Software Assessment & Selection From requirements and vendor scorecards to PoC/Pilots and a clear recommendation—backed by TCO/ROI. Choose the right platform or product with a defensible process that balances capabilities, cost, risk, and time-to-value. We run an end-to-end software assessment & selection program: from stakeholder alignment and requirements to vendor scorecards, PoCs/Pilots, and a clear recommendation—with implementation plans and measurable ROI.
Key Benefits Clarity & Alignment: Stakeholder-driven requirements
Apples-to-Apples: Weighted scorecards and demo scripts
Risk Management: Security/compliance checks
Proof Before Purchase: PoC/Pilots with measurable KPIs
Total Cost Transparency: TCO/ROI Dashboards
What We Deliver Requirements & Prioritization: stakeholder interviews, current-state mapping, fit/gap analysis. Market Scan & Longlist → Shortlist: landscape review, selection of contenders. Evaluation Framework: weighted scorecards, demo scripts, reference questions. Security & Compliance Due Diligence: IAM, encryption, logging, evidence. Integration & Data Plan: interfaces, data migration, SLAs. Commercial/TCO Model: licenses, usage, services, exit & switching costs. Proof of Concept or Pilot: success criteria, timelines, and risk controls. Final Recommendation & Roadmap: decision memo, milestones, change plan. Evaluation Criteria (Scoring Matrix) Business Fit — must-have capabilities, usability, accessibility, roadmap alignment. Technical Fit — architecture, APIs/SDKs, deployment model, observability readiness. Security & Compliance — SSO/MFA/IAM, encryption, logging, audit evidence, TX-RAMP context. Cost & Commercials — TCO, price protections, growth tiers, services. Operations & Risk — vendor viability, SLAs, support model, exit strategy. Discovery & Alignment Stakeholders & Journeys: who uses it, what outcomes matter, accessibility (WCAG/508) needs. Fit/Gap Map: capabilities vs. requirements with must-have / should-have / could-have tags. Constraints: budget, timeline, data residency, procurement rules. Market Scan → Shortlist Identify longlist from category leaders and niche players, narrow to 3–5 finalists. Create demo scripts ensuring apples-to-apples comparisons. Build a transparent scorecard with weights tied to business outcomes. Integration & Data Due Diligence Interfaces: REST/GraphQL, webhooks, event streams; mapping to existing systems. Data Migration: extraction, cleansing, validation, cutover strategy. SLAs & SLOs: performance targets (p95 latency, uptime), error handling, throttling. Security & Compliance Review Identity: SSO (OIDC/SAML), MFA, role models (RBAC/ABAC). Encryption: in transit (TLS/mTLS) and at rest (KMS/rotation). Telemetry: access/change logs, retention, export formats. Regulatory Context: procurement evidence (e.g., TX-RAMP), audit trails, SBOM/artifact signatures where applicable. Proof of Concept / Pilot Success Criteria: measurable KPIs tied to outcomes. Scope Control: time-boxed, limited users/data, clear go/no-go gates. Observability: release markers and dashboards for pilot results. TCO, ROI & Commercials Cost Model: licenses, usage/ingestion, environments, services, training. Value Model: time saved, risk reduced, revenue uplift, adoption. Contract Protections: price locks, service credits, data export, termination/transition assistance. Recommendation & Roadmap Decision Memo: top choice, runner-up, rationale, and risks. Implementation Plan: phases, dependencies, resource model, change management. Build vs. Buy Option: when bespoke software wins—pair with delivery if building. FAQs Q: Can you help us write the RFP/RFQ?
Q: How do you avoid vendor lock-in?
Q: What if none of the tools fit?
Q: How are results communicated to leadership?
Ready to Choose with Confidence? 
