Top 61 SSO: Single sign on Software

TOP 61 SSO: Single sign on Software

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1. Valant EHR

  • Best for: Small, medium and large size businesses
  • Price: starts at $135 per month
  • Jul 24, 2022
Compare Valant EHR Vs. Valant EHR

Valant EHR is a cloud-based electronic health records solution designed for mental and behavioral health professionals. The solution helps the user increase efficiency, streamline documentation, and enhance practice and agency productivity.


2. Kareo

  • Best for: Small, medium and large size businesses
  • Price: starts at $150 per provider/month + 4% - 9% (collections)
  • Mar 23, 2022
Compare Kareo Vs. Valant EHR

Kareo EHR is a web-based Meaningful Use Stage 2 certified medical electronic health record (EHR) and practice management solution designed for physicians in small practices and billing companies.


3. Rippling

  • Best for: SMBs
  • Price: starts at $8 per user/month
  • May 20, 2022
Compare Rippling Vs. Valant EHR

Rippling is a human resources software designed to handle the integral parts of your organizations functioning, which are HR and IT. You can manage your workers payroll, active computers, and all your HR software, plus you can manage your apps provisioning and single-sign-ons.


4. TherapyNotes

  • Best for: SMBs
  • Price: starts at $49 per user/month
  • Apr 13, 2022
Compare TherapyNotes Vs. Valant EHR

TherapyNotes is a cloud-based electronic health record solution also used a medical billing solution. The solution can be used in all non-medical practices in the hospitals as well as the medical practice.


5. CounSol.com

  • Best for: Small businesses and start ups
  • Price: starts at $49.95 per month
  • Apr 25, 2022
Compare CounSol.com Vs. Valant EHR

CounSol.com is a cloud-based mental health software that is suitable for use in all types of mental hospitals. The solution can also be considered as a counseling practice management solution that comes with all the necessary functionalities to make the counseling session productive.


6. TherapyAppointment

  • Best for: SMBs
  • Price: starts at $10 per month
  • Apr 28, 2022
Compare TherapyAppointment Vs. Valant EHR

TherapyAppointment is a cloud-based electronic medical recording system that is designed to serve the mental health practices. The software facilitates a paperless clinical workflow as it electronically documents the various associated clinical procedures as well as provide a document storage reposi...


7. ClinicMind

  • Best for: Small businesses and start ups
  • Price: starts at $149 per month
  • Apr 28, 2022
Compare ClinicMind Vs. Valant EHR

ClinicMind is a cloud-based electronic health record solution that is designed to be used as a practice management solution in hospitals and clinics of all sizes. The solution can be used in various disciplines of the medical and healthcare industry including ambulatory services, inpatient services,...


8. MindLinc

  • Best for: Small, medium and large size businesses
  • Price:
  • May 22, 2022
Compare MindLinc Vs. Valant EHR

MindLinc is a cloud-based as well as an on-premise electronic health record solution that is suitable for use in all types of hospitals and clinics. The solution is very flexible for users since it can be used inside the hospitals and can also be used while doctors are on a remote location using the...


9. Okta Identity Management

  • Best for: Start up, Small business, Medium business, Large business, Private use
  • Price: starts at $2 per user/month
  • May 17, 2022
Compare Okta Identity Management Vs. Valant EHR

Okta Identity Management is a growing cloud-based Internet-Online software, it is designed to support small, medium and large size business. Okta Identity Management received a rating of 5 from ITQlick team. The software cost is considered affordable (1.5/5) when compared to alternative solutions.


10. ClinicTracker EHR

  • Best for: Medium and large size businesses
  • Price:
  • May 25, 2022
Compare ClinicTracker EHR Vs. Valant EHR

ClinicTracker is a medical, EMR & EHR software designed to help healthcare providers manage their clinic and increase staff productivity and billing efficiency.


