Select Engineering PSA ERP System Home for Selecting ERP Software

PSA Engineering ERP Software

Selection Tools - Requirements - RFP - Evaluation Matrix

Engineering Professional Services Automation ERP System Selection!





  Software Selection Home > RFP Template List > Professional Service Engineering ERP Software Template

Select PSA Engineering ERP System Reliably

Professional Service Automation Engineering ERP Software RFP & Evaluation Templates - 5,940+ Criteria - Updated Monthly

The fastest way to identify user needs, determine software requirements, prepare an RFP, evaluate vendor responses, & select PSA Engineering ERP system accuratelyCollaborate online using Microssoft 365 or Google Drive.

Engineering PSA ERP Software Seletion Tools
Designed specifically for selecting Engineering ERP software systems for professional services, the template-based tools below can save time & money during each step needed to successfully choose PSA (Engineering) ERP software.  Quickly select the best PSA Engineering ERP software system by using the quantitative:

    Professional Service Automation Engineering ERP software requirements

    RFP for Engineering PSA System

    Vendor Response Maintenance

    Functional Comparison

    Financial Evaluation

and other software selection templates listed below  

All requirements are reviewed for updates monthly, and provided with a 30 Day Guarantee! Very easy to customize, these templates contain thousands of requirements about:

Resent Engineering PSA ERP Software RFP Requirements Udates Include:

Project Planning Project Scheduling Quality Control
Artificial Intelligence (AI) Machine Learning Professional ERP Collaboration
Machine Learning Dashboards Professional ERP Modile Apps Dashboard Functions
Professional ERP Ranking Reports Self-Service Capabilities Semantic and Text Analytics
Intelligent Data Capture What-If Analysis Dashboards Professional ERP Ad-hoc Reports
Executive Dashboards Predictive Modeling Intelligent Alerts
Professional ERP What-If Analysis Professional ERP Report Scheduling Visualizations Dashboards
Drawing Management Change Orders

This detailed list of Professional Service Engineering ERP requirements enables you to immediately conduct user needs surveys, issue an RFP, and query vendors about complex PSA Engineering ERP software systems. Everything needed to select a ERP system successfully!

Pre-Configured Dashboards Portfolio/Project Mgmt Project Costing Sales Orders Processing
Mobile Applications Rates Costing Inquiries Accounts Receivable
General Ledger Rate Cards Costing Reports CRM
Fixed Assets Portfolio Maintenance Human Resources Mgmt Marketing Mgmt
Budget Creation Work Breakdown Structure Career Portal Web Portal
Budget Modification Project Data Mgmt Recruitment & Hiring Document Capture
Budget Audit Trails Stage-Gate Facilitation Employee Data Workflow Processing
Budget Reports Project Tasks Salary Planning Business Intelligence
Revenue Recognition Project Activity Risks Benefits Administration Cloud/SaaS Security
Fair Value Calculation Issue Resolution Manager Self Service Cloud Administration
Recognition Schedules Instant Reminders Employee Self Service ...And Many More
Time and Attendance Time & Expense Tracking Compliance Requirements
Payroll Processing Purchase Order Mgmt Sales Management
SaaS/Cloud Security Inventory Management Quote Processing

Tools for Selecting Professional Services Automation Engineering ERP Software

This Engineering PSA ERP RFP Toolkit Includes the following:

Actual screens and questions from this RFP template are shown below to illustrate how it enables you to easily collect the unique metrics needed to successfully identify, select, acquire, and implement the PSA enterprise resource planning (ERP) software solution best suited to your organization's needs.

This toolkit include the following to Help Select ERP Software Successfully:
  In-Depth RFP Functionality - Obtain Meaningful Responses that are Easily Compared and Evaluated. This RFP Template INCLUDES the following capabilities:

