SAM Buyers Guide: How to Write a Request for Proposal (RFP)

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Best practices for conducting an RFP initiative

If you are looking at this buyer's guide, most likely your company is seeking out a Software Asset Management (SAM) solution. The IT market has many SAM vendors, and each brings unique value. A structured Request for Proposal (RFP) initiative is essential to choose the right tool from this large pool. 

This guide gives you best practices for conducting an RFP initiative. You will learn how to: 

  • Plan the initiative internally by defining the company’s objectives, proof points, and internal RFP team.
  • Prepare the RFP invitation to the long-listed vendors, including a project overview and submission schedule.
  • Write a requirements document that accurately covers all topics from major to minor and non-functional to functional.
  • Compare the RFP offers with established KPIs such as a numeric scoring system to effectively shortlist the vendors.
  • Go beyond the RFP with vendor presentations to ensure the solutions you evaluate will meet your company’s current business needs and future growth strategy. 

Get the ultimate result of a Request for Proposal: Identifying the Software Asset Management vendor with the best financial value for the scope and requirements of your initiative.