vortrioBusiness and functional fit
Test whether the solution supports the workflows and outcomes that justified the purchase.
- Which use cases are mandatory on day one?
- Which claimed benefits can be demonstrated with your scenario?
Set the criteria and weightings before vendor demonstrations. Score every option against the same evidence, document uncertainty and keep mandatory requirements separate from preferences.
Architecture and integration
Map identity, data, applications, endpoints, APIs and infrastructure dependencies.
- What must connect, migrate or be replaced?
- Which dependencies create lock-in or delivery risk?
Security and assurance
Evaluate access, data handling, logging, resilience, regulatory needs and supplier controls.
- Where is sensitive data stored and processed?
- Which controls need independent evidence?
Adoption and operation
Include administration, support, user change, training and the steady-state operating model.
- Who will own and operate the solution?
- What must change for users and support teams?
Commercial model
Compare the complete cost and obligations, including implementation, growth, support and exit.
- Which usage or volume change alters the price?
- What renewal, data export and termination terms matter?
Delivery confidence
Separate product capability from the ability to implement it in your environment.
- Who owns configuration, migration and acceptance?
- What evidence supports the proposed timeline and effort?
Recommended scoring method
Use a 1–5 score, an agreed weighting for each category and an evidence note beside every score. Mark unknowns explicitly; an unsupported high score should never outrank verified fit.
Need an independent decision review?
Vortrio can structure the criteria, sessions, evidence and final decision record.