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What to Look for in
Compliance Software Tools
The Purpose of Technology in Business.
How to Select Technology for Your
Business.
How to select a Compliance Solution.
The Purpose of Technology
in Business
How to Select Technology
Step # 1 Problem
Step # 2 Solution
Step # 3 ROI
Step # 4 Leverage
Step # 5 Budget
Selecting Compliance
Solutions
Define the Problem
Define the Solution
Determine the ROI
Leverage your
current IT investments
Develop a budget/proposal
Compare vendors
RFP - Request For Proposal
Please answer all questions as thoroughly
as possible to help us with our purchasing decisions.
Pricing
Please list all pricing options and
costs. Please specify if there are costs based on transactions, or
number of users or computers. Please also include support and renewal
costs. Also include any required infrastructure costs, like OS upgrades,
additional memory or computers.
RFP
Purpose
Please describe the purpose of your
solution. What was it made to do?
What problem(s) does it solve?
RFP
People
Who is affected in my organization
through the use of your solution(s)?
What impact can I expect on staffing?
RFP
Positioning
How are you and your solutions positioned
in the market you serve?
Are you the most expensive?
Are you the best value?
Are you the newest or most established
company in the market?
Who owns your company and when did it
start?
RFP
Partners
Please describe the partner relationships
you have with other companies. Please let us know who we can contact at
each of these partner companies as a referral.
1)
2)
3)
RFP
Products
Please describe all of the products you
offer that pertain to my industry
1)
2)
3)
RFP
Product Features
Following is a list of Product Features
we are seeking. Please indicate if your system offers these features and
briefly describe how these features are deployed in your product(s).
RFP
Automated Compliance Reporting
Direct Ship Reporting
Wholesale Reporting
Sales Tax calculations
Excise Tax calculations
Reports for All States
Tax Rate Updates
Local Jurisdictions Updates
State Report Updates
Tracking Numbers
Permits
DOB
Multiple Brands
Multiple Federal IDs
RFP
Integration to Other Business Systems to
Eliminate Dual Entry of Data
Order System
Wine Club
Point of Sale
Tracking Numbers from Shippers
3rd Party Fulfillment
E-Commerce Systems
RFP
Deployment Options
On Site
Web Site
Service
Licensing Solutions
Automated? Service?
RFP
Compliance Checks
Compliance checks at time of order
Compliance checks at time of shipment
Permit renewals
Other Compliance Services and Costs
Offered
1)
2)
3)
RFP
Describe Your Support Program and Costs
Flat fee or Per Use?
Describe Your Training Program and Costs
RFP
Referrals
Please list 3 companies
currently using your solutions that we can contact
1)
2)
3)
Contact Information
Company Name: Contact Name:
Address:
Phone Number: Fax Number:
Email: Website:
Leroy Lucas
President of WCP, Inc
510.388.9449
LucasL@winecomplinacepro.com
www.winecompliancepro.com
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