CRM System Assessment and Strategic Planning Services

The government authority located in State requires a vendor to provide CRM system assessment and strategic planning services. The buyer seeks a consultant to execute three project phases: planning and initiation, discovery, and analysis, reporting, and next steps. Specific tasks include reviewing background materials, confirming project goals, conducting stakeholder discovery meetings, reviewing data management applications, identifying process efficiencies, and analyzing functional and nonfunctional needs. Additionally, the vendor must document system strengths and weaknesses, prepare a System Summary deliverable with recommendations, and host virtual meetings with the core project team. The buyer accepts responses from vendors worldwide and requires offsite work performance. Bidders must submit proposals digitally via email or online, and respondents must state the number and format of discovery meetings included in their proposed fee. All questions were due on September 13, 2026. The buyer seeks proposals to establish the project budget, but the text omits specific evaluation criteria.