Vendor Application Software Evaluation & Selection Playbook

80+ Worksheets, Templates, and Content Guides

Jumpstart your vendor software decision process by leveraging our reusable, 100% customizable Excel templates, content, & digital assets!

Learn More

Selecting LEARN MORE takes you to our Etsy store -- 80/20 Thinking.

Increase your understanding about the Playbook, its design, framework, ​features, functions, etc., by referencing the Playbook Read Me page.

Playbook Terms outline the licensing and use of the Playbook.

The Vendor Application Software Evaluation & Selection Playbook, created by Prosultant.com, Inc., is considered copyrighted works under the United States and other copyright laws and is the property of Prosultant.com, Inc.

View the Playbook as a capability to jumpstart your project, saving you hundreds of hours and optimizing your vendor investment decision. It provides 80% of the evaluation & selection framework. You add the remaining 20% of what's unique to your project. And it's 100% customizable!

Playbook Structure

 Initiation

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

 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.

 Scoring Process

Enter scoring basis, decision factors, question weights, scoring scale into a scoring model. Establish vendor minimums to target ten or fewer vendors to engage for the remainder of your project.

 Solution Needs Brief-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.

 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, sandbox demos, field visits, negotiation, and recommendation.

 Resources

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