A director’s guide by Access - How to prepare an RFI for an HR & payroll software system


Selecting a new HR & payroll system is a big decision, one requiring significant investment of time and capital.
 
You want to ensure that you choose the right system from the most experienced vendor at the best price
 
There are several terms to describe this process. You may be familiar with Request for Information (RFI), Invite to Tender (ITT) or Request for Proposal (RFP).
 
For consistency, we’ll refer to the term RFI throughout this guide. By the end, you’ll understand exactly how the process works, what a good RFI should cover, and how you can avoid the most
common pitfalls.
 
To help you get started, we’ve also produced an RFI template. This provides the framework you need to start completing your RFI and you can download it here 
 
 

First Name

Surname

Job Title

Organisation / Company

Address Line 1

Address Line 2

Post Town

Country

Postcode

Phone

Email