Start Here
Review the criteria before you see the proposal and Mandatory Gate.
TOOL 08 / 10 · PROFESSIONAL EDITION
VENDOR EVALUATION
Compare vendors using weighted criteria and total cost of ownership
Compare capability, price, risk and total cost of ownership using criteria you can trace and review.
Download .xlsx file ↓Free · No signup required · No email storage · Open in Excel or Import to Google Sheets
SEE BEFORE YOU DOWNLOAD
Preview the actual file before you download
See 3 key points: Fill out table, Dashboard for decision making and Action Plan for resume.
WORKBOOK GUIDE
What each tab is for
and when to use it
Before the Selection Start
Criteria
Define Evidence, Weight, and Mandatory Criteria
Scorecard
Rate Vendor 1-5 Weighted
TCO
Total One-Time Cost and 3-Year Cost
Dashboard
Compare Capability, TCO, Risk and Gate
Scenario
Test results when focusing on Risk, Cost or Capability.
Due Diligence
Check Security, Privacy, Financial, Delivery and BCP
Action Plan
Track Remediation, Negotiation, and Approval
MEASURE → UNDERSTAND → DECIDE → ACT → FINISH
Start with the 'Start Here' tab
View sample data
Understand Logic, Dashboard, and Guide format first instead of actual data.
Instead of yellow channel
Include your organization's Baseline, Assumption, and Evidence.
Make decisions and take action
Use Scenario and Action Plan to set Owner against deadline
WHAT'S INCLUDED
More than a blank template
a ready-to-use decision framework
- Executive Dashboard
- Sample data with formulas
- Management Insight
- Recommended Actions
- Scenario Analysis
- Action Plan and Owner
NO FORM. NO LOGIN. NO LEAD GATE.