Copy-ready fields
| Field | What to capture |
|---|---|
| Business need | The workflow problem, current workaround, and expected outcome. |
| Users and owners | Daily users, admins, approvers, finance owner, IT owner, and renewal owner. |
| Requirements | Must-have capabilities, reporting needs, integrations, security controls, and data export requirements. |
| Commercial terms | License model, implementation services, support tier, renewal date, and cancellation window. |
Evaluation questions
- Which requirement is mandatory for launch rather than a future wish?
- What evidence will prove the vendor can support the workflow?
- Which cost could increase when users, usage, or locations grow?
- Who signs off before the purchase moves to contract review?