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Solution Provider
Evaluation Guide |
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Selecting a consultant,
systems integrator, or value added reseller (VAR) for an
automatic identification and data capture (AIDC) project is at
least equally important to selecting which AIDC technologies are
best for your application. To help you understand the critical
importance of selecting the best integrator for your needs, the
AIDC members have developed this Guide. Use it to evaluate the
scope of your AIDC project based on your current and future
business needs. The evaluation form will help you to define
requirements and to identify capabilities of each company as you
interview AIDC vendors. It will allow you to evaluate, analyze,
and select the most appropriate vendor for your project. |
I.
Introduction
II.
How to's
A. Overview
B.
Evaluating The Systems
Integrator
C.
Software Considerations
D. A
Final Word
E. Solution
Provider Evaluation Form
F. Finalizing
Your Decisions
This document is intended to be
used to evaluate the scope of your Automatic Identification and Data
Capture (AIDC) project based on your current and future business
needs. It will assist you in defining the requirements and
capabilities of each company as you complete the process of
determining an AIDC vendor. It will allow you to evaluate, analyze,
and select the most appropriate vendor for your project.
Developing and implementing an
AIDC system involves a series of consumer choices like those we make
in the course of purchasing an automobile. We select dealerships
with solid reputations and models with features that best fit our
lifestyle at prices we are willing to pay. For major purchases, we
take care to define our needs and perhaps do a little research by
consulting a consumer guide.
The same process can be applied
to each of the myriad of choices you make in the course of
developing your company’s AIDC system: selecting the right solution
provider, software, consumables, and data collection terminals to
ensure integrated success.
Because you are investing your
company’s funds, you want to make the most informed decision
possible. You will also need to consider the impact of the cultural
change your organization must undergo - from employee buy-in to
training, while working under time constraints to meet an ROI
mandate.
To help guide you through the
selection process, take a look at some of the factors to consider as
an AIDC consumer:
Let’s assume you have decided
to consult with a data collection capable systems developer. You’ll
want to choose a systems provider early on and involve the
integrator as you develop a functional specification. How can you
best communicate the scale of your proposed implementation? First,
consider how it fits one of the following definitions:
A project that
changes only a small portion of a single existing business process,
costs less than $5,000,
installs quickly, and requires minimal user training.
Example:
Adding on-demand barcode label printing in your shipping department.
A project that
simultaneously changes two or more business processes, employs
several different computer platforms and vendors, and costs $100,000
and up. Debugging before installation will be a high priority and
the project may affect the physical design of your facility.
Example:
A new distribution technique that integrates receiving, package
sorting, storage/picking, and shipping.
A project that
simultaneously changes more than one business process in more than
one corporate organization. It faces all the challenges of the other
types of projects, plus the organizational issues inherent when one
involves several corporate divisions with different management
styles, functioning under different regulations, maybe even in
several countries.
Example:
A system integrating enterprise-wide operations that will be
implemented in a phased approach over several years.
Evaluate systems
integrators who can provide the level of service your project
requires. An integrator with only Type One experience obviously
would not be a good choice for a Type Three project. You may also
find a Type Three integrator’s interest in a Type One project may be
minimal.
In general, look for
systems integrators with experience in your industry; but since some
applications cross industry lines, do not automatically rule out an
integrator who is well-versed in AIDC technologies but new to your
industry. You may miss out on the benefits of technology transfer.
Be sure the integrator is thoroughly experienced in the equipment
and operating systems with which he/she will be working. The
integrator should have similar equipment in house where he/she can
develop and debug software as hardware is integrated. Most important
is his/her ability to interface with people, material handling,
computer hardware, and business system(s) either already in place or
being contemplated. Verify that the integrator has not only the
financial resources to support the project, but that he/she also
operates a stable, well-run business with outstanding references
from customers and vendors alike.
Do not jump at the low
bid. The systems integrator who is going to give you the best
long-term value has invested in hardware and software resources and
experienced personnel to ensure fast development and debugging.
You’ll save in the long run with decreased down-time, expert
support, thorough training, and system flexibility. Does the firm
take a product approach or does it design custom systems? Blending a
systems product with a relatively small amount of custom work for
additional functions offers quick start-up with generally good
documentation.
Defining your company’s
requirements is also a very important step in selecting functions
found in application software like that for labor reporting,
inventory control, warehouse management, or even barcode label
design and printing. This process requires a time investment
anywhere from two weeks to several months. Improving efficiency and
customer service, lowering cost, or complying with a barcode mandate
are common reasons for a system installation and are probably
driving some of your requirements. For example, implementing a
warehouse management system may be the only way a company can meet a
demanding shipping and distribution schedule.
When reviewing software
options for your application, you will usually encounter both custom
and prepackaged offerings. When you purchase a custom system, for
factory applications, inventory tracking, or shipping and receiving,
you buy a system that is written to your specifications. You dictate
exactly what you want the system to accomplish and how you want it
to work. You define how each screen on your terminal or PC looks,
which prompts will appear on your portable terminal, and in what
order. Information flow, reports, and number of users it can
accommodate are pretty much under your control. This step will
require a significant investment of your time.
