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Customer Interview/Vendor Evaluation Form Template
CUSTOMER INTERVIEW / VENDOR EVALUATION FORM
Project Name:Prepared by:Date
(MM/DD/YYYY)
:
<Use this form when you are using customer interviews to evaluate candidate vendors. This form isdesigned for evaluation of vendors for implementation of a COTS (Commercial Off The Shelf)application. Modify the questions to fit your need.
•
Create up to three vendor evaluation teams (e.g. composed of Project Team member(s),Technical staff member(s) or User(s)).
•
Have the teams contact each of the vendor’s customers.
•
Each evaluation teams should use a separate copy of this form to rate each vendor.
•
Enter data from Part II of this form into the Customer-Reference Rating Summary worksheet. >
Part I. General Information
Vendor Information
ProductVendor Name
Customer Information
Customer Organization NameCustomer AddressContact NameContact PhoneContact E-mailContact Role (e.g., user, tech staff)Comments on Customer Product Version Number Date ImplementedVendor Representative Name
<Your Organization> Staff Information
Date of InterviewName of Interviewer teamRole of Interviewing team
[
 
] Project Team[
 
] Tech Staff[
 
] User 
www.cambridgeeducation.net
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Put your logo here
Put your Organizationname here
Customer Interview/Vendor Evaluation Form Template
Part II. Vendor Ratings - Quantitative
Before filling out this section, be certain that you have indicated
Role of Interviewing team
above.In the Rating box enter degree of Customer Satisfaction using the following scale of 1 – 5. Include anexplanation in the Comment column if the rating is 1,2 or 5. (Comments for other ratings are optional.)1 = Very Dissatisfied (
Fails to meet expectations;
 
vendor offering is seriously flawed 
)2 = Somewhat Dissatisfied (
vendor offering has some flaws
)3 = Satisfied (
Meets expectations; vendor offering is functional but could be better 
)4 = More than Satisfied (
vendor offering is better than expected 
)5 = Extremely Satisfied (
Exceeds expectations; vendor offering is everything we hoped for and more
)
ItemRatingCommentSystem Configuration ProcessImplementationQuality of TrainingProduct DocumentationSystem Functionality /Ease of UseMaintenance /Technical SupportVendor Timeliness of WorkVendor Technical SkillVendor Response /Degree of CooperationOverall Product and Vendor 
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