Vendor Search and RFI
areas we improved:
Vendor Search Efficiency, RFI Creation and Scoring, Business Requirements Gathering and Assessment Client Type
Trust Company providing Investment and Wealth Management services for $45 Billion in assets.
Deliverables
- Provide subject matter expertise for Performance Measurement vendor search
- Assist with all requirements gathering and translation to vendor functionality
- Analyze all vendor functions and qualify them vs. the client requirements
- Develop project plan and budget for deployment
- Structure the vendor search project
- Provide expertise in specific vendors’ functionality to support assessment
- Provide “street” experience with the different Vendors’ deployment process and success
- Create acceptance criteria for project deployment and signoff
Enosys Team
Team
- 2 – 3 depending on the expertise needed during the phase
Contribution
- Subject matter expertise in Performance Measurement
- Best practices for Vendor selection
- Project structure, guidance, and execution
Skills
- Subject Matter Expertise
- Business Analysis
- Project Management
Result
- Recommendation of a Performance Vendor
- Creation of a deployment project plan
- Creation of a budget and staffing plan
- Support during Vendor negotiations
Follow Up Assignments
Client engaged an Enosys team of 3 for the system implementation, including:
- Interface design
- Development specifications
- History data conversion method and testing
- Functional testing
- Cutover planning
Similar Projects
Contact Enosys for examples of 10 Vendor system deployment projects, with clients that include:
- American multinational financial services corporation, with $1.45 trillion in assets.
- Family wealth management and trust with $110 Billion in assets.
- Swiss integrated financial services company with $300 Billion in assets
- American multinational financial services corporation with $2 Trillion in assets
- American Bank holding company with $135 Billion in assets