FP&A Guides

AFP Guide: Selecting Planning Software (Part 2)


After gaining support for a planning system implementation, you are ready to select the software. Obviously, choosing the right tool is critical, but other aspects of this step in the journey are equally important. In addition to the software vendor, you will likely hire an implementation consultant team to configure and deploy the system. Establishing an informed, effective partnership with both of these players will get you where you need to go. In Part 2 of this series, we cover how to structure the process, understand the interactions among the various players, and negotiate the contract. Click here for Part 1 of this guide.

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Additional Resources

Planning System RFP Template
This sample request for proposal (RFP) is intended to accelerate the planning and reporting project.
Download the Template
Vendor Scoring Matrix
This customizable scorecard is designed to help you evaluate your responses and provides categories for evaluation.
Download the Scorecard