This report is available only to Outsourcing Excellence members. For information on membership, please contact us The Software Product Engineering Services (SPES) Request For Proposal (RFP) toolkit is a comprehensive resource that streamlines soliciting proposals for SPES. The toolkit helps enterprises navigate complexities associated with sourcing services pertaining to software product engineering such as development, operations, and management of software products and platforms by providing insights into supplier details and defining the scope of work. This ready-to-use toolkit includes the supplier details questionnaire, which allows potential suppliers to detail their SPES offerings, future vision, implementation approach, support services, and financial details. It also includes the scope of work questionnaire, which offers a flexible selection of customizable components, covering functional, integration, volume capacity, and security and compliance aspects. Organizations can tailor both sections to align with their specific requirements. Scope All industries and geographies Contents In this report, we: Provide questionnaires designed to streamline the RFP preparation process for SPES Outline essential functional aspects that enterprises must consider when formulating their RFPs for SPES

This report is available only to Outsourcing Excellence members. For information on membership, please contact us The Procurement Outsourcing (PO) Request For Proposal (RFP) toolkit is a comprehensive resource that streamlines the solicitation of proposals for procurement services. The toolkit helps enterprises navigate procurement outsourcing’s complexities by providing insights into supplier details and defining the scope of work. This ready-to-use toolkit includes the Supplier Details Questionnaire and the Scope of Work Questionnaire. The Supplier Details Questionnaire allows potential suppliers to detail their procurement service offerings, future vision, implementation approach, support services, and financial details. The Scope of Work Questionnaire offers a flexible selection of customizable components, covering functional, integration, volume capacity, and security and compliance aspects. Organizations can tailor both sections to align with their specific requirements, providing an efficient and streamlined approach to RFP preparation. Scope All industries and geographies Contents In this report, we: Provide questionnaires designed to streamline the RFP preparation process for procurement outsourcing Outline essential functional aspects that enterprises must consider when formulating their RFPs for procurement outsourcing

This report is available only to Outsourcing Excellence members. For information on membership, please contact us The Identity and Access Management (IAM) Request For Proposal (RFP) Toolkit is a comprehensive resource designed to streamline the solicitation of proposals for IAM services. This ready-to-use toolkit includes two key components: the Supplier Details Questionnaire and the Scope of Work Questionnaire. The Supplier Details Questionnaire gathers crucial information from potential suppliers about their IAM products, future vision, implementation approach, support services, and financial details. The Scope of Work Questionnaire offers a flexible selection of components, covering functional, integration, user base, and security and compliance aspects. Both sections are customizable to align with organization-specific requirements, providing an efficient and streamlined approach to the RFP preparation process. Whether organizations are seeking insights into supplier details or defining the scope of work for IAM services, this toolkit serves as a versatile tool to navigate the complexities of IAM service procurement. Scope All industries and geographies Contents In this report, we: Provide questionnaires designed to facilitate preparation of RFP for IAM services List crucial functional aspects inherent to IAM services that enterprises must consider while formulating their RFP for IAM services

Organizations assess various parameters when selecting suppliers, and typical factors such as solutions, references, and commercials have expanded to include Environmental, Social, and Governance (ESG) parameters. While, in the past, ESG parameters were mere check-the-box or good-to-have selection criteria, they are now becoming deal-breakers – or makers – in many instances. In this accelerator, we share a practical Excel tool that spans all ESG aspects and lists pertinent questions that organizations can include in a Request For Proposal (RFP) when sourcing from providers. Scope All industries and geographies Contents This accelerator includes: Key ESG dimensions and attributes that companies can assess in their supply base Guidance on assessing suppliers based on ESG attributes and representative initiatives to consider Key ESG metrics applicable to supply base selection and monitoring Questions to include in an RFP for supplier selection

RFP Template and Evaluation Toolkit is available only to Strategic Outsourcing & Vendor Management members. For information on membership, please contact us This RFP evaluation toolkit is designed to help sourcing and category managers prepare an RFP that will align with their objectives and to help evaluate RFP responses against those objectives. The toolkit includes an overview document that explains best practices to run an RFP process, an RFP template, and an excel-based evaluation tool to assess service provider responses. It lists major activities that are part of any RFP process, guidelines to use the RFP evaluation toolkit, and some suggested evaluation criteria based on Everest Group’s experience helping clients in service provider evaluation. Membership(s) Strategic Outsourcing & Vendor Management (SO&VM)