Client Profile:

Name:

Position Title:

Telephone #:

Fax:

Corporate Name:

Address:

City:

State:

Zip Code:

Country:

Web Site:

E-Mail:

Parent/Subsidiary
Corporation Affiliations:

Headquarter Location:

Industry:

Total # of Employees:

Total Annual Revenue:

Fiscal Year Begins:

President:

Chief Financial Officer:

Controller:

Accounting Manager:

HR Manager:

Vice President, Information Systems:

Business Issues:

Which financial applications are you considering replacing? (Check all that apply.)

G/L

A/P

A/R

Do you have a time-line for implementing a financial application?

Yes
No

If yes, please specify the time frame:

Do you have a proposed budget for this project?

Yes
No

If yes, what range is your proposed budget in (US dollars)?

< $10K
$10–25K
$25–50K
$50–100K

Have you evaluated other offerings?

Yes
No

If yes, which ones?

Is your CEO, CFO or other senior decision-maker involved, supportive and interested in this project?

Yes
No

If not, please specify when you plan to seek his/her support.

Information Systems Environment:

What are your primary business application software systems (e.g., manufacturing, distribution, inventory, customer orders, financial, payroll, human resources, etc.)?

Are any or all of these applications licensed from a software vendor?

Yes
No

If yes, please identify the vendor and applications:

What IBM Business Partner supplies you with IBM i hardware and upgrades?

Is IBM i your primary computer operating environment?

Yes
No

If yes, please specify your model number(s):

If not, please identify your primary computer operating environment:

Please indicate your preferred method of communication for future NGS correspondence:

Phone

Email

Mail

How did you find our website?

E-Mail Blast Mailer Banner Ad Telemarketing Publication Ad Trade Show Directory Other

If you selected Other, please specify: