Evaluation Team Ranks Solutions For Recommendation to Executive Management
- ronswingle
- Jan 13, 2016
- 1 min read

An insurance company chartered a cross-functional team to evaluate and recommend a new software package for the organization. Team members performed their due diligence and made their recommendation to executive management who agreed to move forward with the investment.
ProjectLead developed the evaluation and selection process and presented it to executive management for approval.
ProjectLead spearheaded the process, acting as the liaison between the company and all of the software vendors.
ProjectLead assisted the company with negotiating the terms and conditions of the software contract.
RESULTS
Objectivity
ProjectLead's organizationally-neutral position reduced the chance that one group would overly influence the process or decision.
Cross-Functional Participation
IT and various functional areas had equal roles and influence in the evaluation and selection process.
Fact-Based Decisions
Vendors were scored for their RFP responses and live demos producing quantitative results for comparison purposes.
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