Top 54 Home Health Software (Feb 2023)

2023's Best 55 Home Health Systems

Shlomi LaviShlomi Lavi / Feb 01, 2023

We publish unbiased reviews. Our opinions are our own and are not influenced by payments from advertisers. This content is reader-supported, which means if you leave your details with us we may earn a commission. Learn why ITQlick is free .

1. AdaCare

  • Best for: Small, medium and large size businesses
  • Price: starts at $99 per 2 users/month
  • Mar 12, 2022
Compare AdaCare Vs. AdaCare

AdaCare is a cloud-based home care scheduling software that is offered by Neurosoftware which is a company based in the United States and was founded in 1999. AdaCare incorporates features such as billing and invoicing, client management, field communication, care plan management, caregiver manageme...


2. HealthWyse

  • Best for: Small, medium and large size businesses
  • Price:
  • Dec 09, 2022
Compare HealthWyse Vs. AdaCare

HealthWyse software is a complete, web-based electronic medical records solution built for health care practices of every size. The solution was built by HealthWyse company located in Massachusetts but it has since been acquired by Casamba Company.


3. HHA eXchange Enterprise

  • Best for: SMBs
  • Price: starts at $375 per month
  • Mar 14, 2022
Compare HHA eXchange Enterprise Vs. AdaCare

HHA eXchange Enterprise is a cloud-based homecare management tool. This software helps agencies with clinical information, care management, claims handling, billing, as well as payroll. With the Clinical information feature, the software collects real-time patient clinical information and is sent to...


4. Careficient AMS

  • Best for: Small, medium and large size businesses
  • Price:
  • Apr 16, 2022
Compare Careficient AMS Vs. AdaCare

Careficient AMS is a web-based Home Health software that enables administrators to manage the time spent on patient care and oversee overall organizational functions. It also allows them to ascertain staff members available to meet patients care plans.


5. HEALTHCAREfirst Software

  • Best for: Small, medium and large size businesses
  • Price:
  • Dec 12, 2022
Compare HEALTHCAREfirst Software Vs. AdaCare

HEALTHCAREfirst is a cloud-based Home Health Care Software that offers agency management solutions tailored for hospice and home health care.


6. TheraTracker

  • Best for: SMBs
  • Price: starts at $129 per user/month
  • Jun 02, 2022
Compare TheraTracker Vs. AdaCare

TheraTracker is a home healthcare management solution for businesses of all sizes. Its capabilities include billing and invoicing, practice management, inventory management, and others. The software was designed and launched by TheraTherapy LLC headquartered in Texas, United States.


7. MyCooey

  • Best for: Small, medium and large size businesses
  • Price: starts at $5,000 per feature
  • Apr 09, 2022
Compare MyCooey Vs. AdaCare

MyCooey is a cloud-based caregiver software solution that assists caregivers and any other practitioners within the home healthcare field to optimize their services. The software has a portal for the caregivers where they monitor daily meals, vital signs, and any other activities that may pose to be...


8. MyHomecareBiz

  • Best for: Small, medium and large size businesses
  • Price:
  • Apr 17, 2022
Compare MyHomecareBiz Vs. AdaCare

MyHomeCareBiz is a cloud-based home health care solution designed for skilled home health Hospice, Pediatrics Rehabilitation, Medicaid Home Health, and more. The software core features include billing & invoicing employee tracking and task reporting, and more.


9. Optima Home Health Software

  • Best for: Small, medium and large size businesses
  • Price:
  • Sep 30, 2022
Compare Optima Home Health Software Vs. AdaCare

Optima Home Health Software is a cloud-based electronic medical recording solution that is designed for home care purposes as well as therapy management. The software has an embedded clinical library that assists with the production of a complete as well as compliant medical home health therapy docu...


10. ServTracker

  • Best for: Small businesses and start ups
  • Price: starts at $39 per month
  • Apr 28, 2022
Compare ServTracker Vs. AdaCare

ServTracker is a home healthcare solution for home health agencies of all sizes. It offers such capabilities as billing and invoicing, on-site employee tracking, task reporting, and others. The software was designed and launched by Accessible Solutions Inc headquartered in Florida, United States.


