This workbook carefully explains everything you need to know to successfully research, test, buy, and lead change, as you implement new technologies at work. The authors provide proven, step-by-step guidance that includes templates for email communication, budgets, development timelines, and more. Solve the Problem Right the First Time - How to investigate a problem that comes from complaints about technology. - How to present a case to the C-suite for new technology investigation. - How to prepare for an investigation through staff interviews. - How (and why) to codify meetings and interviews during an investigation. - How to develop a project budget on criteria your CFO will understand. - How and why you should invite specific staff and involve them in the Request for Information (RFI) and Request for Proposal (RFP) process. - How to produce an RFI and RFP to which technology vendors will want to respond. - How to develop a pre-RFP budget estimate. - Why even the smallest company should create an RFI even if it never leaves your building. - How to create an effective RFP. The book includes a full RFP sample template. - How to conduct demos and run the sales process during an RFP round. - Items that should be included in every RFP. - How and when to run a POC, and why good etiquette in the investigation process matters to the bottom line. - Concepts that should be included in every RFP contract proposal. - How and when to communicate with the C suite during the investigation and RFP process. - How to communicate the conclusion of the process to staff, vendors, and the C suite.