11. Medical Mastermind EHR & Practice Management

  • Best for: Small, medium and large size businesses
  • Price: starts at $475 per user/month
  • Feb 18, 2022
Compare Medical Mastermind EHR & Practice Management Vs. Valant EHR

Medical Mastermind EHR & Practice Management is a cloud-based medical practice management solution that is developed to be used in practices of all sizes. the solution is also developed to be used as an electronic health record that stores all the data that is produced in the practices including pat...


12. CollaborateMD

  • Best for: SMBs
  • Price: starts at $194 per month
  • Jul 05, 2022
Compare CollaborateMD Vs. Valant EHR

CollaborateMD is a cloud-based practice management system that is developed to be used in all types of mental health care practices. these practices can include occupational therapy, behavioral therapy, speech therapy, and physical therapy among others.


13. OnCall Health

  • Best for: Small, medium and large size businesses
  • Price: starts at $49 per user/month
  • Feb 22, 2022
Compare OnCall Health Vs. Valant EHR

Track and share patient information across systems to improve continuity of care, plus measure business and patient outcomes with real-time data so you can make better decisions.


14. ShareNote

  • Best for: Small, medium and large size businesses
  • Price:
  • Feb 23, 2022
Compare ShareNote Vs. Valant EHR

Sharenote is a 100% web-based solution designed to simplify and organize many of the processes required to operate your healthcare organization. Mental health, developmental disabilities, and substance abuse services can be a daunting task full of documentation and state regulations.


15. BreezyNotes EHR

  • Best for: SMBs
  • Price: starts at $99 per license
  • Jul 09, 2022
Compare BreezyNotes EHR Vs. Valant EHR

BreezyNotes EHR is a cloud-based practice management solution that is designed for solo and small group mental health professionals. It has a number of features that include a calendar management application that allows view daily, weekly, or monthly schedules laid out for individual therapists or t...


16. BestNotes

  • Best for: SMBs
  • Price: starts at $55 per user/month
  • Jul 18, 2022
Compare BestNotes Vs. Valant EHR

BestNotes is a cloud-based HIPAA compliant customer relationship management and electronic health record database system designed for the behavioral health and substance abuse industry. The solution offers a number of features that include a patient calendar that automatically includes notes and bil...


17. MedEZ™

  • Best for: Medium and large size businesses
  • Price: starts at $45 per license
  • Jul 28, 2022
Compare MedEZ™ Vs. Valant EHR

MedEZ is a medical practice management solution for small and medium medical practices. It offers such capabilities as document management, electronic prescribing, insurance verification, and others. The software was developed and launched by MedEZ headquartered in Florida, United States.


18. ICANotes

  • Best for: Medium and large size businesses
  • Price: starts at $6.30 per clinician/month
  • Jul 28, 2022
Compare ICANotes Vs. Valant EHR

ICANotes is a cloud-based mental health solution that is used as an electronic health record in all mental practices as well as a practice management solution.


19. Therapractic Management Systems

  • Best for: Small, medium and large size businesses
  • Price:
  • May 15, 2022
Compare Therapractic Management Systems Vs. Valant EHR

Therapractic Management Systems is a cloud-based electronic health record solution for use in all types of mental therapy practices such as occupational therapy, behavior rehabilitation, speech therapy, and all other types of therapy in hospitals and clinics of all types.


20. ClinicSource Therapy Practice Management

  • Best for: Small, medium and large size businesses
  • Price: starts at $69.95 per user/month
  • Mar 10, 2022
Compare ClinicSource Therapy Practice Management Vs. Valant EHR

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...


21. WeCounsel

  • Best for: Small, medium and large size businesses
  • Price: starts at $24.99 per month
  • Jun 03, 2022
Compare WeCounsel Vs. Valant EHR

WeCounsel is a web based healthcare management solution for businesses of all sizes. It offers such capabilities as appointment reminders, billing and invoicing, HIPAA compliance, and others. The software was designed and launched by WeCounsel Solutions headquartered in Tennessee, United...


