Tools

Here are some tools that we use in our consulting projects that may help you think about what you need to tackle in your projects. Contact us if you would like to learn more about how we can help you effectively apply these types of tools to your business needs.

RFP Outline
Sometimes getting started is the hardest part. This Request for Proposal (or Quote) outline should help you think about the things a good RFP needs to contain to support thorough due diligence.
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Technology Checklists
The contact center industry has many different technologies, each with their own unique features and functions, not to mention architectural and sourcing considerations. These lists can help you think about what is important to your requirements, due diligence discussions and evaluation processes.
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Vendor Agreement Roles and Responsibilities
You need all the right players on your team, tackling the right concerns. Use this list to help define who is doing what as you're finalizing contracts for new products/services.
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Good SOW Characteristics
A good statement of work is as important as a good RFP – maybe even more so. Here are some key areas to address with your vendor before you finalize implementation plans.
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Contractual Considerations
We aren't lawyers or procurement specialists – you need to involve yours in your project! But this table will help you think about what needs to be part of your due diligence process when procuring products/services.
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Acronym List
New to the industry, or just tired of hearing all these acronyms and not knowing what they stand for? Check this list for the alphabet soup your vendors or colleagues are throwing at you. And let us know if we missed any – we'll find out what it is!
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