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1 | https://ofrnd.com/3Fosoq1 | https://www.youtube.com/watch?v=5bWb2sMHKRM |
2 | This is a comprehensive vendor evaluation template for anyone looking for a Hybrid Work Management solution for their organization. In this workbook you will find: - [Vendor 1/2/3] RFP - <Vendor Name> - An RFP template with all essential functionalities you should expect from a Hybrid Work software solution. The workbook includes up to 3 vendors for comparison. You can add more. - [Vendor 1/2/3] Functional Requirements Scorecard - Detailed functional requirements scorecard that automatically evaluates each vendor based on their responses and the "Importance" you have set for each requirement. - Vendor Scorecard Summary - The final score of each of the evaluated vendors based on 7 main categories that should be considered when choosing such a solution. | |
3 | How to use the template? | |
4 | ๐ก Use Case 1: The Essentials Use when you need a quick and easy way to build a relevant RFP for a Hybrid Work solution. Scoring isn't as important at the moment. - Copy one of the "[Vendor 1/2/3] RFP - <Vendor Name>" - Edit the "Importance" & "Priority" columns according to your needs. - Send to the vendor(s) & evaluate. | |
5 | ๐ Use Case 2: Comprehensive Score Based Evaluation Use when you want an out-of-the-box RFP that can be quickly submitted. You are also looking for a fairly automated way to evaluate each vendor based on the importance of your requirements. - Copy one of the "[Vendor 1/2/3] RFP - <Vendor Name>" - Edit the "Importance" & "Priority" columns according to your needs - Send to the vendor(s) - Copy/paste the responses over the worksheets in "Vendor 1/2/3] RFP - <Vendor Name>" Make sure the format or the location of the cells hasn't been changed. This will impact the automatic scoring. - In the "Vendor Scorecard Summary" score each vendor based on their performance for each category. Remember that you should put a score between 1-5. - After that set the weights of each category depending on your preference. - Review the score for each vendor. | |
6 | ๐ ๏ธ Use Case 3: Build Your Own Use when you just need the foundation to build an RFP & scorecard BUT you also want to customize some of the scoring criteria and develop this further. - Copy one of the "[Vendor 1/2/3] RFP - <Vendor Name>" - edit the "Importance" & "Priority" columns according to your needs - Send to the vendor(s). - Copy/paste the responses over the worksheets in "Vendor 1/2/3] RFP - <Vendor Name>" Make sure the format or the location of the cells hasn't been changed. This will impact the automatic scoring. - In the "Vendor Scorecard Summary" score each vendor based on their performance for each category. Remember that you should put a score between 1-5. - After that set the weights of each category depending on your preference. - Review the score for each vendor. | |
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