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

Vendor Selection Check Sheet

A pre-RFI questionnaire to assist with short listing software vendors

Axia Consulting

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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
Vendor Selection Check Sheet A pre-RFI questionnaire to assist with short listing software vendors
© 2020 Axia Consulting Ltd
All rights reserved. Contact Us

Axia Consulting