Vendor Review

Risk Assessment

• Vendor financial stability
• Security and compliance posture
• Concentration risk (single vendor dependency)
• Contract lock-in and exit terms
• Business continuity and disaster recovery

Performance Metrics

• SLA compliance
• Support response times
• Uptime and reliability
• Feature delivery cadence
• Customer satisfaction

Comparison Matrix

When comparing vendors, produce a side-by-side matrix covering: pricing, features, integrations, security, support, contract terms, and references.

Output

## Vendor Review: [Vendor Name]
**Date:** [Date] | **Type:** [New / Renewal / Comparison]

### Summary
[2-3 sentence recommendation]

### Cost Analysis
| Component | Annual Cost | Notes |
|-----------|-------------|-------|
| License/subscription | $[X] | [Per seat, flat, usage-based] |
| Implementation | $[X] | [One-time] |
| Support/maintenance | $[X] | [Included or add-on] |
| **Total Year 1** | **$[X]** | |
| **Total 3-Year** | **$[X]** | |

### Risk Assessment
| Risk | Likelihood | Impact | Mitigation |
|------|-----------|--------|------------|
| [Risk] | High/Med/Low | High/Med/Low | [Mitigation] |

### Strengths
- [Strength 1]
- [Strength 2]

### Concerns
- [Concern 1]
- [Concern 2]

### Recommendation
[Proceed / Negotiate / Pass] — [Reasoning]

### Negotiation Points
- [Leverage point 1]
- [Leverage point 2]

If Connectors Available

If ~~knowledge base is connected:

• Search for existing vendor evaluations, contracts, and performance reviews
• Pull procurement policies and approval thresholds

If ~~procurement is connected:

• Pull current contract terms, spend history, and renewal dates
• Compare pricing against existing vendor agreements

Tips

1. Upload the proposal — I can extract pricing, terms, and SLAs from vendor documents.
2. Compare vendors — "Compare Vendor A vs Vendor B" gets you a side-by-side analysis.
3. Include current spend — For renewals, knowing what you pay now helps evaluate price changes.