Jumpstart your vendor software decision process by leveraging our reusable, 100% customizable digital assets!
Prepare your project for success by preparing its mission, organization, milestones, guiding principles, draft scoring methods, and management processes.
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.
Enter scoring basis and vendor minimums; do not publish questions and weights into a scoring model.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.
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.
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.
Leverage AI, advanced search criteria, digital assets, and other methods & techniques to accelerate project outcomes.
100% customizable to fit your individual or organization's needs.
Manage Project Board
Conduct Project Risk Surveys
Align on Mission
Organize
Create Organization Chart
Align on RACI
Create Timeline
Track RIDL
Establish Guiding Principles
Draft Scoring Methods
Draft Project Charter
Assess Current Software
Recap As-Is Business Model Canvas
Create SWOT Analysis
Research Vendor Software
Structure Needs
Focus on Vital Needs
Focus on Vital Needs - Simple
Check NEEDS™
Network with Peers
Measure Satisfaction & Momentum
Chart Momentum Matrix
Recap To-Be Business Model Canvas
Recap Vendor Business Model Canvas
Draft Minimum Needs
Finalize Needs & Minimums
Finalize Evaluation Process
Reference Case Studies
Design Questions
Align on Scoring Methods
Finalize Scoring Process
Recap Scoring Logistics - Pre
Enter Scoring Basis
Enter Minimum Needs
Enter Do Not Publish (DNP) Questions
Create Vendor Scorecard
Finalize Proposal Scorecard
Draft Score Minimum Needs
Score Proposals V1
Score Proposals V2
Draft Interview-Demo Scorecard
Draft Score Interviews-Demos
Draft Field Visit Scorecard
Draft Score Field Visits
Track Deleted Questions
Create BRIEF-RFP
Technical Questionnaire
Infrastructure
Questionnaire
Security Questionnaire - Hosted
Security Questionnaire - Onsite
Vendor Company Questionnaire
3rd Party Company Questionnaire
Needs Questionnaire
Vendor Cost Worksheet
Publish BRIEF - RFP
Score Minimum Needs Checklist
Score Minimum Needs
Recap Scoring Logistics - Post
Score Proposals Checklist
Score Proposals
Proposal Scorecards
Create Interview-Demo Agenda
Create Solution Demo Agenda
Score Interview-Demo
Checklist
Score Interviews - Demos
Interview - Demo Scorecards
Contact Customer References
Create Vendor Sandbox Agenda
Conduct Vendor Sandbox Demos
Align on Implementation RACI
Align on Support RACI
Create Field Visit Agenda
Create Data Center Visit Agenda
Score Field Visit
Checklist
Score Field Visits
Field Visit Scorecards
Recap SPRONTO™ Narrative
Negotiate Vendor Agreement
Enter Final Score Recap
Recommend Vendor
Recommend Vendor - Harvey Balls
Conduct AI-Assisted Research
Use Advanced Search Criteria
Leverage Digital Assets