I am interested in getting bids via email for an expert system that I want
to build.  It involves three distinct modules with the following
requirements…

Technical Specifications:

1.      Can be implemented as a web-based ASP model or turn-key box for loading
on internal servers. 
2.      Programmed in open-source code that can be effectively accessed on all
major browsers (IE and Netscape backward compatible to version 4.0) and
all major OS’s (Windows 95-XP, Mac 8+, Unix, Linux).  Use open-source
database that can be similarly leveraged on all major operating systems. 
Use open-source mail client with similar compatibility with OS’s to allow
for messaging between the software and users both inside and outside the
client’s company.  (Once concern that I don’t know how to address is when
the client puts this software on their internal server behind a firewall,
how can external customers provide feedback on person’s in the system? 
Please answer this question as part of your response or bid.)  In your
response please also indicate which programming language, database, and
graphics solutions you believe this software should be built from to
support these requirements. 
3.      Must support HR XML for seamless connectivity to existing HRIS,
Performance Management Systems, and LMS, including SAP and PeopleSoft HR
modules.  (see http://www.hr-xml.org) 
4.      Must be able to run with international data encryption standards on
secure (HTTPS) servers and provide role-based password access for various
user levels. 
5.      Must have a key that requires regular entry or other ongoing algorithms
to prevent usage when my clients do not pay ongoing license fees.  Other
security feature ideas would be appreciated. 
6.      Must be coded for multi-language support (i.e. Unicode) for all user
and Administrator interfaces.  A simple dictionary won’t work; phrases and
short paragraphs must be translated in context to the culture because
interpersonal skills are heavily referenced throughout each module.  Users
will select their preferred language upon login and adding new languages
should be possible via the Administrator side of the modules. 
7.      The three modules must be independent and interdependent of one
another.  Some of my clients only need one module and some need two.  A
few clients need all three.  They will share a common resource
(organizational and user data) table, but some functionality will only
work if more than one module is purchased.  For example, items can be
added to learning plans in the LM module from both of the other modules
only if the LM module was purchased. 
8.      GUI must be engaging, not just boring fields.  The ability to provide
clients with customized skins would be best.  
9.      Users and Administrators will need to query the databases and retrieve
the results in both numerical and graphical reports.  Some data entry
should also be graphical (e.g. organizational charts must be filled in the
same way the client has built the reporting structures within their
company using cascading boxes).  Whatever graphic software is used must be
open-source, neither my clients nor I should be required to buy additional
licenses to use these modules.  The graphics and text reports must be
savable onto individual users’ computers so that users can create
presentations and load the text and graphics into them using cut-and-paste
methods. 
10.     Must be tremendously scalable for global Fortune 100 companies. 
11.     Need easy remote backups on a daily basis. 
12.     Input for key components must be configurable.  My clients may have
existing software that may need to be tapped for some information.  If
they don’t then the strategic data can be collected using this software in
one of two ways: multiple-choice tests of skills or multi-rater feedback
on skill proficiency.  Within the same company some users will be asked to
take tests and others (higher in the organization) will be asked to use
the multi-rater assessment.  Whether gathered via test or multi-rater
feedback the data will be coded the same for everyone.  Most of the base
data will be generated via wizards or by importing .xls spreadsheets or
comma-delimited files. 
13.     This is an expert system.  I will provide the help file content in
both Flash and text formats for each page. 
14.     Detailed storyboards are already built from the users perspective (not
the Administrators) and the winning bidder will need to comply with a
Non-Disclosure Agreement before those are released to the bidder.  I am
hiring someone to build this software.  I am not interested in licensing
someone else’s content or components.  I will wholly own the resulting
software at the end of the contract.  If the experience is good I will
probably contract for ongoing technical support, development, and
maintenance from the developer.  Ongoing support, development, and
maintenance may be augmented by an online support contract for IRC and
e-mail support for my clients as well.  Rates for support, maintenance,
and ongoing development would be greatly appreciated. 

Functionality:

Core Shared Database – the main database would include information about
the company’s positions and the users (and their bosses) in the software. 
Input into the core module would be done via an HR XML attachment to other
software (probably an HRIS system or SAP or PeopleSoft), via importing an
xls or comma-delimited file, or via manual input.  All three methods are
required because clients will manage this system very differently. 

Performance Management Module – a wizard helps employees set performance
objectives and then people who are affected by the performance rate those
objectives (multi-rater feedback).  When employees logon they see their
own performance ratings in real-time and those of their direct reports as
well.  The objectives can be drilled from the Strategic Plan all the way
down to the lowest level of the organization.  Two other wizards allow for
disciplinary forms to be completed and a regular appraisal form to be
completed and stored in the system.  The logon screen is a dashboard that
includes two gauges: what has been accomplished and how it has been
accomplished.  The first one focuses on the percentage of measurable goals
being hit and the second shows a percentage of expectations being met
according to the raters.  The storyboard for this module includes 20
separate screens (this is inclusive of the normal screens and all three
wizards).  Administrators and users will need to see their performance in
both numerical display and graphical.  Remember, the graphics cannot be
from a software package that requires myself or my clients to buy a
license, it must be open source.  

Learning Management Module – Some companies want to provide a warehouse of
learning solutions for employees who need to improve their performance or
develop for future jobs.  This module contains such a warehouse and can be
enhanced by user input to expand the warehouse even further.  Content in
the database may include links to the customer’s Training Management
System so that employee can sign up for instructor-led or computer-based
training classes, but most of the content will be self-paced access to
information.  A key component to this module, just like the other two, is
the ability to get multi-rater feedback about progress made against goals.
 These goals are kept in a learning plan in the system.  The storyboard
for this module includes 15 screen shots.  The dashboard view upon logon
includes gauges that represent progress against the learning plans in each
user’s portfolio. 

Succession Management Module – Employees are rated against two key skill
databases, either by test or multi-rater feedback, and those ratings are
used to create position models.  The models show what skills truly
separate the best performers from the other employees in a job or family
of jobs.  A gap analysis between the user’s profile and the high-performer
model will show the gaps or ‘fit’ between an employee and a position.  The
tests would be multiple-choice and the multi-rater feedback would be done
as a Q-sort.  The Q-sort would be available graphically as if cards were
being sorted into 3 to 7 piles or via a simple text drag-and-drop method,
depending on the power of the client’s computers (cards are much cooler
than text but being graphical they require more power and memory).  The
main wizard for this module allows for the development of succession plans
or what-if scenario plans that can be saved on the user’s computer without
affecting the real organizational chart in the system.  These plans allow
for an initial gap analysis report to find the best talent from everyone
in the database (whether they are incumbents in the position being queried
or not) and then dragging employees around an organizational chart.  This
is the same type of chart that was used to input the positions into the
software to begin with.  The resulting charts also show the impact of
those movements by lighting up the boxes that are vacant or over-staffed. 
The storyboard for this module is 20 screens long.  The drag-and-drop
functionality of the Q-sort and the Planning Wizard are the trickiest part
of this module and your ideas for how this would be accomplished should be
clearly stated in your proposal so that I can get a sense of your
methodology.  

Please review these requirements and let me know what you can do and how
much it would cost in US Dollars.  I am reluctant to provide more
information than this at this point as another idea I submitted for bid
was quickly built by several companies that I requested bids from.  I will
consider only bids that answer the questions I have posed above and an
initial price estimate.  All bids are due by Thursday, July 10, 2003 at
5:00 pm Central US Time. 

If interested, please email me at [EMAIL PROTECTED] 

Darin Phillips, PhD, CPT



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