22. e-MDs

  • Best for: Small, medium and large size businesses
  • Price: starts at $399 per month
  • Mar 02, 2022
Compare e-MDs Vs. Valant EHR

e-MDs is a cloud-based as well as an on-premise electronic medical record solution that can also be used as a medical billing solution and a practice management solution. The software comes in a suite that makes it more profitable to the organizations that buy the solution.


23. Interactant

  • Best for: Medium and large size businesses
  • Price:
  • May 06, 2022
Compare Interactant Vs. Valant EHR

HCS Interactant is an integrated platform of clinical and financial modules exceeding the expectations of facilities across the spectrum of care including long-term acute care hospitals, senior living, and behavioral health. Interactant makes selecting the right healthcare software easy – because it...


24. AuthAnvil

  • Best for: Small, medium and large size businesses
  • Price: starts at $360 per employee/month
  • Feb 10, 2022
Compare AuthAnvil Vs. Valant EHR

AuthAnvil is a growing cloud-based Security software, it is designed to support small, medium and large size business. AuthAnvil received a rating of 4.1 from ITQlick team. The software cost is considered a bit pricey (5/5) vs their competitors.


25. SAP Anywhere

  • Best for: SMBs
  • Price: starts at $728 per license
  • Mar 16, 2022
Compare SAP Anywhere Vs. Valant EHR

SAP Anywhere is cloud-based accounting & finance and operation management solution designed for different industries. The solution core features include Customer relationship management, inventory management, order fulfillment, and multi-channel commerce.


26. PatientTrac EMR

  • Best for: SMBs
  • Price: starts at $300 per month
  • Feb 27, 2022
Compare PatientTrac EMR Vs. Valant EHR

PatientTrac EMR is an electronic health records solution for medical businesses and practices of all sizes. It offers such capabilities as claims management, electronic prescribing, HIPAA compliance, and others. Some notable clients of the software include PatientTrac Information Technology Corp hea...


27. CentralReach

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

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.


28. Orchestra One

  • Best for: SMBs
  • Price: starts at $20 per month
  • Feb 21, 2022
Compare Orchestra One Vs. Valant EHR

Orchestra One software is a cloud-based solution that is designed for small and direct care medical practices. The solution has a number of features that include a mobile application tool that coordinates communication between patients and doctors.


29. MyClientsPlus

  • Best for: SMBs
  • Price: starts at $29 per provider
  • Feb 21, 2022
Compare MyClientsPlus Vs. Valant EHR

MyClientPlus is a web-based Management and Billing System that enables the user to manage client contacts. Users can also upload files directly to clients records, electronically attach intake forms and insurance cards to client files and grant multi-user access to the account.


30. AlphaFlex

  • Best for: Medium business
  • Price: starts at $800 per month
  • Feb 28, 2022
Compare AlphaFlex Vs. Valant EHR

AlphaFlex is a cloud-based solution for mental health providers streamlines documentation, billing, and practice management. The solution offers a number of features that include a revenue management feature that helps in monitoring the billing activity, the status of claims, cash posting and more. ...


31. Mend

  • Best for: Small, medium and large size businesses
  • Price: starts at $49 per provider/month
  • Mar 07, 2022
Compare Mend Vs. Valant EHR

Mend software is a cloud-based Telemedicine and Digital Patient Intake system that allows patients and care providers to connect, share files, assessments, messages, photos and data. Care providers and the users can easily use video conferencing as well as live chat tools on their mobile devices or ...


32. NextStep™

  • Best for: SMBs
  • Price: starts at $150 per license
  • Apr 02, 2022
Compare NextStep™ Vs. Valant EHR

NextStep is a web based medical practice management solution for businesses of all sizes. It offers such capabilities as appointment scheduling, claims management, patient portal, and others. The software was designed and launched by Nextstep Solutions Inc headquartered in Michigan, United States. ...


