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Recommended (x) / Required (xR)
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Process Step #QuestionResources AvailableFull AssessmentMinimum AssessmentRequired Deliverable for EANotes
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10.05Key ResourceRecommendation TemplatexRxRxR
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10.10Is this an approved project / initiative with funding?xx
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10.15Has EA been assigned - based on the Architecture Assurance criteria?xx
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10.20Identify the key stakeholders and resources for the selection decision (Product Owner, Process / Capability Owner, Solution Architect(s), Security Architect, Infrastructure Architect) and build out the RASCI. Agree on the outputs of deliverables, e.g., RFx, Recommendation, DecisionProject kick-off template/ RASCI templatexRxR
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10.25Engage Sourcing / Supplier Governance in a discussion REGARDLESS of the investment amount.Procurement processes

Guidance for working with vendors: "Never tell a vendor..."		xRxR
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10.30Verify that the potential solution(s) is/are in line with Enterprise Architecture's principlesLink to the Enterprise Architecture principlesxRxR
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10.35Solution selection typical project plan...Project Templatexx
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10.40Create a project document repository for team collaborationxx
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10.45Create a communicaiton planCommunication Plan TemplatexRx
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10.50Appoint a communication liason who will be the primary contact with the vendorsxRxR
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10.55Perform the necessary Needs, Criteria analysisxRxR
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10.60Create "as-is" and "to-be" process maps as neededxx
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10.65Review existing solutions within the companyxRxR
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10.70Perform an external industry assessment of optionis available - including - managed service providers, SaaS, package software [Gartner, Forrester, Crunchbase, etc.]xRxR
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10.75Obtain a signed Non-disclosure Agreement(s) (NDA) before engaging with the vendorsxRxR
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10.80Begin a list of relevant non-functional requirements, key business and technology key differentiators. Need ideas on what you may want to consider? Ask the vendors for the list of things you should ask - and - ask industry analysts for their listsNon-functional requirements (Scoring Template)xRxRxR
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10.85Work with the Solution Assessment team to determine how the solution will be measured (scoring categories and weighting)Scoring Templatexx
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10.90Engage with the vendors and review your strategy and expectations for the solutionxx
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10.95Perform the scoring from the results of conversations with the vendorsxx
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11.00Perform vendor due diligence - valudate the functional and technical expectationsVendor Due Diligence questions

Company financials can be obtained from Crunchbase as well as Wall Street Journal		xRx
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11.05Perform a security review on the providers that are short listed - and - GRC provide a follow-up

Data Classification: Outside Service Provider
Law: Software & Licensing
Law: Guidelines for Statement of Work
Law: Software Licensing Considerations
Law: Third Party Software Hosting
GRC: Software Licensing Overview
GRC: Guidance for Sourcing Services
Cloud Positioning review - is it relevant to be on the cloud, etc.
Cloud Decision Framework review		xRxR
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11.10Set up and conduct Solution Scripted Demos (using our data) in an MVPxRx
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11.15Perform the scoring from the results of the demonstrationsScoring Templatexx
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11.20Perform customer reference callsxx
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11.25Fully documented all of the solution costs, financial drivers (IRR, NPV); hosting, licensing, services, business and IT resourcesFinancial Template (spreadsheet with IRR, NPV calculations)xRx
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11.30Create the final recommendation by reviewing with the BU/ Function and EA resources as needed; include the RASCI, application summary including process coverage, decision rationale, busines case. Evaluate impact of recommendation on EA Architecture principles and Target Architectures and investment roadmapsRecommendation TemplatexRxRxR
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11.35Engage an Architecture Assurance as needed with architecture peers.xx
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12.00Document the decision via the Decision LogDecision Log TemplatexxxR
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12.05Notify key stakeholders the resulted decisionCommunication Planxx
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12.10Update Application Communication diagrams/ Architecture roadmaps as neededxxxR
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12.15Secure the final deliverables in the Enterprise Architecture repositoryxRxRxR
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