Vendor Product Presentation Ratings Form
14
Vendor Product-Presentation Ratings Name of Your Organization Template: Vendor Product-Presentation Rating form [Rev. 1.1 3/10/2005] Page 1 of 14 Print Date: 07/20/2022 Summary Sheet Project Name: Project Manager: Date of Evaluation: See instructions at the bottom of this worksheet before entering data into this form. Vendor 1 Vendor 2 Vendor 3 Vendor 4 Vendor 5 Vendor 6 Rating Criteria Score Score Score Score Score Score 0 0 0 0 0 0 0 0 0 0 Total of Weights: 0 Total Score ===> Weight Factor Ease of Use: System Use; Learning curve for general users; Learning curve for power users. System Customization: Ease of Customization; Most frequent customizations; Impact on Upgrades Application / Data Security and Standards: Role level access; Control on $$ Field Views; Screen General System Requirements: <List examples here> Processing of Exceptions: Out of range data; Incomplete Data; Missing data; Duplicate data Vendor Helpdesk: Hours available; accessibility; cost; SLA Reporting & Queries: Standard System Reports; Ad-Hoc Reporting; Custom Reporting; Printing; System System Maintenance: Ease; Resources Required; Business Rules set-up; Ease of Upgrades; Frequency of System Extras: e.g. Web Ready <List examples here> Overall Presentation: Organized; Professional; Followed Scripts
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Vendor Product Presentation Ratings Form
Transcript of Vendor Product Presentation Ratings Form
Vendor Product-Presentation Ratings Name of Your Organization
Template: Vendor Product-Presentation Rating form [Rev. 1.1 3/10/2005] Page 1 of 14 Print Date: 04/20/2023
Summary Sheet
Project Name:
Project Manager:
Date of Evaluation:
See instructions at the bottom of this worksheet before entering data into this form.
Vendor 1 Vendor 2 Vendor 3 Vendor 4 Vendor 5 Vendor 6
Rating Criteria Weight Factor Score Score Score Score Score Score
0
0
0
0
0
0
0
0
0
0
Total of Weights: 0
Total Score ===>
Ease of Use: System Use; Learning curve for general users; Learning curve for power users.
System Customization: Ease of Customization; Most frequent customizations; Impact on Upgrades
Application / Data Security and Standards: Role level access; Control on $$ Field Views; Screen Level
General System Requirements: <List examples here>
Processing of Exceptions: Out of range data; Incomplete Data; Missing data; Duplicate data
Vendor Helpdesk: Hours available; accessibility; cost; SLA
Reporting & Queries: Standard System Reports; Ad-Hoc Reporting; Custom Reporting; Printing; System Queries
System Maintenance: Ease; Resources Required; Business Rules set-up; Ease of Upgrades; Frequency of Upgrades
System Extras: e.g. Web Ready <List examples here>
Overall Presentation: Organized; Professional; Followed Scripts
E6
Enter Vendor Names here
A7
Enter Rating Criteria suited to your project
B7
Enter weights appropriate to your priorities. Use whole numbers, usually between 1 and 5
Vendor Product-Presentation Ratings Name of Your Organization
Template: Vendor Product-Presentation Rating form [Rev. 1.1 3/10/2005] Page 2 of 14 Print Date: 04/20/2023
Instructions for Summary worksheet:
3. Rating Criteria and Weight Factors on the Summary worksheet are automatically copied to all Vendor Worksheets
4. Enter Vendor names on this worksheet. They are automatically copied to the Vendor worksheets
5. Enter the evaluation date on each Vendor worksheet
6. Enter Reviewer names (replace Reviewer 1 through Reviewer 8) on Vendor worksheets
7. Enter evaluation scores into Vendor worksheets under each Reviewer's name
8. Weighted Scores are automatically transferred from Vendor worksheets to Summary worksheet (this worksheet)
Template source: http://www.cvr-it.com
1. Enter Rating Criteria appropriate to your project on the Summary Worksheet (this worksheet)
2. Enter weight factors that fit your priorities on the Summary Worksheet (this worksheet). Weight factors are whole numbers usually between 1 and 5, with 1 indicating a rating criterion of low significance and 5 indicating a rating criterion of high significance
Vendor Product-Presentation Ratings Name of Your Organization
Template: Vendor Product-Presentation Ratings Form [Rev 1.1, 3/10/2005] Page 3 of 14 Print Date: 04/20/2023
Presentation Evaluation
Project Name: 0
Vendor Name: Vendor 1
Date of Evaluation:
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er 8Rating Criteria
0
0
0 General System Requirements: <List examples here> 0
0
0
0
0
System Extras: e.g. Web Ready <List examples here> 0
0
Weight Factor
Points Average
Weighted Score
Ease of Use: System Use; Learning curve for general users; Learning curve for power users.
