Services SE Engagement and Discovery Guidelines
Email address *
General Information:
Company Name *
Company Address *
Contact Name/Title *
Phone Number *
Web Address *
Number of Users? *
Number of Employees? *
When was your company founded? *
How did you hear about SIMC LLC? *
What is your timeframe for making a decision? *
What is your desired go-live date? What makes this date significant? *
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What date are you planning to begin implementation? *
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Is your project budgeted? *
What is your title/role? *
Who is the executive sponsor driving this project? Name/Title *
Is there an evaluation team/process in place (list names, titles, process)? *
Current Applications Environment:
Describe what applications you currently have in place for CRM, ERP/Financials, eCommerce, Other.
Do you have any custom/legacy applications? *
Do you use any 3rd party reporting tools such as Crystal or Business Objects? *
Which applications do you intend to replace as a result of this evaluation? *
Will there be a need to integrate any remaining applications? *
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