AI Adoption Initiative · AA-06

AI Vendor & Tool Selection Support

ImpactHigh

Complexity3 / 5

AI Adoption Est.$4,500Starting

Vendor decisions for AI tooling tend to happen fast and alone: one person sits through a demo, likes it, and signs. Six months later the platform sits half-used because it never fit the tech stack, or a cheaper tool got picked and can't talk to anything else the firm runs. Whoever signed the contract is the one explaining the write-off.

The outcomeA structured selection process replaces the demo-and-sign habit. Shortlisted options get scored against what the firm's stack, data rules, and budget can actually support, and the final recommendation, buy, build, or a blend of both, comes with a rationale the decision-maker can stand behind in front of their own leadership.

What you get

Evaluation criteria built for what actually matters at this size, not an enterprise RFP template
Scorecards on the two or three vendors that make the shortlist, filled out by someone who used the product, not just watched a demo
An integration check against the systems already running, so nothing gets picked in isolation
A read on what the change actually costs the team to absorb, not just what it costs to license
A recommendation with a sequence attached: what to buy first, what to hold off on

How we prove it · Your agreed metrics

How many real options got compared, not just the first one that showed up in a demo
Whether the people who'll use the tool agree with the people who signed for it
Total cost three years out vs. what the sales deck promised
Time from kickoff to a signed contract everyone actually stands behind

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