SAP® Business One


Pre-Qualification

Customer Information:

Please fill in the qualification form below or click here for the downloadable version in Word Format (Fax the completed form to 248-745-5293) to arrange for a presentation.  Please call 248-745-5294 Ext: 13 for any questions. .

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Company Name:
Contact Person:
E-mail:
Phone:
City / State:
Number of employees:
Concurrent Users:
Named users:
Annual Revenue:
Budget (Software & Implementation):
Localization
Language Support
Purchasing decision time frame:
Requested date for the meeting //
Requested time for a meeting:

 

 

Key Decision makers: 

Name

Title

 

 

Type of Business

(Please indicate which of the following business categories your business belongs to)

If Others, please specify:

 

Please describe your business here in few words:

 

 

 

Type of Industry

Please indicate which of the following vertical segments and industries most apply to your business (select all that apply)

If Others, please specify

Manufacturing Environment

Please indicate which of the following manufacturing environments most apply to your business (select all that apply)

If Others, please specify

Functionality

Please indicate the importance of each functional area required by your business (select all that apply)

If Others, please specify

Structure

Please indicate which one of these enterprise size and organizational structures most accurately represents your organization

Server Platform

Please indicate the server platforms you currently use or plan on using (select all that apply)

If Others, please specify

DBMS Platform

Please indicate the DBMS platforms you currently use or plan on using (select all that apply)

If Others, please specify

Integration

Please indicate the level of integration with legacy and 3rd -party systems that you require (select all that apply)

If Others, please specify

Industry Standard

Please indicate which of the following technologies you will require (select all that apply)

If Others, please specify

 

 

Integration, Customization and Thin-Client Access:

Please indicate the degree to which statements about a prospective product, pertain to your business (select all that apply).

 

There is tight native integration between each functional module.

There is tight native integration between each of the supported industry standards.

There is flexibility between functional modules (i.e., modules can be implemented incrementally and can be interfaced to 3rd-party modules) between each of these areas.

The vendor is amenable to work with 3rd-party tools and software.

Mobile access to enterprise data in the product offering is available.

There is total portal access to the system, role-based and customizable.

There is "rich client" web browser access to the Internet and use of selected system areas.

There is HTML (zero client footprint) web browser access to the Internet and selected system areas.

There is a thin-client link to the Internet and selected system areas.

There is collaborative sharing of system data, automatic processes and workflow.

The product can be outsourced via an ISP/ASP.

Not Applicable

 

 

Data information:  

 

Approximate number of products
Approximate number of Customers and vendors
Average quantities of items per order

 

Some more details:  

How do you know about us / SAP Business One:

Email        SAP        Internet        Other Customer        

Others     

 

 

Existing applications:

 

List all business and accounting software systems and description of how each software is currently used in any and all aspects of the business:

Name

Used For

 

 

What are the main challenges you face with, which the current systems can't solve?

 

What aspects of the current systems are you satisfied with?

 

 

Meeting background:

 

Requested date for the meeting     //

 

List of participants in the meeting:

Name

Title

 

Please fill in the aspects in SAP Business One that you think we should cover during the presentation:

Topic

Critical level 

(1 - Not important, 

5 - Very important)

Alerts management

Authorization management

Budget

Bookkeeping

Financial reports

Customer & suppliers management

Query Wizard

Marketing & sales

Excel and Word interface

Inventory management

Catalog numbers management

Serial numbers & batches

Price list

Production

Costing

Managerial reports

Document editing

CRM

MRP / MES

Software Development Kit

Drag & relate

 

 

Special Requirements:

Please write in details any special requirements that you  would like to solve with the 

new application and require an interface or an additional development around Business One:  

 

 

Other Packages:

Which other software packages have you evaluated or planning to evaluate?

Package Name Evaluation Status

 

Remarks:  

 

Please provide further important information:

 

Want to learn more? Contact BM Associates, Inc.