Module 6 • 22 min
Evaluating and Scoring Platform Options
Score options against operating requirements rather than vendor claims.Core Concept
A requirements-driven scorecard gives each platform the same evaluation criteria: workflow fit, integration, data, governance, cost, support, and flexibility. It creates an auditable reason for the recommendation.
This decision affects the value, delivery effort, operating ownership, and risk profile of the initiative long after the first release.
How to Apply This in Your Organization
Weight only the criteria that matter to the intended operating model and record evidence for every score.
Use one real workflow, its current systems and data, and the people accountable for the outcome. The purpose is a decision-ready recommendation, not a theoretical evaluation.
Decision Checklist
- Set weighted evaluation criteria.
- Capture proof behind each score.
- Document unresolved gaps.
Worked Decision Scenario
A team is evaluating evaluating and scoring platform options for a current automation initiative. It uses the framework to identify the narrowest viable next step, the dependency that could change the decision, and the owner responsible for resolving it.
The highest-scoring product loses its lead when the team weights integration control and post-launch ownership more heavily than demo features.
Apply it
Working Exercise
Draft three weighted criteria for a platform comparison.
Saved locally for this review prototype. Your response will become private account data when the approved course backend is connected.