Your Scorecard Is Ready
Software Evaluation Scorecard
If you're here, you're probably staring down a software decision that feels bigger than it should — too many vendors, too many opinions, and no clear way to compare them. This scorecard gives you a structured framework to cut through the noise: a weighted scoring system, a side-by-side comparison layout, and the same evaluation criteria I use with my consulting clients.
It's not flashy, but it works. Take five minutes to customize the weights to your priorities before you start filling it in — that one step makes the whole thing dramatically more useful.
Download the Scorecard (Excel)Getting Started in 3 Steps
The scorecard works best when you follow this sequence.
List your requirements
Start by filling in the criteria that matter most to your business — functional needs, integrations, budget, and compliance.
Score each vendor
After each demo or discovery call, rate the vendor across all five weighted categories. The framework does the math for you.
Present with confidence
Use the final comparison to make your recommendation to leadership — backed by structured data, not gut feel.
Need help running your evaluation?
If you're selecting a major platform and want an experienced partner to guide the process, we should talk.
Schedule a Conversation