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#85Chapter 08 — Playbooks by Role
I need to evaluate vendors for [what you're purchasing]. Here's the context: **Our requirements:** [Must-have features and capabilities] **Nice-to-haves:** [Features we want but could live without] **Constraints:** [Budget range, timeline, integration needs, team size] **Vendors being evaluated:** [List them with one sentence about each] Create: 1. A weighted scoring matrix — categories: functionality fit, integration capability, total cost of ownership, vendor stability, implementation timeline, support quality. Weight each category based on our requirements. 2. For each category: 3-4 specific evaluation questions to ask during demos 3. A "demo scorecard" I can fill in during each vendor presentation 4. After I paste my demo notes, score each vendor and produce a comparison table with a recommendation The matrix should be defensible in front of leadership — no subjective scores without reasoning.

Claude for Business
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