Click to Enlarge
SAVE WEEKS, even MONTHS OF TIME by using over5,940 feature criteria to quickly and accurately identify your exact needs, then simply delete the rest to easily create an unbiased PSA Engineering ERP RFP that best communicates your specific requirements to vendors!  Use this Excel-based, universally understood, and highly customizable template.  In addition, a detailed Feature to Cost Traceability function helps assure a smoother system inplementation and maximum ROI. View typical RFP Table of Contents.
Click to Enlarge
IDENTIFY FEATURE AVAILABILITY & DELIVERABILITY. Unlike other PSA Engineering ERP software RFPs, Infotivity RFP Masters template automatically collect the information needed to identify BOTH the AVAILABILITY of software features, and their DELIVERABILITY, i.e., HOW those features will be delivered. Each PSA Engineering ERP RFP Master includes a Feature Support Matrix (FSM) to automatically capture this information, which can be used to create very accurate and reliable professional service ERP software system implementation schedules. View samples here.
Click to Enlarge
    Determine RISK and SUPPORTABILITY. PSA Engineering ERP Software RFP Masters automatically evaluate vendor response data collected to quantitatively determine the SUPPORTABILITY INDEX of each proposed software system. This index ranks the potential support problems inherent in each proposal. Accurately compare the amount of ongoing support needed to keep each proposed PSA enterprise resource planning (ERP) software system up and running. Measure the true impact of each system on your business over the long term.  View sample here.
Click to Enlarge
ENHANCEMENT COST TRACKING - This RFP template feature provides a facility for cross-referencing the cost of specific custom programming and/or scripting tasks with vendor invoices. This enables the RFP to become a very useful implementation cost management/audit tool. Ideal for Earned Value Management (EVM).
Click to Enlarge
CUSTOMIZABLE WEIGHTED GRADE SCORING - (automatically calculate suitability to unique company needs!)

Highly flexible weighted grade score based on user-defined weights down to the detail row and response level is calculated for each RFP question criteria. This user-defined, customizable weighting allows vendor RFP responses to be evaluated based on your company's specific needs priorities. Calculate weighted scores by department, by workflow process, by application, or by activity to calculate a score that reflect the true value and impact of a proposed ERP software system.

Click to Enlarge
    WORKFLOW TOPICS ensure the proposed ERP software for management can be fully integrated and utilized to enhance business procedures at all levels of the enterprise. View Workflow samples here.
Click to Enlarge
    VENDOR RESPONSE VALIDATION saves time and effort, and reduces errors, when evaluating vendor PSA Engineering ERP software proposals. View example here.
For a more detailed description of a vendor RFP response validation Click Here!
    EASILY CUSTOMIZED to meet your unique PSA Engineering ERP system needs, using basic Excel techniques.
    PROVEN MS EXCEL TECHNOLOGY. Everybody already knows Excel. Save time & effort across the board!
    No installation, no learning curve.

  All Vendor Response Evaluation & Comparison tools listed below are INCLUDED with this PSA Engineering ERP software RFP. Evaluate Proposed Software Based on Suitability, Quality, Supportability, and Financial Impact.
Click to Enlarge
    "APPLES-to-APPLES" ERP FEATURE COMPARISON of vendor RFP responses (proposals) is assured by extensive use of quantitative RFP questions and full vendor response validation. Compare proposed PSA Engineering ERP system software features side-by-side faster and more accurately with the fully automated Color Comparison Chart matrix included with this RFP at no extra charge. View a typical comparison here.
Click to Enlarge
    "PSA Engineering ERP Response Evaluation Ratios (scores) indicate how a vendor is planning to provide the proposed solution, e.g. the pros and cons of a vendor proposal from a practical "is it doable?" perspective. See HOW a vendor is planning to address each of your requirements, and just how reliable it really is.. View a typical evaluation ratios here.
Click to Enlarge
RESPONSE QUALITY ANALYSIS RATIOS - SIDE-BY-SIDE COMPARISON - (Compare proposal feasibility side-by-side!)

Compare the "doability", i.e., the feasibility, of vendor proposals compared to each other in detail. See HOW each vendor is planning to provide the solution to your needs, and if that solution is really viable.

