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Services SE Engagement and Discovery Guidelines
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Email
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Your email
General Information:
Company Name
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Your answer
Company Address
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Your answer
Contact Name/Title
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Your answer
Phone Number
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Your answer
Web Address
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Your answer
Number of Users?
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Your answer
Number of Employees?
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Your answer
When was your company founded?
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Your answer
How did you hear about SIMC LLC?
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Your answer
What is your timeframe for making a decision?
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Your answer
What is your desired go-live date? What makes this date significant?
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MM
/
DD
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YYYY
What date are you planning to begin implementation?
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MM
/
DD
/
YYYY
Is your project budgeted?
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Yes
No
Other:
What is your title/role?
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Your answer
Who is the executive sponsor driving this project? Name/Title
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Your answer
Is there an evaluation team/process in place (list names, titles, process)?
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Your answer
Current Applications Environment:
Describe what applications you currently have in place for CRM, ERP/Financials, eCommerce, Other.
Do you have any custom/legacy applications?
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Yes
No
Do you use any 3rd party reporting tools such as Crystal or Business Objects?
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Yes
No
Other:
Which applications do you intend to replace as a result of this evaluation?
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Your answer
Will there be a need to integrate any remaining applications?
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Yes
No
Other:
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