Pricing Guide - Home Health Software:

Home Health Software Pricing

Home health failities can expect to pay between $1 and more than $270 a month for starting subscriptions of Home Health Software. Generally, Home Health software vendors charge per month/per user basis and can include extra features and services at a cost. Some Home Health software price points based on the actual workforce size of the establishment are as follows:

  • Small facilities would have to pay $1 and $99 a month for Home Health software. For example, AdaCare pricing starts at $69 a month, HomeCare HomeBase cost price at $1 monthly, and Team On The Run pricing goes for $2 per month. Other related software includes Forcura, which goes for $29 a month, Healthcare Delivery Management, which starts at $99 per month, and Crescendo, whose starting cost is $12 monthly. Furthermore, Carevium has a base cost price of $15 a month, Welligent EHR pricing begins at $50 per month, and Oscar Family pricing goes for $5 monthly. Additionally, iStaffRota pricing goes for $60 per month, and On Demand Homecare for $95 monthly.
  • Medium-sized establishments can expect price points starting from $199 a month for Home Health Software. For example, Alora has a cost price of $295 a month, CareCenta pricing goes for $199 a month, and CareVoyant cost price starts at $500 per month. Furthermore, ADS Software pricing starts at $220 per month, Formdox costs around $199 a month, and Maya Suite at $205 per month.
  • Large practices can expect to pay up to $45000 for Home Health Software. For illustration, KanTime has a base subscription of $1000 per month, Procura charges a perpetual license of $45000, and PROMISE pricing goes for $1200 annually.

Users can consider price points of best of breed under Home Health Software. The pricing is as follows:

  • Hospice Software Users can expect to pay between $93 and $500 a month for this software. As examples, Optima Hospice pricing starts at $500 a month, MedBillit cost price begins at $499 per month, and Webroster.net costs around $93 monthly. Other vendors include gEHRiMed, which goes for $225 a month; Geriatrics pricing starts at $349 a month, and Radekal at $477 – Radekal perpetual license goes for $2497.
  • Private Duty Care Software Private Duty Care Software products have price points within $10 and $200 a month. Rosemark pricing, for instance, starts at $100 a month, CareSmartz360 at $10 per month, and Daycenta costs up to $199 monthly. Furthermore, Other vendors include Igea HHC, which has a starting price of $200 a month; SmartCare pricing starts at $59 a month, with higher subscriptions that cost up to $179 a month. MEDsys pricing begins at $100 a month and Savii Care Pro at $12 a month for each user.

11. Tynet Online

  • Best for: SMBs
  • Price:
  • Apr 28, 2022
Compare Tynet Online Vs. AdaCare

Tynet Online is a web based home healthcare management solution for businesses of all sizes. Its capabilities include practice management, billing and invoicing, drug interaction database, and others. The software was designed and launched by Tynet USA headquartered in Texas, United Stat...


12. CareViz

  • Best for: Small, medium and large size businesses
  • Price:
  • Dec 13, 2022
Compare CareViz Vs. AdaCare

CareViz is a web based medical scheduling management solution for businesses of all sizes. It offers assistance in appointment management, on-call scheduling, patient self service, billing, and other aspects. The software was designed and launched by Runzheimer International headquartere...


13. Brightree Home Health

  • Best for: Small, medium and large size businesses
  • Price:
  • May 19, 2022
Compare Brightree Home Health Vs. AdaCare

Brightree is a home healthcare management solution for businesses of all sizes. It offers such services as chart management, medication management, reporting, patient portal, and others. The software was designed and launched by Brightree LLC headquartered in Georgia, United States.


14. Hospice Management Suite

  • Best for: Small, medium and large size businesses
  • Price: starts at $500 per license
  • May 26, 2022
Compare Hospice Management Suite Vs. AdaCare

Hospice Management Suite is a web based medical practice management solution for businesses of all sizes. Its capabilities include appointment management, billing and invoicing, document management, and others. The software was designed and launched by Hospice Management Suite LLC headqu...


15. PROMISE

  • Best for: Small, medium and large size businesses
  • Price: starts at $1,200 per year
  • Mar 28, 2022
Compare PROMISE Vs. AdaCare

PROMISE is a home healthcare management solution for businesses of all sizes. Its capabilities include medication database, electronic signatures, scheduling, reporting, and others. The software was designed and launched by Horizon BCBSNJ headquartered in New Jersey, United States.


16. Kinnser

  • Best for: Small, medium and large size businesses
  • Price:
  • Mar 01, 2022
Compare Kinnser Vs. AdaCare

Kinnser Agency Manager is a home health software providing users with automatic checking of eligibility with Medicare, real time dashboard and claims application and submission.


17. Casamba Home & Hospice

  • Best for: Medium and large size businesses
  • Price:
  • Dec 14, 2022
Compare Casamba Home & Hospice Vs. AdaCare

Casamba Home & Hospice is a cloud-based Home Health software that allows hospice administrators to oversee regulatory and billing operations in their organization, in addition to fundamental patient care management.


18. MBO HomeCare

  • Best for: Small, medium and large size businesses
  • Price: starts at $600 per user/year
  • Jun 18, 2022
Compare MBO HomeCare Vs. AdaCare

MBO HomeCare is a web based home healthcare solution for home health agencies of all sizes. It offers such capabilities as schedule optimization, appointment management, route planning, and others. The software was designed and launched by SpatialTED Inc headquartered in Massachusetts, U...


19. Hummingbird

  • Best for: Small, medium and large size businesses
  • Price: starts at $149 per month
  • Jun 20, 2022
Compare Hummingbird Vs. AdaCare

Hummingbird is a cloud-based Home Health software that enables practitioners to manage patient care through clinical and operations processes. It also allows them to manage how the intake of patients is being handled, as well as the management of referrals and databases.


20. Radekal

  • Best for: SMBs
  • Price: starts at $499 per provider
  • Jul 01, 2022
Compare Radekal Vs. AdaCare

Radekal is a cloud-based as well as an on-premise medical billing solution that helps many hospitals reduce the lines that customers have to make while their payments are being sorted and their claims are being verified.


21. Private Duty Non-Medical Software

  • Best for: Start up, Small business, Medium business, Large business
  • Price: starts at $300 per month
  • Jun 24, 2022
Compare Private Duty Non-Medical Software Vs. AdaCare

HomeTrak is a private duty, non-medical homecare software solution for businesses of all sizes. If offers scheduling and practice management capabilities in addition to assistance in billing and customization. The software was designed and launched by HomeTrak headquartered in California...


22. CradleMRx

  • Best for: SMBs
  • Price: starts at $249 per month
  • Jun 25, 2022
Compare CradleMRx Vs. AdaCare

CradleMRx is a web based home healthcare management solution for businesses of all sizes. Its capabilities include schedule optimization, medication database, reporting, and others. The software was designed and launched by Cradle Solutions Inc headquartered in Texas, United States.


23. Home Care

  • Best for: Small, medium and large size businesses
  • Price: starts at $399 per license
  • Jun 25, 2022
Compare Home Care Vs. AdaCare

HealthTrust Home Care is a home healthcare solution for home health care agencies of all sizes. It offers such services as automated scheduling, electronic medical records, electronic signatures, and others. The software was designed and launched by HealthTrust Software headquartered in Texas, Unite...


24. ContinuLink Software

  • Best for: Medium and large size businesses
  • Price:
  • Jul 06, 2022
Compare ContinuLink Software Vs. AdaCare

ContinuLink is a home healthcare management solution for businesses of all sizes. It offers such services as scheduling, electronic signature, medication database, customizable reporting, and others. The software was designed and launched by ContinuLink LLC headquartered in Florida, Unit...


25. Kinnser Agency Manager

  • Best for: Small, medium and large size businesses
  • Price:
  • Dec 19, 2022
Compare Kinnser Agency Manager Vs. AdaCare

Kinnser Agency Manager which is now WellSky Home Health is a web-based mobile Home Health Care Software modeled to serve agencies of any type or size. The software solution offers automated Medicare eligibility checks, real-time dashboards, and claims submission tools.


