Top 54 Occupational Health Software (Mar 2023)

2023's Best 55 Occupational Health Systems

Shlomi LaviShlomi Lavi / Mar 01, 2023

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1. MDConnection

  • Best for: Small businesses and start ups
  • Price: starts at $199 per provider/month
  • Mar 01, 2023
Compare MDConnection Vs. MDConnection

MDConnection is a cloud-based medical practice management solution that is developed in order to be used in improving the efficiency of all practices that are carried out in the healthcare and medical industry. The software makes sure that the workflow of all practices is automated regardless of the...


2. DrFirst Rcopia

  • Best for: Large business
  • Price: starts at $799 per year
  • Mar 13, 2022
Compare DrFirst Rcopia Vs. MDConnection

DrFirst Rcopia MU is a cloud based HIPAA compliant medication management and advanced clinical solution that helps specialty, hospitals and other enterprises to track patient safety and medication.


3. Speedy Claims Software

  • Best for: SMBs
  • Price: starts at $29.95 per month
  • Feb 25, 2023
Compare Speedy Claims Software Vs. MDConnection

Speedy Claims Software is a cloud-based and on-premise medical practice management that has been serving medical professionals, helping them improve the quality of their services to the patients who come seeking for them.


4. Sevocity

  • Best for: Small businesses and start ups
  • Price: starts at $369 per provider/month
  • Feb 22, 2023
Compare Sevocity Vs. MDConnection

Sevocity EHR is a cloud-based medical solution that is designed for solo and small group practices. It has a number of features that include customizable work queues, HIPAA compliant, workflow management, patient portal among others.


5. Optum physician emr suite

  • Best for: Small, medium and large size businesses
  • Price:
  • Apr 07, 2022
Compare Optum physician emr suite Vs. MDConnection

Optum Physician EMR Suite is a medical, EMR and EHR solution for small to large healthcare companies. It has an interactive dashboard, claims management, population health analytics, document management and sharing, patient portal, pm integration, web-based medical billing, practice management, and ...


6. Solutionreach

  • Best for: Small, medium and large size businesses
  • Price: starts at $299 per month
  • Sep 28, 2022
Compare Solutionreach Vs. MDConnection

SolutionReach is a dental software for healthcare systems designed by fosters patient relationship management tools, improve communication with patients, protect patients and staff, and make telehealth visits.


7. MacPractice MD

  • Best for: Small, medium and large size businesses
  • Price: starts at $100 per hour
  • Oct 17, 2022
Compare MacPractice MD Vs. MDConnection

MacPractice MD is an on-premise medical practice management solution that is developed to be used by physicians in improving the quality of practices they offer their patients. the software is developed to be used only on Mac OS and IOS phones only because it has a mobile friendly application also. ...


8. ReLiMedEMR

  • Best for: SMBs
  • Price: Has a free version
  • Oct 18, 2022
Compare ReLiMedEMR Vs. MDConnection

ReLiMedEMR is a solution that is designed for medical practices. The solution offers a number of features which include a practice management module that for every service provided, the practice generates revenue.


9. Altapoint

  • Best for: Small businesses and start ups
  • Price: starts at $29 per provider/month
  • Apr 27, 2022
Compare Altapoint Vs. MDConnection

Altapoint is a cloud-based practice management solution designed for a growing practice. The solution enables the user to access patient information, billing and ledgers, and appointments from a single location. Some of its core features include appointment & scheduling, patient profile management, ...


10. ReadySet

  • Best for: Large business
  • Price:
  • Apr 25, 2022
Compare ReadySet Vs. MDConnection

ReadySet is a cloud-based occupational health and safety software solution. It offers a number of features that include an employee portal which helps employees update their health information, print records, and self-report incident.


Pricing Guide - Occupational Health Software:

Medical Software Price Range

Small and midsize practices can expect to pay around $500 per month for an EMR subscription. There are some free solutions, of course, that simply don’t get the job done, and others that charge $1,000+ per month. Major healthcare organizations are paying between $10,000 to $100,000 per month on this type of software.

