Background

[ <company> ] is in the [ <sector> ] business.

It's got [ <#> ] people across [ <#> ] countries and follows [ (ISO 27001, NIST CSF, NIST AI RMF, FCA Requirements, PCI-DSS…) ].

We are cloud-native. Our IdP is Okta, and solutions must work with that.

Business problem

We've identified that we need tooling to help with [ <problem> ]. You are on our shortlist of suppliers that may be able to help us.

The stakeholders in this are [ <officers>, <teams> ]. We have a procurement process which will be followed after we've seen demos and received feedback from our interested parties.

Data in the system will be used [ at <committee> | by the <team> ] so viewing data and exporting with context easily will be essential.

We expect the solution to do as many of these functions as possible:

Musts

• A
• B
• C

Shoulds

• A
• B

Coulds

• A

In addition to the software, we are looking for professional services (in-house or outsourced), to help us onboard quickly and efficiently in a cost-savings manner.

Demo pointers

In the demo we will want to see:

• …
• …
• …

We expect to record the demo so colleagues unable to make the call we be able to watch it and feedback.

Where possible, we like to explore the software ourselves, so if there is a demo site available, please let us know.

Proposal

We expect to know costs for [ # ] users and if trueing-up is there, hard-limits or soft limits.