Vendor Application Software Evaluation & Selection Playbook

80+ Templates, Content Guides, and Digital Assets

Chart Momentum Matrix is an example of one of many templates in the Playbook. The Momentum Matrix is a customer experience framework that your software evaluation team can use to determine if existing vendor customers are seeing any improvement in the service they receive. You can also determine the Momentum Score by working with the Momentum Matrix. Use this score to directly measure the proportion of vendor customers giving strong satisfaction scores and/or seeing improvements.

Jumpstart your vendor software decision process by leveraging our reusable, 100% customizable Vendor Application Software Evaluation & Selection Playbook.

The Playbook:

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    Includes 80+ Excel templates, content guides, & digital assets.
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    Provides 80% of the evaluation & selection framework. You add the remaining 20% of what's unique to your project.
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    Saves you hundreds of hours and optimizes your vendor investment decision.

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.

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.