Vendor Product Presentation Ratings Form

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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

Page 1: 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

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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
Page 2: 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 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

Page 3: Vendor Product Presentation Ratings Form

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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0 General System Requirements: <List examples here> 0

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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

Page 4: Vendor Product Presentation Ratings Form

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

Page 5: Vendor Product Presentation Ratings Form

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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0

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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

Page 6: Vendor Product Presentation Ratings Form

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

Page 7: Vendor Product Presentation Ratings Form

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:

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0 General System Requirements: <List examples here> 0

0

0

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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

Page 8: Vendor Product Presentation Ratings Form

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

Page 9: Vendor Product Presentation Ratings Form

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 8Rating Criteria

0

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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

Page 10: Vendor Product Presentation Ratings Form

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

Page 11: Vendor Product Presentation Ratings Form

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:

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Re

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Re

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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

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

Page 12: Vendor Product Presentation Ratings Form

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

Page 13: Vendor Product Presentation Ratings Form

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

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Re

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Re

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Re

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Re

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er 6

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

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

Page 14: Vendor Product Presentation Ratings Form

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