Workflows / Workflow
Vendor Evaluation
Compare tools or services without overbuilding procurement.
Template
- Define the problem and minimum acceptable outcome.
- List must-have requirements separately from nice-to-have features.
- Check pricing model, renewal terms, cancellation path, and support scope.
- Review security, data handling, account access, and export options.
- Compare at least one alternative and the option of doing nothing.
- Run a small test or proof of fit before committing.
- Record the decision, rationale, owner, and review date.
Expected output
A comparison note with recommendation, risks, and expected cost.
Use notes
| Owner | Assign one person responsible for keeping the template current. |
|---|---|
| Review | Review after significant changes, incidents, staffing changes, or tool changes. |
| Risk | Adapt the template to local policies, contractual duties, privacy requirements, and operational risk. |