  • EHR Software: can cost between $99 to $999+ per provider per month. For example, e-MDs Chart starts at $399 per month, eClinicalWorks is $499 per month, and Intelligent Medical Software starts at $199 per month. Praxis Electronic Medical Records pricing is $259 per month, and Practice Fusion is offered for free but it’s not recommended for every type of practice.
  • Medical Billing Software: $99 – $1,000+ per provider per month - In addition some vendors charge a percentage of the collections (between 2% to 10%). A few examples include: PrognoCIS costs $250 per month, NueMd is $150 per month, and Kareo charges 4%-9% of the collections.
  • Appointment Scheduling Software: $9 – $299 per month, depending on how many users need a license. BookSteam starts at $19.95 per month per user, SimplyBook.me offers a free version, and it offers another plan starting at $10 per month.
  • Medical Practice Management Software: $9.99 – $149 per month; vCita starts at $12 per month and Caspio at $99 per month - Caspio also offers a free version.
  • Patient Portals: $9.99 to $149.00 per month; TeamDesk costs $49 per month, and Solutionreach pricing starts at $299 per month.
  • Online Reputation Software: Pricing ranges between $199 to $4999. RemoveYourName starting at $3,000 and Integrity Defenders at $630.
  • Chiropractic Software: Pricing ranges between $49 to $999+. vCita starts at $12 per month and Intelligent Medical Software price starts at $199 per month.

11. TM3

  • Best for: Small, medium and large size businesses
  • Price: starts at $50 per month
  • May 22, 2022
Compare TM3 Vs. MDConnection

TM3 is a cloud-based electronic health record solution that is developed to be used also as a practice management solution and a medical billing solution. The solution comes to users as a suite and this helps the users save much of their money and has helped in reducing the maintenance cost of mana...


12. DriCloud Software

  • Best for: SMBs
  • Price: starts at $19 per month
  • Jun 10, 2022
Compare DriCloud Software Vs. MDConnection

DriCloud Software is a cloud-based medical practice management solution that is designed suitably for use in all small-sized practices and medium-sized practices. The solution can be used in multiple disciplines in the medical and health care industry including, urgent care, physical therapy, pediat...


13. Beacon Specialty EMR (Aurora EMR)

  • Best for: Small, medium and large size businesses
  • Price:
  • May 29, 2022
Compare Beacon Specialty EMR (Aurora EMR) Vs. MDConnection

Beacon Specialty is a cloud-based electronic health record solution that is designed for use in various disciplines of the health care and medical industry. The solution combines the information technology skills and the medical practitioners skills to bring about the best medical experience for mos...


14. TherapyRehab Plus

  • Best for: Small, medium and large size businesses
  • Price:
  • Jun 18, 2022
Compare TherapyRehab Plus Vs. MDConnection

TherapyRehab Plus is both cloud-based as well as an on-premise electronic health record solution that stores all the necessary information produced in a hospital. The solution is developed for physicians of all disciplines, physical therapists, occupational therapists, and speech therapists.


15. TherapySource

  • Best for: Medium and large size businesses
  • Price: starts at $29 per license
  • Jun 24, 2022
Compare TherapySource Vs. MDConnection

Therapysource is a cloud-based medical software that works perfectly in clinics of all sizes, especially outpatient therapy clinics. The software provides physical therapy tools for small-sized practices and medium-sized practices.


16. OpenMRS

  • Best for: Small, medium and large size businesses
  • Price: Has a free version
  • Jul 23, 2022
Compare OpenMRS Vs. MDConnection

OpenMRS is a cloud-based electronic management record solution that allows users to store and update records of their patients. The software is an open-source medical solution that allows healthcare facilities to customize and adjust the software to meet their needs.


17. ViSolve Medical Billing Software

  • Best for: SMBs
  • Price: starts at $99 per user/month
  • Jul 24, 2022
Compare ViSolve Medical Billing Software Vs. MDConnection

ViSolve Medical Billing is a cloud-based medical billing software which increases the speed at which the payments are made to the physicians. With the solution, the hospital finance people can check whether the insurances of the patients are in good condition to pay any pending bills and this saves ...


18. StrongBox RCM Software

  • Best for: SMBs
  • Price:
  • Jul 31, 2022
Compare StrongBox RCM Software Vs. MDConnection

StrongBox RCM Software is a cloud-based revenue cycle management solution as well as a medical billing software that can be sued in multi-disciplinary practices in hospitals and clinics of all sizes.


19. Drs Enterprise

  • Best for: Small businesses and start ups
  • Price:
  • Jul 27, 2022
Compare Drs Enterprise Vs. MDConnection

Drs Enterprise is a cloud-based practice management solution that is designed for use in hospitals and clinics of all sizes. The solution comes along with many functionalities that help physicians from different disciplines to perfect their work by automating most of the repetitive tasks and make th...


