HCM Advisory Services

Expert guidance for HCM software evaluation and selection. Skip months of research. Get a curated vendor shortlist and winning evaluation strategy in 4 weeks.

Our Services

Vendor Shortlist

We work with you to understand your requirements, evaluate the market, and deliver a curated list of 3-5 recommended vendors. Get consensus around the best candidates before entering evaluation.

  • Detailed vendor evaluation based on your specific needs
  • Competitive landscape analysis
  • Vendor viability assessment
  • Pricing overview for each candidate

Typical duration: 2-3 weeks

Shortlist Program Includes

Week 1: Discovery Call

Your team meets with HCM expert to discuss requirements, budget, timeline

Week 2: Market Analysis

Expert evaluates vendors against your criteria, narrows field

Week 3: Shortlist Delivery

Curated list with vendor summaries, comparison, and next steps

RFP Support

We help you develop requirements, build a comprehensive RFP, and evaluate vendor responses. Our experts ensure you ask the right questions and get comparable proposals.

  • Requirements workshop and documentation
  • RFP template customization
  • Response evaluation framework
  • Demo preparation and scoring

Typical duration: 6-8 weeks

What We Cover

✓ Functional requirements documentation

✓ Technical and integration requirements

✓ SLAs, security, compliance requirements

✓ Pricing and commercial terms questions

✓ Implementation and support expectations

✓ Response evaluation scoring matrix

Vendor Evaluation & