Fashion Planning Management - RFI Questions - v1.1.xlsx

XLSX spreadsheet 45 KB Posted Jul 26, 2012

Attached to: Fashion Planning Management
Solicitation number: Not on record
Issued by: Department of Defense Army and Air Force Exchange Service

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Fashion Planning Management Questions

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Fashion Planning Management - RFI Letter - v1.2.doc	DOC document	Jul 26, 2012

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Company

Company Information	Response
General Information
Company name
Company address (corporate)
Company telephone
Company fax
Web site
Year company founded
Senior management team (names, titles, years with company)
Public or private
Stock exchange and ticker symbol
Are you currently in any discussions about being acquired?
Contact Information
Proposal(RFP) contact name
Title
Contact address
Contact telephone
Contact e-mail address
Contact mobile phone
Licensing
What is your bugetary or list licensing cost for approx 70 users (initial + annual renewal)?
Is there any special licensing for Disaster Recovery(DR) site?
Is there special pricing for DR site, when the site is used only for periodic testing
Services
Provided by vendor or third party?
What types of services are performed?
Are online/remote services available?
Are onsite services available?
What certifications and training do services resources have?
Describe your formal implementation methodology.
What is the average length and budgetary pricing of a standard implementation?
How are services quoted?
What fee structures are offered?
Time & Materials
Fixed Price
What is your change control process?
Are services guaranteed?
Maintenance
Standard maintenance policy (attach if necessary).
Are patches included?
How are patches distributed?
Upgrades
How often are new releases available?
Are upgrades included in support?
How long does it take the average customer to complete an upgrade (including re-application of system modifications)?
From start to finish, what was the longest time taken by any customer to complete an upgrade?
What is the list or budgetary cost to complete an upgrade?
What is the greatest cost ever incurred by a customer during an upgrade?
How are custom configurations re-applied during upgrade?
Must custom code always be re-applied during upgrade?
Support
Standard support policy (attach if necessary).
Is price based upon sold price or current price?
Has price increased in last 5 years?
Provided by vendor or third party?
Where is the support location?
Escalation policy (attach if necessary).
How far back are releases supported?
24/7 available?
24/7 staffed or beeper?
Is Web support available?
Patches available?
Create new ticket?
Check support ticket status?
Do you support computer hardware?
Do you support third party software (e.g. database)?
Do you support customer-modified applications?
Training
Describe the overall approach of your training program (attach additional information if required).
Is classroom training available?
Is online training available via the Web?
Do you offer customized or onsite training?
What types of media/activities are employed in training?
Written materials?
Audio/visual?
Hands-on workshops?

&"Arial,Bold"&14 The Retail Planning RFI Template - Company

Location Planning & Grading

Location Planning & Grading	Response (Y/N)	Comments
Location Financial Planning
Ability to interface with Oracle Retail RMS Merchandising and use RMS hierarchies
Drill down functionality.
Ability to aggregate data in any dimension defined (Product, Location and Time)
Ability to make adjustments at any level of the hierarchy.
Ability to define and use alternate hierarchies.
Ability to plan multiple seasons e.g.. Spring, Fall, Basic
Plan by any level in the location hierarchy
Ability to plan and revise a yearly or multiple year budgets, saving both the original and revised plans - including locking capabilities.
Visibility to LY, LLY, actual/forecast data for all plan elements at the plan level.
Ability to plan in retail and or fiscal calendar at a week, month, quarter and season level
Pre-season planning and in-season re-forecasting.
Ability to plan new stores
Plan sales over time with the ability to address calendar shifts.
Export to Excel.
Flexible/configurable views by user.
Highlight exceptions within plans.
Multiple measures and sophisticated / flexible formulae.
Multiple plan seed methods - LY Forecast, LY History, LLY History or NO SEED
Import at least two fiscal years history
Manage unit and financial forecasts.
Ability to plan best practice retail sales, receipts and inventory. Ability to convert $ plan to units.
Ability to plan initial receipts, reorder and transfers (in and out) and RTVs. Have visibility into history in these buckets at the same level of detail as the plan.
Lock plans at different levels.
Ability to plan in season to revise sales, inventory and receipt flow to reflect current performance.
Flexible/configurable solution.
Ability to add notes
Adjust plans based on percentage increase or decrease (while not affecting the locked element of the plan).
"What if" planning. Ability to apply different parameters to see what the outcome would be.
Pro-rate high level changes to lower levels of the plan
Ability to plan new stores using "like store" or "store profile" functionality.
Ability to plan inventory and receipts with visibility into historical and current on-order, on-hand, in-transit and store-to-store transfers, as well as returns to the DC.
Ability to create and save multiple views of the plan by user
Strict user control at any level of the plan for read and write access
Ability to manage by alerts and view exceptions
Are you willing to provide a product demo?
Can you provide references of customers you have previously worked with?
Grade/Cluster
Do you offer a store grading/clustering solution?
Can grades be computed off of multiple measures (For e.g. Actual Sales and Margin)?
Does your grading solution enable grouping by dept/class/subclass?
Does your grading solution let users manually re-assign the graded store members between different grades after the grading process is run?
Does your grading solution let users perform grading based on user defined time horizons (planning periods)?
Are you willing to provide a product Demo?
Can you provide references of customers you have previously worked with?

