Workflow
Vendor Evaluation Report
Score and compare vendors against weighted criteria with documented rationale and source-backed capability assessments.
RFP responsesProcurement decisionsTechnology selectionPartner due diligence
Impact report
Running✓Context
✓Competition
03Analyst reviewYou approve
04Assemble
Evidence
Revenue grew 18% YoY
10-Qp.4
New EU data region
PressMar 3
Margin pressure flagged
NoteInternal
Pipeline
Workflow structure
- 01Evaluation criteria
- 02Vendor shortlist
- 03Scoring matrix
- 04Capability deep-dives
- 05Recommendation
- 06Risk assessment
Time saved
5-10 hours per evaluation
Typical inputs
RFP documentsVendor demosReference callsG2/Gartner reviewsSecurity questionnaires
Outputs
Weighted scorecardVendor comparison tableRecommendation memoEvidence appendix
Workflow FAQ
Can I import our standard RFP criteria?+
Yes. Save criteria sets as reusable templates across procurement cycles.
How do we document subjective scoring?+
Each score links to rationale notes and supporting source material.