david boyd & associates integrated tax system procurement assistance david boyd & associates
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David Boyd &
Associates
Integrated Tax System Procurement Assistance
David Boyd & Associates
David Boyd &
Associates
•Our Firm
•Services for Tax Agencies
•IT Strategy
•Procurement Planning, RFP Preparation, and Bid Evaluation
•Process Design
•Return Forms Analysis and Business Rule Documentation
•Independent Project Management Services
•Re-engineering
David Boyd &
Associates
Our Firm
•Based in Sewickley, Pennsylvania
•Founded by David Boyd, former Director at Deloitte Consulting, General Manager of AMS Canada, and Carnegie Mellon faculty member.
•We focus exclusively on public sector IT, ERP, Re-engineering, and Tax Agency projects
Our Clients:
David Boyd &
Associates
Our Services For Tax Agencies
Services Before and During Large Projects
• Integrated Tax System
• Audit Selection
• Non Filer Discovery
• CRM
• Data Warehouse
• Channel Management
• IT Strategy and Standards
We Focus on the Highest Value Added Activities
• Defining the Strategy and Project
• Defining the Business Case
• Designing Improved Processes and Organization Structures
• Selecting the Right Software and Integrator
• Designing Improved Business Rules
• Performance Reporting
All Services Performed by Senior Professionals With Tax Agency Experience
You Never Start From Scratch. We have methodologies, tools, templates, and examples developed explicitly for tax agencies
Our Focus and Approach1
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Our Services4
David Boyd &
Associates
RFP Preparation and Bid Evaluation•Tools and Templates
•Procurement Methodology
•RFP Design
•Deliverable Library
•Mandatory Requirements
•Functional Requirements Approach/Requirements Database
•Module Narratives
•RFP Forms
•Market History and Analysis
•Product Comparison
•Demo Scripts
David Boyd &
Associates
Types of RFPs
•Integrated Tax Systems
•CRM
•Channel Management
•Non Filer Discovery
•Audit Selection
•Document Management/Imaging
Service Line: RFP Preparation and Bid Evaluation
Our Tools and Templates
•Our Methodology
•ITS Market History
•ITS Product Comparison
•Integrated Tax System Requirements Database
•Evaluation Framework Design Template
•RFP Design Template
•Mandatory Requirements Templates and Samples
•Deliverable Library
•Terms and Conditions Library
•RFP Forms (Hardware, Software, Personnel, Cost)
David Boyd &
Associates
Our Procurement Methodology
Our ITS Procurement Methodology
•Increases speed of preparation, quality of the RFP, and quality of the selection decision
•Is designed exclusively for integrated tax system procurements
•Is supported by a number of templates and samples including:
• RFP Designer
• Sample Chapters
• Cost Forms
• Personnel Forms
• Reference Check Forms
• Hardware Forms
• Evaluation Framework
• Mandatory Requirements Design
• Requirements Database
• Deliverable Library
• Ts and C’s Library
• ITS Market Research
• ITS Product Comparison
Our ITS Procurement Methodology
•Increases speed of preparation, quality of the RFP, and quality of the selection decision
•Is designed exclusively for integrated tax system procurements
•Is supported by a number of templates and samples including:
• RFP Designer
• Sample Chapters
• Cost Forms
• Personnel Forms
• Reference Check Forms
• Hardware Forms
• Evaluation Framework
• Mandatory Requirements Design
• Requirements Database
• Deliverable Library
• Ts and C’s Library
• ITS Market Research
• ITS Product Comparison Better, Faster, Cheaper!
David Boyd &
Associates
ITS Procurement Methodology Tools: RFP Design
Evaluation Framework Design
Proposal Format Design
David Boyd &
Associates
Our Deliverable Library assists clients in preparing an RFP. It contains over 100 Integrated Tax System, Electronic Document Management, Data Warehouse Deliverables entries and associated deliverables.
ITS Procurement Methodology Tools: Other
David Boyd &
Associates
ITS Procurement Methodology: Functional Requirements Gathering Approach
Our Functional Requirements Approach
•Starts with review of existing materials
•We conduct executive interviews to document the key objectives
•We develop a statement of scope and objectives for validation with key executives
•We then use our requirements database to create ‘straw cuts’ at the requirements for each module. These are validated and revised with project management.
•Requirements sessions are then held for each module and then by tax type to refine and validate the ‘straw cut’ requirements.
•All topics that cannot be handled in within the time constraints of requirements sessions are scheduled for ‘parking lot’ sessions.
