The vendor selection check sheet / questionnaire should contain only your mandatory or most important software requirements. Use the check sheet when initially contacting a software vendor. If your requirements are met, then proceed to issue a RFI to the vendor. If not, stop at this point with that vendor. The vendor selection check sheet below is illustrated with sample HR software 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
Vendor Selection Check Sheet A pre-RFI questionnaire to assist with short listing software vendors

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Ref
Vendor Selection Check Sheet
Yes
No
Don’t know
Software / vendor details
Software name / version:
Vendor name:
Contact name:
Contact phone / email:
Date / time vendor contacted:
Does the software meet mandatory requirements, in outline, within the latest software version?
1
HR module
2
Recruitment
3
Time and attendance
4
Absence management
5
Talent management
6
Training
7
Health and safety
8
Fully integrated modules
9
… other mandatory requirements …
10
Can the software meet important technology requirements? (Y/N)
1
On premises system
2
Database ___
3
Operating system ___
4
Interface with ___
5
SaaS / Cloud
6
Can software support ___ number of users
7
… other mandatory requirements …
8
9
10
Can the software vendor meet critical business / project requirements? (Y/N)
1
Can vendors meet project time scales of ___?
2
Are vendors interested in your project?
3
Does vendor have experience in your industry
4
Are outline costs within budget?
5
Are there multiple purchase options?
6
… other mandatory requirements …
7
8
9
10
The vendor selection check sheet / questionnaire should contain only your mandatory or most important software requirements. Use the check sheet when initially contacting a software vendor. If your requirements are met, then proceed to issue a RFI to the vendor. If not, stop at this point with that vendor. The vendor selection check sheet below is illustrated with sample HR software 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
Vendor Selection Check Sheet A pre-RFI questionnaire to assist with short listing software vendors
© 2020 Axia Consulting Ltd
All rights reserved. Contact Us
Ref
Vendor Selection Check Sheet
Yes
No
Don’t know
Software / vendor details
Software name / version:
Vendor name:
Contact name:
Contact phone / email:
Date / time vendor contacted:
Does the software meet mandatory requirements, in outline, within the latest software version?
1
HR module
2
Recruitment
3
Time and attendance
4
Absence management
5
Talent management
6
Training
7
Health and safety
8
Fully integrated modules
9
… other mandatory requirements …
10
Can the software meet important technology requirements? (Y/N)
1
On premises system
2
Database ___
3
Operating system ___
4
Interface with ___
5
SaaS / Cloud
6
Can software support ___ number of users
7
… other mandatory requirements …
8
9
10
Can the software vendor meet critical business / project requirements? (Y/N)
1
Can vendors meet project time scales of ___?
2
Are vendors interested in your project?
3
Does vendor have experience in your industry
4
Are outline costs within budget?
5
Are there multiple purchase options?
6
… other mandatory requirements …
7
8
9
10

Axia Consulting