Vendor Search and RFI

areas we improved:
Vendor Search Efficiency, RFI Creation and Scoring, Business Requirements Gathering and Assessment
Client Type

Trust Company providing Investment and Wealth Management services for $45 Billion in assets.

  • Provide subject matter expertise for Performance Measurement vendor search
  • Assist with all requirements gathering and translation to vendor functionality
  • Analyze all vendor functions and qualify them vs. the client requirements
  • Develop project plan and budget for deployment
  • Structure the vendor search project
  • Provide expertise in specific vendors’ functionality to support assessment
  • Provide “street” experience with the different Vendors’ deployment process and success
  • Create acceptance criteria for project deployment and signoff
Enosys Team


  • 2 – 3 depending on the expertise needed during the phase


  • Subject matter expertise in Performance Measurement
  • Best practices for Vendor selection
  • Project structure, guidance, and execution


  • Subject Matter Expertise
  • Business Analysis
  • Project Management
  • Recommendation of a Performance Vendor
  • Creation of a deployment project plan
  • Creation of a budget and staffing plan
  • Support during Vendor negotiations
Follow Up Assignments

Client engaged an Enosys team of 3 for the system implementation, including:

  • Interface design
  • Development specifications
  • History data conversion method and testing
  • Functional testing
  • Cutover planning
Similar Projects

Contact Enosys for examples of 10 Vendor system deployment projects, with clients that include:

  • American multinational financial services corporation, with $1.45 trillion in assets.
  • Family wealth management and trust with $110 Billion in assets.
  • Swiss integrated financial services company with $300 Billion in assets
  • American multinational financial services corporation with $2 Trillion in assets
  • American Bank holding company with $135 Billion in assets