Tired of countless demos, playing phone tag with reps, and ultimately wondering whether you made the right decision? Our evaluation and selection model reduces your headaches while staying within your budget. We assess your needs, identify the most promising prospects, and consult with you to make the important decisions.
No Bias for Us Means Less Headaches for You
No Bias for Us Means Less Headaches for You
Tired of countless demos, playing phone tag with reps, and ultimately wondering whether you made the right decision? Our evaluation and selection model reduces your headaches while staying within your budget. We assess your needs, identify the most promising prospects, and consult with you to make the important decisions.
You're 8 Steps Away
from Finding the Perfect Vendor
- Get Help – Acknowledging a problem and asking for assistance are the hardest parts of this process. But don’t worry. Contacting us is easy and our consultants usually respond within 48 hours of you reaching out.
- Review – To know where you need to go, we need to know where you’ve been. In this step, we assess your current processes and outline your future needs.
- Document – After reviewing, it’s important to consider your functionality requirements so we can hone in on the top vendors with the best products to help your office.
- Identify & Evaluate – This is where we can add the most value for you. By compiling the most relevant solutions with cost comparisons, we save you time, money, and energy.
- Round 1 Demos – Together, we’ll figure out which vendors will be best at meeting the unique needs of your business at the right price.
- RFP (Request for Proposal) – We create a customized RFP based on your processes and requirements.
- Round 2 Demos – Ensuring all your questions and concerns are answered so you can make an informed decision.
- Select & Implement – Make your final choice and test it with your system.
You're 8 Steps Away
from Finding the Perfect Vendor
- Get Help – Acknowledging a problem and asking for assistance are the hardest parts of this process. But don’t worry. Contacting us is easy and our consultants usually respond within 48 hours of you reaching out.
- Review – To know where you need to go, we need to know where you’ve been. In this step, we assess your current processes and outline your future needs.
- Document – After reviewing, it’s important to consider your functionality requirements so we can hone in on the top vendors with the best products to help your office.
- Identify & Evaluate – This is where we can add the most value for you. By compiling the most relevant solutions with cost comparisons, we save you time, money, and energy.
- Round 1 Demos – Together, we’ll figure out which vendors will be best at meeting the unique needs of your business at the right price.
- RFP (Request for Proposal) – We create a customized RFP based on your processes and requirements.
- Round 2 Demos – Ensuring all your questions and concerns are answered so you can make an informed decision.
- Select & Implement – Make your final choice and test it with your system.
The Right Fix isn’t the Quick Fix
We want to be as up-front and honest as possible. Choosing a vendor isn’t a fast process. That’s why it’s so important to partner with consultants you can trust. Below, you’ll find a sample timeline from a client we helped with vendor evaluation and selection in the past.
The Right Fix isn’t the Quick Fix
We want to be as up-front and honest as possible. Choosing a vendor isn’t a fast process. That’s why it’s so important to partner with consultants you can trust. Below, you’ll find a sample timeline from a client we helped with vendor evaluation and selection in the past.
Fill out the contact form to receive our Workflow & Tech Stack Evaluation PDF
What you’ll get
- A Brief Introduction
- Reasons for Changing Solutions
- The Most Important Considerations
- Our Step-by-Step Tech Selection Process
- Timeline for Assessment, Selection, & Implementation
- A Quick Wrap-Up
Fill out the contact form to receive our Workflow & Tech Stack Evaluation PDF
What you’ll get
- A Brief Introduction
- Reasons for Changing Solutions
- The Most Important Considerations
- Our Step-by-Step Tech Selection Process
- Timeline for Assessment, Selection, & Implementation
- A Quick Wrap-Up
Improving Efficiency With Your Investment Management Software
We recommend the best solutions and software products for your needs.
Improving Efficiency With Your Investment Management Software
We recommend the best solutions and software products for your needs.