Click to Enlarge
    AUTOMATED WEIGHTED GRADE POINT SCORING is a quantitative measure of how well a proposed PSA Engineering ERP system matches up to your business priorities. This graph compares the overall total scores for each proposed ERP system. This Score is based on all PSA Engineering ERP vendor responses except Pricing and Vendor Background. View sample 3-D Bar Chart comparison here.
Click to Enlarge
    Feature Delivery Methods This graph compares HOW each ERP vendor is planning to deliver the proposed ERP system for PSA. The bars show how much of each competing system is going to be delivered Fully Supported "out-of-the-box", how much will be delivered using the Report Writer, a Configuration option or 3rd Party product, and how much is dependant on Custom Programming & Scripting. The scores used in this PSA Engineering ERP comparison are based on responses to PSA Engineering ERP system questions only, i.e., no vendor, pricing, or support responses are utilized. View sample 3-D Bar Chart comparison here.
Click to Enlarge
    Supportability Index A proposed ERP system could look very good on paper, but once implementation begins the reality could be very different. The ease with which a PSA Engineering ERP system can be implemented and maintained over it's expected life is controlled in large part by the amount of custom programming and scripting required to build & maintain the system. The Supportability Index is based on responses to professional services enterprise resource planning Software System Features only. This graph compares the potential support effort inherent in each proposed PSA enterprise resource planning (ERP) software system. View sample 3-D Bar Chart comparison here.
Click to Enlarge
    Overall Comparison This graph compares the total Weighted Score of each proposed PSA Engineering ERP system along with its Supportability Index and associated Vendor Profile. Use this when assessing the RISK of a proposed PSA Engineering ERP system and whether or not the ERP system can indeed be implemented by the proposing PSA Engineering ERP vendor successfully. View sample 3-D Bar Chart comparison here.
Click to Enlarge
    Vendor Profile Scores This graph compares a score measuring the background, expertise, capabilities, and other data collected in the Vendor Global Issues section of the professional service ERP RFP. The Vendor Profile Score provides a way of assessing the Capabilities PROFILE of a proposing PSA Engineering ERP vendor. View sample 3-D Bar Chart comparison here.

  The Supporting Documents below are INCLUDED with this PSA Engineering ERP Software RFP:

COVER LETTER SAMPLES - Make the task easier with this professional service ERP RFP cover letter template collection. Choose from Letter samples designed for all events, such as "RFP Response Request", "Intent to Respond", "No Intent to Respond", "RFP Change Enclosed", "Proposal Rejection" "Finalist Selection", and " Best & Final Offer Request" to meet your unique professional service ERP system needs.
FULL VERSION of the RISK ASSESSMENT MATRIX CHECKLIST focused on professional service ERP system acquisition and implementation projects for working sample "Click Here"
BPR / BPE / WORKFLOW Processing Checklists - Excel-based template for mapping the current "AS-IS" state of an existing professional service ERP business process down to the data element level, a time-saving organizer when developing the new "TO-BE" state, or when trying to determine what is required to implement a new process, or when preparing for data conversion.
The OPTIMIZED RFP GUIDE. Designed to be viewed in a browser off-line, this document outlines the best procedures for creating custom professional service ERP RFP questions. Included or Sold Separately
The professional service ERP SOFTWARE CUTOVER CHECKLIST Helps Streamlines Implementation! Included or Sold Separately
MS Word DOCUMENTATION describing the organization and usage of the professional service ERP RFP and Evaluation/Comparison matrices.

      (See bottom of this page for pricing information.)


A Detailed & Comprehensive List of:

PSA Engineering ERP System Features

Thousand plus of pre-defined Engineering Professional Service Automation ERP RFP criteria ensure no important business requirements or software features "slip through the cracks".  All are in a quantitative format that guarantees vendor responses will be meaningful, consistent, and easy to compare. All questions are professionally prepared by application specialists to address BOTH the STANDARD features and EXCEPTION CASE software functions required.

Professional Services Automation Engineering ERP table of content


Identify BOTH Professional Service Automation Engineering ERP Software Features Availability and Deliverability

      Unlike other RFP templates that try (and fail) to gather useful solutions data about complex PSA Engineering ERP system features, RFP Masters are not constrained to the use of summary-level "Yes" or "No" answers. This RFP Master uses a Feature Support Matrix (FSM) that identify BOTH feature AVAILABILITY and DELIVERY Method. This ERP RFP Master function is useful during both the PSA Engineering ERP software selection AND the system implementation phases of large projects because it enables effective Earned Value Management through detailed cross-referencing of usable ERP software functionality and vendor invoicing.

Project costing sample questions


Determine the Risk & Supportability of Proposed

ERP Software Solutions for PSA

Unlike other RFP templates, an ERP software RFP Master template can illustrate potential support problems (and risk) inherent in vendor software proposals. The Feature Support Matrix (FSM) used in each RFP Master categorizes the inherent risk posed for each criteria, and uses that information to calculate the SUPPORTABILITY INDEX for each vendor RFP response. For example, a feature delivered "out of the box" FULLY SUPPORTED is less risky than one delivered through custom programming, even if the programming is free. This RFP Master function is useful during both the software selection AND the implementation phases of a large ERP system because it enables effective Earned Value Management through detailed cross-referencing of usable software functionality and vendor invoicing.

