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Vendor Evaluation Techniques for A New HR Technology Solution 1 Credit

Vendor Evaluation Techniques for A New HR Technology Solution 1 Credit

  • Rating

    4.2
  • Reviewed on

    February, 2024
  • Subject Area

    Personnel/Human Resources

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Sep 29, 2022 | 01:30 PM ET

Learning Objective

  • To analyze the components of a detailed Request for Proposal (RFP).
  • To discuss the submission requirements that must be adhered to by the HRMS providers who are bidding.
  • To determine why a “Vendor Response Code” is needed. 
  • To identify the efforts of a Core Project Team and other Subject Matter Experts – during the reading of submitted Proposals and what to provide the Team to enhance their reading, note taking, and feedback.
  • To be provided best practice templates for scoring initial proposals and then identifying the candidates who become finalists.

Course Overview

This online CPE webinar focuses on the steps necessary to evaluate for selecting the best HR technology solution for your organization. By understanding your current “points of pain” - those being your inefficient and ineffective paper-intensive - excel-based workarounds - and utilizing them in your documented Needs Analysis -you will begin the process of culling a potential HRMS solution from many hundreds to a small pool of candidates.

Using proven techniques developed over 30 + years of independent HR Tech consulting, Marc Miller will share his expertise in building a comprehensive Request for Proposal (RFP), evaluating written proposals submitted by your pool of vendors, identifying those worthy of being asked to demonstrate their products features, functions and support, and finally providing methods to select your leading candidates and how to end up with the most appropriate HRMS solution for your environment.

This Online CPE course is designed on vendor selection techniques of HR Technology.

This online RCH/PDC webinar covers the following Key Topics: 

  • Developing the detailed RFP – a section by section discussion of contents
  • How to evaluate Submitted Written Proposals from HR Technology Vendors
    • Criteria and scoring methods and worksheets for the core project team
    • Templates for Core Team and SME guidance in reading submitted proposals
  • Preparing the detailed Demo Agenda – timings, functions, sequence, etc.
    • Provided: sample HRMS demo agendas, etc.
  • Who should participate in the Demo sessions – and why? – managing expectations and the roles of the “Core” Project Team and needed SME (Subject Matter Experts)

Click here to access SHRM and HRCI approved PDC/RCH courses

  • 1 CPE Credit of Personnel/Human Resources for Certified Public Accountants (CPA-US)
  • 1 General Credit of Personnel/Human Resources for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Personnel/Human Resources for CPA in Canada
  • 1 PDC Credit of Business Acumen for SHRM Professionals (Approval No. 24-X9VPP)

    Valid upto : Dec 31, 2024

  • 1 RCH Credit of Business for Human Resource Certification Institute (HRCI) (Approval No. 649967)

    Valid upto : Nov 30, 2024

  • 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountant - ICAEW
  • 1 CPE Credit of Personnel/Human Resources for Iowa Licensed Public Accountant (IA-LPA)
  • 1 CPE Credit of Personnel/Human Resources for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPE Credit of Personnel/Human Resources for Delaware Licensed Public Accountant (DE-LPA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland

  • 1 CPE Credit of Personnel/Human Resources for Certified Public Accountants (CPA-US)
  • 1 General Credit of Personnel/Human Resources for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Personnel/Human Resources for CPA in Canada
  • 1 PDC Credit of Business Acumen for SHRM Professionals (Approval No. 22-VR5NT)
  • 1 RCH Credit of Business for Human Resource Certification Institute (HRCI) (Approval No. 590404)
  • 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountant - ICAEW
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland

Additional Information

Credits

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Instructor

MARC S. MILLER as a thought leader, consultant, speaker and author, is a nationally respected authority on Human Resource Information Systems with over 35 years experience with all aspects of technology solutions for Human Resources.  His nationwide consulting firm, a sole proprietorship, together with his industry visibility, has made Marc S. Miller one of the HR Technology industry's most recognized voices.  He uses his thought leadership, significant industry experience and contacts to provide insight into the important trends surrounding HR Technology.  In great demand, Marc has been a featured speaker and presenter at numerous HR and HCM technology meetings both industry focused and at many HRMS providers User Conferences.  His blogs and webinars are always well viewed and attended.  His 2012 book, "HeroicHR", now in its Second Edition, remains in high demand.

Marc’s consultancy focuses on all matters of helping his clients build a comprehensive HR technology strategy. He supports his clients in developing their HR Needs analysis, the preparation of a thorough Request For Proposal (RFP), vendor proposal evaluation and selection activities, including contract negotiation.

He is a founding member of the NYC IHRIM Association chapter. In 1995, he received IHRIMS’ highest National award, its “Summit Award” for overall industry contributions.

He is an Adjunct Professor for HR and HR Technology in the Masters Degree programs at New York University (NYU),  Long Island University  (LIU) and Manhattan College.

His nationwide consulting firm, (now in its 34th year!!)  and his industry visibility and New Yorker attitude, has made Marc Miller one of the HR Technology industry’s most recognized (and invigorating) thought leaders and speakers. 

His new book THE DEATH OF HR: WHO KILLED H. (Harriet) R. (Rose) Job? – A Cautionary Tale and a Detective Story”  is available through his website.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Ratings and Review

4.2

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AF

Annalie Fritz, SPHR

Great session that includes a thoughtful framework and basics of RFP process.

Inclusions
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    Multiple Credits

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  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

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