OM01 - Operations Management

Systems Procurement: Foolproof Steps to Buying Large Scale Software

Thursday, August 22, 2013, 2:45 PM - 4:00 PM

What are the best practices for procuring any major new IT system, such as time & billing, conflicts, customer relationship management (CRM) or docketing? You need to make sure you get what you want when you want it and protect your firm should the game change once the contract is signed – but how? Learn to avoid the most common sourcing, negotiating and purchasing pitfalls as you discover foolproof steps you can apply to any major system purchase.


  • Identify how to avoid the most common mistakes made when negotiating a contract
  • Determine what contract addendums will ensure you get what you ask for
  • Examine how to protect your firm from unmet vendor deadlines and objectives
  • Discuss how to deal with sales staff and possible game changes once the contract is signed

Audience: Attendees should have a working knowledge of procurement negotiations and practices.

75 Minutes * CPE Field of Study: Administrative Practice * Audience: I

Speaker: Kevin T. Ellison, Grant Thornton LLP



CPE: Administrative Practice