Many systems
integrators and VARs (value added resellers) offer an option that is
a hybrid between a fully customized and off-the-shelf solution. A
number of companies have already developed a basic application for
example — a warehouse management or work-in-process tracking system
— which they will then customize to fit your system and application
needs. This option offers the benefits of a proven system and
reduced development costs, along with a fair degree of customization
and support.
With prepackaged
software (or hardware/software turnkey solutions), you build an
off-the-shelf solution designed to meet the needs of many businesses
with similar requirements. Packaged solutions range from basic
applications to feature-rich software that is as elaborate as many
custom systems. Some prepackaged software offers a great deal of
flexibility and user-defined options. However, you will need to
ensure that the package’s predefined functions conform to your
needs.
Certain circumstances
make a more compelling case for one type of software solution over
another. Custom software makes sense if you have a unique business
challenge for which a packaged product has not been developed,
there’s no room for compromise within your application, or perhaps
compromise will result in high costs in labor or dollars. If you
want to automate one function, customer-mandated shipping labels for
example, it is easy to locate a prepackaged system. If you are
integrating multiple functions, it may be difficult to find a
prepackaged solution that satisfies all of your operational
requirements. The main drawbacks to developing a custom package are
a longer project time line, higher cost, and debugging challenges,
with the possibility of difficult or expensive upgrades in the
future.
Though prepackaged
software is less flexible, projects built around it usually go on
line faster and at a lower cost. Since you are buying a product
rather than software that is unique, you can expect it to be solid
from the outset. New versions and upgrades should be a regular part
of the offering. Although you will get a lot of features, they may
not always conform to your exact specifications. You might also
consider a combination of prepackaged and custom software. Using a
base package and add-on modules, you can tailor the system to meet a
variety of requirements.
As you examine software
packages, you may find some that seem comparable, but carry a much
lower or higher price. Take the opportunity to inquire about their
features; this may raise an issue you overlooked in your evaluation.
Consider platforms, operating systems, required parent software,
database and network compatibility, and the development tools the
software offers. Consider storage and picking techniques (random,
zoned, pick to order, pick multiple orders), AIDC technologies
(including radio frequency compatibility), and vendors the system
has supported.
Look at features and
reputation, then consider the price. Once you narrow your choice
based on features, you will usually find those packages to be
competitively priced. Charts in industry publications are a good
resource. Seeking the right system supplier to develop a system
definition or functional specification can be a lengthy and costly
venture, but ultimately it will provide you with the tools that best
meet your business needs.
One of the most common
challenges faced by entry-level users is choosing a software
printing package. Different barcode label software options are
available. Comprehensive label design packages allow users to
produce label layouts with a choice of barcode symbologies and a
high degree of flexibility in text style, logos, lines, and boxes.
You may also select packages optimized for compliance labeling or
even mailing applications.
Do you need
sophisticated graphics or only text, lines, and barcodes? Determine
which features your application requires and which you simply want.
Knowing what features you can do without will help you to quickly
decide on the best package value. Considerations include your choice
of operating system, availability of compliance formats, multi-user
capability, and the ability to import graphics. Look at where your
data will come from at print time. Some packages access databases
residing in your computer or on your network. Others print fixed
information or data that must be specified at print time.
Be sure the label
software supports the capabilities of your printer. Remember, the
software written to control a printer can only use the features that
the manufacturer has engineered into that printer. A printer may be
able to generate a barcode, but may be able to print only one size
and font of human-readable text.
While ease of use and
the ability to design and alter your label in-house are benefits,
improper design changes can result in fines being assessed. Most
software suppliers offer products with levels of operation, where a
manager may have a full version of the software, while operators may
change only a quantity and variable data.
Last, but not least,
ask how long suppliers have been in the AIDC technologies business,
how many packages of software they have sold, and what their support
capabilities are. Cost for support is either incorporated into the
original price of the system or must be paid as it is requested.
Carefully examine and
compare all written warranties and vendor service plans. In the
competitive AIDC market, the quality of service programs offered by
both the equipment manufacturer and the reseller are determining
factors in supplier selection for all except the most basic
purchases. You need not compromise service to obtain the lowest
price. A service-oriented VAR will ask you if you require
additional support at the time of purchase and will outline
available expertise and options. Reputable manufacturers provide
technical support, maybe even toll free. Some go as far as offering
an express replacement unit while your equipment is repaired. Solid
suppliers do not want to see their equipment returned and will go
the extra mile to assist you in selection, technical support, and
repair.
Once you have a clear
understanding of all your options and business requirements to meet
current and future challenges, you will be on the path to system
success. Incorporating the suggestions in this guideline into your
implementation process will allow you to intelligently evaluate your
options.
When the completed
Solution Provider Form has been received from each vendor under
consideration, develop a matrix to compare and evaluate the answers.
Refer to the top four items you identified in Section A to see how
your candidates stack up against your needs.
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