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Technology Survey
A) General Questions
1.
When it comes to addressing your
overall
system needs, is it your firm's policy or preference to:
Buy software packages
Build (develop systems internally)
A combination of buy and build
Other (please specify)
2.
If you
buy
software, do you prefer to use a single vendor to provide for all of your needs, or do you use multiple vendors ("best of breed")?
Single vendor
Multiple vendors
We don't have a preference
3.
If you
buy
software, do you prefer in-house systems or externally hosted solutions?
In-house
External
Web/Cloud-based
Other (please specify)
4.
Please indicate the importance of each of the following, when looking for new software, on a scale from 1 to 10, where 1 means of little importance and 10 means of a great deal of importance.
1
2
3
4
5
6
7
8
9
10
Product Functionality
1
2
3
4
5
6
7
8
9
10
System cost
1
2
3
4
5
6
7
8
9
10
Proximity of the vendor to our location
1
2
3
4
5
6
7
8
9
10
Number of clients the vendor has
1
2
3
4
5
6
7
8
9
10
Number of clients the vendor has that are similar to us
1
2
3
4
5
6
7
8
9
10
Size of the vendor firm (number of employees)
1
2
3
4
5
6
7
8
9
10
Size of the vendor firm's development staff
1
2
3
4
5
6
7
8
9
10
Ability and willingness of the vendor to do custom work
1
2
3
4
5
6
7
8
9
10
Compatibility of the vendor's product with other systems we already have in place
1
2
3
4
5
6
7
8
9
10
Quality of staff (e.g., performance measurement consultants)
1
2
3
4
5
6
7
8
9
10
Reputation of vendor for support and service
1
2
3
4
5
6
7
8
9
10
Speed of application
1
2
3
4
5
6
7
8
9
10
System's ability to handle large volume of data
1
2
3
4
5
6
7
8
9
10
Cloud
1
2
3
4
5
6
7
8
9
10
5.
When choosing a system, what is your primary selection criteria?
Cost- Lowering TCO (total cost of ownership)
Coverage (benchmarks/indices)
Aggregation (single source)
Ability to create customs
Part of a broader EDM (enterprise data management) or managed service
6.
What process do you use to select your software provider? Select all that apply.
A formal RFP (Request for Proposal) process
An informal process involving asking certain companies to demonstrate their product
By using our knowledge of the marketplace to create a short list
By involving a consulting firm
Other (please specify)
7.
Who makes the final decision on the acquisition of a performance measurement software package?
Head of Performance
Head of IT (Investment Technology)
COO or Head of Operations
A committee
Other (please specify)
320%
