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Guide · Edition I · 2026
VE-01
Vendor Evaluation

HRMS Vendor Evaluation Guide

How to evaluate an HR technology vendor without the marketing in the way. 13 weighted modules, a 5-point scoring scale, knockout rules, and a delivery capability framework.

  • 13 evaluation modules with weights
  • Critical / High / Medium tiers
  • Delivery capability section
  • Red flag index per module
25 pages · PDF
Free

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Template · Edition I · 2026
RI-02
RFI Template

HRMS Vendor RFI Template

A market scan written to shortlist vendors before the RFP cycle begins. Eight sections, a 13-module coverage matrix, and the shortlisting signals that separate vendors worth evaluating from those who are not.

  • 13-module Y / P / R / N coverage matrix
  • Vendor profile, technical & commercial screens
  • Scoring criteria and next-step process
  • Designed to send to 6–10 vendors
12 pages · PDF
Free

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Template · Edition I · 2026
RT-03
RFP Template

HRMS Vendor RFP Template

A practitioner-built RFP scaffold for HR technology selection. Nine sections, thirteen functional modules, and the disqualifying signals that filter vendors before the demo cycle begins.

  • 13 functional modules + technical sections
  • Vendor response taxonomy (Native / Configurable / Roadmap)
  • 3-year TCO + commercial requirements
  • Disqualifying signals checklist
30 pages · PDF
Free

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Workbook · Coming soon
BC-04
Business Case

HR Tech Business Case Workbook

The board does not buy modules. They buy outcomes. A workbook for translating an HR technology investment into a defensible business case with ROI math that survives finance review.

  • Outcome to metric to model
  • Three-year TCO worksheet
  • Risk-adjusted ROI scenarios
  • Executive one-pager template
18 pages · XLSX + PDF
Free

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