The FP&A Guy

Module 18 - Chapter Introduction and Why Most Projects Fail

Module 19 - Preparing for Tool Selection - Ten Things to Do

Module 20 - Selecting a Project Lead and Developing a Problem Statement

Module 21 - Problem Statement Exericse

Module 22 - Define Project Success

Module 23 - Define Project Scope

Module 24 - Catalog Your Existing Processes, Reports, and Templates

Module 25 - Make a List of Requirements and Future Capabilities Needed.

Module 26 - Budgets and Cost

Module 27 - Total Cost of Ownership

Module 28 - Project Timeline and the RFP Process

Module 29 - Introduction to the RFP Process

Module 30 - Sample Software Vendor Proposal Checklist

Module 31 - RFP Cover Letter

Module 32 - RFP Template - What one should include

Module 33 - RFP Evaluation Criteria

Module 34 - Reviewing a completed RFP Evaluation Template

Module 35 - Reviewing a second RFP Template

Module 36 - Demo Process and Customer References

Module 37 - Evaluation Process and Chapter Conclusion

Module 38 - Chapter Introduction and Implementation Recommendations

Module 39 - Data Migration and Validation

Module 40 - Change Management

Module 41 - Introducing Christopher McKay Implementation Specialist

Module 42 - Christoher McKay Interview

Video 43 - Christopher McKay Video Highlights - Shortened Interview

Module 44 - The Future of Planning Software

Module 45 - Course Conclusion and Key takeaways