10-20 = 3 20+ = 4 Clients - 1 client = 0 points 4 Govt/Semi-govt 2-4 =2 4+ =4 Multinational # MNC Clients 1 Co’s 1- 5 = 0 point 5+ = 1 points Package used Yes = 2 points 2 internationally GOP Projects # ERP projects completed for 8 govt./ semi-govt. organizations 1 = 0 points 2- 3 = 2 4.5 = 4 6-7 = 6 7+ = 8 Project Types Project Type (add * points) 8 * Multiple Application projects < 2 projects = 0 points 2-5 =2 5+ =4 * Multiple Location Projects < 2 projects = 0 points 2-5 =2 5+ =4 Proposed Team Team Assigned to MYCO for 90 30% Implementation Phase I and II Company IT Total number of IT staff in Co. 6 Team strength <5 = 0 points 5–8 =2 9 – 15 = 4 15+ = 6
  • 2. Senior Team Includes Senior staff only such 6 Members as: Team Leaders, Senior / Lead Consultants, Managers, System Administrator / DBA < 2 = 0 points 2-3 = 2 3-4 = 4 4+ = 6 Team Team Academic Level (add 8 Qualifications points) * PhD/ MCS/MBA/BE/BCS 1 point each max 4 points * MSc / BSc (non CS) ½ point each max 4 points Certifications Certified staff in Team 6 <2 = 0 points 2 = 2 3 = 4 3+ = 6 Technical Team Total Man -Years of IT Team 6 Experience (IT) < 5 = 0 points 6-10 = 2 11-30 = 4 30+ = 6 Team BA/ SA Number of Business or System 5 strength Analysts / Consultants <3 = 0 points 3-4 = 2 4.6 =4 6+ = 5 Experience of Average Experience (Years) 5 Business or 1-3 years = 0 points Systems Analysts 3-5 = 2 / Consultants 6-8 = 4 8+ = 5 Team Leaders Team Leaders (add * points) 8 * Number 1 = 0 points 2-3 = 1 3+= 2 * Average Experience (Years) 1-3 years = 0 points 4-8 = 2 9-12 = 4 12+ = 6 Number of Full # Team 4 Time Team < 5 = 0 points Members 5-6 = 1 7-10 = 2 10+ = 4 Total Person Full Time Man-Months: 6 Months of Full < 50 MM =0 points Time Team 51 – 100 = 2 101 – 150 = 4 150+ =6 Number of Part # Team 4 Time Team < 4 = 0 points 4–8=2 8+ = 4 Total Person Part Time Man-Months: 6 Months of Part < 30 MM =0 points Time Team 31 – 60 = 2 61 – 100 = 4 100+ =6 Total number of # ERP Projects 6 ERP Projects <8 = 0 points
  • 3. completed by the 8 – 12 = 2 Team 13 – 18 = 4 18+ = 6 Current # ERP Projects by company 4 Experience on during last 3 years similar projects < 3 = 0 points 3–5=2 6–8=4 Programming Add points (Max 2 points) 2 Skill Sets Dot Net = 1 point Available with Oracle Dev = 1 Team ABAP =1 Java =1 C++ =1 Programming Certified Developers 2 Certifications 1 = 0 points 2-3 = 1 4-8 = 2 8+ = 4 Team Synergy Team continuity: 50% of team 6 assigned to MYCO has previously done: One other project = 2 points Two other projects = 4 Three or more “ = 6 Implementation 73 20% Services Quality Project Plan Total number of Tasks 4 < 10 = 0 10 – 20 = 1 points 21 – 30 = 2 31-40 = 3 40+ =4 Gap Analysis # Gaps identified (to be filled by 4 (Less Gaps Add-on or Customization) identified) 10+ = 0 points 6 – 10 = 2 2–5 = 3 0–1 =4 Gap Analysis # Pages in this Chapter 3 3 (Depth of study) < 5 = 0 points 6-8 = 1 9 - 10 = 2 10+ = 3 Testing & QA # Tasks specified 4 Tasks < 3 = 0 points 3-8 = 2 8+ = 4 Non-ERP i.e. # Tasks specified 4 MYCO Business < 3 = 0 points Transformation 3-8 = 2 tasks 8+ = 4 Risks Identified # Risks specified 4 < 2 = 0 points 2-5 = 2 5+ = 4 Project # Pages in this section 4 Management < 3 = 0 points Reporting 3-5 = 2 5+ = 4 Training Courses Total number of Courses to be 8 conducted for MYCO < 3 = 0 points 3-8 = 4 8+ = 8
  • 4. Training Days Total number of Class Days to 8 be conducted for MYCO < 20 = 0 20 – 50 = 2 points 51 – 80 = 4 81-120 = 6 120+ =8 Student Days Total number of Student Days 8 offered offered to MYCO < 100 = 0 100 – 200 = 2 points 201 – 300 = 4 301-400 = 6 400+ =8 Certified Trainers # Trainers offered 6 2 points each Maximum 6 points Data Conversion # Activities Proposed 6 (Activities / < 3 = 0 points Tasks) 3-8 = 4 8+ = 6 Data Conversion # Data Elements identified for 6 (Data Elements) conversion < 5 = 0 points 6-10 = 2 10-20 = 4 20+ = 6 Documentation Available on CD 2 Yes = 2 points Maintenance Type of Support available (add 2 Support points – max 2) Availability Web Based service = 1 point Int’l Call Center =1 Video Conferencing = 1 100% Notes: 1. The information not available will be treated as 0 points 2. The Evaluation summary prepared by Technical Committee will be presented in the Steering Committee. 3. The Evaluation Summary can be crosschecked by an audit team before submission to Steering Committee 4. Any assumptions necessary should be made and recorded, and then applied UNIFORMLY in the same manner to all the Firms 5. The Technical Committee may raise or lower the evaluation criteria for a selection parameter if all vendors fall above or below the limits specified *********