Stakkd - HR Tech Assessment Tool (copy me).xlsx

	B	C	E	F	G	H	J
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2
3	HR tech assessment tool
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5	Step 1 - Importance Weighting & Results
6
7	Adjust the weights to your specific needs
8	All weights should total 100%
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10	Assessment Summary		Weight %	Vendor 1 Weighted Score	Vendor 2 Weighted Score	Vendor 3 Weighted Score
11	1. Key Details		10%	0.0	0.0	0.0
12	2. Business Requirements & Features		20%	0.0	0.0	0.0
13	3. Performance, Scalability & Reliability		20%	0.0	0.0	0.0
14	4. Support		20%	0.0	0.0	0.0
15	5. Cost		20%	0.0	0.0	0.0
16	6. Security		10%	0.0	0.0	0.0
17	TOTAL WEIGHTED SCORE		100%	0.0	0.0	0.0	<<< FINAL OUTPUT
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19
20	Step 2 - Scoring
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22	Scoring:
23	1 = very poor fit with requirements
24	5 = very strong fit with requirements
25
26	Tech Tool Selection:			Vendor 1	Vendor 2	Vendor 3
27	1	Vendor Name
28
29	Key Details						Questions to Ask Provider
30	1	System Advantages		0	0	0	How does your system solve our business challenge? What unique functionality does it provide?
31	2	System Disadvantages		0	0	0	What would make your system not an ideal fit for our business challenge?
32	3	What is the company size of their average customer?		0	0	0	What revenue / headcount do most of your customers have?
33	4	Do they have existing customers in our industry?		0	0	0	Do you have customers who are in the same industry as us?
34	5	Key customers		0	0	0	Who are your key customers?
35		Average Score		0.0	0.0	0.0
36
37	Business Requirements & Features						Questions to Ask Provider
38	1	User Experience		0	0	0	How straightforward is the system to use and navigate around?
39	2	Ease of adoption / learning curve / training required		0	0	0	How intuitive is the system? How long does it take the team to become experts at using it? Do you provide training materials?
40	3	Workflow customisation / flexibility		0	0	0	How much can the system functionality be configured to match our business needs?
41	4	Automated analytics & reporting / dashboards		0	0	0	What standardised reporting exists? How much flexibility is there to customise dashboards and reports?
42	5	Bulk editing data		0	0	0	Can you bulk upload data? Can you bulk edit data?
43	6	Data history		0	0	0	How easy is it to access and report on historical data?
44	7	Native Integrations / APIs to your other Business / HR Systems		0	0	0	Can the system be connected to our other HR or business systems without having to write code?
45	8	Enter your custom requirement here...		0	0	0	Add yours here...
46	9	Enter your custom requirement here...		0	0	0	Add yours here...
47	10	Enter your custom requirement here...		0	0	0	Add yours here...
48	11	Enter your custom requirement here...		0	0	0	Add yours here...
49	12	Enter your custom requirement here...		0	0	0	Add yours here...
50		Average Score		0.0	0.0	0.0
51
52	Performance, Scalability & Reliability						Questions to Ask Provider
53	1	Vendor committment to improvements / new features		0	0	0	What are your latest features this year?
54	2	Vendor roadmap		0	0	0	What new features are on your roadmap for the coming 12 months?
55		Average Score		0.0	0.0	0.0
56
57	Support						Questions to Ask Provider
58	1	Uptime SLA (service level agreement)		0	0	0	How often and for how long will the system not be available in the event of an issue?
59	2	Consequence of vendor not meeting Uptime SLA		0	0	0	If the system is not available for longer than the contract committment, what is the consequence?
60	3	Issue / question response time SLA		0	0	0	How long do you take to answer our questions or issues? Do you have live chat?
61	4	Dedicated Customer Account Manager		0	0	0	Do we get a dedicated account manager to support us?
62	5	Self Help Knowledge Portal / Wiki		0	0	0	Do you provide a knowledge base?
63	6	Support via Community Network		0	0	0	Do you have a community contributing their own solutions? How active is it?
64	7	Automated monthly invoicing / reporting		0	0	0	Do you provide monthly insights on usage and cost?
65	8	Professional Services		0	0	0	Are professional experts required to implement your system? Do you provide them?
66	9	Support		0	0	0	What other support do you offer to customers during and after implementing your system?
67	10	Vendor Financial health / long term viability		0	0	0	Is your company profitable? For how long has it been profitable? What is your projected revenue growth? What is your financial runway?
68		Average Score		0.0	0.0	0.0
69
70	Cost						Questions to Ask Provider
71	1	Contract length / flexibility		0	0	0	What is the minimum contract length? What penality or costs are there if we cancel our contract early? Can we pay monthly instead of yearly?
72	2	Pricing Model (per user, per message, amount of data)		0	0	0	What is your pricing based on? Is there flexibility is how we are charged?
73	3	Add-on fees / flexible costs		0	0	0	What extra costs do we need to pay for the system if we add new users or get access to your latest features?
74	4	Vendor Lock-In		0	0	0	If we moved to a different system in the future, how easily can we export and transfer our data?
75	5	Time to implement		0	0	0	How long is the typical implementation time for a similar sized customer to us?
76	6	Consulting / Implementation costs		0	0	0	What are the one-off implementation costs and how much are they?
77	7	License Fee Year 1		0	0	0	Forecasted total system cost (all costs)
78	8	License Fee Year 2		0	0	0	Forecasted total system cost (all costs)
79	9	License Fee Year 3		0	0	0	Forecasted total system cost (all costs)
80	10	Annual price increases		0	0	0	How much do prices raise per year or after the initial contract term?
81		Average Score		0.0	0.0	0.0
82
83	Security						Questions to Ask Provider
84	1	GDPR		0	0	0	What safeguards are implemented to comply with GDPR requirements?
85	3	ISO 27001		0	0	0	Do you have evidence of ISO 27001 certification that you can share with me?
86	4	SOC 2		0	0	0	Cam you provide evidence of you SOC 2 compliance?
87	5	Single Sign-On Integration		0	0	0	Does your system have the option to add single sign-on? For which providers?
88	6	Multi-factor Authentication		0	0	0	Does your system offer multi-factor authentication? Which options are available?
89	7	Encryption		0	0	0	Is data in your system encrypted in transit and at rest?
90	8	Data Backup and restoration		0	0	0	How is our data protected if something goes wrong? How easily can previous version of the data be restored?
91	9	Other security measures...		0	0	0	How else do you protect our users and data?
92	10	Custom user permissions		0	0	0	Are we able to restrict access to sensitive data?
93		Average Score		0.0	0.0	0.0
94
95	TOTAL SCORE (0-25)			0.0	0.0	0.0
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