vendor management

Supply Chain as a Service

Blueprint: Industry Coverage

This deck provides a high-level analysis, awareness, and readiness on how supply chain as a service revolutionizes supply chains by offering outsourcing services to enterprises. This innovative approach can deliver four to five times the ROI by consolidating supply chain functions. Ultimately,...

SCaaS Vendor Communication Management Plan

Templates And Policies: Industry Coverage

A template to guide communications between your organization and your vendor.

Essentials of Vendor Management for Small Business

Blueprint: Vendor Management

The purpose of the blueprint is to provide small/medium businesses (SMB) with the basic vendor management necessities to maximize their IT vendor investment. SMBs continue to "outsource" IT to cloud, managed service, and other providers. As a result, IT (and the organization as a whole) becomes...

Phase 2 Small Business Tools and Templates Compendium

Templates And Policies: Vendor Management

This compendium contains nine essential tools and templates to help you build and run your vendor management initiative.

Phase 1 Small Business Tools and Templates Compendium

Templates And Policies: Vendor Management

This compendium contains four tools and templates to build the foundation for your vendor management initiative.

Effectively Acquire Infrastructure Services

Blueprint: Infrastructure & Operations

Most organizations are good at procuring IT products, but few are truly good at acquiring infrastructure services. According to an Info-Tech survey, approximately 42% of organizations don’t get the value they expect in their first year of service. Follow this blueprint to boost your chances of...

Vendor Management Template

Templates And Policies: Enterprise Architecture

Use this vendor management template to track your communications with the vendor and prepare for regular service reviews.

Proactively Identify and Mitigate Vendor Risk

Blueprint: Vendor Management

CIOs are faced with increasing pressure to successfully deliver IT projects that meet business needs on time and within budget while depending on many new and unproven technology vendors. Priorities are often focused on daily tasks, leading to increased risks that can turn into consequences....

Vendor Risk Management Program Manual

Templates And Policies: Vendor Management

The Vendor Risk Management Program Manual will help you document your vendor risk management program to complement the IT risk management program.

Drive Successful Sourcing Outcomes With a Robust RFP Process

Blueprint: Vendor Management

A bad RFP is ineffective and incomplete; it creates more questions than it answers; and, perhaps most importantly, it does not meet your organization expectations. Using the field-tested RFP process outlined in this blueprint will decrease the duration of your RFPs while maintaining leverage.

Vendor Recommendation Presentation

Templates And Policies: Vendor Management

Use the Vendor Recommendation Presentation to present your finalist and obtain final approval to negotiate and execute any agreements.

Make Prudent Decisions When Increasing Your Salesforce Footprint

Blueprint: Vendor Management

Educate your organization on Salesforce’s product offerings, licensing methods and contract types to enable informed purchasing decisions. In addition, strategize an implementation process, leveraging a Salesforce partner or project planning, to ensure successful roll-out to maximize ROI.

Vendor Communication Management Plan

Templates And Policies: Vendor Management

Most SaaS purchases involve a broad range of stakeholders -- create and implement a plan to ensure effective communication throughout the negotiation process.

Outsource Systems Management to Improve Capabilities and Reduce Costs

Blueprint: Infrastructure & Operations

Outsourcing can extend your systems management capabilities and save money in the process, but many organizations report dissatisfaction with their outsourcing arrangement. Focus on building a collaborative, communicative relationship to avoid buyer’s remorse.

Outsource Systems Management – Vendor Engagement Template

Templates And Policies: Infrastructure & Operations

Use this template to plan your vendor engagement strategy and ensure a continuous, collaborative, and mutually beneficial relationship with your vendor.

Manage Your Vendors Before They Manage You

Blueprint: Vendor Management

Effective vendor management is paramount. This research will show you how to prioritize and classify your vendors with quantifiable, standardized rankings. It will show you how to standardize your processes and maintain an ongoing commitment to maximize the value of your vendor relationships.

Vendor Scorecard

Templates And Policies: Vendor Management

Assess vendors regularly with useful metrics to optimize your vendor portfolio.

Outsource Network Management

Blueprint: Infrastructure & Operations

With the rise of virtualized, globalized “as a service” computing, networks are an evermore critical utility, requiring rock solid availability, reliability, scalability, and performance. Outsourcing is a multi-faceted process, with an inherent level of associated risk. Without careful planning...

Network Management Vendor Communication Plan Template

Templates And Policies: Infrastructure & Operations

The vendor communication plan is an integral component of the vendor management process. Use this tool to create a solidified structure that promotes open communication lines between your organization and the vendor.

