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...productivity and improved customer service. Costings should cater for data conversion, customisation, installation and training, and the adoption licence well as the package itself. Although you may wish to form a small working party, consult staff throughout the selection process, including those who will have to use the system and senior staff with line and budget responsibility.

Action checklist

1. Establish objectives

Before contacting suppliers it is important to have a clear idea of required outcomes. These may change as the project unfolds and learning proceeds but it is vital to keep them firmly in mind. A checklist of firm requirements should start to emerge from answering questions such as the following.

* What improvements would you like to see from your existing package?

* How does your current package hinder customer service improvements and flexibility for future developments?

* How does your current package impede integration?

* Are other systems within the organisation going to be renewed?

* Who is going to use the package and how?

* What degree of independence from the supplier is required?

* What degree of...

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More articles from Chartered Management Institute: Checklists: Operations and Quality
Taking action on the environment.(Checklist 019), October 01, 2005
Not turning a crisis into a disaster.(Checklist 022), October 01, 2005
Total quality mapping a TQM strategy.(Checklist 029), October 01, 2005
Total quality: getting TQM to work.(Checklist 030), October 01, 2005
Managing projects.(Checklist 035), October 01, 2005

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