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Vendor Comparison Matrix

Systematic side-by-side comparison template for evaluating technology vendors objectively.

Your Comparison Matrix

Total Evaluation Criteria

49

Selected Categories

5 of 5

Select Evaluation Categories

Pricing & Commercial

9 evaluation criteria

CriterionWeightDescription
Monthly/Annual Base CostHighTotal recurring fees excluding usage
Setup/Implementation FeesMediumOne-time costs to get started
Per-User/Per-Device PricingHighVariable costs based on scale
Included vs. Additional ServicesHighWhat's in base price vs. add-ons
Price Escalation TermsHighAnnual increase caps or formulas
Volume Discounts AvailableMediumBreaks at different user/device counts
Payment TermsLowMonthly vs. annual payment options
Cancellation/Exit CostsHighFees to terminate the contract
3-Year Total Cost of OwnershipHighAll-in costs over contract period

Technical Capabilities

9 evaluation criteria

CriterionWeightDescription
Platform/Technology StackHighTechnologies and tools used
Integration CapabilitiesHighAPIs and compatibility with existing systems
ScalabilityMediumAbility to grow with your organisation
Customization OptionsMediumFlexibility to meet unique requirements
Monitoring & Reporting ToolsHighDashboards and performance visibility
Automation CapabilitiesMediumLevel of process automation
Mobile/Remote SupportMediumSupport for distributed workforce
Disaster Recovery CapabilitiesHighBackup and recovery features
Innovation RoadmapLowPlanned enhancements and new features

Service & Support

10 evaluation criteria

CriterionWeightDescription
Support HoursHigh24/7 vs. business hours coverage
Response Time SLAsHighGuaranteed response times by priority
Resolution Time SLAsHighTarget resolution times by priority
Dedicated Account ManagerMediumNamed contact vs. shared pool
Support ChannelsMediumPhone, email, chat, portal options
Escalation ProceduresMediumClear escalation path for issues
Onboarding ProcessMediumImplementation and training approach
Documentation QualityLowKnowledge base and resources
Client References AvailableMediumSimilar-sized clients to speak with
Average Tenure of Support StaffLowIndicator of staff stability

Security & Compliance

10 evaluation criteria

CriterionWeightDescription
Security CertificationsHighISO 27001, SOC 2, etc.
Data Encryption StandardsHighAt rest and in transit
Data Location/ResidencyHighWhere data is stored geographically
Compliance FrameworksHighGDPR, Privacy Act, industry-specific
Access Controls & MFAHighAuthentication and authorization
Security Audits FrequencyMediumPenetration testing and audits
Incident Response SLAHighSecurity incident notification time
Data Backup FrequencyHighRPO/RTO commitments
Cyber Insurance CoverageMediumLimits and coverage details
Subcontractor SecurityMediumHow they manage third parties

Contract Terms

11 evaluation criteria

CriterionWeightDescription
Contract LengthHighRequired commitment period
Auto-Renewal TermsHighNotice period to avoid renewal
Termination for ConvenienceHighAbility to exit without cause
Termination for CauseHighSLA breach remedies and exits
Transition AssistanceHighSupport when leaving the vendor
Data Return/DeletionHighHow data is returned and purged
IP OwnershipMediumWho owns customizations and data
Liability CapsMediumLimits on vendor liability
Service Credits/PenaltiesHighRemedies for SLA breaches
Right to AuditMediumYour ability to audit their controls
Change Control ProcessLowHow changes are approved

Best Practices for Vendor Evaluation

Do's

  • ✓ Define requirements BEFORE engaging vendors
  • ✓ Use consistent criteria across all vendors
  • ✓ Involve all stakeholders in evaluation
  • ✓ Request and check client references
  • ✓ Verify certifications and insurance
  • ✓ Get everything in writing
  • ✓ Negotiate terms before signing

Don'ts

  • ✗ Rush the decision under sales pressure
  • ✗ Evaluate on price alone
  • ✗ Accept verbal commitments without documentation
  • ✗ Skip reference checks
  • ✗ Sign contracts without legal review
  • ✗ Ignore red flags hoping they'll improve
  • ✗ Accept aggressive lock-in terms

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