Start wherever you are.
Direction Session
A structured session to clarify your situation, understand the vendor landscape and define a confident next step — without any vendor noise.
Perfect for: CFOs/Controllers who feel early, unsure or overwhelmed
Book Direction SessionOrientation Session
Deep scoping session to map your requirements, assess organizational readiness and build a structured evaluation approach before committing to a process.
Perfect for: Teams ready to start but wanting structure before engaging vendors
Book Orientation SessionNot sure which? Start with a free 25-minute call — no commitment, no vendors.
Engage on the phase you need — or bundle for end-to-end support.
Every service maps to a phase of the evaluation lifecycle. Pick one, pick three, or let us run the whole process.
Needs Analysis
Define requirements before a single demo.
We work with your team to define planning, close and reporting requirements across the organization. Surface process gaps, data constraints and integration dependencies. Establish clear, weighted success criteria that every stakeholder agrees on — so your evaluation starts from a position of clarity, not confusion.
What's included
Requirements Triage Session
Extract, prioritize and structure the requirements that will actually matter in your evaluation.
Vendor Shortlist
Eliminate the noise. Evaluate what's worth it.
We map your requirements to the vendor landscape and eliminate platforms that don't fit your scope, budget or architecture. The result is a focused shortlist of 3–5 vendors — defensible, aligned across stakeholders and ready for structured demos. No more seeing 8 vendors because someone on the team got a cold email.
What's included
Shortlist Validation Call
Expert teardown of your in-progress shortlist to ensure you aren't missing a better-fit vendor or carrying dead weight.
Software Evaluation
Structure demos around substance, not theater.
We structure demos around your actual use cases, apply consistent scoring and provide neutral context on each platform's strengths and tradeoffs. Your team sees what matters — not what the vendor wants to show. Every demo runs from the same script, scored on the same criteria, with practitioner-level context on what the platform actually does well and where it struggles.
What's included
A-vs-B Decision Session
Comparative analysis of your two finalists so you can make a defensible, confident decision.
Contract Terms
Negotiate from a stronger position.
We assess pricing, scope and commercial terms against benchmarks from 1,000+ evaluations. Identify hidden costs, renewal traps and scope gaps. Help you negotiate terms that protect your organization — not just close the deal. Most mid-market buyers leave 15–30% on the table because they don't know what "normal" looks like.
What's included
Proposal & Pricing Teardown
Surgical review of your vendor's proposal and pricing with benchmarks, risk flags and negotiation angles.
Delivery QA
Keep implementation aligned to outcomes.
We review implementation plans and staffing before kickoff. Flag design, integration and data risks early. Provide ongoing buyer-side QA at key milestones to keep delivery aligned to the outcomes you signed up for — not the outcomes that are easiest for the SI to deliver.
What's included
Implementation Plan Review
Expert review of your implementation plan to catch risks before they turn into cost, timeline or rework problems.
Need end-to-end support?
Bundle multiple phases into a single engagement. We scope it to your situation — from requirements through selection, commercial terms and implementation QA.
Scoped to your evaluation complexity and timeline
Discuss a Full EngagementReal evaluations. Real outcomes.
What makes this different.
13+ Years on the Vendor Side
We've seen how vendors pitch, where demos mislead and what contract terms actually matter. That experience helps you cut through the noise and land on the right platform.
No Implementation Revenue
We don't implement anything — which means we never recommend a platform we get paid to deploy. Our only incentive is helping you pick the right one.
8–12 Weeks, Not 9+ Months
Our framework compresses timelines — not by cutting corners, but by eliminating the drift that makes most evaluations stall. Requirements in days. Shortlist in a week. Decision in weeks.
Common questions.
Ready to get started?
Most clients start with a Direction Session. 60 minutes, $199, no commitment beyond the session itself.