Vendor or tool evaluation

Compares tools against your requirements with a weighted score and the questions to ask each vendor.

Use it when
Picking software for the team.
What you fill in
  • need What you need it to do and must-haves
  • vendors Vendors being considered
Evaluate vendors for: need. Candidates: vendors.

1. Requirements: must-haves (pass or fail) and nice-to-haves (weighted).
2. A comparison table with scores and notes.
3. Total cost for year one (licenses, setup, people time).
4. Questions to ask each vendor, including security, data export and contract terms.
5. A recommendation and how to run a 2-week trial.
Mark anything that needs vendor confirmation.
Before you answer, check your draft against every instruction above and fix anything that misses.
Replace each highlighted input with your details before you send it.
Why it works
  • Separates must-haves from weighted nice-to-haves.
  • Counts total cost, not just license price.
  • Asks about data export before lock-in.