In step 4 of the sales process, reps conduct an Executive Overview with an Owner or CEO. During that Executive Overview, time will be spent conducting a pre-analysis review. This document should be used to conduct that review.
https://rtmsoft.zendesk.com/hc/article_attachments/360080572992/pre-analysis-hospitality-form.docx
Complete this form as part of the pre-analysis
Hours spent processing payroll per week (Head count and hours) |
How is scheduling handled for your hourly staff? · What scheduling software package are you currently using if any? ·Is the scheduling done centrally or at the restaurant level? ·Who are the people doing the scheduling? ·How many people are doing the scheduling? |
How do you collect the time your employees worked? · What systems / software do you use for payroll · Do you use any biometric devices? · Do you use any mobile devices? · How does that data get into your payroll? |
Who is your current HCM vendor? Number of states Number of employees |
Accounting package |
Do you have any other company systems that will need to be integrated with our System? |
How are tips recorded, processed and paid out? Are tips paid out nightly? |
What are your main issues when processing a weekly payroll? |
What are your main issues for year end? |
Is your current payroll company proactive? · i.e. – minimum wage changes · Spread of hours · 80/20 rule · Tip recording? |
Potential growth over the next 3-5 years |
Projects in scope over the next 12 months? *How does this impact your current position w/ HCM? |
Company Name, Address, Phone, etc. |
LinkedIn connections |
Founded- years in business |
What does this company do? |
Services that the company provides? |
Industry or market? |
C Level Executives Contact Information CEO CFO COO Additional C-Level Executives |
Partners - Y / N |
Controller |
Human Resource Manager |
Payroll Manager |
Target Markets (Verticals) |
Competition |
Current News, Press or Company Events |
How is your company structured organizationally? Number of locations and number of states located in. Fast Casual Fine Dining Management Company Does each company have a separate FEIN or all paid under eth same? Are payrolls processed at each location or at a central location? |
Why are you currently evaluating? |
Are you currently evaluating additional companies’? |
Does your current evaluation require RFP? |
What challenges are you currently facing? |
Along with you, who are the other key colleagues? |
What is your company’s’ process to determine a change in systems? |
Is there currently a budget in place for this change? |
Who will take part in making the final decision? What is their role in the process? |
How many potential users? |
Potential Go-Live date |
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