I've been tasked with conducting vendor assessments lately, and honestly, it's becoming quite chaotic. There's a lot to review regarding security, compliance, and performance, making it feel like I'm juggling multiple responsibilities at once. I'm curious if anyone here has found effective strategies or tools to stay organized during the assessment process without getting completely stressed out. What have you tried that works well?
5 Answers
Are you looking at new vendors or reviewing current ones? I don’t have specific tools, but I've sometimes pushed back on vendors when we had prior agreements that weren’t working out. It helps to keep your options open.
Definitely share your requirements upfront and let vendors pitch to you. Take detailed notes during their presentations and hold a debrief with your team afterward to compare insights. It's totally fine to inform them that you are also considering other options—it usually encourages them to be more forthcoming about their strengths.
Why not flip the script and create a solid RFP? You know your requirements better than anyone, and a good vendor will have no issue following your specifications.
Have you considered the single-tasking approach? Focus on one task at a time, document everything, then move on to the next. It can really help in managing the workload without losing your mind.
As someone who sells to IT, I've seen experienced professionals tackle this by using a spreadsheet with specific parameters. For instance, if you're looking for SaaS solutions, consider factors like integration capabilities, automation, pricing, and implementation time—customize these to fit your needs. This method can help you sift through vendors before even setting up demos.
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