26. VirtualCare

  • Best for: SMBs
  • Price: starts at $25,000 per year
  • Jul 18, 2022
Compare VirtualCare Vs. AdaCare

VirtualCare is a home health EMR solution for home health businesses of all sizes. It offers such capabilities as compliance management, financial management, clinical services, and others. The software was designed and launched by Compliance & Billing Solutions Inc headquartered in Texas, United St...


27. Alora Home Health Software

  • Best for: Medium and large size businesses
  • Price: starts at $295 per month
  • Jul 26, 2022
Compare Alora Home Health Software Vs. AdaCare

Alora Home Health is a web based home healthcare solution for businesses of all sizes. It offers such services as electronic signature, medication database, scheduling optimization, and others. The software was designed and launched by Alora Healthcare Systems LLC headquartered in Georgia...


28. Procura

  • Best for: SMBs
  • Price:
  • Jul 27, 2022
Compare Procura Vs. AdaCare

Procura is a home healthcare management solution for medical practices of all sizes. It offers such capabilities as billing and invoicing, medication database, electronic signature, and others. The software was designed and launched by Procura headquartered in British Columbia, Canada.


29. Home Health Gold

  • Best for: Small, medium and large size businesses
  • Price:
  • Jul 27, 2022
Compare Home Health Gold Vs. AdaCare

Home Health Gold is a web based home healthcare management solution for businesses of all sizes. Its capabilities include medication database, scheduling, billing management, and others. The software was designed and launched by The Manager Inc headquartered in Maine, United States.


30. FieldSync Health

  • Best for: Small, medium and large size businesses
  • Price:
  • Mar 22, 2022
Compare FieldSync Health Vs. AdaCare

FieldSync Health is a cloud-based and on-premise healthcare solution that helps home health care to document their patients data and schedule appointments for major service providers. The solution is designed for small-sized practices, medium-sized practices, and large practices.


31. McKesson Homecare Software

  • Best for: Large business
  • Price:
  • Sep 20, 2022
Compare McKesson Homecare Software Vs. AdaCare

McKesson Homecare is a home healthcare management solution for businesses of all sizes. Its capabilities include billing management, practice management, reporting, and others. The software was designed and launched by McKesson Corporation headquartered in California, United States.


32. Non-Medical Homecare Scheduling

  • Best for: Medium and large size businesses
  • Price: starts at $150 per feature/month
  • Oct 06, 2022
Compare Non-Medical Homecare Scheduling Vs. AdaCare

AxisCare Homecare Management is a home health management solution for businesses of all sizes. It offers such services as scheduling, lead management, medical billing, payroll, and others. The software was designed and launched by Axis Care headquartered in Texas, United States.


33. VisitCall

  • Best for: Small, medium and large size businesses
  • Price: starts at $49 per month
  • Oct 07, 2022
Compare VisitCall Vs. AdaCare

VisitCall is a web based home care solution for home health agencies of all sizes. It offers such capabilities as electronic visit verification, billing and invoicing, advanced visit scheduling, and others. The software was designed and launched by Ampersand International Inc headquartered in Ohio, ...


34. Netsmart myUnity Home Health & Hospice

  • Best for: Medium and large size businesses
  • Price:
  • Oct 19, 2022
Compare Netsmart myUnity Home Health & Hospice Vs. AdaCare

NetSmart myUnity is a home health software designed as a clinical point-of-care management solution for home health and hospices.


35. Delta Health Crescendo

  • Best for: Medium and large size businesses
  • Price:
  • Feb 01, 2023
Compare Delta Health Crescendo Vs. AdaCare

Crescendo is a web based home healthcare management solution for businesses of all sizes. Its capabilities include scheduling, billing management, reporting, and others. The software was designed and launched by Delta Health Technologies LLC headquartered in Pennsylvania, United States.


36. Igea Home Healthcare Software

  • Best for: Medium and large size businesses
  • Price: starts at $495 per month
  • Feb 08, 2022
Compare Igea Home Healthcare Software Vs. AdaCare

Igea Home Healthcare is a home healthcare management solution for businesses of all sizes. Its capabilities include billing and invoicing, scheduling, electronic signature, and others. The software was designed and launched by Igea Software headquartered in California, United States.