33. CarePaths EHR

  • Best for: Small, medium and large size businesses
  • Price: starts at $40 per clinician
  • Mar 09, 2022
Compare CarePaths EHR Vs. Valant EHR

CarePaths EHR is a cloud-based electronic health record solution that is designed for use in hospitals of all sizes. The solution is easy to use and provides the medical doctors with a platform where they can rely on while doing most of their work.


34. Patagonia Health EHR

  • Best for: Small, medium and large size businesses
  • Price:
  • Mar 23, 2022
Compare Patagonia Health EHR Vs. Valant EHR

Patagonia Health EMR is a web-based solution with Autosuggest and AutoLearn technology for medical practices and behavioral health agencies.


35. EMR-Bear

  • Best for: Small, medium and large size businesses
  • Price:
  • Apr 05, 2022
Compare EMR-Bear Vs. Valant EHR

EMR-Bear is a Web-based electronic health record service designed specifically by, and for, behavioral health organizations. Every feature and functionality built into EMR-Bear has been carefully designed to ensure the highest quality of data integrity and usability. Our goal is to not only uphold...


36. TheraManager DocuTrac

  • Best for: Small, medium and large size businesses
  • Price:
  • Apr 11, 2022
Compare TheraManager DocuTrac Vs. Valant EHR

Our software is available in cloud and client server versions. The Professional Edition of QuicDoc® EMR and Office Therapy® Billing are designed for solo and group practices. QuicDoc® Enterprise Version 8.1 for large agencies is 2014 Edition EHR Ambulatory Certified by the Drummond Group for Meaning...


37. OpenAM

  • Best for: Start up, Small business, Medium business, Large business
  • Price:
  • Apr 21, 2022
Compare OpenAM Vs. Valant EHR

OpenAM is an access management solution for businesses of all sizes. It offers such capabilities as entitlement management, authentication, social sign-on, and others. The software was designed and launched by ForgeRock headquartered in California, United States.


38. TheraPlatform

  • Best for: Small, medium and large size businesses
  • Price: starts at $39 per month
  • May 13, 2022
Compare TheraPlatform Vs. Valant EHR

Practice Management, EMR, Billing and Telehealth Software with secure and HIPAA compliant video conferencing for therapists: mental health, speech therapists, occupational therapists, physical therapists, dietitians, psychologists, social workers and counselors.


39. Luminello

  • Best for: Small, medium and large size businesses
  • Price: starts at $39 per clinician/month
  • May 19, 2022
Compare Luminello Vs. Valant EHR

Most EMRs and EHRs are expensive and overwrought, and yet dont meet the specific needs of mental health and allied providers. Our mental health EMR will provide essential functionality for psychiatry and therapy, but none of the extra bloat that others have. We know what is important and what is not...


40. GuestCentrix

  • Best for: Small, medium and large size businesses
  • Price: starts at $4.82 per month
  • May 16, 2022
Compare GuestCentrix Vs. Valant EHR

We provide hospitality software solutions which connect you to the world for online bookings, create a powerful database of business intelligence and yield manage your rates to maximise revenue. All while providing you an entire property solution with an intuitive user interface which is both easy t...


41. INX InFlight

  • Best for: Small, medium and large size businesses
  • Price:
  • Jul 27, 2022
Compare INX InFlight Vs. Valant EHR

INX InFlight is a growing cloud-based Recruiting Agency software, it is designed to support small, medium and large size recruitment agencies. INX InFlight received a rating of 4.1 from ITQlick team. The software cost is considered affordable (2/5) when compared to alternative solutions.


42. INX InFlight Mobile

  • Best for: Medium and large size businesses
  • Price: starts at $49 per month
  • Mar 13, 2020
Compare INX InFlight Mobile Vs. Valant EHR

INX InFlight Mobile is a growing cloud-based Recruiting Agency software, it is designed to support medium and large size recruitment agencies. INX InFlight Mobile received a rating of 4.1 from ITQlick team. The software cost is considered average (2.7/5) when compared to other solutions in their ca...