System Customization: Ease of Customization; Most frequent customizations; Impact on Upgrades
Application / Data Security and Standards: Role level access; Control on $$ Field Views; Screen Level
Processing of Exceptions: Out of range data; Incomplete Data; Missing data; Duplicate data
Vendor Helpdesk: Hours available; accessibility; cost; SLA
Reporting & Queries: Standard System Reports; Ad-Hoc Reporting; Custom Reporting; Printing; System Queries
System Maintenance: Ease; Resources Required; Business Rules set-up; Ease of Upgrades; Frequency of Upgrades
Overall Presentation: Organized; Professional; Followed Scripts
Vendor Product-Presentation Ratings Name of Your Organization
Template: Vendor Product-Presentation Ratings Form [Rev 1.1, 3/10/2005] Page 4 of 14 Print Date: 04/20/2023
Total Weighted Score ===>
Instructions for Evaluation Worksheet:
1. Follow instructions on the Summary Worksheet
2. Enter evaluation date on each Vendor worksheet
3. Enter Reviewer names (replace Reviewer 1 through Reviewer 8) on Vendor worksheets
4. Enter evaluation scores into Vendor worksheets under each Reviewer's name
5. Weighted Scores are automatically copied from Vendor worksheets to Summary worksheet
Note: Use rating scale of 1-5
1 = Does not meet expectations
2 = Somewhat meets expectations
3 = Meets expectations
4 = More than meets expectations
5 = Greatly exceeds expectations
Vendor Product-Presentation Ratings Name of Your Organization
Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005] Page 5 of 14 Print Date: 04/20/2023
Presentation Evaluation
Project Name: 0
Vendor Name: Vendor 2
Date of Evaluation:
Re
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er 1
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er 2
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er 3
Re
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er 4
Re
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er 5
Re
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er 6
Re
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er 7
Re
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er 8Rating Criteria
0
0
0 General System Requirements: <List examples here> 0
0
0
0
0
System Extras: e.g. Web Ready <List examples here> 0
0
Weight Factor
Points Average
Weighted Score
Ease of Use: System Use; Learning curve for general users; Learning curve for power users.
System Customization: Ease of Customization; Most frequent customizations; Impact on Upgrades
Application / Data Security and Standards: Role level access; Control on $$ Field Views; Screen Level
Processing of Exceptions: Out of range data; Incomplete Data; Missing data; Duplicate data
Vendor Helpdesk: Hours available; accessibility; cost; SLA
Reporting & Queries: Standard System Reports; Ad-Hoc Reporting; Custom Reporting; Printing; System Queries
System Maintenance: Ease; Resources Required; Business Rules set-up; Ease of Upgrades; Frequency of Upgrades
Overall Presentation: Organized; Professional; Followed Scripts
Vendor Product-Presentation Ratings Name of Your Organization
Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005] Page 6 of 14 Print Date: 04/20/2023
Total Weighted Score ===>
Instructions for Evaluation Worksheet:
1. Follow instructions on the Summary Worksheet
2. Enter evaluation date on each Vendor worksheet
3. Enter Reviewer names (replace Reviewer 1 through Reviewer 8) on Vendor worksheets
4. Enter evaluation scores into Vendor worksheets under each Reviewer's name
5. Weighted Scores are automatically copied from Vendor worksheets to Summary worksheet
Note: Use rating scale of 1-5
1 = Does not meet expectations
2 = Somewhat meets expectations
3 = Meets expectations
4 = More than meets expectations
5 = Greatly exceeds expectations
Vendor Product-Presentation Ratings Name of Your Organization
Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005] Page 7 of 14 Print Date: 04/20/2023
Presentation Evaluation
Project Name: 0
Vendor Name: Vendor 3
Date of Evaluation:
Re
view
er 1
Re
view
er 2
Re
view
er 3
Re
view
er 4
Re
view
er 5
Re
view
er 6
Re
view
er 7
Re
view
er 8Rating Criteria
0
0
0 General System Requirements: <List examples here> 0
0
0
0
0
System Extras: e.g. Web Ready <List examples here> 0
Weight Factor
Points Average
Weighted Score
Ease of Use: System Use; Learning curve for general users; Learning curve for power users.
