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A Repeatable Evaluation Workflow (So Decisions Are Defensible)

A Repeatable Evaluation Workflow (So Decisions Are Defensible)

The workflow

  • Define requirements and success metrics
  • Shortlist vendors and send a standardized questionnaire
  • Run demos with realistic scenarios
  • Pilot with measured outcomes
  • Security + legal review
  • Score and document the decision

Documentation tip

Write down the evidence you relied on—before the excitement of “new tool” fades.

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