37. ClearCare Software

  • Best for: Medium and large size businesses
  • Price:
  • Feb 21, 2022
Compare ClearCare Software Vs. AdaCare

ClearCare is a web based home healthcare management solution for businesses of all sizes. It offers such services as practice management, scheduling, billing management, and others. The software was designed and launched by ClearCare Inc headquartered in California, United States.


38. Homecare Homebase

  • Best for: Small, medium and large size businesses
  • Price: starts at $1 per license
  • Feb 28, 2022
Compare Homecare Homebase Vs. AdaCare

Homecare Homebase software is a unified cloud-based hospice & home health software solution that caters for hospice as well as home care agencies of all sizes. The core functionalities of Homecare Homebase software include billing, scheduling, documentation, online CMS compliance, and automated work...


39. VisiTrack

  • Best for: Small, medium and large size businesses
  • Price: starts at $199 per user/month
  • Mar 15, 2022
Compare VisiTrack Vs. AdaCare

VisiTrack is a home healthcare solution for home health agencies of all sizes. It offers such capabilities as schedule optimization, billing and invoicing, medication database, and others. The software was designed and launched by Focal Point Systems headquartered in California, United S...


40. Santrax Agency Management

  • Best for: Small, medium and large size businesses
  • Price:
  • Feb 28, 2022
Compare Santrax Agency Management Vs. AdaCare

Santrax Agency Management is a home healthcare solution for home health agencies of all sizes. It offers such capabilities as advanced billing, care management tools, reporting, and others. The software was designed and launched by Sandata Technologies LLC headquartered in New York, United States. ...


41. FreeDOM

  • Best for: SMBs
  • Price: starts at $2,500 per month
  • Mar 06, 2022
Compare FreeDOM Vs. AdaCare

FreeDOM is a web based medical practice and home healthcare management solution for medical businesses of all sizes. Its capabilities include electronic records management, practice management, billing, reporting, and others. The software was designed and launched by Health Data Services...


42. HealthCare Assistant

  • Best for: SMBs
  • Price:
  • Jan 19, 2022
Compare HealthCare Assistant Vs. AdaCare

Synergy HealthCare Assistant is a web based home healthcare management solution for businesses of all sizes. Its capabilities include practice management, scheduling, billing management, and others. The software was designed and launched by HealthCare Synergy Inc headquartered in Calif...


43. HomeSolutions-NET

  • Best for: Small, medium and large size businesses
  • Price:
  • Mar 09, 2022
Compare HomeSolutions-NET Vs. AdaCare

HomeSolutions.NET is a home health care solution for agencies of all sizes. It offers such services as billing and invoicing, drug interaction database, schedule optimization, and others. The software was designed and launched by Sansio headquartered in Minnesota, United States.


44. Home Health Care

  • Best for: Small, medium and large size businesses
  • Price:
  • Mar 28, 2022
Compare Home Health Care Vs. AdaCare

Suncoast Home Health Care is a home healthcare solution for medical practices and businesses of all sizes. It offers such services as billing and invoicing, scheduling, scanning and imaging, and others. The software was designed and launched by Suncoast Solutions headquartered in Florida...


45. MedLink

  • Best for: SMBs
  • Price:
  • Mar 31, 2022
Compare MedLink Vs. AdaCare

MedLink is a web based home healthcare solution for home health agencies of all sizes. It offers such capabilities as visit scheduling, payroll management, billing and invoicing, and others. The software was designed and launched by PrimeLink Solutions LLC headquartered in California, United States....


46. Oncare Purchasing Software

  • Best for: Small, medium and large size businesses
  • Price: starts at $500 per feature/month
  • Mar 31, 2022
Compare Oncare Purchasing Software Vs. AdaCare

Oncare Purchasing Software is a medical billing management solution for businesses of all sizes. It offers such capabilities as budgeting by department, reporting dashboard, census management, and others. The software was designed and launched by Oncare Services Inc headquartered in New York, United...


