It’s simplified our vendor evaluation process tremendously. I wouldn’t want to go back to doing all that we’re doing right now in Olive, in spreadsheets!
A Consultant’s Perspective on Maximizing Vendor Selection Efficiency with Olive
Company Profile
Client Profile
IntrapriseTechKnowlogies LLC is the next evolution CPA firm focused on organizational development and technology management services for the middle market, nonprofits, and small businesses that “think big.” Founded over 15 years ago by Donny C. Shimamoto, CPA, CITP, CGMA, the firm integrates three key elements:
- Accounting: Finance, governance, risk, and controls.
- Information Technology: Technology management.
- Human Resources: Organizational development.
We interviewed Morris Harris, director of mid-market consulting at IntrapriseTechKnowlogies. Morris has a CPA background and recently obtained PMP certification. His experience includes roles at the Association of International Certified Professional Accountants (AI CPA) as a program manager and product manager.
Introduction
In the world of IT consulting, efficient vendor selection can make or break a project. IntrapriseTechKnowlogies LLC, a leading consultancy firm, has discovered the transformative power of Olive, an end-to-end technology evaluation platform. This case study explores their journey and the profound impact Olive has had on their processes, featuring insights from Morris Harris, Director of Mid-Market Consulting.
From Excel to Olive: Streamlining Vendor Selection
Before implementing Olive, IntrapriseTechKnowlogies relied heavily on Excel sheets for data analysis and vendor comparisons. This cumbersome process lacked standardization and hindered collaboration.
“I can probably boil that down into two words: Excel sheets. We used Microsoft Excel to organize data analysis or data analytics, particularly when we’re trying to do vendor solution comparisons. We have totally transitioned our solution requirements and vendor input into Olive. It’s simplified our vendor selection process tremendously, bringing all parties together in a transparent, organized fashion.”
Simplified and Collaborative Technology Evaluations
Implementing Olive has revolutionized the technology evaluation process for IntrapriseTechKnowlogies, making it more collaborative and standardized.
“Olive has standardized our selection process, made it collaborative between ourselves, the client, and the solution providers, and provided documented consensus of selection criteria. It captures everything in an organized fashion.”
Key Features of Olive: Templates and Ranking Tools
Olive’s powerful features, such as RFP project templates, requirements ranking, and vendor solution comparison tools, have significantly impacted their vendor selection process.
“Olive has different project templates within the tool. If you don’t know where to start with identifying requirements for ERP or CPM solutions, you can leverage these pre-populated templates and customize them. The requirements ranking and vendor solution comparison tools are also crucial. They allow the client to prioritize requirements and see which vendors best meet those needs.”
Enhancing Feedback and Discovery with Olive
Olive empowers consultants to gather organized feedback on solution requirements, extending its capabilities to discovery processes.
Outstanding Support: Working with the Olive Team
The Olive team provides exceptional support and training, fostering a productive and collaborative relationship between IntrapriseTechKnowlogies and Olive.
Morris Harris:
“The support from the Olive team has been outstanding. They have been very supportive in training and orienting us on how to utilize the tool effectively. The dialogue between our organizations has been really good.”
Unmatched Transparency | Why Consultants Depend on Olive
Olive’s transparency and collaborative capabilities make it an indispensable tool for consultants, streamlining workflows and enhancing vendor selection processes.
“If Olive were to disappear, I would insist that somebody brings it back. It has simplified our process tremendously, and the collaboration it fosters is invaluable.”
Watch the video: Unmatched Transparency | Why Consultants Depend on Olive
Conclusion
Olive has proven to be a game-changer for IntrapriseTechKnowlogies, transforming their vendor selection process into a streamlined, collaborative, and transparent workflow. By adopting Olive, consultants can enhance their efficiency, simplify complex processes, and achieve better results for their clients.
Learn More About Olive:
Discover how Olive can transform your vendor selection process. Learn more about the platform or book a demo today!