Requirements
Know what you actually need before you talk to a single vendor.
Discovery surveys, AI-drafted requirements you select and weight, assigned by department. The context that didn't exist until you captured it.
Before the first vendor call
Start before you know what you are looking for
Most evaluations begin before anyone can name the category. Discovery surveys collect what each part of the business needs, in its own words, so the requirements come from the people who own them.
“There are tools that help with the RFP process, but my client engagements start before that. Sometimes we don't even know what type of systems or solutions we're looking for.”
Patrick J. O'Neill, Founder & President, Redhand Advisors
Requirements gathering
Draft, select, weight
Olive drafts requirements for your category. You keep the ones that matter, add your own, and weight them. The draft is a starting point and the weights are yours. The result works as your business requirements document: one list, weighted, with an owner for every line.
Ownership
Give every requirement an owner
Assign requirements to the departments that will live with them. Each person sees only what is theirs to review, so they read it and respond.
“We can assign requirements to specific people at the client to prioritize or review them, which means they're not having to look through all thousand. It's less overwhelming for them and we get better feedback.”
Vanessa Dennison, CEO, Owner, Dennison & Associates
Your library
Every evaluation makes the next one smarter
Requirements you have used before are there when the next project starts. Pull a section from a past evaluation, adjust it, and move on. Your library is private to your account unless you choose to share it.
“Now I've got them categorized, so if I start a project, I can go grab a particular area of focus. It's a starting place, and then you bring in the client's specific requirements.”
Patrick J. O'Neill, Founder & President, Redhand Advisors
Templates
Requirements templates by category
Start from a category template and edit it into your own list.