Vendor Product-Presentation Ratings

Name of Your Organization

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 Rating Criteria 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 Weight Factor 0 Score

Vendor 2 Score

Vendor 3 Score

Vendor 4 Score

Vendor 5 Score

Vendor 6 Score

0 0 0 0 0

0 0

Total of Weights: Total Score ===>

Template: Vendor Product-Presentation Rating form [Rev. 1.1 3/10/2005]

Page 1 of 14

Print Date: 7/12/2013

Vendor Product-Presentation Ratings

Name of Your Organization

Instructions for Summary worksheet: 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 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

Template: Vendor Product-Presentation Rating form [Rev. 1.1 3/10/2005]

Page 2 of 14

Print Date: 7/12/2013

Vendor Product-Presentation Ratings

Name of Your Organization

Presentation Evaluation
Project Name: 0 Vendor Name: Vendor 1 Date of Evaluation:
Reviewer 1 Reviewer 2 Reviewer 3 Reviewer 4 Reviewer 5 Reviewer 6 Reviewer 7 Reviewer 8

Rating Criteria 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 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 Total Weighted Score ===>

Weight Factor

Points Average

Weighted Score

0 0 0 0 0 0 0

0 0 0

Template: Vendor Product-Presentation Ratings Form [Rev 1.1, 3/10/2005]

Page 3 of 14

Print Date: 7/12/2013

Vendor Product-Presentation Ratings

Name of Your Organization

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

Template: Vendor Product-Presentation Ratings Form [Rev 1.1, 3/10/2005]

Page 4 of 14

Print Date: 7/12/2013

Vendor Product-Presentation Ratings

Name of Your Organization

Presentation Evaluation
Project Name: 0 Vendor Name: Vendor 2 Date of Evaluation:
Reviewer 1 Reviewer 2 Reviewer 3 Reviewer 4 Reviewer 5 Reviewer 6 Reviewer 7 Reviewer 8

Rating Criteria 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 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

Weight Factor

Points Average

Weighted Score

0 0 0 0 0 0 0

0 0 0

Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005]

Page 5 of 14

Print Date: 7/12/2013

Vendor Product-Presentation Ratings

Total Weighted Score ===>

Name of Your Organization

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

Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005]

Page 6 of 14

Print Date: 7/12/2013

Vendor Product-Presentation Ratings

Name of Your Organization

Presentation Evaluation
Project Name: 0 Vendor Name: Vendor 3 Date of Evaluation:
Reviewer 1 Reviewer 2 Reviewer 3 Reviewer 4 Reviewer 5 Reviewer 6 Reviewer 7 Reviewer 8

Rating Criteria 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 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

Weight Factor

Points Average

Weighted Score

0 0 0 0 0 0 0

0 0 0

Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005]

Page 7 of 14

Print Date: 7/12/2013

Vendor Product-Presentation Ratings

Total Weighted Score ===>

Name of Your Organization

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

Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005]

Page 8 of 14

Print Date: 7/12/2013

Vendor Product-Presentation Ratings

Name of Your Organization

Presentation Evaluation
Project Name: 0 Vendor Name: Vendor 4 Date of Evaluation:
Reviewer 1 Reviewer 2 Reviewer 3 Reviewer 4 Reviewer 5 Reviewer 6 Reviewer 7 Reviewer 8

Rating Criteria 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 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

Weight Factor

Points Average

Weighted Score

0 0 0 0 0 0 0

0 0 0

Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005]

Page 9 of 14

Print Date: 7/12/2013

Vendor Product-Presentation Ratings

Total Weighted Score ===>

Name of Your Organization

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

Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005]

Page 10 of 14

Print Date: 7/12/2013

Vendor Product-Presentation Ratings

Name of Your Organization

Presentation Evaluation
Project Name: 0 Vendor Name: Vendor 5 Date of Evaluation:
Reviewer 1 Reviewer 2 Reviewer 3 Reviewer 4 Reviewer 5 Reviewer 6 Reviewer 7 Reviewer 8

Rating Criteria 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 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

Weight Factor

Points Average

Weighted Score

0 0 0 0 0 0 0

0 0 0

Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005]

Page 11 of 14

Print Date: 7/12/2013

Vendor Product-Presentation Ratings

Total Weighted Score ===>

Name of Your Organization

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

Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005]

Page 12 of 14

Print Date: 7/12/2013

Vendor Product-Presentation Ratings

Name of Your Organization

Presentation Evaluation
Project Name: 0 Vendor Name: Vendor 6 Date of Evaluation:
Reviewer 1 Reviewer 2 Reviewer 3 Reviewer 4 Reviewer 5 Reviewer 6 Reviewer 7 Reviewer 8

Rating Criteria 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 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

Weight Factor

Points Average

Weighted Score

0 0 0 0 0 0 0

0 0 0

Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005]

Page 13 of 14

Print Date: 7/12/2013

Vendor Product-Presentation Ratings

Total Weighted Score ===>

Name of Your Organization

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

Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005]

Page 14 of 14

Print Date: 7/12/2013