Technology Survey

Question Title

* 1. When it comes to addressing your overall system needs, is it your firm's policy or preference to:

Buy software packages

Build (develop systems internally)

A combination of a. (buy) and b. (build)

Other (please specify)

Question Title

* 2. If you buy software, do you prefer to use a single vendor to provide for all of your needs, or do you use multiple vendors ("best of breed")?

Single vendor

Multiple vendors

We don't have a preference

Question Title

* 3. If you buy software, do you prefer in-house systems or externally housed solutions?

In-house

External

Web/Cloud-based

Other (please specify)

Question Title

* 4. Please indicate the importance of each of the following, when looking for new software, on a scale from 1 to 10, where 1 means of little importance and 10 means of a great deal of importance.

	1	2	3	4	5	6	7	8	9	10
Product Functionality	Product Functionality 1	Product Functionality 2	Product Functionality 3	Product Functionality 4	Product Functionality 5	Product Functionality 6	Product Functionality 7	Product Functionality 8	Product Functionality 9	Product Functionality 10
System cost	System cost 1	System cost 2	System cost 3	System cost 4	System cost 5	System cost 6	System cost 7	System cost 8	System cost 9	System cost 10
Proximity of the vendor to our location	Proximity of the vendor to our location 1	Proximity of the vendor to our location 2	Proximity of the vendor to our location 3	Proximity of the vendor to our location 4	Proximity of the vendor to our location 5	Proximity of the vendor to our location 6	Proximity of the vendor to our location 7	Proximity of the vendor to our location 8	Proximity of the vendor to our location 9	Proximity of the vendor to our location 10
Number of clients the vendor has	Number of clients the vendor has 1	Number of clients the vendor has 2	Number of clients the vendor has 3	Number of clients the vendor has 4	Number of clients the vendor has 5	Number of clients the vendor has 6	Number of clients the vendor has 7	Number of clients the vendor has 8	Number of clients the vendor has 9	Number of clients the vendor has 10
Number of clients the vendor has that are similar to us	Number of clients the vendor has that are similar to us 1	Number of clients the vendor has that are similar to us 2	Number of clients the vendor has that are similar to us 3	Number of clients the vendor has that are similar to us 4	Number of clients the vendor has that are similar to us 5	Number of clients the vendor has that are similar to us 6	Number of clients the vendor has that are similar to us 7	Number of clients the vendor has that are similar to us 8	Number of clients the vendor has that are similar to us 9	Number of clients the vendor has that are similar to us 10
Size of the vendor firm (number of employees)	Size of the vendor firm (number of employees) 1	Size of the vendor firm (number of employees) 2	Size of the vendor firm (number of employees) 3	Size of the vendor firm (number of employees) 4	Size of the vendor firm (number of employees) 5	Size of the vendor firm (number of employees) 6	Size of the vendor firm (number of employees) 7	Size of the vendor firm (number of employees) 8	Size of the vendor firm (number of employees) 9	Size of the vendor firm (number of employees) 10
Size of the vendor firm's development staff	Size of the vendor firm's development staff 1	Size of the vendor firm's development staff 2	Size of the vendor firm's development staff 3	Size of the vendor firm's development staff 4	Size of the vendor firm's development staff 5	Size of the vendor firm's development staff 6	Size of the vendor firm's development staff 7	Size of the vendor firm's development staff 8	Size of the vendor firm's development staff 9	Size of the vendor firm's development staff 10
Ability and willingness of the vendor to do custom work	Ability and willingness of the vendor to do custom work 1	Ability and willingness of the vendor to do custom work 2	Ability and willingness of the vendor to do custom work 3	Ability and willingness of the vendor to do custom work 4	Ability and willingness of the vendor to do custom work 5	Ability and willingness of the vendor to do custom work 6	Ability and willingness of the vendor to do custom work 7	Ability and willingness of the vendor to do custom work 8	Ability and willingness of the vendor to do custom work 9	Ability and willingness of the vendor to do custom work 10
Compatibility of the vendor's product with other systems we already have in place	Compatibility of the vendor's product with other systems we already have in place 1	Compatibility of the vendor's product with other systems we already have in place 2	Compatibility of the vendor's product with other systems we already have in place 3	Compatibility of the vendor's product with other systems we already have in place 4	Compatibility of the vendor's product with other systems we already have in place 5	Compatibility of the vendor's product with other systems we already have in place 6	Compatibility of the vendor's product with other systems we already have in place 7	Compatibility of the vendor's product with other systems we already have in place 8	Compatibility of the vendor's product with other systems we already have in place 9	Compatibility of the vendor's product with other systems we already have in place 10
Quality of staff (e.g., performance measurement consultants)	Quality of staff (e.g., performance measurement consultants) 1	Quality of staff (e.g., performance measurement consultants) 2	Quality of staff (e.g., performance measurement consultants) 3	Quality of staff (e.g., performance measurement consultants) 4	Quality of staff (e.g., performance measurement consultants) 5	Quality of staff (e.g., performance measurement consultants) 6	Quality of staff (e.g., performance measurement consultants) 7	Quality of staff (e.g., performance measurement consultants) 8	Quality of staff (e.g., performance measurement consultants) 9	Quality of staff (e.g., performance measurement consultants) 10
Reputation of vendor for support and service	Reputation of vendor for support and service 1	Reputation of vendor for support and service 2	Reputation of vendor for support and service 3	Reputation of vendor for support and service 4	Reputation of vendor for support and service 5	Reputation of vendor for support and service 6	Reputation of vendor for support and service 7	Reputation of vendor for support and service 8	Reputation of vendor for support and service 9	Reputation of vendor for support and service 10
Speed of application	Speed of application 1	Speed of application 2	Speed of application 3	Speed of application 4	Speed of application 5	Speed of application 6	Speed of application 7	Speed of application 8	Speed of application 9	Speed of application 10
System's ability to handle large volume of data	System's ability to handle large volume of data 1	System's ability to handle large volume of data 2	System's ability to handle large volume of data 3	System's ability to handle large volume of data 4	System's ability to handle large volume of data 5	System's ability to handle large volume of data 6	System's ability to handle large volume of data 7	System's ability to handle large volume of data 8	System's ability to handle large volume of data 9	System's ability to handle large volume of data 10

Question Title

* 5. What process do you use to select your software provider? Select all that apply.

A formal RFP (Request for Proposal) process

An informal process involving asking certain companies to demonstrate their product

By using our knowledge of the marketplace to create a short list

By involving a consulting firm

Other (please specify)

Question Title

* 6. Who makes the final decision on the acquisition of a performance measurement software package?

Head of Performance

Head of IT (Investment Technology)

COO or Head of Operations

A committee

Other (please specify)