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Vendor Selection Case Structure (e.g., CRM/ERP)

Hi coaches/experts :),

I'm preparing for BCG Platinion/McKDigital-style IT strategy interviews and would appreciate some feedback on how you would structure a typical vendor selection case (e.g., selecting an ERP or CRM solution).

My current approach is:

  1. Define business and technical requirements
  2. Prepare and execute the RFI/RFP process (identify vendors, issue the RFP, collect proposals, conduct demos/PoCs, and create a shortlist)
  3. Evaluate the shortlisted vendors (functional, technical, commercial, strategic, and delivery fit)
  4. Build a recommendation supported by a high-level business case and implementation roadmap

A few questions:

  • Does this structure reflect how you would approach such a case in an McK-Digital/BCG Platinion interview?
  • Would you include the RFI/RFP as a dedicated step, or would you incorporate it into another part of the framework?
  • Is the level of detail around the RFI/RFP process appropriate for an interview, or is it sufficient to mention it only briefly?
  • Are there any key steps or evaluation dimensions that you think are missing or I should rather leave out?

Looking forward, thank you!
Noah

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