47. Spectrum TeleTrack

  • Best for: Small, medium and large size businesses
  • Price:
  • Apr 08, 2022
Compare Spectrum TeleTrack Vs. AdaCare

Spectrum TeleTrack is a web based home healthcare solution for home health agencies of all sizes. It offers such capabilities as rate plan management, telephony tracking, QuickBooks integration, and others. The software was designed and launched by Spectrum Voice Technologies headquartered in Arizon...


48. Allscripts Homecare

  • Best for: Small, medium and large size businesses
  • Price:
  • Apr 13, 2022
Compare Allscripts Homecare Vs. AdaCare

Allscripts Homecare is a growing cloud-based Home Health software, it is designed to support small, medium and large size business. Allscripts Homecare received a rating of 4.9 from ITQlick team. The software cost is considered average (2.9/5) when compared to other solutions in their category.


49. Arrow Solution

  • Best for: Small, medium and large size businesses
  • Price:
  • May 12, 2022
Compare Arrow Solution Vs. AdaCare

Arrow Solution Software is a home health solution for businesses of all sizes. It offers such services as agency management, issue tracking system, clinical documentation portal, and others. The software was designed and launched by Arrow Solution headquartered in New York, United States.


50. Connect Agency Management Platform

  • Best for: Small, medium and large size businesses
  • Price:
  • May 13, 2022
Compare Connect Agency Management Platform Vs. AdaCare

Connect Agency Management Platform is a home health care solution for home health agencies of all sizes. It offers such services as HR payroll, note management, time tracking, and others. The software was designed and launched by MediSked LLC headquartered in New York, United States.


51. NDoc

  • Best for: Medium and large size businesses
  • Price:
  • Jul 18, 2022
Compare NDoc Vs. AdaCare

NDoc is a home health solution for home health agencies of all sizes. It offers such capabilities as billing and invoicing, on-site employee tracking, schedule optimization, and others. The software was designed and launched by Thornberry Ltd headquartered in Pennsylvania, United States.


52. Agency EMR

  • Best for: Small, medium and large size businesses
  • Price:
  • Nov 30, 2022
Compare Agency EMR Vs. AdaCare

Marzet is a leading cloud-based Home Health software, it is designed to support small, medium and large size business. Marzet received a rating of 3.9 from ITQlick team. The software cost is considered affordable (2.5/5) when compared to alternative solutions.


53. CallConfirmLive!

  • Best for: Small, medium and large size businesses
  • Price:
  • Jul 18, 2022
Compare CallConfirmLive! Vs. AdaCare

CallConfirmLive! is a growing cloud-based Home Health software, it is designed to support small, medium and large size business. CallConfirmLive! received a rating of 4.9 from ITQlick team. The software cost is considered average (3/5) when compared to other solutions in their category.


54. CareManager

  • Best for: Small, medium and large size businesses
  • Price:
  • Jul 18, 2022
Compare CareManager Vs. AdaCare

CareManager is a trending cloud-based Home Health software, it is designed to support small, medium and large size business. CareManager received a rating of 3.7 from ITQlick team. The software cost is considered affordable (2.2/5) when compared to alternative solutions.



A Buyer's Guide to Business Software Solutions

How to Evaluate and Buy Business Software
 
If you’re somehow puzzled if this article is only for a specific size of business, no, it’s not. This is for you SMEs, MNEs and start-ups software buyers. Also, we’re not talking about a specific software solution here. Whether the software solution that you’re planning to buy is for Accounting, Business Intelligence, ERP, CRM, Help Desk, Maintenance Management or other types of application, one thing is for sure; with the help of this article, you will be able to know the right process in evaluating and buying a business software solution.
 
We’ve been into the software business for years and we’re seeing a lot of nitty-gritty things that often bring confusions and hesitations to many companies looking for better software solutions. Some companies can’t afford to let go their legacy systems while a few is encountering technological snags once the new system is in place. While this is the underlying truth behind software acquisition and implementation, what’s exciting about buying a business software solution is that there is a clear and obvious proof that thousands of companies and corporations today are happy with the benefits this technology is bringing into their respective businesses.  There is a significant increase in their revenue and the growth is on-going. And it’s easy to say; many from the Fortune 500 companies are making a lot of money because of their smartly-acquired business software.
 
