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The six jobs/Job 03

Choose and buy technology

Every vendor now sells AI features, and most contracts run for years. The work is to define the need, build a shortlist, ask every vendor the same questions, price the whole term, and sign terms you can leave.

The decisions

5 decisions make up this job

  1. 1

    What you are buying

    Write the requirements before the vendors do. Separate the must-haves from what a demo makes look important.

  2. 2

    The shortlist

    Start from the category, compare vendors on the same aspects, and read each vendor's own account of who it is not right for.

  3. 3

    The questions

    Ask every vendor the same questions, including how its AI features are priced, where your data goes, and whether your data trains its models.

  4. 4

    The cost of the whole term

    Price licenses, implementation, integration, growth in usage and the cost of leaving, not only the first year.

  5. 5

    The contract

    Agree exit terms, data return, renewal price caps and the security evidence the vendor owes you before you sign.

RFP questions

RFP questions you can send as they are

Question sets for a vendor's company, its supply chain, its exit terms and its finances, and full RFP packages for the large platform categories.

How others did it

Trench Notes on this job

Each page sets out the steps and the documents, and practitioners add what they learned doing it.

  • Building a third-party risk programRead
  • Consolidating IT vendorsPublishes January 26, 2027
  • Moving to or between managed service providersPublishes December 9, 2026
  • Implementing ServiceNowPublishes November 19, 2026
  • Implementing WorkdayPublishes December 24, 2026
  • Implementing NetSuitePublishes December 4, 2026
  • Rolling out IT service managementPublishes January 8, 2027
Choose the technology

Buyer Guides and comparisons

Also on CIOPages

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Checklist
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Worksheet
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