Resources · Playbooks

Practical guides, not theory 

Checklist-style guidance for the decisions that are expensive to get wrong: software procurement, vendor selection, and architecture. Each playbook is the internal checklist we use, published in full and free to reuse.

How to Use These

Get real value from a playbook in an afternoon

A playbook only helps if it changes how you run the next vendor meeting. Here is the workflow we see procurement and engineering teams use successfully.

1

Start with the decision you're facing

Each playbook maps to one expensive decision. Buying software for the first time? Start with the software procurement guide. Shortlisting development companies? Use the vendor selection checklist for software projects. Choosing between a rebuild, a replatform, or an incremental migration? The architecture playbook covers that call.

2

Work through it as a checklist, not an article

The playbooks are structured so you can go item by item with your own project in front of you. Answer each question in writing. The items you cannot answer are the gaps a vendor, including us, will otherwise fill with assumptions that favor them.

3

Share it with your buying committee

Procurement decisions fail most often because finance, IT, and operations each evaluate against different unstated criteria. Circulating one shared checklist before vendor meetings forces those criteria into the open, and gives you a consistent scorecard across every proposal you receive.

4

Bring the gaps to a real conversation

A checklist tells you which questions matter; it cannot answer the ones specific to your legacy systems, compliance regime, or budget shape. When you hit those, that is the right time to talk to a vendor, and you will be doing it from an informed position instead of reacting to a pitch.

Working through a procurement or architecture decision right now? We’ll walk your team through the relevant checklist on a call, at no cost and with no obligation.