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For HELP, place the cursor in desired column Cell on this row:

- - - -
TABLE of CONTENTS - - - -
- - - -
General Reporting - - - -
Dashboards - - - -
Mobile Apps - - - -
Insert Custom Questions Here (starting on current row 102) - - - -
Sub-Topic Entry - - - -
Sub-Topic Entry - - - -
Sub-Topic Entry - - - -
Main Topic Entry - - - -
Security - - - -
(Bottom - View GAP-Fit Score) - - - -
- - - -
(Return to TOP) - - - -
GENERAL REPORTING
Foundation Issues:
Do you need the ability to initiate and receive a report via email from any
remote location via the Web ?

Please indicate which of the following file types you need to export
reports too:

- Word:

- Excel:

- Access:

- HTML:

Do you need the ability to create new reports and add them to the menu
for later reuse, without programming?

Is a popular, standard report generator used to create both the standard

and custom reports needed?
 Please explain in more detail in the assessment description column.

Please indicate if you need the following data presentations:

Shows all detail at the transaction level:

Shows all data summarized by transaction or data type:

Shows all data summarized in bar chart form:

Shows all data summarized in pie chart form:

Do you need standard, menu-driven reports enabling the users to

generate a summary or detail level report?

Do you need standard, menu-driven reports enabling the users to

generate a summary or detail level report categorized by users, project,
or activity for a specified date range

Do you need the ability to filter reports by:

Time entries that are completed:
Approved:
Not approved:
Posted:
Please indicate which of the following report sorting capabilities are
needed:
by site or range of sites:
by cost center or range of cost centers:
by client or range of clients:
by portfolio or range of portfolios:
by project or range of projects:
by activity or range of activities::
by task or range of tasks:
by employee or groups of employees:
by a group or range of groups:
by team or range of teams:

(Return to Top)
Dashboards
Do you need to enable the user to easily create and view dashboards in
real time? 5 GAP
Do you need Data Analysis based on Historical Data?
Do you need to view the dashboard with the following data information in
real time:
• Insert Feature Here:
• Insert Feature Here:
• Insert Feature Here:
• Other:
If "OTHER" is indicated in the previous question, please list that
information in the assessment description column:

(Return to Top)
MOBILE APPs
Do you need the ability to simplify the following process:

• Insert Feature Here:

• Insert Feature Here:
• Insert Feature Here:
• Other:
If "OTHER" is indicated in the previous question, please list that
information in the assessment description column:
Do you need the ability to print and share PDF forms ? 5 GAP
Do you need the ability to store all the data on the device?
Do you need to enable the user receive notifications with relevant alerts?

(Return to Top)
INSERT CUSTOM QUESTIONS HERE:
Insert your custom requirements starting at ROW 102 below. A set
of blank question templates have been provided in the next few
rows for your convenience below. To begin, simply copy the entire
row (or set of rows) that contain the desired question template by
right-clicking the row number (in far left column) of the desired row,
then selecting COPY.

Once copied, go to row 102 to start adding questions and right-click

the row number of the row you want to INSERT your question to.
Once the row is highlighted, select INSERT COPIED CELLS to insert
the question template, then simply change the wording in column B
to ask what is needed.

Heading Description:

This is a question template - Do you need the functionality

required to support the ABC encountered in a MULTIPLE COMPANY
environment?
Do you need the ability to ABC?
Do you need to enable an authorized user to ABC?
This is a question template - Please indicate if the system enable
an authorized user to do the following:
• Insert Feature Here:
• Insert Feature Here:
• Insert Feature Here:
• Other:
If "OTHER" is indicated in the previous question, please list that
information in the assessment description column:

(Return to Top)
THIS IS A SUB-TOPIC TITLE
Do you need a variety of data capture methods? 5 PG

START ADDING NEW QUESTIONS HERE

(Return to Top)
SECURITY

GLOBAL FUNCTIONS

Is a multilevel password based security scheme needed?

Are passwords for each employee needed?
Are passwords for each document needed?
Are passwords for each department needed?
Are passwords for each corporation needed, assuming multiple
corporations may be defined?
Do you need to automatically keep a system access log?
Is a log of FAILED password and other access attempts kept needed?

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FILE ACCESS RIGHTS

Do you need document access rights to be assigned by:

by Directory?
by Group?
by users?
by Document Category?
Do you need security function provide the following GROUP restrictions?

No Access rights?
Read Only rights?
Edit rights?
See Filename Only?
Do you need security function place the following restrictions on users?

No Access rights?
Read Only rights?
Edit rights?
 See Filenames Only rights?
Do you need it's OWN security function?
Do you need to rely solely on the host network's security system?
Is document encryption needed?
Can multiple users security profiles be created to control the access to all
of the system's features and functions enjoyed by different groups of
users?
Can a security profile controlling the ability of multiple users to access
specific features and functions of the system be created?
Do you need the creation of a security profile controlling a user's ability
to:
View ALL documents:
View only specific document groups:
View only departmental documents:
Do you need the ability to view all users-defined security profile codes,
and select the one desired, via a drop-down list box when maintaining
help desk staff members?
Please indicate the levels at which access privileges are needed:
Individual level:
Role (position):
Group level:
Is Object level security needed?
Are process participants able to see only what their security privileges
enable them to see (participants see only what they need to perform their
activities)?
Do you need the ability to lock and hide specific data fields?
Do you need to utilize the Check-In/Check-Out function to monitor and
verify the integrity of all security settings?
Is Public Key Infrastructure (PKI) needed? 3 GAP S
Are digital signatures needed?

Are digital certificates needed? 3 PG S

Do you need any features or functions designed to minimum the risk of
4 PG BP
collaboration beyond the firewall?
Please explain in more detail in the assessment description column.

(Return to Top)

TOTAL WEIGHTED GAP SCORE: 12.00

GAP ANALYSIS:

# Full GAPs 3
# Partial GAPs 3

# No GAPs 0

% Full GAP 50.0%

% Partial GAP 50.0%

% No GAP 0.0%

ANALYSIS by GAP SOURCE (Location):

# of Business Process Issues 1

% Business Process Issues 33.3%

# of Software System Issues 2

% Software System Issues 66.7%

ANALYSIS by REQUIREMENT TYPE:

# Functionality GAPs

# User Interface GAPs

# Technical GAPs
# Regulatory / Compliance GAPs

Functionality %

User Interface %

Technical %

Regulatory %

(Return to Top)

(Return to Top)
Copyright © 1993 - 2019 Infotivity Technologies, Inc. &
Gregory A. Lohr

All Rights Reserved

Vendors may respond to this RFP freely. Distribution and use of this RFP for any
purpose by any party not duly licensed by Infotivity Technologies, Inc. is prohibited.
Copyright © 1993 - 2006 Infotivity Technologies, Inc. &
Gregory A. Lohr

All Rights Reserved

Vendors may respond to this RFP freely. Distribution and use of this RFP for any
purpose by any party not duly licensed by Infotivity Technologies, Inc. is prohibited.
 ore

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