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Choose a Right-Sized Contact Center Solution

“On-premises vs. cloud” is a false dichotomy.

  • IT needs a method to pinpoint which contact center solution best aligns with business objectives, adapting to a post-COVID world of remote work, flexibility, and scalability.
  • Scoring RFP and RFQ proposals is a complex process, and it is difficult to map and gap without a clear view of the organization’s needs. SOWs can contain pitfalls that cause expensive headaches for the organization in the long run. Guidance through a SOW is required to best represent the organization’s interests.

Our Advice

Critical Insight

  • “On-premises versus cloud” is a false dichotomy. Contact center architectures come in all shapes and sizes, and organizations should discern whether a hybrid option best meets their needs.
  • Contact centers should service customers – not capabilities. Capabilities must work for you, your agents, and your customers – not the other way around.
  • Deliverables and responsibilities should be a contract’s focal point. While organizations are right to focus on avoiding unanticipated license charges, it is more important to clearly define how deliverables and responsibilities will be divided among the organization, the vendor, and potential third parties.

Impact and Result

  • Assess the array of contact center architectures with Info-Tech’s Contact Center Decision Points Tool to select a right-sized solution.
  • Build business requirements in a formalized process to achieve stakeholder buy-in.
  • Use Info-Tech’s Contact Center RFP Scoring Tool to evaluate and choose from a range of vendors.
  • Successfully navigate and avoid major pitfalls in a SOW construction.
  • Justify each stage of the process with this blueprint’s key deliverable: the Contact Center Playbook.

Choose a Right-Sized Contact Center Solution Research & Tools

Start here – read the Executive Brief

Read our concise Executive Brief to examine the current contact center marketspace, review Info-Tech’s methodology for choosing a right-sized contact center solution, and understand the four ways we can support you in completing this project.

1. Assess Contact Center Architectures

Establish your project vision and metrics of success before shortlisting potential contact center architectures and deciding which is right-sized for the organization.

2. Gather Requirements and Shortlist Vendors

Build business requirements to achieve stakeholder buy-in, define key deliverables, and issue an RFP/RFQ to shortlisted vendors.

3. Score Vendors and Construct SOW

Score RFP/RFQ responses and decide upon a vendor before constructing a SOW.

Member Testimonials

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this blueprint and what our clients have to say.


Overall Impact


Average $ Saved


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$ Saved

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Trinidad and Tobago, Ministry of Digital Transformation

Guided Implementation




There are no worst parts of my experience. From start to finish it was a brilliant interaction as I was in discussion with persons who were clearly... Read More

MCAP Service Corporation

Guided Implementation




Our rep Thomas Randall is an absolute pro and amazing at what he does. He is an extremely valuable asset to Info-Tech and a pleasure to work with. ... Read More

Christian Healthcare Ministries, Inc.

Guided Implementation




Good kickstart to our effort.

MCAP Service Corporation

Guided Implementation




Thomas Randall was extremely knowledgeable on the CCaaS market. He was flexible and available to meet with us based on our schedule. He offered u... Read More

State Of Alabama

Guided Implementation




Thomas identified some gaps in our implementation plan, which once they are addressed will allow us to get the details in front of the executive st... Read More

State Of Alabama

Guided Implementation




Oregon Public Utility Commission

Guided Implementation




Fidelity Investments Canada ULC

Guided Implementation




Workshop: Choose a Right-Sized Contact Center Solution

Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

Module 1: Assess Architecture

The Purpose

  • Shortlist and decide upon a right-sized contact center architecture.

Key Benefits Achieved

  • A high-level decision for a right-sized architecture




Define vision and mission statements.

  • Project outline

Identify infrastructure metrics of success.

  • Metrics of success

Confirm key performance indicators for contact center operations.

  • KPIs confirmed

Complete architecture assessment.

  • Quickly narrow down right-sized architecture

Confirm right-sized architecture.

  • Decision on right-sized contact center architecture

Module 2: Gather Requirements

The Purpose

  • Build business requirements and define key deliverables to achieve stakeholder buy-in and shortlist potential vendors.

