Just-in-Time Decision Evaluation

Leverage Modern Tools

Modern-day Internet, AI, and social networks provide extensive knowledge of vendors and their solutions and customers.

Advanced searches using modern web browsers and sharing cooperative knowledge with vendor customers will provide you with a more thorough and accurate understanding than what you will receive in an RFP response. They require less time, are more efficient, and result in better decisions.

Vendors save time and money as well, which they can reinvest in their customer relationships, people, and products.

Just in Time Decision Evaluation (JITDE™)

A partnering approach that leverages ongoing capability team research and networking activities is heavy on interactive dialogue and is lighter on paper and intermediaries to accelerate and optimize your vendor decision.

The JITDE™ approach, aka Brief-based approach, emphasizes early in-depth needs, vendor and peer organization diligence, and a strong focus on vital versus many trivial needs.

The comprehensive diligence results in two or three of the most viable vendor candidates receiving an RFP or Brief (a trimmed version of an RFP.)

An accelerated evaluation and selection process leveraging an intensive 3-day, onsite vendor summit results in a final vendor recommendation.

JITDE™, or Brief-based, Selection Journey

1. Initiation

Prepare your project for success by preparing its mission, organization, milestones, guiding principles, draft scoring methods, and management processes.

2. Diligence

Research vendor software. Structure and focus on vital needs. Network with peer organizations and customers of target vendors. Measure their satisfaction. Finalize vendor minimums, evaluation process, question design, and scoring methods.

3. Scoring Process

Enter scoring basis and vendor minimums; do not publish questions and weights into a scoring model. Identify three or fewer vendors to engage for the remainder of your project.

4. Solution Needs -- Brief or RFP

Partner with your Procurement team to create a Brief or RFP. Create questionnaires to gather vital vendor information, such as technical, infrastructure, security, company profile, 3rd party profiles, needs, and one-time and recurring solution costs.

5. Evaluation & Selection

Prepare and conduct an agile evaluation and negotiation summit for each vendor. Or proceed using a more traditional evaluation process by stage, which includes proposal, interview-demo, customer references, field visits, negotiation, and recommendation.

6. Resources

Leverage AI, advanced search criteria, digital assets, and other methods & techniques to accelerate project outcomes.

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Accelerate Using Capability Thinking®

Capability Thinking® provides guidance that leverages the Internet, AI, and peer organization networks to replace "RF" undertakings.

RF activities include:

Request for Information (RFI)
Request for Qualifications (RFQ)
Request for Proposal (RFP)
Request for Quote (RFQ)