Software selection – Market scan (up to 5 shortlisted products)

Tech / Other
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  • 5 days
I have a Project Management and consulting background, both private and nonprofit sectors, focused primarily on software implementation.

Through work I've completed for various organisations, I can offer advice and insight across areas such as CRM, project management, document management, reporting and analysis, productivity tools, automation tools and more. Many of these platforms are available to nonprofits for free! Contact me to discuss further.

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Task Description

Summary report containing a shortlist of products based on your requirements. This is designed to inform a product decision for a standalone product e.g. project management tool, collaboration tool etc. Note: For enterprise or core systems such as HR, Finance or CRM solutions, please contact me to discuss further due to complexity of requirements.

Inputs - Your organisation provides the following information via email and/or a 1-hour discovery Skype call:



  1. Description of an organisational need or pain point that require a technology solution (note: one type of product only per scan)
  2. Any requirements or considerations e.g. specific functionality, integration or compatibility requirements with other systems, location of vendor
  3. Any budgetary requirements or constraints
  4. Any key selection criteria to inform a shortlist of products

Deliverables - I provide a written report containing the following information (accompanied by an optional 1-hour playback session if required, see extras):



  1. Up to 5 products based on your requirements - note: clarification may be required throughout the process to shortlist to a maximum of 5 products
  2. Key information for each product including description, price (nonprofit pricing where offered), pros and cons and any notable points
  3. A list of excluded products including a brief reason for exclusion (for reference)

Any changes to the above process or any specific request you have can be worked out prior to work commencing.

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Processing Fees (15%): 37.50 USD

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