Support and Project Manager for successful Evaluation Process

Together with EXPERTsuisse, isolutions develops their requirements for a new member and education management tool. isolutions supports the process and provides project management to accompany the stakeholders and ensure success.

EXPERTsuisse is the expert association for auditing, tax and fiduciary services in Switzerland. The association has over 10'000 natural persons from the fields of auditing and business and tax consulting. In addition to the large auditing firms, its members include around 800 medium-sized and smaller fiduciary companies.

Initial Situation

The existing IT architecture does not provide a sufficient basis to adequately map EXPERTsuisse‘s processes. In addition, two core systems are end of support. The aim is to completely overhaul the IT architecture by 2025.

For the evaluation of the future target system, a partner was sought who is able to structure and document the status quo so that the resulting requirements could also be derived from the technical side and the appropriate solution partner could be evaluated.


Together with EXPERTsuisse, isolutions worked out the requirements of the association in the area of member administration as well as the requirements for education administration. For this purpose, a company-wide survey was first launched. Subsequently, the findings identified from the survey and existing documents were verified and deepened through individual interviews in the respective areas and locations. The resulting information was further processed and prioritized in workshops with the client‘s core team. The evaluation procedure was developed by isolutions and coordinated with the customer so that the vendors selected via the RFP could submit comparable offers.

isolutions supported the customer with a challenging team of experts in the evaluation of the offers and the subsequent vendor presentations. Thus, technical criteria regarding stability and innovative strength of the vendor solutions could be examined and taken into account by EXPERTsuisse in the further evaluation process. Using a multi-stage evaluation matrix, two potential providers were selected step by step for a PoC phase.

During this paid PoC phase, which lasted several months, the cooperation and cultural fit between the provider and EXPERTsuisse were examined in addition to the use cases to be developed. In addition, the providers were able to gather further information for the final preparation of the offer during this time. For the execution of the evaluation, a project manager was provided by isolutions, who supervised the stakeholders and thus ensured the success of the PoC phase.

The right partner could be found for EXPERTsuisse. In the future, employees will benefit from new functionalitiesand higher usability, while dialog partners will benefit from a modern information offering with numerous self-service functionalities.

Icon Trust
selection of suitable partner for replacement of previous core systems
requirements of CRM, ERP, course and member manamgement met
evaluation levels until the final decision


  • Elicit the requirements and information preparation for a neutral provider selection with multiple decision dimensions (technical, project approach, consulting, cultural).
  • Accompaniment and management of the client‘s stakeholders and requirements with focus on the important as well as desired aspects in the evaluation phase.
  • Neutral technical competence by isolutions, which ensures the evaluation process also in terms of feasibility.

Luzia Hafen

Head of Business Transformation, MdGL | EXPERTsuisse

«By working with isolutions, EXPERTsuisse could be sure in the evaluation process that the vendor selection could be carried out through sound knowledge and always focused on the interest of the complete association.»

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