Optimize Decisions™

"​​A good decision is based on knowledge and not on numbers." -- Plato

Optimize vendor partner selection decisions by creating cooperative knowledge and engaging in an interactive dialogue.

Critical actions to optimize vendor partner evaluation and selection decisions include:

  • Use an RFP-based approach only when required by statute (for public sector organizations) and for crucial, high-risk decisions.
  • Research solution and vendor market and identify three viable contenders.
  • Manage intermediaries, such as procurement, and engage in direct dialogue with vendors. Engage procurement, legal, and finance for necessary support.
  • Focus on vital needs.
  • Employ a mindset that you're acquiring a business process and accepting/configuring that process to avoid software customization.
  • Adopt a vendor partnering mindset and attitude to optimize your return on investment.
  • Avoid venturing too far from a vendor solution's standard use cases.
  • Design your vendor questions carefully using a combination of open-ended and yes-no questions.
  • Align on evaluation and scoring processes and methods before engaging vendors.
  • Watch and mitigate biases that may marginalize the decision process.
  • Don't rely on the software vendor's project management. Manage the effort using your project manager. Do rely on the vendor's solution/product architecture and configuration expertise.



Selecting software is more than just about the software and hardware. A vendor's service depth and breadth to support and enhance your needs long-term are just as important. 

While two guys in a garage may be helpful when innovating to create a new industry or product, they are not the right choice when selecting critical software to run your business.

Vendor stability, capabilities, and market positioning are vital when choosing a software solution.

Decide on a vendor solution that includes:

  • Software
  • Services
  • Security
  • Education
  • Know-how
  • Commitments
  • Culture fit
  • Financial viability
  • Pending litigation
  • Research & development

Do Your Due Diligence

Align on Evaluation Process

Publish RFP

Evaluate and Select Vendor Solution

Skip RFP and Accelerate with JITDE™

Recap and Reference