|Learning Management System Selection Workbook||For technical support please contact:|
Managing Partner - Operations & Methodology
Copyright 2019, All rights reserved.
|Tab Summary||Description||Hot Tips|
|Vendor & Feature Evaluation||This tab is your main work horse when you are evaluating vendors|
On this tab you can see the full list of features we consider when working with clients
For features that are not of interest to you, just delete the row
To add a feature, just add a row to the bottom of "Vendor & Feature Evaluation" and "Score Card"
IMPORTANT: If you add a feature to the bottom of "Vendor & Feature Evaluation" you will need to copy and paste the data validation from the row above. You also need to auto-fill the formula on "Score Card" to the new bottom row
|Hide the columns for vendors you are not working on to help you focus on just one or two at a time|
|Score Card||This tab tabulates the scores based values selected on "Vendor & Feature Evaluation"|
IMPORTANT: Do not alter the formula, you will break the calculations on the "Analysis" tab
|Analysis||This tab automatically tabulates the score for each vendor||You can sort the table from Z -> A to get your vendor list sorted by score|
|Vendor & Feature Evaluation Summary||Description||Hot Tips|
|Overview||This spreadsheet uses drop down values that drive automatic calculations performed on "Score Card" and "Analysis"|
|Importance of Feature||The first column, "Importance of Feature" allows you to weight specific features according to Low, Med, and High
Low means that your vendor earns 1 point if they offer that feature
Med means that your vendor earns 3 points if they offer that feature
High means your vendor earns 5 points if they offer that feature
This weighting is important because some features are simply less important than others given your business strategy and how your feature set supports that strategy
|Vendor Columns||Each vendor is represented as a column; changing the header of a column will update the name of that vendor in all relevant locations|
Each feature is represented as a row
When evaluating vendors, it's important to start by simply asking salespeople, "Does your product offer this feature?"
We don't recommend assigning a numeric value to the degree to which a feature meets your business needs because this is more of a judgement call only your team can make
Even if a vendor says, "Yes, our product does that," make sure to ask for a demo and probe them for the specific usecase you envision for that feature
If you determine that the feature offered by a specific vendor does not actually meet your needs, change the dropdown from "Yes" to "No"
|Do not take salespeople at face value, ask for a demonstration of this feature and ask as many questions as you can think of; make your salesperson earn that commision!|