A request-for-proposal workspace for buyers selecting IT services, integration partners, or systems-implementation firms — covering SLA expectations, security posture, integration scope, technical depth, and reference checks scored by your IT panel in Taskade.
What's Included
- SLA Expectation Matrix: Uptime, response time, escalation tiers, and credit structures with weights.
- Security Posture Scorecard: SOC 2, ISO 27001, penetration test status, and incident history per vendor.
- AI Technical Reviewer: Reads vendor architecture documents and flags claims that don't match the integration scope.
- Integration Scope Map: Mind Map view of in-scope and out-of-scope systems with vendor coverage gaps highlighted.
- Reference Verification: Structured reference call notes scored by the panel.
Why This Template Wins
- SLA realism tested: Vendors over-promise SLAs and hide credit caps. The matrix forces the small print into the open.
- Security history visible: Past incidents and audit gaps surface before the contract.
- Architecture claims verified: AI Technical Reviewer catches "we support that" answers that don't survive a deep read.
How to Use
- Clone this template into your Taskade workspace.
- Customize SLA tiers, security requirements, and integration scope.
- Connect Jira, your security GRC tool, Slack.
- Train the AI Technical Reviewer on your stack.
- Set up automation triggers for security-review escalation and final award.
FAQ
Does this work for managed-services vs project-based IT engagements?
Yes. Switch the rubric weights — managed services emphasizes SLA and team depth; project-based emphasizes technical depth and delivery track record.
Can the agent compare vendor security posture?
Yes. The agent normalizes SOC 2, ISO, and pen-test reports into a comparable scorecard so the security review isn't reading PDFs side by side.
What plan supports an IT-procurement RFP?
Pro ($10/mo annual) handles the team. Business ($25/mo) adds the audit logs and access controls IT-procurement compliance typically requires.
CTA
Try this template free in Taskade. For agent setup, see /learn/agents/custom-agents. Pair with Bug Tracker Templates. Browse IT apps in the Community Gallery.