Performance Metrics Tracking Document

Templates And Policies: Small Enterprise Resources

Use this document to record the specific targets established with the vendor for a specific service or product relationship.

Managing vendor performance is best carried out by measuring actual performance against a set of metrics agreed upon in advance with the vendor.

Evaluate Your Vendor Account Team to Optimize Vendor Relations

Blueprint: Vendor Management

Understanding your vendor team’s background, experience, and strategic approach to your account is key to the management of the relationship, the success of the vendor agreement, and, depending on the vendor, the success of your business.

Vendor Rules of Engagement

Templates And Policies: Vendor Management

Use this template to create a vendor rules of engagement document to include with vendor agreements and RFXs. Be sure to modify and configure the template to your organization’s specifications.

Vendor File

Templates And Policies: Small Enterprise Resources

Maintaining a single, centralized master record for each vendor is invaluable in managing the overall vendor relationship. Use this template to build a master file for each vendor.

Maintaining a single, centralized master record for each vendor is invaluable in managing the overall vendor relationship.Such a file provides an at-a-glance snapshot of the products and services procured from the vendor, contractual history, and a record of interaction between the enterprise and the vendor.It allows for distinct documentation of individual contractual agreements over the active lifecycle of individual products or services.Use this template to build a master file for each vendor.

Select a Marketing Management Suite

Blueprint: Applications

Determine whether marketing management suite (MMS) technology is right for your organization. Find your use case and select an appropriate marketing solution by utilizing Info-Tech’s sample requirements, vendor demo script, and RFP/vendor shortlisting tool.

MMS Vendor Demo Script

Templates And Policies: Applications

Use this template to support your business' evaluation of vendors and their solutions. Provide vendors with scenarios that prompt them to display not only their solution's capabilities but also how the tool will support your organization's particular needs.

Select a PLM Solution to Make Better Products

Blueprint: Industry Coverage

Understand the fundamental capabilities of a product lifecycle management (PLM) solution and where the tool fits within your existing enterprise application portfolio. Determine whether PLM technology is right for your organization by utilizing Info-Tech’s vendor landscape and PLM process framework.

PLM Vendor Demo Script

Templates And Policies: Industry Coverage

Leverage this template to support your business' evaluation of vendors and their solutions. Provide vendors with scenarios that prompt them to display not only their solution's capabilities but also how the tool will support your organization's particular needs.

Capture and Market the ROI of Your VMO

Blueprint: Vendor Management

Calculating the impact or value of a vendor management office (VMO) can be difficult without the right framework and tools. In addition to quantifying the VMO’s contributions, they must be conveyed internally so that other departments understand the VMO’s impact on and benefits to the entire...

Internal Business Review Agenda Template

Templates And Policies: Vendor Management

Use this template as an agenda guide for your periodic review of VMO initiatives and for reporting to your stakeholders.

Slash Spending by Optimizing Your Software Maintenance and Support

Blueprint: Vendor Management

This blueprint aims to provide an unbiased overview of the ins and outs of software maintenance & support (M&S), how to assess the cost and value of it to your organization, and by understanding these, how to be able to make informed decisions on how to optimize and reduce your annual spend to...

Software M&S Cancellation Decision Guide

Templates And Policies: Vendor Management

Use this tool to provide guidance and validation when you consider cancelling a vendor's M&S.

Implement Crisis Management Best Practices

Blueprint: Infrastructure & Operations

Build an effective crisis management plan around a framework that enables your organization to respond to any crisis and manage the impact; from health and safety incidents to business disruptions to reputational damage.

Pandemic Response Plan Example

Templates And Policies: Infrastructure & Operations

Modify this example to create your pandemic response plan.

Select an Electronic Health Record

Blueprint: Industry Coverage

Nail down the definition and capabilities of an electronic health record (EHR) system. Execute a rigorous approach to application selection to find the best solution for your use case. Determine whether EHR technology is right for your health care institution by utilizing Info-Tech’s vendor...

Scenario Template

Templates And Policies: Vendor Management

Vendor demonstrations will prove that vendors can deliver on their promises. Provide vendors with a specific, straightforward explanation of what they must show during the demo.

Customer Relationship Management Platform Selection Guide

Blueprint: Applications

Enable marketing, sales, and customer service teams by successfully choosing and implementing a suite for customer relationship management.

CRM Vendor Demo Script

Templates And Policies: Applications

Use this template to support your business's evaluation of vendors and their solutions. Provide vendors with scenarios that prompt them to display not only their solution's capabilities, but also how the tool will support your organization's particular needs.

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