RFP sample of questions taken from the PSA Engineering  ERP project management section


Effectively Manage Implementation

Enhancement Cost Tracker

This ERP RFP template provides an "Enhancement Cost" column for cross-referencing vendor invoices with the estimated cost of each custom custom script and/or source code modification proposed by the vendor. This makes the professional services enterprise resource planning RFP an ideal tool for managing vendor invoices effectively. The uses of this are many: preventing payments to vendors from exceeding usable system progress, preventing vendor over-billing, and prevents proposed tasks from being omitted, and as an implementation audit tool.


Workflow Topics Included.

The ability of the proposed ERP software to successfully integrate with existing business process workflows, or implement new workflows, is critical to a achieving the high productivity increases and ROI expected of the new ERP system. This software RFP Master examines all pertinent Workflow features in detail.

typical workflow criteria questions for professional services enterprise resource planning


Vendor Response Input Validation.

      Vendors must answer each RFP question by choosing from a pre-defined list of possible responses. See below for an example of this drop-down list. This forces all vendors to respond to each PSA enterprise resource planning (ERP) software question in a consistent, standard manner. Eliminates the days of time typically wasted trying to compare the inconsistent or incomplete vendor responses obtained by using traditional, non-quantitative RFP questions! Ensures vendor proposals are easy to compare and evaluate!

career portal sample questions from the ERP RFP Master template


Utilize an Extensive List of:

Professional Service Automation (Engineering) ERP Software Fit/GAP Analysis

Precisely identify, collect, & prioritize all PSA Engineering ERP functional and process deficiencies between the software system currently in use and client/company current or projected needs. Easily document the severity, category, and requirements type of missing functionality using GAP analysis, and then calculates a score, for each GAP. The GAP process creates a prioritized, detailed list of ERP software requirements useful in all later phases of the PSA Engineering ERP management software evaluation/selection process, i.e., in RFP creation, Software Demonstrations, Price (BAFO) negotiation, and software system implementation. View details at Fit/GAP Analysis Details.

PSA Engineering  ERP mobile application sample questions


Color-Coded, "Apples-to-Apples" Comparison of Proposed Systems

ERP Software Comparison for PSA

      These comparison matrices automatically change vendor response cell background color to GREEN, YELLOW, or RED, to reflect how favorable each response is to your needs! Compared to the tedious task of reviewing hundreds of mono-color Yes/No answers, these colored responses allow problem areas to be spotted more easily, and risk assessment is made much more accurate. All required response comparison matrices are included and ready-to-use! Quickly and easily compare professional service ERP software system proposals side-by-side, feature by feature, in detailed comparisons you control! Keep your project on-schedule and under-budget.

sample of vendors ERP answers side by side to compare in the matrix


Evaluation Ratios

      Use an extensive set of ratio calculations to compare PSA Engineering ERP vendor proposals quickly and efficiently.


Weighted Grade Score Graph

Compares the Weighted Grade Point Score calculated for each proposed ERP system. This is calculated as follows: The PSA Engineering ERP vendor response to each RFP question is assigned an unweighted "raw" score. This raw score is then multiplied by the weight factor you entered previously (default = 1) for that professional services enterprise resource planning software RFP question to calculate the weighted score for each response. All of these individual scores are then totaled for use in this comparison. This score is essentially a measure of how well a PSA Engineering ERP software system fits your business and software needs, prioritized by the weight (importance level) you assigned to each question in the RFP. In essence, this score measures the SUITABILITY of each proposed ERP software system to your overall requirements. . NOTE this score measures just software functionality, and does not include any measure of vendor background, expertise, support, or programming ability.


Feature Delivery Method Comparison:

An analysis of how each PSA Engineering ERP vendor is proposing to deliver the system feature/function contained in their PSA Engineering ERP proposal. The graph below shows the percentage that is Fully Supported "out-of-the-box", the percentage to be done via Report Writer, a Configuration Parameter, or Third-Party add-in, versus the percentage to be done via Custom Coding (Scripting / Programming). This information is very useful in terms of identifying RISK, since a Fully Supported (and tested) PSA Engineering ERP feature presents far less risk than that same PSA Engineering ERP feature done as a "custom programming" task. Also, see the Supportability Index, which sums up these detail risk factors.


