Case Studies

Muir Group - Finance system selection and procurement

Muir Group Housing Association (Muir Group) was founded in 1968 and was formally registered as a housing association with the Housing Corporation in 1976. Muir Group's head office is in Chester with three offices in Blackpool, Burnley and Huntingdon.

OBJECTIVE

Muir Group’s existing finance system (Sun Accounts) was not a modern solution and required several supporting systems to provide additional functionality as well as a thin client infrastructure (Citrix) to support the delivery of the application to the end users.

WHAT WE DID

We ran a series of workshops with the different stakeholders (e.g. Finance, Budget Holders, IT) from across the business to understand the functional and non-functional requirements that the replacement solution needed to provide. This included the quality and price ratio’s and a detailed description of how the tender would be assessed and scored.

We then advised on the most appropriate procurement route to ensure the selection of a solution which would meet these requirements. We considered G-Cloud, the CCS Framework, and UK Open Procurement.

Based on assessing the pros and cons of each route, and which potential solutions could be sourced through each, we agreed to use the UK Open Procurement route.

We published the contract notice using the Delta E-Sourcing procurement portal which Shaw Consulting have an account for.

We managed all the tender admin, coordinating the questions and answers.

We developed a tender assessment spreadsheet which the project team and Shaw used to score the responses to the tender. The analysis was done separately and we then produced a group analysis spreadsheet and met to agree a consensus score and a shortlist.

We did the financial analysis of the tender responses, along with one of Muir’s finance colleagues.

Presentation agenda and demonstrations scenarios were drafted and agreed with the project team. These were issued to the shortlisted suppliers.

We had reference calls with each shortlisted suppliers’ existing clients to understand if the solution met their needs, that the supplier delivered the solution on time and to budget, and that if they had their time again that they would select the same solution.

We attended the demonstrations (Virtually via Teams). Following the demonstrations, the project team met to finalise the scoring and confirm who the selected supplier was, based on the published assessment criteria.

We then managed the contract award process and the publishing of the contract award.

To provide a full account of the procurement, we developed a supplier selection report.

WHAT WE ACHIEVED

This engagement resulted in the selection of SAP by Design from Sapphire Systems.

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