What We Do
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Requirements define the right platform.
Most evaluations start without them.
We structure and run the process so that when a platform is selected, the rationale is documented, the alternatives are on record, and the decision holds up to scrutiny.
The platform selected in this phase determines everything that follows. We document what the environment needs before any vendor enters the conversation, then evaluate against those requirements at every stage.
The problem with most vendor evaluations
An evaluation shaped by the vendor produces an outcome that suits the vendor.
Most organizations evaluate platforms by attending vendor-run demos, reading vendor-produced materials, and relying on references the vendor selected. The evaluation is shaped from the start by the party with the most to gain from a particular outcome.
Requirements before vendors
We define what the platform must do before any vendor enters the conversation.
Consistent evaluation criteria
Every vendor is scored against the same criteria, in the same format, by the same panel.
Documented rationale
The selection document records not just who won but why — and why alternatives were rejected.
No implementation dependency
We do not have a financial incentive to recommend the platform that generates the largest implementation engagement.
Security Technology
Brivo
Brivo needed to replace their contact center platform. We ran the full evaluation, assessed every major option, and recommended Zoom Contact Center — not because we sell Zoom, but because it fit their existing Salesforce architecture. The same team that advised implemented and managed it.
Zoom CC
Selected over NiCE based on fit
Salesforce
Native alignment achieved
Managed services
Retained post-implementation
ENGAGEMENT
Strategy Implementation Managed Services
PLATFORMS
Zoom Contact Center
Reason for recommendation
Salesforce architecture fit
HOW OUR ENGAGEMENT RUNS
Four to eight weeks. Scope depends on shortlist size and procurement complexity.
Week 1–2
Requirements & Shortlist
Requirements documentation, stakeholder alignment, vendor shortlist based on capability fit and implementation track record.
Week 2–4
RFP & Vendor Responses
RFP issued, vendor responses collected and scored against documented criteria.
Week 4–6
Demo Management & Scoring
Structured demos run against real operational scenarios. Scoring completed against the pre-agreed rubric.
Week 6–8
Selection, Negotiation & Brief
Commercial negotiation support, final selection documented with full rationale, implementation brief drafted.
Running an evaluation?
We can step in at any point in the process — from requirements definition through final selection. Tell us where you are.
Talk to an expert
