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RFP: Project Management Software

ISSUE DATE: November 13, 2017
SUBMISSION DATE: November 27, 2017

Women’s World Banking is seeking a cloud-based software solution to enhance project management, data collection, and project reporting for the organization.

About Women’s World Banking
Women’s World Banking is the global leader in women’s financial inclusion. Rooted in our deep understanding of the women’s market, we tackle financial inclusion in three interconnected ways: first, by partnering with financial services providers to develop scalable market-driven solutions; second, through our gender-lens private equity fund; and, finally, because diverse institutions are proven to be stronger, we build institutional capacity through leadership and diversity programs. Through this holistic approach and our global reach of 49 institutions in 32 countries, we accelerate economic opportunity for low-income women and growth for financial service providers in the emerging markets.

About the Project
Women’s World Banking is seeking a single software solution to enhance project management, data collection, and reporting for the organization. The software should create efficiencies for the organization’s Project Management Office and in collecting and tracking both institution-level and project-level data. Additionally, it should provide a reporting function and integrate with existing tools where possible (such as Box). The provider should be able to offer a cloud-based software solution that works for staff working and traveling in developing countries and provide support in implementation and as-needed post-implementation.

Duration of Consultancy
The start date for implementation is expected to be on or around December 15, 2017.

Location of Work
Provider may be remote but must be available for training in New York offices if needed.

Preferred Qualifications

  • Software must offer the following:
    • Function to create project charters and other key project management documents;
    • Function for tracking against workplans and milestones;
    • Function for tracking institution-level and project-level data (i.e., no. of savings accounts, no. of savings accounts by women);
    • Reporting functions;
    • Resource management preferred but not required;
  • Track record of providing implementation and post-implementation support.

 To Apply
Applications must be received no later than midnight EST on Monday November 27, 2017.

Please submit your application, with your :

  • proposal, including but not limited to the following components:
    • timeline to customize (as needed) and implement the software
    • description of software and support, and
    • project team roles and responsibilities for the project,
  • fee proposal; and
  • two references.

Providers should be able to offer a demo as well as a testing sandbox.

Applicants may submit their question(s) in writing until November 27, 2017 to tn@womensworldbanking.org.  Please include in the e-mail subject line “Questions: RFP: Project Management Software.”

This RFP does not guarantee or commit Women’s World Banking to proceeding with the above described work. Not all candidates will be contacted.

 Women’s World Banking is an equal opportunity employer for all regardless of race, color, citizenship, religion, sex, sexual orientation, gender identity or expression, age, disability, veteran or reservist status or any other category protected by federal, state or local law.

 Due to risk concerns, Women’s World Banking will be unable to contract with any individual who is US citizen or resident without an LLC or LP or similar structure.

Q: Can you estimate the number of Managers (PMs, RMs, executives, etc) you would license?
A: For the time being, we will have 5 or so staff members using the software but may roll it out organization wide, which is approximately 50 people.

Q: Is it true you want to get started on December 17th,  2017?
A: We’re aiming to select a software by the end of the year, but it does not need to be fully implemented by then. Please provide a suggested timeline that is realistic for your team.

Q: Are you able to advise on the project management systems currently being used, and the level of project management maturity throughout the business.
A: We do not currently have any such systems.

Q: Do you initiate projects through the use of business cases, and prioritization?
A: We are in the process of standing up a project management office that will be formalizing our project initiation processes.

Q: Do you view projects as an important part of your organizational governance frameworks going forward?
A: Yes we do.

Q: I assume you are looking to manage a range of different project types, including projects related to your financial assistance projects, in the field.  If so, are many of the actions carried out repeatable from one project to another thus allowing projects to be templated?
A: Yes.

Q: The success of project solutions relies heavily on the support of the Executive, as the recipients of much of the information. Is your Executive sponsoring, and engaged with, this initiative?
A: Yes.

Q: We are a non-US based company with a Cloud based Portfolio, Program and project solution? Obviously a Cloud solution can be deployed and used anywhere.  Are you happy for us to submit a bid in spite of our location?
A: Yes, so long as support is available during working hours if needed in EST.

Q: Are you looking for a vendor to assess your needs, identify exactly what data should be tracked, and how it would need to be analyzed/reported both internally and externally – and then recommend and implement a cloud based solution that serves as a project management, data tracking and project reporting tool?
A: The main purpose of the RFP is to identify a project management software that has all of the functionality needed in order to effectively and efficiently manage projects, such as tracking against project plans, communications, reporting, and other key components. We are not expecting any needs assessment as part of the RFP, and we know what data needs to be tracked and reported against.

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