Selection & Implementation

Software Terms & Conditions Evaluation Tool

Use this tool to assess a proposed contract from a software vendor.

Software Buyer's Checklist

This template provides a standardized set of steps to follow when negotiating software license agreements for your organization.

Negotiate SaaS Agreements That Are Built to Last

Review your SaaS contracts to leverage your unique position during negotiations and find substantial cost savings.

Negotiate SaaS Agreements That Are Built to Last – Executive Brief

Read this Executive Brief to understand that contract review needs to look at the contract holistically, instead of just focusing on price.

Negotiate SaaS Agreements That Are Built to Last – Phases 1-3

This storyboard will help you redline and negotiate a contract for a SaaS agreement, resulting in significant cost savings.

Negotiate SaaS Agreements That Are Built to Last – Phase 1: Gather Requirements

This phase of the blueprint, Negotiate SaaS Agreements that are Built to Last, will help you gather requirements.

Negotiate SaaS Agreements That Are Built to Last – Phase 2: Redline Contract

This phase of the blueprint, Negotiate SaaS Agreements that are Built to Last, will help you redline your proposed SaaS contract.

Negotiate SaaS Agreements That Are Built to Last – Phase 3: Negotiate Contract

This phase of the blueprint, Negotiate SaaS Agreements that are Built to Last, will help you create a thorough negotiation plan.

Vendor Communication Management Plan

Most SaaS purchases involve a broad range of stakeholders -- create and implement a plan to ensure effective communication throughout the negotiation process.

Software Business Use Case Template

Document both functional and non-functional requirements before starting any software purchase. Make sure you know what the business needs and why.

Software Terms & Conditions Evaluation Tool Use this tool to assess a proposed contract from a software vendor.
Software Buyer's Checklist This template provides a standardized set of steps to follow when negotiating software license agreements for your organization.
Negotiate SaaS Agreements That Are Built to Last Review your SaaS contracts to leverage your unique position during negotiations and find substantial cost savings.
Negotiate SaaS Agreements That Are Built to Last – Executive Brief Read this Executive Brief to understand that contract review needs to look at the contract holistically, instead of just focusing on price.
Negotiate SaaS Agreements That Are Built to Last – Phases 1-3 This storyboard will help you redline and negotiate a contract for a SaaS agreement, resulting in significant cost savings.
Negotiate SaaS Agreements That Are Built to Last – Phase 1: Gather Requirements This phase of the blueprint, Negotiate SaaS Agreements that are Built to Last, will help you gather requirements.
Negotiate SaaS Agreements That Are Built to Last – Phase 2: Redline Contract This phase of the blueprint, Negotiate SaaS Agreements that are Built to Last, will help you redline your proposed SaaS contract.
Negotiate SaaS Agreements That Are Built to Last – Phase 3: Negotiate Contract This phase of the blueprint, Negotiate SaaS Agreements that are Built to Last, will help you create a thorough negotiation plan.
Vendor Communication Management Plan Most SaaS purchases involve a broad range of stakeholders -- create and implement a plan to ensure effective communication throughout the negotiation process.
Software Business Use Case Template Document both functional and non-functional requirements before starting any software purchase. Make sure you know what the business needs and why.

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