ERP Supportability Index Graph:

The Supportability Index is a forecast of how much PSA Engineering ERP management software support and maintenance may be required to keep each proposed software system running at full potential over it's lifetime. This score is determined by how much custom coding is required to implement the proposed PSA Engineering ERP software, and which business processes depend on the customized software.


Overall Comparison Graph:

This graph compares both the Weighted Grade (Suitability) Score, Supportability Index, and the Vendor Capabilities Profile side-by-side for easy reference. It is important to see how much custom coding is in a proposed PSA Engineering ERP system that also has a high Weighted Score, along with the Vendor Profile. The more custom code, the higher the risk posed by that PSA Engineering ERP system. Therefore, the more custom coding, the more expertise and capabilities a vendor should have.


Vendor Profile Score Graph:

The backgrounds, expertise, capabilities, and certifications of each vendor is obtained in the Vendor Global Issues section of the PSA Engineering ERP RFP. The ERP vendor responses to this section are totaled separately from the software functionality topics, and this data is used to calculate the "Vendor Profile Score". The higher the score, the more CAPABILITIES a vendor is probably going to be.


Professional Service Automation Engineering ERP Software
RFP Sample

free example PSA system RFP template

30 Day Guarantee on All Products
Unlimited Staff Users - Unlimited Vendors - Unlimited Projects
Purchase and download your Engineering PSA Engineering ERP software selection toolkit by clicking the "Add to Cart" button below to use our online order form and Secure Checkout.

Download one Zip file containing all the tools listed

  • Unlimited Vendors and Staff Users
  • ALL5,940+ Request for Proposal Criteria
  • No EXTRA Charge a Requirements Checklist with Fit-GAP
  • In-Depth Request for Proposal
  • Weighted Grade Scoring
  • Supportability Index Scoring
  • Side-by-Side Response Comparison with Heat Map
  • ALL Vendor Response Evaluation Ratios
  • ALL Financial Analysis Ratios
  • FULL Response Evaluation Scorecard
  • ALL 3-D Bar Chart Comparison Graphs
  • FULL Optimized RFP Guide
  • ALL BPR/BPE Workflow Checklists
  • FULL Cutover (Go Live) Checklist
  • ALL Documentation
  • View all templates and tools details above
  • FREE SUPPORT - Telephone/Email

$589.00 US         (Secure Checkout)

Secured by:

If you have questions, please Contact Us!

professional service ERP software selection

Don't see what you need? We can build an RFP to meet your needs.
We have many industry standard application requirements criteria.
Contact us for a Quote! Reasonable pricing - very fast turn around.

You may also be interested in an RFP Template for:

ERP software Requirements Checklist with Fit-GAP Analysis.

You might need system planning tools but if you purchase the RFP the tools are included for FREE!.

Looking for a qualified, local system selection consultant? An Infotivity-certified consultant offers the expertise and tools needed to provide valuable advice & services at each step of the system platform selection process! Let us recommend a certified consultant!

Used By These Great Companies & Many Others - Learn Why!

Return to the TOP of the ERP Software RFP for Professional Services Page.

Customer List

  More Details

RFP Features Checklist

How to Select Software
- the Missing Link

Best & Final Offer
(BAFO) Capabilities

Frequent Questions

PSA Engineering ERP
RFP & Selection Tools


$589.00 US

(Secure Checkout)

How NOT to Choose ERP
TMS and WMS Software Selection Mistakes

Outsourced Manufacturing
ERP Demonstration Script
ERP  System Demonstration Scripts

Requirements Identification



Course Technology -
CENGAGE Learning - since 2012 -

Systems Analysis and Design
(Textbook, Page 302-303, Fig. 7-16)



"Using your RFP template,
we did in 4 weeks what it
took others almost a year
to do."

Mobile Communications
5,200+ Facilities Worldwide

"The most comprehensive &
detailed RFP I have seen

Memphis Light (MLGW)
2,500+ employees

"Thank you very much! I
have to say it's quite
extensive and well laid
out, this is exactly what
we were looking for!"

J. P.
Certified SCM Consultant