EnterpriseSoftware Review
Buyer Toolkit

10-criteria vendor scoring rubric.

The same weighted scoring framework we use in every review. Apply it to RFP responses, vendor demos, or POC outcomes for consistent decision-making across your evaluation team.

Features

20% weight
5/5
Exceeds every must-have + most preferred + delivers differentiated capabilities
4/5
Meets every must-have + meets most preferred
3/5
Meets every must-have + meets some preferred
2/5
Meets some must-haves + gaps require workarounds
1/5
Multiple must-have gaps + no plan to address

Integrations

15% weight
5/5
Native bidirectional integrations across all source systems; mature SDK + community
4/5
Native integrations for 80%+ source systems; remaining via iPaaS without workaround
3/5
Native for primary source systems; gaps fillable with custom integration work
2/5
Limited native integration; significant integration build required
1/5
Heavy integration build required; risk of fragility + maintenance burden

User experience

15% weight
5/5
End users + admins both find UX intuitive; low training needs; modern + responsive
4/5
End users find UX acceptable; admin requires training but ergonomic
3/5
UX is functional but requires structured training for both populations
2/5
UX shows age; significant training investment required; mobile capabilities weak
1/5
UX is a meaningful adoption risk; users will resist or work around

Security + compliance

15% weight
5/5
Exceeds all required certifications + BAA + custom security review supported
4/5
Meets all required certifications + BAA + standard security review supported
3/5
Meets most certifications; some required certifications in roadmap
2/5
Missing one or more required certifications; remediation timeline unclear
1/5
Security posture does not meet regulatory requirements

Pricing transparency + total cost

10% weight
5/5
Transparent published pricing + TCO is competitive + contract terms favorable
4/5
Pricing disclosed in proposal + TCO within target + standard terms
3/5
Pricing requires conversation but proposal is clear + TCO acceptable
2/5
Pricing opaque + TCO exceeds target + contract terms require negotiation
1/5
Pricing unclear + TCO meaningfully above target + unfavorable contract terms

Support quality

10% weight
5/5
Named CSM included + 24×7 support + SLA-backed response times + reference customer testimonials
4/5
Standard support tier acceptable + customer success function active
3/5
Support meets SLA but customer success engagement is limited
2/5
Support is slow or quality is inconsistent in references
1/5
Support quality is a flagged risk in customer references

Reliability

5% weight
5/5
99.99%+ documented uptime + SOC 2 audit confirms incident response maturity
4/5
99.9%+ uptime + status page transparent + incident comm strong
3/5
99.5%+ uptime + status reporting acceptable
2/5
Uptime below 99.5% or incident communication is opaque
1/5
Reliability is a flagged risk in customer references

Documentation

5% weight
5/5
Comprehensive admin + developer + end-user docs; API reference + integration cookbook
4/5
Good admin + developer docs; some end-user gaps
3/5
Docs cover happy path; edge cases require support tickets
2/5
Docs are thin or outdated; significant reliance on vendor support
1/5
Documentation is meaningfully inadequate for the deployment scope

Roadmap visibility

3% weight
5/5
Public 12-24 month roadmap + customer advisory board + customer-influenced prioritization
4/5
12-month roadmap disclosed + standard customer advisory engagement
3/5
Roadmap disclosed in customer meetings; limited customer influence
2/5
Roadmap visibility is opaque; vendor controls direction unilaterally
1/5
Roadmap is uncertain; recent product direction has been inconsistent

Community + ecosystem

2% weight
5/5
Active user forums + partner network + third-party tooling + conferences
4/5
Active user community + some partner network
3/5
User community exists; partner network limited
2/5
Limited community presence; few third-party tools or partners
1/5
No meaningful community presence

How to apply this rubric

  1. Score each vendor on each of the 10 criteria using the 1-5 descriptor. Assign one descriptor per criterion — don't average within a criterion.
  2. Multiply each score by the criterion weight (the percentages above sum to 100%) — produces a weighted score per vendor.
  3. Sum the weighted scores. Final score is on the 0-5 scale (a perfect vendor scores 5; the floor is 1).
  4. Score independently across your evaluation team — then reconcile differences. Disagreements surface either real ambiguity in the vendor's capability or differing interpretations of the descriptor — both actionable.
  5. Document the descriptor selected for each criterion + the evidence behind that choice. This is the artifact you give procurement + executive stakeholders to defend the selection.