Vendor Selection Check Sheet

The vendor selection check sheet / questionnaire should only contain your mandatory or most important software requirements. Typically, it is used when initially contacting a software vendor. If your mandatory requirements are met, then it is worth proceeding to issue a RFI to the vendor. If not, stop at this point with that vendor. The vendor selection check sheet / questionnaire below is illustrated with sample HR software requirements: Software / vendor details  Software name / version:  Vendor name:  Contact name:  Contact phone / email:  Date / time vendor contacted: Does the software (latest version) meet your mandatory requirements? (Yes/No)  HR module  Recruitment  Time and attendance  Absence management  Talent management  Training  Health and safety  Fully integrated modules  Other mandatory requirements … Can the software meet your important technology requirements? (Yes/No)  On premises system  Database ___  Operating system ___  Interface with ___  SaaS / Cloud  Can the software support ___ number of users?  Other mandatory requirements … Can the software vendor meet your critical business / project requirements? (Yes/No)  Can the vendors meet your project time scales of ___?  Are the vendors interested in your project?  Does the vendor have experience in your industry?  Are outline costs within budget?  Are there multiple purchase options?  Other mandatory requirements … For more information about selecting software vendors visit: How to quickly create a long list of software vendors and solutions, Software vendor selection process, Vendor selection check sheet, Vendor evaluation questions, Software quality checklist