A Structured Process
Well-handled finances are the cornerstone of your success.
With our Deluxe Plan, you benefit from our full system.
Our professional, documented five-step process guarantees that nothing is lost or overlooked.
Plan your Financial Security to successfully meet the Future!
RFP Consultants helps you locate the right service providers by asking the right people the right questions, and helping your evaluate responses.
Our process relies on five well-documented stages:
1) In-depth Discovery
RFP Consultants interviews your enterprise in-depth to make sure we understand:
- Who you are, what you have, what you need and what you want
- What is and is not working well for your enterprise
We speak with:
- You
- Your Clerical staff, including Payroll, Accounts Receivable and Accounts Payable
- Those a step away from Finance including IT and Accounting Staff
- External Auditors and current Financial Service Providers as appropriate
All information is stored securely and never divulged to any third party.
2) Drafting the Request for Proposals (RFP)
Composing the RFP Document includes:
- Developing questions for Suppliers
- Adding warranted "wish list" items
- Comprehensive organizational profile information
- Final document with you prior to publication
3) Publishing the RFP
Having confirmed prospective Financial Service Providers with you, we:
- Distribute the RFP, ensuring all Providers are reached
- Introduce RFP Consultants as your enterprise's point of contact during this exercise
- Obtain confirmation of receipt, procedural understanding and the final due date
This process minimizes disturbance to enterprise day-to-day operations.
4) Collating the Results
Upon receipt of the RFP responses, we:
- Validate replies and clarify areas of uncertainty
- Consolidate the returns for ease of comparison
- Analyze and summarize results
5) Presenting the Responses to the RFP
Having summarized, analyzed and prepared our recommendations, we present our findings to the decision makers.
We are available to attend your decision meetings to provide further details or background.
The decision is announced, with sincere letters of thanks internally and externally.
RFP Consultants is honoured to assist in the all critical details.
It is Time for RFP Consultants' Expert Financial Assistance.
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