Clarifying business goals, use cases and data requirements across marketing, product and analytics, before any vendor is contacted.
Service
Platform Selection & RFP Support
Independent, vendor-agnostic platform selection: structured RFP, scoring matrices and vendor workshops, run by people who sat on the vendor side.
Platform Selection & RFP Support
Choosing a CDP, CRM, marketing automation or analytics platform is a decision you live with for years and rarely get to redo. We help you move from a vague sense of "needing a platform" to a defensible set of requirements, a structured evaluation and a decision your stakeholders will still stand behind eighteen months later.
Our advantage here is uncomfortable for vendors and useful for you: we spent years on the other side of the table. Leading pre-sales and go-to-market for platforms like Treasure Data, Auth0, Lytics and Akamai means we know how demos are staged, which roadmap commitments are real, where the discount actually lives, and which capabilities quietly become professional services line items after signature. We ask the questions vendors hope you will not.
We keep you aligned internally throughout, making sure marketing, product, data, IT and procurement have input at the right moments rather than objecting at the end. The output balances capability, risk, total cost and implementation effort, not a feature checklist that flatters whoever wrote the longest response.
Engage us to design the RFP, facilitate the key sessions, or run the whole process from discovery through to commercial negotiation. We do not resell software and we take no vendor commission, so the recommendation is only ever about fit. A structured selection typically saves several months of time-to-value and avoids the far more expensive mistake of replatforming twice.
How We Help
Most platform selection engagements include:
Creating RFP documentation, evaluation criteria and weighted scoring matrices tailored to your context.
Coordinating vendor interactions, from written Q&A and demos to deep-dive workshops on architecture, security and operations.
Pressure-testing pricing, contract terms and the professional services estimate, where the real cost of ownership usually hides.
Facilitating the decision session and turning the winning response into a realistic implementation plan.
Who is this for?
Teams who know they need a platform but want a structured, defensible way to choose one. That includes organisations running their first formal selection, and those re-evaluating an incumbent that is not delivering. It applies as much to a mid-sized company choosing marketing automation as to an enterprise running a full CDP RFP.
