Tools & Checklists · Free workbook
Health tech vendor evaluation scorecard
Score CRM, chatbot, website or contact-centre vendors on the same weighted criteria, side by side, instead of by the best pitch.
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Why it exists
The problem it solves
Vendor selection in hospitals often comes down to whichever sales team gave the most confident pitch, because there was no shared scorecard forcing a like-for-like comparison. Six months later the gaps that were glossed over in the demo, support responsiveness, data ownership, integration effort, are the ones the hospital is stuck with.
This scorecard sets a fixed, weighted set of criteria and scores every vendor against the same list, so the comparison survives past the demo. It is built for CRM, chatbot, website and contact-centre tooling, and the criteria and weights are meant to be adjusted to what actually matters for your decision before you start scoring anyone.
Inside
What you get
- A weighted criteria list covering functionality, data ownership, integration effort, support and pricing structure
- A scoring grid that compares up to five vendors side by side on the same criteria
- An instructions sheet on setting weights honestly before scoring begins, not after
- A notes column per criterion so a score can be defended to a procurement committee
- A summary sheet that ranks vendors by weighted score automatically
- A red-flags checklist to run through after the scorecard, before signing
Audience
Who it’s for
For digital, CRM and growth leaders in Indian hospitals running a vendor selection for CRM, chatbot, website or contact-centre systems.
Method
How to use it
- Set the weights for each criterion before you see any vendor pitch, based on what actually matters for this decision.
- Score every shortlisted vendor against the same criteria, in the same sitting where possible.
- Write the evidence for each score in the notes column, especially anywhere a vendor’s answer was vague.
- Read the summary sheet’s ranking, then sanity check it against the red-flags list before deciding.
- Keep the completed scorecard on file; it is useful evidence the next time the same category comes up for renewal.
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Questions about this workbook
Enter your email in the form on this page and confirm it from the email I send you. Your welcome email then includes the download link for this workbook and for every other tool on the Tools & Checklists page. It is free.
CRM, chatbot and conversational AI, website and digital agency, and contact-centre or telephony vendors, for a hospital or hospital group. The criteria are general enough to adjust for other digital health-tech categories with light editing.
Because weights set after seeing the vendors tend to drift toward whichever one already looks best, especially the one with the most polished pitch. Fixing the weights first is what keeps the comparison honest rather than working backward from a preference.
It includes pricing structure as one weighted criterion, for example whether pricing is per-seat, per-transaction or flat, and how predictable it is, rather than asking you to enter actual figures. Comparing quoted prices belongs in your own procurement process.
The grid is built for up to five vendors side by side. Beyond that it gets hard to read on one sheet; better to run a first-round score to narrow a longer list, then use a fresh copy for the finalists.
Short prompts for the things a good score can still miss: vague answers about data ownership after contract end, no named point of contact for support, and integration claims that were not shown working live. It is a final sense check, not a scoring exercise.