Advisory Engagement
Multi-Location Vendor Evaluation
The client had three UCaaS proposals and different priorities between IT and operations teams.
Without a shared decision framework, renewal deadlines increase selection risk and internal conflict.
Adopt a weighted scoring model and select the platform with the strongest integration fit.
What we delivered
- Requirements approved by IT and operations before demos
- Demo scripts based on real call flows
- Weighted scoring tied to operational priorities
- Contract review for renewal and services terms
Outcomes
- Finalist list reduced from five to two in six weeks
- Scoring model adopted for future evaluations
- Platform selected on CRM integration fit
Related research
Explore guides, frameworks, and analysis connected to this topic.
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