01Before a renewal or seat expansion
Software & SaaS
- Active users and required workflows
- Notice date and renewal mechanism
- Implementation or switching cost
- Term, price protection, and exit rights
Category playbooks
Compare the work—not just the price.
Six vendor-neutral starting points for turning recurring administrative spend into a reviewable scope, a fair comparison, and a documented decision.
02Before rebidding a recurring service
Facilities
- Locations, frequency, and service hours
- Materials, equipment, and exclusions
- Response and escalation standards
- Insurance, credentialing, and termination
03Before changing a people platform
HR & benefits
- Employee population and workflows
- Data migration and implementation ownership
- Support model and service commitments
- Integration, reporting, and total term cost
04Before consolidating suppliers
Office operations
- Core items and order frequency
- Delivery coverage and minimums
- Substitutions, returns, and credits
- Catalog governance and invoice detail
05Before adopting a travel program
Travel
- Traveler mix and policy requirements
- Content, fees, and after-hours support
- Unused tickets and disruption handling
- Reporting, duty of care, and integrations
06Before signing a new scope
Professional services
- Deliverables and acceptance criteria
- Staffing, rates, and substitutions
- Change control and expense treatment
- Work product, confidentiality, and exit