General Instructions for Using the Feature Comparison Matrix Spreadshee

1. This spreadsheet is to be used as a 'template' for comparing email vendors across a set of predetermined features. Change
situation.

2. I suggest you save the original 'template' file and copy it with another name, this way you still have the original file and formu
'screw up' situation.

3. The feature matrix worksheet is setup for 5 vendors and 15 features. If you have more vendors or more features, you can ea
adjust for additional features/vendors. Any problems in adjusting the spreadsheet, feel free to contact me.

4. Procedure for using the comparison matrix:

a) Start the spreadsheet by listing the vendors on the Vendor column indicated in the spreadsheet.

b) Then scroll down to "TABLE 2 - Feature List" and enter the name of the features you're evaluating vendors against.

c) Complete "TABLE 2" by entering the "Feature Value" based on TABLE 1- this tells you how important each feature is for you
overall idea is that the more valuable a feature is, the higher it's score value should be.

d) Go to the comparison matrix and start grading each vendor based on the features they provide. You can also change the co
To the actual feature names you are using in TABLE 2.

e) As you grade each vendor/feature set, the formulas on the spreadsheet will automatically calculate the weighted score for e
the total scores and total weighted scores for each vendor.

Tips on using the matrix

- Print it out and take it with you on vendor demo sessions. Go grading them as they walk you through the demo and show yo
- After each 'score' column in the matrix, there are hidding 'weighted score' columns. To see the hidden columns, simply selec
'unhide'. Example: to show the hidden column "D", select columns "C" and "E", then right click and select 'unhide'.
- Be careful when deleting scores on the matrix. If you simply select cells across multiple columns (highlighting multiple colum
accidentally delete hidden columns which contain formulas for the weighted averages. Instead, delete one column at a time.
- Use the "notes" column" (far right side of matrix) for annotations and your impressions of different features and 'soft' features

Problems? Questions? Formulas not working? Feel free to contact me at dkuperman@aprixsolutions.com.

 Vendor Comparison Matrix W
e
i
g
Vendor / Features Feature1 Feature2 Feature3 Feature4 Feature5 Feature6 Feature7 Feature8 Feature9 Feature10 Feature11 hFeature12 Feature13 Feature14 Feature15 TOTAL SCORE
t
e
Score Score Score Score Score Score Score Score Score Score Score d Score Score Score Score
Vendor1 ###
S 0
c
Vendor2 ###
o 0
r
Vendor3 ###
e 0
Vendor4 ### 0
Vendor5 ### 0

TABLE 1 - Weighted Score Table

Feature Need Feature Value
Don't Care About the Feature 0
Nice to Have Feature 1
Must Have Feature 2

TABLE 2 - Feature List Feature Value (Fill in the valued under "Feature Value" based on TABLE 1 definitions)
Feature1 0
Feature2 0
Feature3 0
Feature4 0
Feature5 0
Feature6 0
Feature7 0
Feature8 0
Feature9 0
Feature10 0
Feature11 0
Feature12 0
Feature13 0
Feature14 0
Feature15 0

TABLE 3 - Vendor Grading Table (Use the values from this table in the matrix above. Give for each vendor a 'grade' on how they perform for each feature)
Grade Description Grade Value
Vendor Doesn't Comply 0
Vendor Complies Partially 1
Vendor Complies Fully 2
Vendor Complies Above and Beyond 3

2
 Vendor Comparison Matrix

TOTAL WEIGHTED SCORE Notes

0
0
0
0
0

3
 Vendor Comparison Matrix W
e
i
WYSIWYG HTML Auto-convert HTML Easy behavior-based Auto retry if email Remove contact after 3 hard Yahoo / Hotmail Email g
Vendor / Features A/B Testing Newsletter Templates Feature9 Feature10 Feature11 h
Editor to Text email segmentation bounced bounces previeew t
e
Score Score Score Score Score Score Score Score Score Score Score d
ABC Email R Us 1 2 3 1 0 2 2 1 ###
S
c
SPAM Like You Mean it 2 2 2 1 0 1 2 3 ###
o
r
Grandma's Email Corp 0 1 1 1 1 0 1 1 ###
e

- ###

- ###

TABLE 1 - Weighted Score Table

Feature Need Feature Value
Don't Care About the Feature 0
Nice to Have Feature 1
Must Have Feature 2

TABLE 2 - Feature List Feature Value (Fill in the valued under "Feature Value" based on TABLE 1 definitions)
WYSIWYG HTML Editor 1
Auto-convert HTML to Text email 2
A/B Testing 2
Easy behavior-based segmentation 2
Auto retry if email bounced 1
Remove contact after 3 hard bounces 1
Newsletter Templates 1
Yahoo / Hotmail Email previeew 0
Feature9 0
Feature10 0
Feature11 0
Feature12 0
Feature13 0
Feature14 0
Feature15 0

TABLE 3 - Vendor Grading Table (Use the values from this table in the matrix above. Give for each vendor a 'grade' on how they perform for each feature)
Grade Description Grade Value
Vendor Doesn't Comply 0
Vendor Complies Partially 1
Vendor Complies Fully 2
Vendor Complies Above and Beyond 3

4
 Vendor Comparison Matrix

Feature12 Feature13 Feature14 Feature15 TOTAL SCORE TOTAL WEIGHTED SCORE Notes

Score Score Score Score

12 17 - very nice interface for A/B testing and results reporting
13 15 - awesome way to preview emails before you send. Good tech support.
6 8 - very cheap! Lacks in features though…
0 0
0 0