So, let’s get straight to the point. What should you do in order to acquire that business software that could make your organization achieve its goals? The answer to this is pretty straightforward: evaluate and buy that right business software. Yes, that’s what you need to do and here’s the best manual from ITQlick.com that could certainly help you in doing that strategically.
 
Consider the Needs of Your Organization
Let’s assume that at this point, the entire management team agreed that you are ready to invest on a certain software application. The budget has been compromised and the key persons who will be involved in the acquisition process were already identified. Therefore, it’s time to approach things the project management way.
 
Define the Project
Every business software solution is categorized base on application type, features, deployment model, market size and pricing model. Remember that our objective here is to evaluate and buy a business software product that will fit into the size and present needs of your business. So what the project management team should try to deal with first is to define the real requirements of your business exactly base on the categories set by the software industry. Moreover, by doing this activity, you are already narrowing down your search for the right solution. Now, consider bringing this list of FAQs to the project management and aim to come up with clear-cut answers.
 
  1. What type of software is needed? Is it Integrated-Suite, Best-of-Breed or Industry-Specific? Ask your CEO’s main agenda and find the perfect match from these available options.
  2. What are the core and secondary features? Are you looking for basic, advanced or hi-end features? List down the specific features per category and allow the department managers and supervisors to give their insights on this list.
  3. How are you going to deploy the system? Would it be on-premise, cloud-based, hosted, or mobile-based? Weigh these options with the help of your CIO.
  4. Are you going for Tier 1, Tier 2 or Tier 3 vendors? Their offered solutions are base on the size of their target market - SMEs, MNEs or start-ups. Seek your CFO’s advice as it is important to match your financial capacity against the cost of the solution that the providers have for you.
  5. Are you willing to pay for the perpetuity software license or a subscription-based solution is way better? How many users are there and what would be their roles in using the system? Solicit feedbacks from future end users for they know better what challenges and risks might possibly come along their way when they’re using the system.
 
Finalize the BOM or List of Requirements
After providing definite answers on the above questions, we can say that the project has already been defined. Your procurement team is now ready to do their role in the acquisition process of this solution. However, in order for them to execute their job properly, they must have the complete list of requirements - features, specifications, hardware, and the software product. In other words, the Bill-of-Materials (BOM) that is final, complete and well-prepared must be handed over to the procurement director. Needless to say, it is very important that everybody is following the company purchasing and procurement protocols at all times.  
 
Request for Proposal (RFP)
The RFP process will bring everything into formality. Since you’re more likely in a line of business that doesn’t regularly buy software products, it is of critical importance that your RFP is well-structured before you send it to your prospect solution providers.
 
Draft the RFP
An RFP that contains all the relevant information as discussed during the project management meetings will enable the providers to return back to you their proposal that is complete and substantial. Therefore, your RFP should basically contain the following:
 
Brief Introduction
  • Company Name
  • Mission and Goals
  • Purpose of the RFP (or the need for software solution)
Business Background
  • Organizational Structure
  • Current Situation (IT infrastructure, system currently in-use, system issues and desired solutions, etc.)
  • Major Objectives of the Software Purchase
Request for Specific Requirements
  • Solution Functionality
  • System Specifications
  • Vendor Company Information
  • Price Model, Service Plans, Package Options
Other Important Inquiries (if necessary)
 
Send the RFP
Well-structured RFP will bring a lot of advantages especially when the proposals from various providers are received and then subjected for review and analysis. Send your RFP to at least three to five providers (or prospects which you have already shortlisted during the project definition phase). Depending on the complexity of the solution, most vendors will send their proposal in a matter of time, which could be around 4 to 6 weeks for Integrated-Suite solution.
 
Why still send RFP?
Is there really a need for RFP if your preferred solution (like cloud-based) and the service plans or packages are already displayed on the vendor’s website? Well, yes, you still need to undergo the RFP process. For most sales people, they certainly know that those figures appearing in the vendor’s website are usually the “list price” and not the “actual price”. More importantly, the vendor’s proposal (response to RFP) will serve as your main basis for the negotiation. Therefore, sending an RFP is a strict requirement.
 
