STEP 1 - Identify and list three vendors to compare along the top row.

Identify the 3 categories

and 9 most important requirements in this evaluation. Identify whether a vendor's solution
meets each requirement
Products and Services Overview

Vendors
Cat 1
reqmt - blah, blah, blady blah
reqmt - blah, blah, blady blah
reqmt - blah, blah, blady blah
Cat 2
reqmt - blah, blah, blady blah
reqmt - blah, blah, blady blah
reqmt - blah, blah, blady blah
Cat 3
reqmt - blah, blah, blady blah
reqmt - blah, blah, blady blah
reqmt - blah, blah, blady blah

STEP 2 - Score each vendor against each criteria. Use the next sheet to justify your
scoring. Your average evaluation across vendors will compute at the bottom - use 14 scoring
Detailed Vendor Comparison
DIMENSION

COMPONENTS

2.5

4.5

Vendor Fit
Business Model

Partnerships

- Product/Service
portfolio
- Niche or vertical
-Years in business
-Size of client base
- Technology partners
- Strategic partners

Product/Service Evaluation
Product Maturity

- Years product/
service has been on
market

Functional
Assessment

- Fit with requirements

-- current and future

Business Continuity
Planning

- Disaster recovery
approach
- backup and restore
procedure
Technical Assessment/ Product Support

Scalability

- Response time
impact of incremental
users
- Max supported users

Technical Support

- On-site support
- 24x7 support avail.
- SLA's

Cost/Fee Structure

- Pricing basis
(transaction, users,
etc.)

Overall

- Average on scale
(1-4)

Fee Structure and Licensing

Overall

LEGEND

Industry Best

Above Average

Average

Below Average

1.5

Detailed Vendor Comparison

DIMENSION

COMPONENTS

0
Vendor Fit

Business
Model

- Product/Service
portfolio
- Niche or vertical
-Years in business
-Size of client base

Partnerships

- Technology
partners
- Strategic partners

Product
Maturity

- Years product/
service has been on
market

Functional
Assessment

- Fit with
requirements -current and future

Business
Continuity
Planning

- Disaster recovery
approach
- backup and restore
procedure

Scalability

- Response time
impact of
incremental users
- Max supported
users

Technical
Support

- On-site support
- 24x7 support avail.
- SLA's

Cost/Fee
Structure

- Pricing basis
(transaction, users,
etc.)

Product/Service Evaluation

Technical Assessment/ Product Support

Fee Structure and Licensing

STEP 4 - use this sheet to copy and paste from for proposals and presentations

Detailed Vendor Comparison

DIMENSION

COMPONENTS

###

###

###

###

###

###

###

###

###

###

Vendor Fit
Business Model

Partnerships

- Product/Service
portfolio
- Niche or vertical
-Years in business
-Size of client base
- Technology partners
- Strategic partners

Product/Service Evaluation
Product Maturity

- Years product/
service has been on
market

Functional
Assessment

- Fit with requirements

-- current and future

Business Continuity
Planning

- Disaster recovery
approach
- backup and restore
procedure

Scalability

- Response time
impact of incremental
users
- Max supported users

###

###

###

- On-site support
- 24x7 support avail.
- SLA's

###

###

###

###

###

Technical Assessment/ Product Support

Technical Support

Fee Structure and Licensing

Cost/Fee Structure

- Pricing basis
(transaction, users,
etc.)

Overall

- Average on scale
(1-4)

###
Overall

LEGEND

Industry Best

Above Average

Average

Below Average