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Services Client List Publications Training&Seminars Example Projects Resume Hints&Tips Resources Comments from AIIM RFP Presentation "Great! Just what I needed. Best session I attended." "Bud did a very good job. I learned a lot." "Good material with a wide range of applications." "Excellent, on the mark!" "Outstanding! Should have been longer, maybe even a workshop." "This was a very interactive session with lots of questions answered. Great!" "The speaker was very knowledgeable and his presentation will help me on my job." "His presentation....was the best I have attended..." Comments from 2002 RFP Seminar & Workshop "Great examples to help us understand comments..." "Excellent speaker and trainer...." "Good, concise, to the point, right-on topic..." "...would like to have more training like this program..."	RFP Workshop Who Should Attend RFPs are written by a variety of people including business users, project managers, purchasing, and IT personnel - or a combination of departments and personnel. If you are beginning an RFP, contributing to an RFP, or interested in the RFP process for a future project, this workshop is for you. 1. Business Unit Directors 2. Line of Business Managers/Supervisors/Leads 3. Information Technology Professionals 4. Project Managers 5. Systems and Support Managers 6. Procurement/Purchasing If you are in line to work on an RFI or RFP, you need this workshop. Workshop Outline Spring Training: Review of Essential RFP Activities RFP Mechanicals Pre-RFP activities RFP activities Post-RFP activities Budget Development RFP project Complete project Writing the RFP and Developing Requirements for Document Management Systems Administrative Section Technical Section Management Section Pricing Section Appendices Proposal Evaluation and Scoring Methodologies Technical Management Price Selecting Vendors for the RFP Vendor Types (VAR, System Integrator, OEM) Determining the Proper Vendor One copy of, Request for Proposal: A Guide to Effective RFP Development by Bud Porter-Roth will be provided, the workshop presentation materials, and example documents used to illustrate RFPs. Workshop Objectives Using our proven methodology, you will be able to: 1. Plan and organize the RFP effort 2. Outline each RFP section 3. Develop write and review requirements 4. Set realistic pricing goals 5. Pre-screen a vendor list to select appropriate vendors 6. Set up objective evaluation criteria for selecting the best solution 7. Prepare for post-RFP activities, including site visits, reference checks Instructor Resume Bud Porter-Roth Principal Consultant Porter-Roth Associates Porter-Roth Associates is a consulting company that provides feasibility studies, cost justifications, business and functional requirements analysis, RFP development and evaluation, and project oversight. We are objective and do not act as a system integrator or resell any products. Bud has been responding to RFPs and writing RFPs for over 20 years. He has worked in the aerospace (Ford Aerospace, TRW) and computer technology industries (Tandem, Plexus) prior to becoming a consultant. Bud is the author of the following books and workbooks: Request for Proposal: A Guide to Effective RFP Development (published by Addison-Wesley in 2002) The RFP Workbook: An RFP Starter Kit (To be published in 2003) Electronic Imaging Request for Proposal (RFP) Guidelines Association for Information and Image Management Proposal Development: How to Respond and Win the Bid Oasis Press Third Edition 1998 Bud has also written many articles on writing proposals and RFPs and is a frequent and popular speaker at industry conferences on the topic of RFP development and vendor evaluations. Bud is a Certified Document Imaging Architech and is an AIIM Master of Information Technologies along with serving on various AIIM Standards committees and authoring several of AIIM's Technology Reports.

Document Management Consulting

Consulting in Electronic Document Management Solutions and Technologies

Document Imaging | Document Management | Workflow | Compliance

Services

Comments from
AIIM RFP Presentation

"Great! Just what I needed. Best session I attended."

"Bud did a very good job. I learned a lot."

"Good material with a wide range of applications."

"Excellent, on the mark!"

"Outstanding! Should have been longer, maybe even a workshop."

"This was a very interactive session with lots of questions answered. Great!"

"The speaker was very knowledgeable and his presentation will help me on my job."

"His presentation....was the best I have attended..."

Comments from
2002 RFP Seminar & Workshop

"Great examples to help us understand comments..."

"Excellent speaker and trainer...."

"Good, concise, to the point, right-on topic..."

"...would like to have more training like this program..."

RFP Workshop

Who Should Attend

RFPs are written by a variety of people including business users, project managers, purchasing, and IT personnel - or a combination of departments and personnel.

If you are beginning an RFP, contributing to an RFP, or interested in the RFP process for a future project, this workshop is for you.

1. Business Unit Directors

2. Line of Business Managers/Supervisors/Leads

3. Information Technology Professionals

4. Project Managers

5. Systems and Support Managers

6. Procurement/Purchasing

If you are in line to work on an RFI or RFP, you need this workshop.

Workshop Outline

Spring Training: Review of Essential RFP Activities

RFP Mechanicals

Pre-RFP activities

RFP activities

Post-RFP activities

Budget Development

RFP project

Complete project

Writing the RFP and Developing Requirements for Document Management Systems

Administrative Section

Technical Section

Management Section

Pricing Section

Appendices

Proposal Evaluation and Scoring Methodologies

Technical

Management

Price

Selecting Vendors for the RFP

Vendor Types (VAR, System Integrator, OEM)

Determining the Proper Vendor

One copy of, Request for Proposal: A Guide to Effective RFP Development by Bud Porter-Roth will be provided, the workshop presentation materials, and example documents used to illustrate RFPs.

Workshop Objectives

Using our proven methodology, you will be able to:

1. Plan and organize the RFP effort

2. Outline each RFP section

3. Develop write and review requirements

4. Set realistic pricing goals

5. Pre-screen a vendor list to select appropriate vendors

6. Set up objective evaluation criteria for selecting the best solution

7. Prepare for post-RFP activities, including site visits, reference checks

Instructor Resume

Bud Porter-Roth
Principal Consultant
Porter-Roth Associates

Porter-Roth Associates is a consulting company that provides feasibility studies, cost justifications, business and functional requirements analysis, RFP development and evaluation, and project oversight. We are objective and do not act as a system integrator or resell any products.

Bud has been responding to RFPs and writing RFPs for over 20 years. He has worked in the aerospace (Ford Aerospace, TRW) and computer technology industries (Tandem, Plexus) prior to becoming a consultant. Bud is the author of the following books and workbooks:

Request for Proposal: A Guide to Effective RFP Development (published by Addison-Wesley in 2002)

The RFP Workbook: An RFP Starter Kit (To be published in 2003)

Electronic Imaging Request for Proposal (RFP) Guidelines
Association for Information and Image Management

Proposal Development: How to Respond and Win the Bid
Oasis Press Third Edition 1998

Bud has also written many articles on writing proposals and RFPs and is a frequent and popular speaker at industry conferences on the topic of RFP development and vendor evaluations.

Bud is a Certified Document Imaging Architech and is an AIIM Master of Information Technologies along with serving on various AIIM Standards committees and authoring several of AIIM's Technology Reports.