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Lake Financial Systems

Lake Financial Systems RFP (Request for Proposal) questions

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  1. RFP Questions about General Company Information for Lake Financial Systems

  2. Who will serve as the primary 052B contact for this RFP?

    someone from infuiltive

  3. Who will serve as the primary Lake Financial Systems contact for this RFP?

  4. Who will serve as the primary 052B contact for this RFP?

    052B.

  5. Please provide a company overview for Lake Financial Systems.

    LAKE is a specialist provider of financial and business management solutions based on market leading software and over 27 years experience across a wide range of sectors. Their products include →

  6. Where is Lake Financial Systems located?

    The offices from Lake Financial Systems are located in Leeds (England)

  7. How long has Lake Financial Systems been in business?

  8. Please provide Lake Financial Systems’s mission and/or vision statement.

  9. Describe the Lake Financial Systems company structure. (Private, public, partnership, etc)

  10. How many full-time, part-time and contract employees does Lake Financial Systems have? (Please provide breakdown)

  11. What awards or recognition has Lake Financial Systems received in the last three years?

  12. Is Lake Financial Systems affiliated with any industry or professional associations?

  13. What licenses or certifications does Lake Financial Systems hold?

  14. Please provide a product or service overview and description.

  15. Customer RFP Questions for Lake Financial Systems

  16. How many customers does Lake Financial Systems currently serve?

  17. Please provide contact information for three customer references for Lake Financial Systems.

  18. Lake Financial Systems Competitors RFP Questions

  19. Why should we work with Lake Financial Systems instead of one of your competitors?

  20. Are there alternative solutions that could better meet our needs?

  21. Functionality and Deliverables RFP Questions for Lake Financial Systems

  22. Provide a sample timeline for a standard implementation.

  23. What self-service reporting tools are available to us?

  24. What integrations are available?

  25. When are updates and enhancements delivered to customers?

  26. How often are projects completed on time and within budget?

  27. What action, participation or documentation is required from an organization to ensure timely implementation?

  28. Experience and Approach Questions for Lake Financial Systems

  29. Please provide any relevant case studies.

  30. What resources will be dedicated to a project?

  31. How often will you report about progress and results?

  32. What technology do you leverage to ensure excellent customer communication and experience?

  33. Provide a list of the standard report options, what each includes and available formats.

  34. How are usage and performance reports provided?

  35. What KPIs does Lake Financial Systems track and report?

  36. Customer Success RFP Questions for Lake Financial Systems

  37. On average, how long does implementation take?

  38. What is required from a customer to ensure success?

  39. Do you have a change management process?

  40. Do you conduct quarterly business reviews with customers?

  41. How do you provide updates, track progress and ensure our success?

  42. Please provide a list of self-service tools or resources that are available after onboarding.

  43. How do you manage customer requests, complaints, concerns and feedback?

  44. ​​Do you use in-house or outsourced resources for customer support?

  45. Pricing RFP Questions for Lake Financial Systems

  46. What are the itemized one-time, startup costs and recurring annual/monthly costs?

  47. What limits are imposed upon users, training hours, professional services and data storage?

  48. At what level do you provide volume discounts?

  49. Risk Management RFP Questions for Lake Financial Systems

  50. Share statistics about technology stability/reliability and down times.

  51. How often does the company update and test the continuity and preparedness plans?

  52. Data Security RFP Questions for Lake Financial Systems

  53. Is Lake Financial Systems ISO certified?

  54. Describe how security vulnerabilities are identified and mitigated.

  55. Have you experienced downtime in the last two years? If so, how long were customers impacted?

  56. Sustainability RFP Questions for Lake Financial Systems

  57. Do you have a corporate responsibility policy? If so, please provide it.

  58. What sustainability accreditations and certifications do you hold?

  59. How can we partner with you to enhance environmental sustainability in our mutual supply chain?

  60. Do you use renewable energy?

  61. Do you enforce a supplier code of conduct? If so, please provide it.

  62. Diversity and Inclusion RFP Questions for Lake Financial Systems

  63. Please provide any current diversity certifications.

  64. What percentage of senior leadership is women or minorities?

  65. Have there been any claims of sexual or general harassment, misconduct or discrimination in the last 5 years? Please provide details, if so.

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