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       P.O. Box 1374  Little Rock,  Arkansas  72203-1374
                                Bus: 501-563-7808   Fax: 501-663-4780   E-mail: cdavis@trycops.com

  

 

Website: trycops.com


                                                                                                                                           

                                 
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Accware - Prospective Company Profile

Print/fill this form out and fax or e-mail it to COPS

We need you to complete the following information to enable our in-house sales and support consultants to guide you in your software selection and implementation process. We would like to find out whether there is a strong “FIT” between your company’s requirements and Accware. However, it is imperative that we learn more about your business to help us ascertain whether Accware will be beneficial for your organization. Selecting the right software package for your business is probably one of the most important and responsible decisions you will make for your business. In today’s information age it is crucial to establish a strong relationship with a professional information management organization. The following information is strictly used only for the purposes of consulting and guiding your organization as your potential business automation strategic partner. You can be assured that it will be kept confidential.

 

1.      Company Information      Icode Account # (office use only) ____________ Date ___________________

1.1.      Name: ____________________________________              Primary Contact Name: _______________________

1.2.      Owner(s)/Director(s)/Partner(s): __________________________________________________________

1.3.      Key decision makers involved in evaluation and implementation:

1.3.1.    ___________________________________________                Title: ______________________________

1.3.2.    ___________________________________________                Title: ______________________________

2.     

Please describe your business here in a few words:

 

 

 

 

 

 
 
Type of Business (Always check ALL that apply)

2.1.      q Computers, Networking, Software & Peripherals

2.2.      q Books

2.3.      q Telecom (Pagers, Phones, WAN, Switches, etc.)

2.4.      q Appliances

2.5.      q Gifts/Specialty

2.6.      q Furniture

2.7.      q Stationary/Office Supplies

2.8.      q Automobile/Auto Parts

2.9.      q Photo/Camera/Frames

2.10.   q Sporting Goods

2.11.   q Consumer Electronics (Audio/Video/Etc)

2.12.   q Eye Wear

2.13.   q Arts and Crafts

2.14.   q Hardware

2.15.   q Medical

2.16.   q Packaging

2.17.   q Jewelry

2.18.   q Cafι/Deli

2.19.   q Convenience Store

2.20.   q Clothing

2.21.   q Consultants

2.22.   q Shoes

2.23.   q Manufacturing  q Assembly/Kits  q Light q Heavy

2.24.   q Other – Specify ____________________________________________

 

3.      Year Business Established _________________

4.      Type of Industry

4.1.      q Retail

4.2.      q Wholesale

4.3.      q Distribution

4.4.      q Mail Order

4.5.      q E-commerce (Online Shop on the Internet)

4.6.      q Service

q Maintenance Contracts q Hourly Billing q On-site q Telephone Support q Sub-contracting

4.7.      q Manufacturing

4.8.      q Other – Specify __________________________

5.      Clientele Breakup

5.1.      q Government                                                    % of Revenues     ___________

5.2.      q Consumer                                                       % of Revenues     ___________

5.3.      q Corporate                                                        % of Revenues     ___________

5.4.      q Resellers/Dealers                                           % of Revenues     ___________

5.5.      q Other – Specify ________________       % of Revenues     ___________

6.      Target Market Geographic Reach

6.1.      q Local (Within City)                                       % of Revenues     ___________

6.2.      q Regional (Within State)                                % of Revenues     ___________

6.3.      q National                                                          % of Revenues     ___________

6.4.      q International (Multiple Countries)              % of Revenues     ___________

6.5.      q Other – Specify __________________   % of Revenues     ___________

7.      Product Information

7.1.      q Approximate number of Product Categories             ________________

7.2.      q Approximate number of products you sell                ________________

7.3.      q Price range of products you sell                                 ____________________________

7.4.      q Average (median) price per order                               ____________________

7.5.      q Average quantities of items per order                       ____________________

7.6.      q Products purchased from

7.6.1.    q Distributors                                                          % of Total Purchases __________

7.6.2.    q Manufactured In-house                                     % of Total Purchases __________

7.6.3.    q Other Manufacturers                                          % of Total Purchases __________

7.6.4.    q Resellers/Dealers                                                 % of Total Purchases __________

7.6.5.    q Auctions/Liquidations                                       % of Total Purchases __________

7.6.6.    q Used/Trade-ins from Consumers                      % of Total Purchases __________

7.6.7.    q Other – Specify ___________________       % of Total Purchases __________

Current Systems/Network/Hardware Configuration

7.7.     Systems

7.7.1.  q NO computers in place

7.7.2.  q Single (standalone) User

7.7.2.1.      OS                  q WinNT q Win95 q Win98 q DOS q Other – Specify ______________

7.7.2.2.      System           CPU Type ___________   Speed  _______   Memory __________________

7.7.3.  q Multiple computers, but not networked

7.7.3.1.      OS                  q WinNT q Win95 q Win98 q DOS q Other – Specify _________________

7.7.3.2.      System           CPU Type ___________   Speed  _______   Memory _____________________

7.7.4.  q Network currently in place

7.7.4.1.      q Servers - q FileServer q Mail Server q Web Server q Other ______________________

7.7.4.2.      Total Clients/Workstations/Nodes – Count ________________

7.7.4.3.      Network Protocol(s)   q TCP/IP q NetBEUI q IPX/SPX q Netbios

7.7.4.4.      Server CPU Type _________ Speed  _____ Memory ______ HD Type ______ Size _______

7.7.4.4.1.              OS                   q NT q Win95 q Win98 q Novell q Other – Specify ____________

7.7.4.5.      Workstation(s)            CPU Type ______________ Speed  _______ Memory _____________

7.7.4.5.1.              OS                   q NT q Win95 q Win98 q Novell q DOS q Other – Specify _____

7.8.     List and count of all available accessories

7.8.1.    q Dot Matrix Printer                                Count __________________