43. INX InViron

  • Best for: Small, medium and large size businesses
  • Price:
  • Nov 11, 2019
Compare INX InViron Vs. Valant EHR

INX InViron is a growing cloud-based Governance, Risk and Compliance (GRC) software, it is designed to support small, medium and large size business. INX InViron received a rating of 4.1 from ITQlick team. The software cost is considered affordable (1.7/5) when compared to alternative solutions.


44. INX InViron Mobile

  • Best for: Medium and large size businesses
  • Price:
  • Aug 30, 2019
Compare INX InViron Mobile Vs. Valant EHR

INX InViron Mobile is a trending cloud-based Governance, Risk and Compliance (GRC) software, it is designed to support medium and large size business. INX InViron Mobile received a rating of 4.1 from ITQlick team. The software cost is considered affordable (1.6/5) when compared to alternative solut...


45. INX InHealth

  • Best for: Medium and large size businesses
  • Price:
  • Sep 16, 2019
Compare INX InHealth Vs. Valant EHR

INX InHealth is a fast growing cloud-based Governance, Risk and Compliance (GRC) software, it is designed to support medium and large size business. INX InHealth received a rating of 4.1 from ITQlick team. The software cost is considered affordable (2.3/5) when compared to alternative solutions.


46. INX +Process

  • Best for: Medium and large size businesses
  • Price:
  • Aug 30, 2019
Compare INX +Process Vs. Valant EHR

INX +Process is a trending cloud-based IT Management software, it is designed to support medium and large size business. INX +Process received a rating of 4.1 from ITQlick team. The software cost is considered affordable (2.4/5) when compared to alternative solutions.


47. INX +BI

  • Best for: Medium and large size businesses
  • Price:
  • Oct 09, 2019
Compare INX +BI Vs. Valant EHR

INX +BI is an award-winning cloud-based BI software, it is designed to support medium and large size business. INX +BI received a rating of 4.1 from ITQlick team. The software cost is considered affordable (2.5/5) when compared to alternative solutions.


48. INX InNovate

  • Best for: Medium and large size businesses
  • Price:
  • Oct 24, 2019
Compare INX InNovate Vs. Valant EHR

INX InNovate is an award-winning cloud-based BI software, it is designed to support medium and large size business. INX InNovate received a rating of 4.1 from ITQlick team. The software cost is considered affordable (2.3/5) when compared to alternative solutions.


49. HCS Interactant

  • Best for: Medium and large size businesses
  • Price: starts at $50,000 per license
  • Jul 25, 2022
Compare HCS Interactant Vs. Valant EHR

HCS Interactant is a cloud-deployed healthcare information management solution that comprises of electronic medical recording, revenue cycle management, practice management, and billing modules. Additionally, there is also the mobile module which assists in accessing the system using any computing d...


50. Oracle Access Manager

  • Best for: Start up, Small business, Medium business, Large business
  • Price:
  • Jun 01, 2022
Compare Oracle Access Manager Vs. Valant EHR

Oracle Access Manager is digital access management software for businesses of all sizes. Other than access management platform it offers authentication, authorization, and management services. The software was developed and launched by Oracle Corporation headquartered in California, United States.


51. CloudEntr

  • Best for: SMBs
  • Price: starts at $4 per user/month
  • Jul 16, 2022
Compare CloudEntr Vs. Valant EHR

CloudEntr is an IT and password management solution for small and medium businesses. Its capabilities include secure file sharing, mobile support, two-factor authentication, and others. The software was designed and launched by Gemalto NV headquartered in Amsterdam.


52. OneSign Single Sign-On

  • Best for: Start up, Small business, Medium business, Large business
  • Price: starts at $50 per license
  • Jun 08, 2022
Compare OneSign Single Sign-On Vs. Valant EHR

OneSign Single Sign-On is a growing cloud-based IT Management software, it is designed to support small, medium and large size business. OneSign Single Sign-On received a rating of 4.4 from ITQlick team. The software cost is considered affordable (2.1/5) when compared to alternative solutions.


