Write the decision memo first

One page: problem statement, must-have requirements, nice-to-haves, and disqualifiers. Share it with vendors before meetings so sales engineers prepare substance instead of generic tours. Revisit it after pilots; if the problem shifted, update the memo before expanding scope.

Proof tasks over slide decks

Ask each finalist to perform bounded proof tasks against sample data or APIs you provide. Watch them fail gracefully— that tells you more than any roadmap slide. For infrastructure, include backup and recovery scenarios in the rubric.

Total cost of ownership

License + implementation + training + three years of maintenance + opportunity cost of meetings. Compare honestly to keeping an older system with targeted improvements. Sometimes the right move is deletion—see vendor rationalization.

Contract hygiene

Data processing terms, export formats, SLAs with teeth for your tier, and clear exit windows. If legal review is slow, parallelize technical diligence; do not let procurement silence reveal gaps you will own later.

Further reading

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