20. NUBooking

  • Best for: Small, medium and large size businesses
  • Price:
  • May 20, 2022
Compare NUBooking Vs. MDConnection

NUBooking is a cloud-based online scheduling solution that is used in hospitals to book an appointment with any physicians before the actual meeting. The solution is developed for both individuals as well as hospitals and clinics of all types and sizes.


21. Klinix

  • Best for: Small, medium and large size businesses
  • Price: starts at $399 per year
  • Aug 05, 2022
Compare Klinix Vs. MDConnection

Klinix software is a medical billing solution that is designed for different healthcare organizations. It offers a number of features that include a user-friendly interface that facilitates in the billing of patients.


22. SpringCharts EMR

  • Best for: Small, medium and large size businesses
  • Price: starts at $4,000 per license
  • Aug 05, 2022
Compare SpringCharts EMR Vs. MDConnection

SpringCharts EMR is a cloud-based electronic health record solution that is also used in most cases as a practice management solution that is multi-discipline. The solution can be used in various disciplines of the health care and medical industry such as therapy, rehabilitation, general care servic...


23. ClinicSource Therapy Practice Management

  • Best for: Small, medium and large size businesses
  • Price: starts at $72.95 per user/month
  • Dec 21, 2022
Compare ClinicSource Therapy Practice Management Vs. MDConnection

ClinicSource Therapy Practice Management is a cloud-based medical practice management solution that is designed to be used in hospitals and clinics of all sizes. The solution is designed to help physicians solve and manage some of the tasks that are repetitive and complex in nature to ensure that ac...


24. Cerner Millennium

  • Best for: SMBs
  • Price: starts at $25 per user/month
  • Sep 29, 2022
Compare Cerner Millennium Vs. MDConnection

Cerner Millennium is a cloud-based as well as an on-premise medical practices management that is developed both for medical experts in the field of behavioral health and the hospital and clinics that are offering the behavioral health practices.


25. Meditech Electronic Health Records

  • Best for: Small, medium and large size businesses
  • Price:
  • Sep 17, 2022
Compare Meditech Electronic Health Records Vs. MDConnection

Meditech EHR is an on-premise solution that provides clinical charting for healthcare professionals at mid sized and community hospitals. The solution offers a number of features which include clinical panels module that allows physicians and other caregivers to view the current patient activity and...


26. CGM DAQbilling

  • Best for: SMBs
  • Price: starts at $500 per month
  • Sep 19, 2022
Compare CGM DAQbilling Vs. MDConnection

CGM DAQbilling is a cloud-based electronic medical recording system that is designed to streamline the patient scheduling process and medical billing. The core features include a virtual lobby where patients can be organized, and the billing entry process can be automated.


27. PainCareOS

  • Best for: Small, medium and large size businesses
  • Price:
  • Jan 26, 2023
Compare PainCareOS Vs. MDConnection

PainCareOS is a patient CRM portal. It is developed by HealthOS LLC. It is a practice management software solution designed to streamline the workflow of busy healthcare professionals and provides pain management care and services. It is a web based system and works with remote login. Hence, it can ...


28. Medisoft Clinical

  • Best for: Small, medium and large size businesses
  • Price: starts at $69 per user/month
  • Oct 10, 2022
Compare Medisoft Clinical Vs. MDConnection

Medisoft Clinical is a cloud-based, quality health IT solution that offers an integrated electronic health records (EHR) Software system and practice management capabilities designed for simplifying and streamlining the workflow in a practice.


29. Agility EHR

  • Best for: Small, medium and large size businesses
  • Price:
  • Oct 06, 2022
Compare Agility EHR Vs. MDConnection

Agility EHR is a cloud-based as well as on-premise occupational medicine software that serves as an electronic health record. This solution automates some clinical and business administrative functions. It offers workflows that are configurable as well as billing and other management tools.


30. Face-Cradle

  • Best for: Medium and large size businesses
  • Price:
  • Feb 01, 2023
Compare Face-Cradle Vs. MDConnection

Mercury Medical is a cloud-based as well as on-site electronic medical record (EMR) suite that is designed to streamline medical practices activities to achieve efficiency and productivity while offering Electronic Health Records (EHR), revenue cycle management and practice management solutions. I...


31. WEBeDoctor EMR

  • Best for: Small, medium and large size businesses
  • Price: starts at $199 per month
  • Feb 02, 2023
Compare WEBeDoctor EMR Vs. MDConnection

WEBeDoctor EMR is a cloud-based electronic medical record solution that is provided to be used by all types of healthcare providers. The solution is developed with various features that are suitable for application in practices of all sizes such as small-sized practices, medium-sized practices, and ...


