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A bounded, fixed-scope advisory engagement that creates the decision structure, requirements baseline, evaluation criteria, and demo scenarios needed to select a vendor or platform with confidence — before procurement, demos, or implementation planning move too far ahead.
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Vendor Selection Is Starting Soon: A platform, vendor, or implementation partner decision is approaching, but the selection structure is not yet clear.
Stakeholders Are Misaligned: Different groups have different expectations, priorities, pain points, or assumptions about what the solution must do.
Demo Planning Is Incomplete: Vendors may show attractive features, but the organization has not defined scenarios that reflect real business needs.
Procurement Needs Better Inputs: An RFI, RFQ, RFP, or vendor comparison process needs stronger business analysis before decisions are made.
Requirements Are Not Ready: Business, functional, non-functional, data, integration, and reporting needs are incomplete or unevenly documented.
Evaluation Criteria Are Weak: The organization lacks a practical scoring model to compare vendor responses, demos, risks, and implementation fit.
Solution Fit Is Unclear: It is not yet clear whether the preferred option aligns with business processes, operating model, data needs, controls, and constraints.
Implementation Risk Is Emerging: The organization may choose a platform before understanding dependencies, migration needs, integration impacts, and delivery readiness.
Selection Context: Clear summary of the business problem, decision need, current constraints, and desired platform outcomes.
Stakeholder Alignment Map: Key stakeholders, decision owners, influencers, subject matter experts, and approval paths identified.
Demo Scenarios: Practical vendor demo scenarios based on real workflows, decisions, exceptions, data needs, and user outcomes.
Executive Summary and Next Steps: Concise findings, readiness gaps, recommendations, and practical next steps for selection or procurement.
Requirements Baseline: Prioritized functional, non-functional, process, data, integration, reporting, and control needs.
Evaluation Criteria: Structured scoring criteria for assessing vendor/platform fit, implementation risk, and business value.
CAD $4,500
Up to 1 week
A focused engagement designed to determine whether your organization is ready to begin a vendor or platform selection process.
Executive intake & brief
Problem and Decision framing
Stakeholder review
High-level requirements assessment
Identification of key risks, assumptions, and gaps
Readiness assessment report with recommendations
CAD $9,500
2 weeks
Our core engagement for organizations that need a structured foundation before issuing an RFP, RFI, RFQ, evaluating vendors, or scheduling demonstrations.
Everything in the Assessment
Requirements baseline
Stakeholder and decision map
Evaluation framework and scoring criteria
Vendor demonstration scenarios
Executive summary and recommended next steps
CAD $18,500
4-5 weeks
A comprehensive readiness engagement for complex, enterprise, regulated, multi-department, or high-risk platform decisions.
Everything in the Readiness Sprint
Detailed workflow and process analysis
Expanded requirements discovery
Cross-functional stakeholder alignment sessions
Selection governance recommendations
Executive decision-support briefing
This engagement focuses on selection readiness and decision support. The following are outside this engagement.
Procurement execution or vendor negotiations
Legal review or contract negotiations
Solution architecture or technical design
Software implementation or configuration
Project management for implementation
Vendor shortlisting services
Clarity before commitment: Define the problem, decision need, and requirements before vendor momentum takes over.
Independent perspective: Evaluate options based on business needs rather than vendor sales narratives.
Reduced selection risk: Surface assumptions, dependencies, implementation concerns, and organizational readiness issues before commitments are made.
Better demonstrations: Ensure vendors demonstrate how they will support your actual business processes—not generic product features.
Decision confidence: Produce actionable outputs that help leaders compare options, challenge vendor claims, and move forward with discipline.