The Retail Planning RFI Template - Merchandise & Financial Planning

Solution Architecture

Solution Architecture	Response			Comments
Software Architecture
Source Code Development
Describe what language the vendor's code is developed in (.NET, JAVA, Forms etc..)
How many tiers are in the architecture?
True for all products?
If not, please list products that differ and how they differ.
Are all modules natively compatible? If not, please elaborate.
How does each tier in the software architecture scale?
Application server
Database server
Web server
Integration/Middleware server
Presentation server
Other
List operating system supported by tier:
Application server
Database server
Web server
Integration/Middleware server
Presentation server
Other
Client
List databases supported:
Do all applications run on same database?
If not, please indicate which applications run on which database.
Can a planning and/or grading schema be created under the same database for RMS (Oracle Retail Merchandising System)?
If not, please describe why.
Hardware Architecture	Yes	No	N/A
Can server functions be combined onto a single machine?
Does the system scale vertically?
Does the system scale horizontally?
Fault tolerance
Mirrored disks supported?
RAID 5 disks supported?
Hot back-up system supported?
Warm back-up system supported?
Database journaled?
UPS monitoring?
Redundant power supply?
Transaction protection via rollback supported?
User Interface	Yes	No	N/A
Do menus vary depending on user ID?
Can users print any screen?
Users may have multiple sessions at the same time?
Screen content may vary depending on user ID?
Can it configure which fields are displayed?
Can it configure field headings/titles?
Can it configure computed fields?
Can it configure charts and graphs?
Can it make fields display-only?
Provides event-driven navigation to take the user directly to related information?
Pictures/graphical/multi-media data displayed to user?
Can it be configured to display information from other business systems such as RMS?
Multiple language support?
Is language support configurable by user?
Security	Yes	No	N/A
Must users log in with a user ID and password?
Is a password history maintained to prevent users from recycling passwords?
Is the number of remembered passwords configurable?
Can users be forced to change their passwords periodically?
Is the password age configurable?
Can the system prompt for a new password when the current password is nearing expiration?
Can a password minimum length be configured?
Can password complexity be enforced?
Can users be locked out after a number of failed log-in attempts?
Can the number of failed attempts that trigger a lockout be configured?
Can the amount of time that a user is locked out be configured?
Can idle users be required to log back in?
Is the idle time configurable?
Can security be managed at a group level?
Can the system be configured to require the user to re-enter the password before critical updates?
Audit trails:
Is an audit trail maintained for exceptions?
Ability to assign roles to users?
Ability to restrict roles to selected levels of access?
Ability to provide access to remote users?
Configuration	Yes	No	N/A
Is some functionality data-driven?
Do changes to data-driven functionality require source-code modifications?
Do changes to the database schema require source-code modifications?
Are source-code modifications required to associate existing functionality to different data elements?
Does the system support user-configurable rules?
Do changes to rule-driven functionality require source-code changes?
Are source-code modifications required to develop new rules?
Are source-code modifications required to support new-rule conditions?
Are source-code modifications required to associate existing functionality to new rules?
Is some functionality activated or deactivated by application "switches," "flags" or "settings?"
Do changes to the functionality activated by a "switch" require source-code modifications?
Are source-code modifications required to introduce new "switches," "flags" or "settings?"
Are business-process workflows configurable?
Can database data be selected, inserted or deleted as part of the workflow?
Are source-code modifications required to change the way the data is selected, inserted or deleted?
Can data be accessed from other systems/sources?
