Tools

Eight tools, one for each part of the selection path. Each produces a document you can download as Markdown and CSV, and the RFP and contract clauses also as DOCX. All use framework v1.0.

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Step 1: Define

Decide what you are buying, your situation and your budget before any vendor talks to you.

Cost model

In-house fully loaded cost against vendor models over 12 and 24 months, with your numbers.

MD · CSV

Step 2: Request

Send one RFP so every vendor answers the same questions in the same format.

RFP generator

A structured request for proposal plus the response template every vendor must fill.

MD · CSV · DOCX

Step 3: Question

Ask the questions that make vendors show how they actually work, and read proposals for red flags.

Vendor questionnaire

81 questions by theme, each with why it matters and what strong and weak answers sound like.

MD · CSV

Proposal red-flag checker

Paste a proposal or tick what you saw; get flagged patterns and what to ask next.

MD · CSV

Step 4: Score

Score every shortlisted vendor against the same weighted criteria.

Scoring template

Weighted criteria by situation, editable in the browser, exported as CSV with formulas.

MD · CSV

Step 5: Verify

Check what the proposal claims: entity, certifications, insurance, references.

Due-diligence checklist

What to verify before signing and how to verify it, from legal entity to certifications.

MD · CSV

Reference-call script

Questions for a vendor's references that surface real performance.

MD · CSV

Step 6: Contract

Put ownership, service levels, staffing and exit into the contract.

Contract clauses

Clauses to insist on, with plain-English rationale, as a checklist and a DOCX.

MD · CSV · DOCX