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Enterprise 2.0 RFP Template (Intranets, Community, Extranets, Knowledge Base)

Enterprise 2.0 RFP Template (Intranets, Community, Extranets, Knowledge Base)

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Published by Mark Fidelman
A modifiable RFP template to source Enterprise 2.0 solutions.
A modifiable RFP template to source Enterprise 2.0 solutions.

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Published by: Mark Fidelman on Nov 30, 2009
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Confidential • Company Name -- Page 125698914
Enterprise 2.0 –SeekOmega.com
Enterprise 2.0 –
Request for Proposal (RFP)
FOR: ________________________
Examples (Intranet, Social Business Initiative, Solution, Extranet, KnowledgeBase, Community)
Feel free to adapt it for your own use and drop me a note at
mfidelman at kelmarpartners.com
if you use the template or haveany questions.]
Confidential • Company Name -- Page 225698914
Enterprise 2.0 –SeekOmega.com
1. General Information
This section summarizes the General Information for the _________ Communities andis summarized into the following categories:
Purpose of the RFP
RFP communications
RFP timeline
RFP preparation
Vendor responses
Effective dates of pricing
Evaluation criteria
Right to reject RFP responses
1.1 Purpose of the RFP
The purpose of this Request for Proposal (RFP) is to establish the functional, technicaland operational requirements for a _________ platform and _______managementsolution for _________.The contents of this RFP are proprietary and are not to be disclosed to third partieswithout the express permission of _________.The planned _________ solution will be a combination of:
 When we talk about building a solution, _________ is providing the infrastructure or “playpen” and the initial spark for the solution to get started. While we can nurtureand guide the company to a certain degree, it would be a mistake to assume that wecan single-handedly ignite a solution on our own. We have to have the patience and
TIPS: Anything in yellow highlight will need to be replaced or a choice will need to be made.#2
TIP: This section should explain your high-level objectives. To develop this section of the RFP, it is important to take a step back and ensure that your team has a full—andshared—understanding of what you expect the project to accomplish. The more specificyou can be with your objectives, the more specific and more accurate your respondents’ proposals will be.
Confidential • Company Name -- Page 325698914
Enterprise 2.0 –SeekOmega.com
conviction to let the solution grow and evolve in whatever direction the users wantthem to grow. The solution will
(or will not) be accessible from our website, but theywill have an identity, name and style that are (same/different) from the _________website and brand.<OPTIONAL> While the _________ customer component will be an important part of our solution, it is just a small slice of the total addressable audience.One of the most important parts to becoming successful with the solution will be tocontinually provide fresh and new content. The expectation is that much of thecontent will ultimately come from team members.Finally, building the solution will take a significant commitment and dedicatedresources to manage and develop content for, and host (employees/guests) on thesite. Another important point to make is that the solution will evolve over time – fromboth a content and adoption standpoint. The core infrastructure and initial contentneed to be in place for the launch, but it takes time to build trust in the solution, andto get members to begin contributing and actively participating in the solution.We acknowledge that building the _________ solution will be a multi-year project.At a high level, the types of content information planned for our solution include:EXAMPLES
 “Hot off the press” Content (relatively short shelf-life – days or weeks)
Industry and other topical news
Blogs and columns
Discussion groups and forums (threaded conversations)
User editable wikis
Alerts and RSS news or blog feeds
Daily/weekly digest of new content/discussions
 “Library-Type” Content (longer shelf-life – months or years)
Articles and whitepapers – by _________ or contributed
Analyst reports
Webinars – real-time and archived
Podcasts and video
Links to other relevant contentIdeally, we want the solution to become a destination site where ouremployees/customers come for valuable and topical content and to share insights withother employees/customers.
1.2 RFP Communications
Please direct all communications and correspondence regarding this RFP to:Name –Title –Address –Email address -Phone number –

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