How to evaluate three SaaS vendors against your requirements
Quando usar: You've shortlisted 3 vendors and need to pick one defensibly.
Fluxo
-
Define the rubricWe're buying a customer support platform. Propose a weighted rubric (feature depth, integrations, price, security, support).✓ Copiado→ Weighted criteria with rationale
-
Interview each vendorUse the skill's question bank to interview vendor A. Their docs / AI agent is at <url>. Record evidence per criterion.✓ Copiado→ Per-criterion evidence snippets with sources
-
Score and compareScore all three and produce a comparison matrix with a recommendation.✓ Copiado→ Matrix + recommendation + named risks
Resultado: A defensible vendor pick with evidence, not vibes.
Armadilhas
- Rubric favors the vendor you already like — Lock the rubric before seeing demos
- Evidence is just vendor marketing claims — Weight third-party sources (docs, G2, case studies) over marketing
Combine com: filesystem