Our Functional Requirements Approach
•Starts with review of existing materials
•We conduct executive interviews to document the key objectives
•We develop a statement of scope and objectives for validation with key executives
•We then use our requirements database to create ‘straw cuts’ at the requirements for each module. These are validated and revised with project management.
•Requirements sessions are then held for each module and then by tax type to refine and validate the ‘straw cut’ requirements.
•All topics that cannot be handled in within the time constraints of requirements sessions are scheduled for ‘parking lot’ sessions.
Keys:
•Executive Interview to record objectives and scope
•Use our database of requirements as a starting point
•Hold requirements sessions focused on modules and tax types.
•Follow up on tough topics with ‘parking lot’ sessions
•Requirements stored in database by module, tax, and source
David Boyd &
Associates
ITS Procurement Methodology Tools: Requirements Database
Our ITS Requirements Database
•Is customized for each site and captures requirements by module and tax.
•Remains with clients after engagements are complete
•Contains over 2000 requirements
•Contains Module Narratives
•Covers all modules including:
• Taxpayer Information• Returns Processing• Taxpayer Accounting• Revenue Accounting• Collections• Appeals• Audit• Bankruptcy• Billing/Assessments• Workflow• Correspondence Management• EDMS
Our ITS Requirements Database
•Is customized for each site and captures requirements by module and tax.
•Remains with clients after engagements are complete
•Contains over 2000 requirements
•Contains Module Narratives
•Covers all modules including:
• Taxpayer Information• Returns Processing• Taxpayer Accounting• Revenue Accounting• Collections• Appeals• Audit• Bankruptcy• Billing/Assessments• Workflow• Correspondence Management• EDMS
Our Requirements Database
•Reduces time to gather and document requirements
•Tracks requirements by module, tax type, and source
•Improves quality and comprehensiveness
•Maps to ITS component inventory
David Boyd &
Associates
ITS Procurement Methodology Tools: Module Narratives
Our Functional Module Narratives
•Provides an overview of the functionality needed
•Samples are available as starting points for all key modules typically included in an integrated tax system
• Taxpayer Identification
• Returns Processing
• Taxpayer Accounting
• Revenue Accounting
• Case Management
• Common Services
Our Functional Module Narratives
•Provides an overview of the functionality needed
•Samples are available as starting points for all key modules typically included in an integrated tax system
• Taxpayer Identification
• Returns Processing
• Taxpayer Accounting
• Revenue Accounting
• Case Management
• Common Services
How Module Narratives Are Used
•Provides a means for internal validation of requirements in a more accessible form that blends descriptions of objectives, user actions, and process sequences with the requirements
•Used to communicate more thoroughly with vendors by providing more information in the RFP
David Boyd &
Associates
ITS Procurement Methodology Tools: RFP Forms
Our RFP Forms
•We provide form templates for most types of RFP forms.
•Included are form templates for:
• Cost
• Hardware
• Software
• Personnel
• Staff Experience
• Reference Checks
Our RFP Forms
•We provide form templates for most types of RFP forms.
•Included are form templates for:
• Cost
• Hardware
• Software
• Personnel
• Staff Experience
• Reference Checks
David Boyd &
Associates
ITS Procurement Methodology Tools: Market History Analysis
Our Market History
We provide market analysis showing:
• The last 10 years of integrated tax system projects by vendor with contract type, project duration, vendor, cost and other information
• Specific case studies of custom, transfer, and COTS based projects.
• Product comparisons between COTS products.
Our Market History
We provide market analysis showing:
• The last 10 years of integrated tax system projects by vendor with contract type, project duration, vendor, cost and other information
• Specific case studies of custom, transfer, and COTS based projects.
• Product comparisons between COTS products.
David Boyd &
Associates
ITS Procurement Methodology Tools: COTS Comparison
Our Product Comparison
We maintain product comparisons of the major COTS vendors and their products:
• Technical environments
• Scalability
• Configurability
• Tax and Revenue Agencies Using the Product
• Functional Modules
• Support and Upgrades
• Case Types Supported
• Other points of comparison.
Our Product Comparison
We maintain product comparisons of the major COTS vendors and their products:
• Technical environments
• Scalability
• Configurability
• Tax and Revenue Agencies Using the Product
• Functional Modules
• Support and Upgrades
• Case Types Supported
• Other points of comparison.
David Boyd &
Associates
Demo Scripts
We prepare full demo scripts customized for each of our clients using our demo templates and samples.
Our demo scripts provide step by step instructions for the vendors. They explain the step, what must be prepared prior to starting the demo, and what must be shown during the demo.
David Boyd &
Associates
David Boyd &
Associates
Contact Us:
David Boyd
724-713-5950
Visit Our Website: http://www.boydassociates.org
How to Get In Touch