How to buy software
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How to buy software

A short step by step guide

About the Book

You’ve decided your organisation needs a new technology solution. Whether it’s to help you manage events, content, people, training, projects or whatever… it really doesn’t matter.

What does matter is that you need to make sure the solution you buy is a good fit for your organisation.

This short guide takes you through a simple process based on years of experience on both the customer and supplier-side of things.

It covers both proprietary and open source solutions - the decision-making process is identical for both.

  • Step 1: Identify the problem
  • Step 2: Identify possible solutions
  • Step 3: Make a long list
  • Step 4: Create user scenarios
  • Step 5: List the requirements - first draft
  • Step 6: Make the short list
  • Step 7: Competitive dialogue
  • Step 8: Negotiation

About the Author

Mark Berthelemy
Mark Berthelemy

I am an experienced consultant working at the intersection of business, learning and technology - helping translate between technical and non-technical audiences.

With my deep knowledge of digital media and a solid understanding of the technologies underpinning modern online learning and content management systems, I specialise in helping organisations to review their existing provision and design, procure and implement new solutions.

I have worked within large and small corporations, in public sector bodies and in international non-governmental organisations - using both proprietary and open-source solutions.

Over the course of a long career I've worked with and led teams across a range of projects. The common theme has been that of a translator - helping IT specialists, Business managers and Learning experts to communicate with each other.

Sometimes I'm found reviewing existing practices and technologies. Sometimes I'm helping to set a roadmap for the future. Sometimes I'm sourcing suppliers to help make things happen. Sometimes I'm managing projects. And sometimes I'm troubleshooting - looking for solutions to emerging problems.

Table of Contents

    • Introduction to this guide
      • Who is this book for?
      • Stakeholder team
      • What are we going to cover?
    • Series introduction
    • Step 1: Identify the problem
      • The problem
      • Measuring the problem
      • The size of the problem
      • Problem statement
    • Step 2: Identify possible solutions
    • Step 3: Make the long list
      • Where to look
      • Things to consider
    • Step 4: Create user scenarios
      • Processes
      • Users and organisations
      • User onboarding
      • Access control
      • User tasks
      • Reports
    • Step 5: List the requirements - first draft
      • Non-functional requirements
      • Functional requirements
    • Step 6: Make the short list
    • Step 7: Competitive dialogue
    • Step 8: Negotiation

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