Creating an Automated RFI/RFP using The Accounting Software Library
The process of creating an automated RFI/RFP using The Accounting Library is really quite simple, and it is this simplicity that that makes this investment so attractive. Rather than spending hundreds of hours creating a written RFI or RFP, you can simply create a new database (so that you will not lose your copy of the original analysis program), modify the questionnaire to suit your needs or those of your client, and carry out all other functions in a completely automated environment.
The procedures listed below are really quite easy, and the fact that all procedures are fully automated saves organizations far more labor than the cost of the program itself. In reality, any large organization considering the use of some form of RFI or RFP should purchase The Accounting Library, if for no other reason than to reduce the cost of the RFI process dramatically.
- Review existing questions to become familiar with both the questions themselves as well as the pattern in which they have been asked.
- Determine what additional questions need to be asked, where they should be placed in the program and what additional information should be attached to each question in the form of a Help file. This process may be facilitated by using some form of word processor where both existing questions as well as new questions can be examined and sorted according to the needs of the user. All new information can then be copied and pasted into the analysis program.
- Create new questions (or even whole modules) in the analysis program using the mouse and following the instructions provided.
- Add new vendor names to database using menu functions.
- Export revised questionnaire and send it to existing vendors or new vendors using provided copies of the Vendor Program.
- Each vendor will load the Vendor Program, answer the questionnaire, and then export their responses to diskette or e-mail file.
- Import revised vendor responses into analysis program using menu functions.
- Carry out your analysis.
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