Help Desk Solution RFP Template

Author(s): Fen Yik

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A well-chosen help desk management application can accelerate resolution efforts, streamline the escalation path, and help identify process improvement opportunities. Because so much is at stake, IT must follow a defined process when deciding which software to use. Writing a good help desk Request for Proposal (RFP) is a necessary part of the selection process, but writing it can be a time-consuming and complex task. This time-saving editable template ensures the following is covered:

  • The statement of work that provides the purpose for the RFP.
  • General information to describe the enterprise, the existing technology environment, and the schedule of events required.
  • Proposal preparation guidelines to lay out the expectations for the selection process.
  • The scope of the work, the specifications, and requirements.
  • Vendor qualifications and references.
  • Budget and pricing information, including a five-year total cost summary.

An effective RFP helps avoid a poorly-selected help desk application that forces an otherwise well-run team to adapt its workflow processes to a tool that may not be optimized to the enterprise's needs.

This downloadable tool is associated with the research note, "A Framework for Choosing the Right Help Desk Tool."

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