Vendor Review Process

Every engagement follows a documented path so you know what happens between kickoff and the final memo.

Step 1 — Scoping call

We learn what you are buying, why now, and who must approve the decision. You share any existing quotes, brochures, or draft contracts. We confirm deliverables, timeline, and fee in writing.

Step 2 — Document collection

You introduce suppliers or we help draft a standard information request covering licenses, insurance, references, capacity, and quality records. Suppliers respond directly to us or through your team — your choice.

Step 3 — Verification

We check registrations where public, call references, and schedule site visits when physical capability matters. Discrepancies are logged, not smoothed over.

Step 4 — Comparison memo

You receive a written report: supplier profiles, scored criteria you approved upfront, risks, open questions, and a recommendation framed as options — not a mandate.

Step 5 — Decision support

We join one owner or board meeting to walk through findings if included in scope. Optional follow-up covers negotiation talking points or contract mark-ups.

Typical timelines

What we need from you

A single point of contact, access to supplier contacts, and your evaluation priorities — price, lead time, quality, payment terms, or local service. Without priorities we default to balanced weighting discussed at kickoff.

Ready to start?

Review our consulting offerings or send a brief with your category and deadline.