Follow up questions relevant to RFP
More often than not, questions and concerns will be raised by the vendors to whom you send the RFP. You have to entertain them with utmost professionalism. Solution providers who are seeking further clarifications relevant to the RFP are consisting of professional software experts who wants to help your organization as much as they can. Entertain them but at the same time, always be cautious when providing additional information which you know is confidential or proprietary.
 
Evaluate the Proposals
Always refer to your finalized BOM when tabulating the contents of each proposal. Part of this process is to check the features that are available from this certain vendor and to cross out those that are not. While using spreadsheet aids the tabulation process, laying down the document proposals on the table and allowing your project management team to review them one by one should always be conducted. Evaluating the proposals in full force can help strengthen your decision-making process. Have another round of brain-storming session and come with the name of your preferred solution provider.
 
When selecting the final vendor, always promote the best interest of your organization. Consider answering these questions with full sincerity.
 
  1. Which vendor can provide the long-term benefits to your organization?
  2. Which vendor can provide the best and honest service from acquisition to full implementation?
  3. Which vendor is willing to devote most of its time in better serving its client?
 
Contact this solution provider and in your own strategic approach, try to get the answers to those three important questions above. In most cases, vendor who really wants to prove its craft will offer product demos on a higher level. Others will even invite you to check their already deployed and working systems. Feel free to connect with this type of vendor. Conduct simulation and testing, be it a cloud-based or on-premise solution. Examine all aspects and angles especially those that your project management team want to really know in-depth. For as long as it could help you arrive at a better decision, consider doing all the options available – for the interest of the organization.
 
Enter the Negotiation Process
Most solutions providers can be flexible in terms of pricing. Although the final say is oftentimes on the mouth of the sales person from the vendor’s side, a good negotiation process can always deliver a win-win situation to both parties involve. While negotiation sometimes cannot be settled in one sitting session, always be honest with your intentions whenever negotiating with your provider. If it’s about your budget, justify it with clarity. If it’s about their service plans, tell them what’s lacking or missing on their solution. At the end of the day, the most important event that should happen is that both of you are shaking hands because of a well done negotiation process.
 
Seal the Contract
So what are you going to do on a contract that involves a significant amount of investment? There are three project management approaches for this.
 
  1. Pass the ball to you legal team. They know what to do and more or less they will tell you if there is something wrong with the contract. Give them enough time to review before they affix their signature and then finally seal the contract.
  2. Hire a consultant base on the technical aspect that you want to clarify in the contract. If it’s the Scope of Work (SOW), a software implementation expert is the right person. If it is related to complex legal terms and conditions, a lawyer can help. If it has something to do with money, invite an accountant to conduct a thorough review and computation if necessary.
  3. Always consider consulting your project management team. Remember that the CIO, CFO and CEO are all team members. They will be the signatories and they know what’s best for the interest of the company when signing a contract agreement.
 
From evaluation to buying stage, it is important that the project manager must take full responsibility of monitoring all the works identified and distributed among team members. This is why delegating the right project manager is also an important consideration when buying a business software solution. And again, ITQlick.com wants to emphasize that whatever the size of your company is, using the project management approach will always lead you into a better outcome – that is getting what you paid for the right business software solution. 

ITQlick chart - 2023 best Home Health Software

2023 best Home Health Software | ITQlick.com

Finding the right business software for your business
Proper business software selections are the precursor to successful deployment and business growth. Finding the right solutions doesnít have to be complicated, and it doesnít have to take days or weeks of your time.

After researching over 5,000 systems, we can identify the best solution for companies of all shapes and sizes. ITQlick.com is 100% free for software buyers.



Auditor - Shlomi Lavi

Website Linkedin profile Facebook Twitter

Shlomi Lavi is an entrepreneur and founder of ITQlick.com. He holds a Bachelor of Science (B.Sc.) in Information Systems Engineering from Ben Gurion University in Israel. Shlomi brings 17 years of global IT and IS management experience as a consultant and implementation expert for small, medium and large-sized (global) companies. Shlomi’s goal is to share the best knowledge and news about information systems so you can make smarter buying decisions for your business.