32. OmniMD

  • Best for: Small, medium and large size businesses
  • Price: starts at $250 per month
  • Feb 15, 2022
Compare OmniMD Vs. MDConnection

OmniMD is a cloud-based electronic health record solution that is provided to users as a suite that comes containing a medical practice management solution, a medical billing solution, and a Hospital management software all designed to be used in hospitals and clinics of all sizes.


33. Medrium CPM

  • Best for: Small, medium and large size businesses
  • Price:
  • Feb 14, 2022
Compare Medrium CPM Vs. MDConnection

Medrium CPM is a cloud-based complete practice management solution that is designed for use in all types of practices and can be used in hospitals and clinics of all sizes. The solution is easy to use for most of the users and helps the physician in doing most of the work that is related to treatmen...


34. MedcomSoft

  • Best for: SMBs
  • Price:
  • Apr 03, 2022
Compare MedcomSoft Vs. MDConnection

MedcomSoft is a cloud-based electronic health record solution that is designed for use in hospitals and clinics of all sizes. The solution is easy to use because it is developed with user-friendly interfaces that are visible and usable.


35. CentralReach

  • Best for: Small, medium and large size businesses
  • Price: starts at $600 per license
  • Feb 15, 2022
Compare CentralReach Vs. MDConnection

The CentralReach software is a web-based provider of EHR software and practice management solutions for organisations that offer services in behavioural health, multi-specialty, occupational therapy, PK-12 Education and speech.


36. Q-D- Clinical

  • Best for: Large business
  • Price: starts at $2,995 per license
  • Feb 18, 2022
Compare Q-D- Clinical Vs. MDConnection

Q-D- Clinical is an on-premise electronic medical record solution that helps improve care processes in all hospitals and clinics. The solution is able to provide the physicians with the customer record without having to interrupt the care process as the information is stored locally on a distributed...


37. eMedRec

  • Best for: Small, medium and large size businesses
  • Price:
  • Feb 19, 2022
Compare eMedRec Vs. MDConnection

eMedRec is a cloud-based electronic health record solution that can also doubles as a practice management software suitable for use in all types of clinics as well as hospitals. The solution is able to help the physician automate most of the basic work that they have to do while treating the patient...


38. MedicsPremier by Advanced Data Systems

  • Best for: Small, medium and large size businesses
  • Price:
  • Feb 19, 2022
Compare MedicsPremier by Advanced Data Systems Vs. MDConnection

MedicsPremier is a powerful, reliable cloud-based medical billing solution for all sizes of practice. It offers a number of features which include a patient portal that supports online payments, appointment scheduling and completing questionnaires in advance.


39. Practice Mate

  • Best for: SMBs
  • Price: Has a free version
  • Feb 23, 2022
Compare Practice Mate Vs. MDConnection

Practice Mate is cloud-based medical practice management as well as electronic medical records solution. The software assists in digitizing the activities which are involved in the management of medical practices.


40. eTHOMAS

  • Best for: Small, medium and large size businesses
  • Price: starts at $3,000 per license
  • Mar 20, 2022
Compare eTHOMAS Vs. MDConnection

eTHOMAS is an on-premise medical electronic health record (EHR) and electronic medical record (EMR) software. The solution helps the user automate and manage the healthcare organization office tasks such as handling electronic medical claims submission, appointment scheduling, medical billing & insu...


41. Practice Perfect EMR

  • Best for: Small, medium and large size businesses
  • Price: starts at $180 per month
  • Feb 23, 2022
Compare Practice Perfect EMR Vs. MDConnection

Practice Perfect EMR software is an on-premise EMR (Electronic Medical Record) software solution designed for speech-language therapists, chiropractors, physical therapists, among other rehabilitation professional. Some of its core features include billing, scheduling, client profile management, and...


42. Perfect Care EHR

  • Best for: Small, medium and large size businesses
  • Price:
  • Feb 23, 2022
Compare Perfect Care EHR Vs. MDConnection

Perfect Care EHR is a cloud-based electronic health records solution that is designed for small and midsize service providers. The solution offers a number of features that include medical document management, patient appointment scheduling, health records management, and medical billing.