7.8.2.    q Laser Printer                                         Count __________________

7.8.3.    q Thermal Printer (Barcode)                 

7.8.4.    q Image Scanner

7.8.5.    q UPS Power Backup on Servers

7.8.6.    q Tape backup

7.8.7.    q Barcode Scanner                                  Count __________________

7.8.8.    q Bank Checks 

7.8.8.1.      q Computer Printed

7.8.8.2.      q Manually Handwritten

7.8.9.    q Customer Statements Forms

7.9.     Note specifics about configuration of all existing computers in use

 

 

 

 

 

 

8.      Current Operations Infrastructure

8.1.     Number of company location(s )

8.1.1.    q Main Location      Size: ______________ (in square feet)

8.1.2.    q Other Locations

8.1.2.1.      How many? _______  Distance of each from main location: __________________________

8.1.2.2.      Size of Each Location __________________________________________ (in square feet)

8.1.2.3.      Number of employees in each location ___________________________________________

8.1.2.4.      Does each location maintain and file separate books and taxes? _______________________

8.1.2.5.      Connected? q Not Connected q Leased line – Speed _____    q Dial-up – Speed  ______

8.1.2.6.      Do you understand how Accware is implemented on a WAN? ________________________

8.2.     What are the growth plans in one year?

8.2.1.    Number of New Locations      _________           Number of new employees __________

8.3.     What are the growth plans in two years?

8.3.1.    Number of New Locations      _________           Number of new employees __________

8.4.     Shipment Carriers and Delivery Methods used

q In-house Delivery q Fedex q UPS q DHL q Airborne Express q US Mail

q Trucking Companies q Customer Pickups q Other – Specify   ________________________________

8.5.      Do you accept credit cards? _______ If yes, who is your credit card processor/bank? _______________

8.6.      Number of total telephone lines ______

8.7.      Remote connectivity available q None q PC Anywhere q NT Terminal Server q Citrix Winframe

8.8.      Do you customize orders as per customer specifications? _____ If yes, what is the turnaround time? _____

8.9.      List all business/accounting software system(s) and description of how each software is currently used in any and all aspects of the business

8.9.1.    Name ______________________      Used for __________________________________________

8.9.1.1.      q Developed In-house q Development Sub-Contracted q Purchased Package

8.9.2.    Name ______________________      Used for __________________________________________

q Developed In-house q Development Sub-Contracted q Purchased Package

8.9.3.    Name ______________________      Used for __________________________________________

q Developed In-house q Development Sub-Contracted q Purchased Package

8.9.4.    What aspects of the current system are you satisfied with?

                                                                                                                                                                                       

                                                                                                                                                                                       

                                                                                                                                                                                       

                                                                                                                                                                                       

8.9.5.    What aspects of the current system frustrate you?

                                                                                                                                                                                       

                                                                                                                                                                                       

                                                                                                                                                                                       

                                                                                                                                                                                       

8.9.6.    How would you grade your current level of automation on a scale of 1 to 10? ____________

8.10. Internet Strategy

8.10.1. Does the company have an Internet connection? _____________

8.10.1.1.   If yes, what type of connection?

8.10.1.1.1.           Dial up access q ISDN q 28.8K q 33.6K q 56K q Other _______________

8.10.1.1.2.           Permanent/Frame Relay q T1 q 512K q 256K q DSL q Other _______________

8.10.1.2.   How many employees have access to?

8.10.1.2.1.           q Email – ALL                                             q Web browsing - ALL

8.10.1.2.2.           q Email – Management                              q Web browsing - Management

8.10.1.2.3.           q Email – Managers                                   q Web browsing - Managers

8.10.1.2.4.           q Email – Selected Staff                             q Web browsing – Selected Staff

8.10.2. Does the company have a web-site? ___________ If yes,

8.10.2.1.   URL(s) ____________________________________________________________________

8.10.2.2.   Site Hosted q In-house q 3rd party ISP

8.10.2.3.   q Developed In-house q Out-source

8.10.3. Do you have staff that is familiar with?

q MS-SQL Server or similar q Database Concepts q Using ODBC q Internet Information Server

q Active Server Pages (ASP) q HTML q Microsoft FrontPage q Programming Languages q WAN

8.10.4. Does your company have an online shop? _____________

8.10.5. If yes, is it integrated with the back-end accounting system?

8.10.6. If no, would you like to deploy an online shop on your web-site?

9.      Employee Information

9.1.      List of all positions and roles in the company ___________________

9.2.      Total number of employees in the company ____________________

9.2.1.    Number of Managers _______________

9.2.2.    Number of employees handling

q Accounting/Bookkeeping ____  q Sales _____ q Marketing _____ q Purchasing _____

q Service ____  q Returns _____ q Inventory _____ q Receiving/Shipping _____ q Other ______

9.3.      Number of Salaried Employees __________

9.4.      Number of Hourly Employees ___________ (using time clock)

9.5.      In-house staff proficient with

9.5.1.1.      q Accounting terms/concepts                                 q Novice q Intermediate q Advanced

9.5.1.2.      q General Computer Usage                                       q Novice q Intermediate q Advanced

9.5.1.3.      q Networks/Client-Server Technology                   q Novice q Intermediate q Advanced

9.5.1.4.      q Familiar with Internet Concepts                            q Novice q Intermediate q Advanced

9.5.1.5.      q Familiar with Spreadsheets                                    q Novice q Intermediate q Advanced

9.5.1.6.      q Programming