EXECUTIVE SUMMARY SAMPLE

1. EXECUTIVE SUMMARY SAMPLE • Advisors must be more efficient using computer technology for student scheduling, documentation, and reporting. • Students schedule, reschedule and cancel appointments • Automate the documentation of advised student records • Automatic advisor schedules, workload reports and graphics • General Requirements Summarized • Three Year Cost Projection • Recommended Solution • We believe Vendor 2 meets our long-term needs and budget.

2. SCOPE AND RQMTS SAMPLE • Scope • With budget constraints, limited resources, and the need to reduce work loads, advisors and staff must use their time more efficiently. They can reduce time consuming activities with available software and technology. This includes student scheduling, documenting visits, and duties related to student tracking, record transfers, and student advising reports. • High Level Requirements • Students schedule, reschedule and cancel their appointments • Reduce no-show appointments with automated student reminders • Automate the documentation of advised student records • Advisors have more time to advise students into majors of study • Maximize staff resources to provide student advising services • Manage one master calendar efficiently and prevent conflicts • Capture advisor and student data with available statistics • Automate advisor schedules, workload reports and graphics

3. VENDOR CRITERIA SAMPLE

4. REQUIREMENT DESCRIPTIONS SAMPLE • Student Capabilities • General ease of system use for students • Students required to “login” to system • Web-access to schedule/reschedule, cancel appts • Automatic student appt reminders via e-mail • Automatic student appt reminders via text msgs • Limit one appointment per student per day • Schedule student groups (vets, nursing) • Schedule students by advisor name

5. WEIGHTED REQUIREMENT SCHEME SAMPLE

6. VENDOR RANKING SAMPLE

7. COST BENEFIT ANALYSIS SAMPLE