43. ModuleMD WISE EHR

  • Best for: Small, medium and large size businesses
  • Price:
  • Mar 01, 2022
Compare ModuleMD WISE EHR Vs. MDConnection

ModuleMD WISE EHR is a web based electronic health records solution for medical practices of all sizes. It offers such capabilities as electronic prescribing, document management, patient scheduling, and others. The software was designed and launched by ModuleMD headquartered in Michigan, United Sta...


44. Qinec Toolkit

  • Best for: Small, medium and large size businesses
  • Price:
  • Mar 01, 2022
Compare Qinec Toolkit Vs. MDConnection

Qinec Toolkit/Lumeon software by Care Pathway Manager is a cloud-based platform that offers Personalised Healthcare Management (PHM) to enable health enterprises to automate pathway-based care.


45. Agastha EHR

  • Best for: Small, medium and large size businesses
  • Price:
  • Mar 01, 2022
Compare Agastha EHR Vs. MDConnection

Agastha EHR Software is a quality health IT solution for health practices operating in multiple locations. It has a number of features including a voice recognition tool for data entry that allows clinicians to document patient interactions easily and develop automatic communication or reminders.


46. UniCharts

  • Best for: SMBs
  • Price: starts at $850 per license
  • Mar 05, 2022
Compare UniCharts Vs. MDConnection

UniChart software is an electronic medical record system (EMR) which is industry-compliant and fully-scalable to various specialties and multi-location scenarios. The software is designed to cater to many providers each of them possessing different charts layouts but still being able to share common...


47. StrataPT Software

  • Best for: Small, medium and large size businesses
  • Price:
  • Mar 22, 2022
Compare StrataPT Software Vs. MDConnection

StrataPT Software is a cloud-based electronic health record solution that is developed to be used in hospitals and clinics in various regions. The software is a blend between various types of practices that are available since it can be a scheduling software, practice management across multiple fiel...


48. SilverTree

  • Best for: SMBs
  • Price: starts at $6,665 per license
  • Oct 28, 2022
Compare SilverTree Vs. MDConnection

SilverTree is a cloud-based as well as an on-premise electronic health record suite that can also be used as a practice management solution or medical billing software. The solution provides all the necessary medical software that can be used in a hospital in one suite, making it practical and effic...


49. GalenMD

  • Best for: SMBs
  • Price:
  • Oct 28, 2022
Compare GalenMD Vs. MDConnection

GalenMD is a web based medical practice management solution for businesses of all sizes. Its capabilities include billing management, scheduling, compliance management, and others. The software was designed and launched by GalenMD Systems Inc headquartered in California, United States.


50. Medfusion

  • Best for: Medium and large size businesses
  • Price: starts at $2,500 per license
  • Oct 24, 2022
Compare Medfusion Vs. MDConnection

Medfusion is a cloud-based CRM, patient portal software developed to give patient accessible medical data. This medical platform provides IT systems to ensure highest customer satisfaction and work efficiencies like patient self-scheduling solutions, patient-payment solutions, patient experience por...


51. PineBelt EHR

  • Best for: Small, medium and large size businesses
  • Price:
  • Oct 29, 2022
Compare PineBelt EHR Vs. MDConnection

PineBelt EHR is an on-premise electronic health records solution that is designed for physicians to improve their practice. The solution has a number of features that include a built-in internal messaging system that enables doctors and office staff to communicate privately and securely.


52. Medlium

  • Best for: Small, medium and large size businesses
  • Price: starts at $100 per month
  • Oct 31, 2022
Compare Medlium Vs. MDConnection

Medlium is a cloud-based electronic health record solution that is designed for use in various types of hospitals and clinics. The software deals with all kinds of practices ranging from cardiology to general-purpose treatment.


53. Opal-EHR

  • Best for: Small, medium and large size businesses
  • Price:
  • Mar 29, 2022
Compare Opal-EHR Vs. MDConnection

Opal-EHR is a web based electronic health records (EHR) solution for medical practices of all sizes. It offers such capabilities as intelligent patient scheduling, physician portal, patient portal, and others. The software was designed and launched by Viztek LLC headquartered in North Carolina, Unit...


54. WebChart

  • Best for: Small, medium and large size businesses
  • Price:
  • Mar 28, 2022
Compare WebChart Vs. MDConnection

WebChart is a cloud-based, fully certified electronic health record solution that is suitable for use by physicians in all disciples of the medical and health care industry. The users of the solutions can configure the solution using the features on the user interface so that they will have the user...



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. 

Finding the right business software for your business
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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

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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.