System Customization: Ease of Customization; Most frequent customizations; Impact on Upgrades
Application / Data Security and Standards: Role level access; Control on $$ Field Views; Screen Level
Processing of Exceptions: Out of range data; Incomplete Data; Missing data; Duplicate data
Vendor Helpdesk: Hours available; accessibility; cost; SLA
Reporting & Queries: Standard System Reports; Ad-Hoc Reporting; Custom Reporting; Printing; System Queries
System Maintenance: Ease; Resources Required; Business Rules set-up; Ease of Upgrades; Frequency of Upgrades
Vendor Product-Presentation Ratings Name of Your Organization
Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005] Page 8 of 14 Print Date: 04/20/2023
0
Total Weighted Score ===>
Instructions for Evaluation Worksheet:
1. Follow instructions on the Summary Worksheet
2. Enter evaluation date on each Vendor worksheet
3. Enter Reviewer names (replace Reviewer 1 through Reviewer 8) on Vendor worksheets
4. Enter evaluation scores into Vendor worksheets under each Reviewer's name
5. Weighted Scores are automatically copied from Vendor worksheets to Summary worksheet
Note: Use rating scale of 1-5
1 = Does not meet expectations
2 = Somewhat meets expectations
3 = Meets expectations
4 = More than meets expectations
5 = Greatly exceeds expectations
Overall Presentation: Organized; Professional; Followed Scripts
Vendor Product-Presentation Ratings Name of Your Organization
Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005] Page 9 of 14 Print Date: 04/20/2023
Presentation Evaluation
Project Name: 0
Vendor Name: Vendor 4
Date of Evaluation:
Re
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er 1
Re
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er 2
Re
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er 3
Re
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er 4
Re
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er 5
Re
view
er 6
Re
view
er 7
Re
view
er 8Rating Criteria
0
0
0 General System Requirements: <List examples here> 0
0
0
0
0
System Extras: e.g. Web Ready <List examples here> 0
Weight Factor
Points Average
Weighted Score
Ease of Use: System Use; Learning curve for general users; Learning curve for power users.
System Customization: Ease of Customization; Most frequent customizations; Impact on Upgrades
Application / Data Security and Standards: Role level access; Control on $$ Field Views; Screen Level
Processing of Exceptions: Out of range data; Incomplete Data; Missing data; Duplicate data
Vendor Helpdesk: Hours available; accessibility; cost; SLA
Reporting & Queries: Standard System Reports; Ad-Hoc Reporting; Custom Reporting; Printing; System Queries
System Maintenance: Ease; Resources Required; Business Rules set-up; Ease of Upgrades; Frequency of Upgrades
Vendor Product-Presentation Ratings Name of Your Organization
Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005] Page 10 of 14 Print Date: 04/20/2023
0
Total Weighted Score ===>
Instructions for Evaluation Worksheet:
1. Follow instructions on the Summary Worksheet
2. Enter evaluation date on each Vendor worksheet
3. Enter Reviewer names (replace Reviewer 1 through Reviewer 8) on Vendor worksheets
4. Enter evaluation scores into Vendor worksheets under each Reviewer's name
5. Weighted Scores are automatically copied from Vendor worksheets to Summary worksheet
Note: Use rating scale of 1-5
1 = Does not meet expectations
2 = Somewhat meets expectations
3 = Meets expectations
4 = More than meets expectations
5 = Greatly exceeds expectations
Overall Presentation: Organized; Professional; Followed Scripts
Vendor Product-Presentation Ratings Name of Your Organization
Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005] Page 11 of 14 Print Date: 04/20/2023
Presentation Evaluation
Project Name: 0
Vendor Name: Vendor 5
Date of Evaluation:
Re
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er 1
Re
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er 2
Re
view
er 3
Re
view
er 4
Re
view
er 5
Re
view
er 6
Re
view
er 7
Re
view
er 8Rating Criteria
0
0
0 General System Requirements: <List examples here> 0
0
0
0
0
System Extras: e.g. Web Ready <List examples here> 0
Weight Factor
Points Average
Weighted Score
Ease of Use: System Use; Learning curve for general users; Learning curve for power users.
