New Software Needs Analysis

2009 Technology Group International, Ltd. All rights reserved.

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Initial Software Needs Assessment

Sales and Customer Satisfaction

Accounting and Financials

Technology

Agree or Disagree
Our users have multiple system screens open at once throughout the work day.
We have a number of systems that do not effectively interface with each other.
We are heavily dependent on Excel to manage daily activities.
We are heavily dependent on paper forms and templates.
Our current system does not allow us to print documents once the record is closed.
Our existing software supplier no longer supports our system.
Month end closing is time consuming and requires a significant amount of manual intervention.
We are rushed each month to close, because our current system allows only one period open at a time.
It is difficult to review detailed information associated with general ledge postings.
Our sales tax reporting and collection is inaccurate and requires many adjustments.
We are constantly revaluing inventory.
We have limited visibility to incoming cash receipts or our own cash flow requirements.
Our accounts receivable personnel track their collection calls manually.
Customers are constantly on credit hold.
We are incapable of accessing vendor deliver performance.
Vendor price changes take too long to enter in the system.
We are unable to budget or compare actual vs. planned budget amounts.
We have no way of knowing our quote to sales conversion rate.
We have no way of knowing the source of our sales orders and revenue.
Our marketing department does not know if their advertising and marketing campaigns are working.
External sales force is unable to access real-time data easily.
Customer service representatives spend a significant amount of time tracking sales orders.
Customer orders are "lost" within the order fulfillment process and are late as a result.
Major customers shipments are late, even though the customer provided an accurate forecast.
Customers are frequently complaining about incorrect shipments.
Our customers consider our on time delivery performance below average or unacceptable.
Customer returns are considered excessive.
We are currently not able to sell over the internet.
We are currently not able to sell within multiple countries.
Out time to market for new products is much longer than acceptable.

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Sales an
Inventory Control
and Warehousing
Manufacturing
Compliance
Issues
Reporting

Agree or Disagree
Engineering changes are difficult to manage and track.
Inaccurate inventory and inventory shortages are frequent.
Inventory turns are lower than desired or lower than the industry average.
Obsolete inventory is a constant issue.
Physical inventories are needed frequently or take a considerable amount of time and resources to complete.
We are incapable of accessing carrier delivery performance.
We are wasting warehouse space due to our current system's limitations.
Our warehouse personnel cannot ship all the sales orders needed each day.
We do not know our true manufacturing costs.
We are frequently changing schedules due to raw material shortages.
Planning personnel are constantly rescheduling manufacturing runs to accommodate customer requirements.
Our current system is difficult to manage when production runs or work orders last longer than one work day.
Manufacturing personnel are constantly answering questions about product availability.
Our finished good production figures rarely match our production put away amounts.
We are unable to meet customer expectations concerning EDI requirements.
We are unable to meet customer expectations concerning compliance labeling (barcode) requirements.
We are concerned with Sarbanes-Oxley and our non-compliance.
We do not comply with FDA reporting requirements.
It is difficult to manage MSDS requirements.
It is difficult to prepare, manage, and print product certification sheets.
We lack real time alerts to critical information.
The IT department spends significant time preparing reports for the organization.
The management and executive staff is unhappy with the availability of data.
The management and executive staff is unhappy with the quality of data they receive.
Total of Agree Responses

What does my score really mean

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Initial Software Needs Assessment

Score

Needs Assessment

0-5

No Need for New Software

Response shows there is minimal area for improvement available. Although certain criteria, such as
the lack of support for the existing system, do warrant immediate investigation into purchasing new
software.

5 - 10

Minimal Need for New Software

Response shows there is some level of improvement available. Further review of need assessment
is recommend.

11 - 17

Potential Need for New Software

Response shows a strong potential for operational improvements within the organization. A full
requirements analysis and ROI calculation should quickly validate this initial assessment.

18 - 26

Significant Need for New Software

Response shows there is a high demand for operational improvements within the organization.
Further investigation should quickly show full ROI potential and a prompt investment payback.

27+

Drastic Need for New Software

Response shows the existing system is a considerable hindrance on the organization. Not only is a
further investigation warranted, it is imperative to prohibit the competition from leap frogging over the
organization.

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All Rights Reserved

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Copyright 2009 Technology Group International

All Rights Reserved

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www.tgiltd.com

TGI is an industry-leading enterprise software solution provider to small and mid-market manufacturers and distributors. TGIs
exclusive focus is on the development, implementation, and support of Enterprise 21, the companys fully-integrated business
management software solution. TGI is a privately-held organization with one of the highest revenue per employee ratios in
the ERP software industry.
For more information, please visit www.tgiltd.com, or contact TGI directly at (800) 837-0028.

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All Rights Reserved

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