Phase 14 Download
Software Vendor Evaluation Checklist
Evaluate software vendors using workflow understanding, experience, architecture, migration, testing, ownership, support and commercial clarity.
| Checklist item | Score / status | Notes |
|---|---|---|
| Can explain your workflow back clearly | 1 2 3 4 5 | |
| Relevant case studies available | 1 2 3 4 5 | |
| Discovery process is structured | 1 2 3 4 5 | |
| Integration approach is realistic | 1 2 3 4 5 | |
| Migration process is documented | 1 2 3 4 5 | |
| Testing responsibilities are clear | 1 2 3 4 5 | |
| Security expectations are discussed | 1 2 3 4 5 | |
| Communication model is practical | 1 2 3 4 5 | |
| Ownership/IP terms are written | 1 2 3 4 5 | |
| Support model is defined | 1 2 3 4 5 | |
| Commercial scope is clear | 1 2 3 4 5 | |
| Risks and assumptions are documented | 1 2 3 4 5 |
Software Vendor Evaluation Checklist
- Can explain your workflow back clearly
- Relevant case studies available
- Discovery process is structured
- Integration approach is realistic
- Migration process is documented
- Testing responsibilities are clear
- Security expectations are discussed
- Communication model is practical
- Ownership/IP terms are written
- Support model is defined
- Commercial scope is clear
- Risks and assumptions are documented