ETL Software Business Requirements
An Excel RFP template for evaluating ETL/ELT vendors — schema drift handling, CDC methods, and lineage requirements, ready to score.
About This Requirements List
A structured requirements and RFP checklist for evaluating ETL (Extract, Transform, Load) software — functional data-pipeline capabilities plus the non-functional criteria that determine whether a tool holds up under real production data volumes. Delivered as an Excel evaluation matrix ready for vendor scoring.
A generic list checks whether the tool "connects to data sources" and "supports scheduling" — table stakes every vendor already meets. It won't ask how the tool behaves when a source schema drifts mid-pipeline: does it alert, quarantine the affected record, or silently coerce a changed data type and corrupt a downstream table? It won't distinguish log-based change data capture, which barely touches the source system, from query-based polling, which can degrade a production database under load. And it won't flag that transformation logic written in a vendor's proprietary scripting layer — not SQL, not Python — becomes expensive to unwind if you switch tools later, or that regulated data needs column-level lineage, not a vague "data governance" checkbox.
Inside the Template
- Functional Requirements covering source connectivity, transformation logic, orchestration and scheduling, data quality, and target loading
- 100+ Non-Functional Requirements spanning performance, security, scalability, integration, and compliance
- Excel Evaluation Template with weighted vendor scoring
Where This Gets Used
- As the requirements foundation for an ETL/ELT vendor RFP
- To compare CDC methods, push-down optimization, and lineage capabilities across vendors instead of relying on demo scripts
- To align data engineering, governance, and compliance stakeholders on requirements before evaluation begins
Built For
Data engineering leads, business analysts, and procurement teams evaluating ETL/ELT tools and data pipeline platforms.
What's Included
Enterprise License
Consultancy License
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This document pairs with the independent CIOPages buyer guide for the same decision.