Pair requirements with evidence

Create a table containing the requirement, the supplier’s response, supporting evidence and remaining question. Different requirements need different evidence: a live task demonstration, a sample export, a process document or a named reference conversation. Avoid accepting a generic brochure as proof of every capability. Make the expected scope clear so the supplier can respond directly without guessing what the buyer considers sufficient.

Evaluate gaps openly

Use statuses such as demonstrated, documented, unconfirmed and not supported. Keep future plans separate from current functionality. A gap is not always disqualifying, but its consequence should be understood. Record whether a workaround creates extra cost, manual work or dependence on a particular person. The matrix should support a conversation about trade-offs rather than create a misleading single score that hides important exceptions.

Put the guide to work

Ask suppliers to identify the person responsible for each supporting answer. When a clarification is needed, the buyer can return to the right specialist instead of restarting through a general sales contact. This also encourages evidence that reflects the current operating service rather than an old marketing response.

Imagine this

Hypothetical example

Two vendors both say they support reporting. One provides a sample export with the needed fields; the other offers a dashboard screenshot. The evidence matrix reveals that the second response has not yet answered the buyer’s data-handoff requirement.

Make it practical.

Use this checklist as you read. Checks are not stored.

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