Key Benefits Achieved

  • Key deliverables defined and a shortlist of no more than five vendors
  • Sections 7-8 of the Contact Center Playbook completed




Hold focus groups with key stakeholders.

  • User requirements identified

Gather business, nonfunctional, and functional requirements.

  • Business Requirements Document completed

Define key deliverables.

  • Key deliverables defined

Shortlist five vendors that appear meet those requirements.

  • Shortlist of five vendors

Module 3: Initial Vendor Scoring

The Purpose

  • Compare and evaluate shortlisted vendors against gathered requirements.

Key Benefits Achieved

  • Have a strong overview of which vendors are preferred for issuing RFP/RFQ
  • Section 9 of the Contact Center Playbook




Input requirements to the Contact Center RFP Scoring Tool. Define which are mandatory and which are desirable.

  • An assessment of requirements

Determine which vendors best meet requirements.

  • Vendor scoring

Compare requirements met with anticipated TCO.

  • A holistic overview of requirements scoring and vendor TCO

Compare and rank vendors.

  • An initial ranking of vendors to shape RFP process after workshop end

Module 4: SOW Walkthrough

The Purpose

  • Walk through the Contact Center SOW Template and Guide to identify how much time to allocate per section and who will be responsible for completing it.

Key Benefits Achieved

  • An understanding of a SOW that is designed to avoid major pitfalls with vendor management
  • Section 10 of the Contact Center Playbook




Get familiar with the SOW structure.

  • A broad understanding of a SOW’s key sections

Identify which sections will demand greater time allocation.

  • A determination of how much time should be allocated for reviewing major sections

Strategize how to avoid potential pitfalls.

  • A list of ways to avoid major pitfalls with vendor management

Confirm reviewer responsibilities.

  • A list of reviewers, the sections they are responsible for reviewing, and their time allocation for their review

Module 5: Communicate and Implement

The Purpose

  • Finalize deliverables and plan post-workshop communications.

Key Benefits Achieved

  • A completed Contact Center Playbook that justifies each decision of this workshop




Finalize deliverables.

  • Contact Center Playbook delivered

Support communication efforts.

  • Post-workshop engagement to confirm satisfaction

Identify resources in support of priority initiatives.

  • Follow-up research that complements the workshop or leads workshop group in relevant new directions

About Info-Tech

Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.


Overall Impact

Average $ Saved

Average Days Saved

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve.

Read what our members are saying

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

Need Extra Help?
Speak With An Analyst

Get the help you need in this 4-phase advisory process. You'll receive 8 touchpoints with our researchers, all included in your membership.

Guided Implementation 1: Assess architectures.
  • Call 1: Introduce project, defining vision and metrics of success.
  • Call 2: Begin assessing potential architecture.

Guided Implementation 2: Gather requirements and shortlist vendors.
  • Call 1: Start collecting business, nonfunctional, and functional requirements.
  • Call 2: Review business requirements and decide whether to issue RFP/RFQ. Shortlist five vendors.

Guided Implementation 3: Score vendor proposals.
  • Call 1: Review RFP/RFQ for issuance.
  • Call 2: Score vendor proposals and narrow down options.

Guided Implementation 4: Build a SOW.
  • Call 1: Walk through SOW template.
  • Call 2: Review contract and wrap up project.


Thomas Randall


  • CJ Aulisa, Contact Center Consultant, okiBoe Group
  • Lindsay Galeste, Analyst Relations Specialist, Cisco
  • Veronica Krieg, Senior Content Writer, Sharpen
  • Michelle Lighton, Partner Marketing Manager, Aceyus
  • Vijay Ponnada, Senior Manager, Technology, Cognizant
  • Ben Ringshall, Content Manager, Fonolo
  • Colin Taylor, CEO, The Taylor Reach Group, Inc.
  • Zack Taylor, Director – Strategic Communications Customer Journey Solutions, Cisco
  • Further thanks to two anonymous contributors
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