Can user interactions (prompts) be inserted or deleted from a workflow?
Are source-code modifications required to create new interactions or modify existing ones?
Can third-party software components be invoked as part of a workflow?
Can COM objects be called?
Can executables be called?
Can DLLs be called?
Can command (batch) files be called?
Can calculations be part of a workflow?
Are source-code modifications required to reference new variables?
Are source-code modifications required to create new calculations?
Are interfaces to printers supported?
Are page printers (laser) supported?
Are interfaces to other devices supported?
Can a message from a device automatically trigger a workflow?
Are source-code modifications required to change the message content to and from a device?
Can email be sent from a workflow?
Queries	Yes	No	N/A
Queries:
Can queries be constructed against any system data?
If not, please explain.
Can queries be constructed against external data (from other systems such as RMS, Allocations etc.)?
Can queries be exported to a text file?
Can queries be exported to a spreadsheet?
Internationalization/Localization	Yes	No	N/A
Do workstation screens display in different languages, depending upon the user?
Are dates and times displayed in the appropriate localized format?
Are multiple currencies supported?
Is decimalization displayed in the appropriate localized format?
Are translation tools provided for translating screens from one language to another?
Do new translations require source-code modifications?
Host Interfaces	Yes	No	N/A
Is a third-party tool used for interfacing to host (Oracle Retail RMS and Oracle Retail Allocations) business systems?
Please list all standard interfaces provided.
Interface protocols:
Support TCP/IP messaging?
Support IBM MQ Series?
Support flat file FTP?
Support XML messaging?
Support ODBC?
Do transactions automatically queue if connection fails?
Are queued transactions submitted automatically when connection is restored?
Are queued transactions submitted in FIFO order?
Are source-code modifications required to introduce new interface points or messages?
Are source-code modifications required to change the content or format of a message?
Upgrades	Yes	No	N/A
Must some source-code changes be re-applied to the new version during the upgrade process?
If source-code modifications were made to data-driven functionality, will these modifications need to be re-applied?
If source-code modifications were made to support database-schema changes, will these modifications need to be re-applied?
If source-code modifications were required for changes to rule-driven functionality, will these modifications need to be re-applied?
If source-code modifications were required to develop new rules, will these modifications need to be re-applied?
If source-code modifications were required to support new rule conditions, will these modifications need to be re-applied?
If source-code modifications were required to associate existing functionality to new rules, will these modifications need to be re-applied?
If source-code modifications were required to make changes to the functionality activated by a "switch," will these modifications need to be re-applied?
If source-code modifications were required to introduce new "switches," "flags" or "settings," will these modifications need to be re-applied?
Are configured workflows preserved during the upgrade process?
If source-code modifications were required to change the way that data is selected, inserted or deleted within a workflow, will these modifications need to be re-applied?
If source-code modifications were required to create or modify user interactions, will these modifications need to be re-applied?
If source-code modifications were required to reference new variables within a workflow, will these modifications need to be re-applied?
If source-code modifications were required to create new calculations within a workflow, will these modifications need to be re-applied?
If source-code modifications were required to change the message content to and from a device within a workflow, will these modifications need to be re-applied?
Are user-configured queries preserved during the upgrade process?

&"Arial,Bold"&14 The Retail Planning RFI Template - Solution Architecture

File details come from the government source that posted it. Updated Nov 14, 2017.