System Customization: Ease of Customization; Most frequent customizations; Impact on Upgrades
Application / Data Security and Standards: Role level access; Control on $$ Field Views; Screen Level
Processing of Exceptions: Out of range data; Incomplete Data; Missing data; Duplicate data
Vendor Helpdesk: Hours available; accessibility; cost; SLA
Reporting & Queries: Standard System Reports; Ad-Hoc Reporting; Custom Reporting; Printing; System Queries
System Maintenance: Ease; Resources Required; Business Rules set-up; Ease of Upgrades; Frequency of Upgrades
Vendor Product-Presentation Ratings Name of Your Organization
Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005] Page 12 of 14 Print Date: 04/20/2023
0
Total Weighted Score ===>
Instructions for Evaluation Worksheet:
1. Follow instructions on the Summary Worksheet
2. Enter evaluation date on each Vendor worksheet
3. Enter Reviewer names (replace Reviewer 1 through Reviewer 8) on Vendor worksheets
4. Enter evaluation scores into Vendor worksheets under each Reviewer's name
5. Weighted Scores are automatically copied from Vendor worksheets to Summary worksheet
Note: Use rating scale of 1-5
1 = Does not meet expectations
2 = Somewhat meets expectations
3 = Meets expectations
4 = More than meets expectations
5 = Greatly exceeds expectations
Overall Presentation: Organized; Professional; Followed Scripts
Vendor Product-Presentation Ratings Name of Your Organization
Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005] Page 13 of 14 Print Date: 04/20/2023
Presentation Evaluation
Project Name: 0
Vendor Name: Vendor 6
Date of Evaluation:
Re
view
er 1
Re
view
er 2
Re
view
er 3
Re
view
er 4
Re
view
er 5
Re
view
er 6
Re
view
er 7
Re
view
er 8Rating Criteria
0
0
0 General System Requirements: <List examples here> 0
0
0
0
0
System Extras: e.g. Web Ready <List examples here> 0
Weight Factor
Points Average
Weighted Score
Ease of Use: System Use; Learning curve for general users; Learning curve for power users.
System Customization: Ease of Customization; Most frequent customizations; Impact on Upgrades
Application / Data Security and Standards: Role level access; Control on $$ Field Views; Screen Level
Processing of Exceptions: Out of range data; Incomplete Data; Missing data; Duplicate data
Vendor Helpdesk: Hours available; accessibility; cost; SLA
Reporting & Queries: Standard System Reports; Ad-Hoc Reporting; Custom Reporting; Printing; System Queries
System Maintenance: Ease; Resources Required; Business Rules set-up; Ease of Upgrades; Frequency of Upgrades
Vendor Product-Presentation Ratings Name of Your Organization
Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005] Page 14 of 14 Print Date: 04/20/2023
0
Total Weighted Score ===>
Instructions for Evaluation Worksheet:
1. Follow instructions on the Summary Worksheet
2. Enter evaluation date on each Vendor worksheet
3. Enter Reviewer names (replace Reviewer 1 through Reviewer 8) on Vendor worksheets
4. Enter evaluation scores into Vendor worksheets under each Reviewer's name
5. Weighted Scores are automatically copied from Vendor worksheets to Summary worksheet
Note: Use rating scale of 1-5
1 = Does not meet expectations
2 = Somewhat meets expectations
3 = Meets expectations
4 = More than meets expectations
5 = Greatly exceeds expectations
Overall Presentation: Organized; Professional; Followed Scripts