53. Thycotic Secret Server

  • Best for: Small, medium and large size businesses
  • Price: starts at $5,000 per license
  • Mar 13, 2020
Compare Thycotic Secret Server Vs. Valant EHR

Thycotic Secret Server is an award-winning cloud-based IT Management software, it is designed to support small, medium and large size business. Thycotic Secret Server received a rating of 4.5 from ITQlick team. The software cost is considered affordable (2.2/5) when compared to alternative solution...


54. Single Sign On (SSO)

  • Best for: Medium and large size businesses
  • Price:
  • Jun 08, 2022
Compare Single Sign On (SSO) Vs. Valant EHR

Avencis SSOX software is an on-premise and cloud-based Authentication and Cybersecurity labeled solution which is designed to guarantee the security of connections. The software provides for a more robust key authentication, therefore, supporting numerous authentication techniques. It offers innovat...


55. SutiSoft-Spend Management Platform

  • Best for: Start up, Small business, Medium business, Large business, Private use
  • Price:
  • Oct 06, 2019
Compare SutiSoft-Spend Management Platform Vs. Valant EHR

SutiSoft-Spend Management Platform is an award-winning cloud-based Accounting-Finance software, it is designed to support small, medium and large size business. SutiSoft-Spend Management Platform received a rating of 3.9 from ITQlick team. The software cost is considered average (3.2/5) when compar...


56. JumpCloud

  • Best for: Small, medium and large size businesses
  • Price: starts at $3 per user/month
  • Sep 09, 2019
Compare JumpCloud Vs. Valant EHR

JumpCloud is an award-winning cloud-based IT Management software, it is designed to support small, medium and large size business. JumpCloud received a rating of 5 from ITQlick team. The software cost is considered affordable (2.2/5) when compared to alternative solutions.


57. INX InTuition Mobile/Assessor

  • Best for: Medium and large size businesses
  • Price:
  • Oct 29, 2019
Compare INX InTuition Mobile/Assessor Vs. Valant EHR

INX InTuition Mobile/Assessor is a leading cloud-based BI software, it is designed to support medium and large size business. INX InTuition Mobile/Assessor received a rating of 4.1 from ITQlick team. The software cost is considered average (3/5) when compared to other solutions in their category.


58. INX InForm

  • Best for: Small, medium and large size businesses
  • Price:
  • Nov 16, 2019
Compare INX InForm Vs. Valant EHR

INX InForm is a growing cloud-based Communications software, it is designed to support small, medium and large size business. INX InForm received a rating of 4.1 from ITQlick team. The software cost is considered affordable (2.2/5) when compared to alternative solutions.


59. INX InTuition

  • Best for: Small, medium and large size businesses
  • Price: starts at $49 per month
  • Mar 19, 2020
Compare INX InTuition Vs. Valant EHR

INX InTuition is a leading cloud-based LMS software, it is designed to support small, medium and large size business. INX InTuition received a rating of 4.1 from ITQlick team. The software cost is considered average (2.6/5) when compared to other solutions in their category.


60. Clearlogin

  • Best for: SMBs
  • Price: starts at $1 per user/month
  • Oct 16, 2019
Compare Clearlogin Vs. Valant EHR

Clearlogin is a growing cloud-based Security software, it is designed to support small and medium size business. Clearlogin received a rating of 5 from ITQlick team. The software cost is considered affordable (1.7/5) when compared to alternative solutions.


61. FullContact

  • Best for: Small, medium and large size businesses
  • Price: starts at $99 per month
  • Sep 27, 2019
Compare FullContact Vs. Valant EHR

FullContact is a trending cloud-based Data integration software, it is designed to support small, medium and large size business. FullContact received a rating of 4 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. 

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Author

Shlomi Lavi

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Shlomi holds a Bachelor of Science (B.Sc.) in Information System Engineering from Ben Gurion University in Israel. Shlomi brings 15 years of global IT and IS management experience as a consultant, and implementation expert for small, medium and large size (global) companies.