Request Information
Scoring Criteria — Rate Each 1 (Low) to 5 (High)
Financial Return
25% weight— / 25
ROI clarityHow well-defined is the expected financial return?
3
Payback periodHow quickly does the investment pay for itself?
3
Cost displacementDoes this replace or reduce existing spend?
3
Revenue impactDoes this directly support revenue generation?
3
Budget confidenceHow confident are we in total cost of ownership?
3
Strategic Alignment
25% weight— / 25
Strategic fitHow directly does this support current organizational priorities?
3
UrgencyWhat is the cost of not investing in the next 6 months?
3
ScalabilityDoes the solution grow with the business?
3
Competitive necessityIs this table stakes or a differentiator?
3
Executive sponsorshipIs there a clear champion at the leadership level?
3
Risk & Compliance
20% weight— / 20
Vendor stabilityHow established and financially sound is the vendor?
3
Data securityHow robust is the vendor security posture?
3
Regulatory complianceDoes this support our GDPR / SOC 2 / HIPAA obligations?
3
Implementation riskProbability of delays or cost overruns?
3
Technical Fit
15% weight— / 15
Stack integrationHow well does this integrate with existing systems?
3
Internal capabilityDo we have the skills to implement and maintain this?
3
Migration complexityHow difficult will data migration be?
3
Adoption & Change
15% weight— / 15
Adoption likelihoodBased on complexity, how likely is meaningful adoption?
3
Change management readinessIs there a training and transition plan?
3
Operational disruptionHow much will this disrupt current workflows?
3
Qualitative Factors & Risk Flags
Automatic Risk Flags — Check All That Apply
No pilot or proof-of-concept period available before full commitment
Contract term exceeds 24 months with significant early-exit penalties
No independent references from organizations of similar size and industry
Implementation timeline driven by vendor sales cycle, not our readiness
Financial ROI estimate based solely on vendor-provided projections
Data migration involves PII/PHI/financial records without formal security review
No internal champion with bandwidth to own implementation and drive adoption
Evaluator Notes & Conditions
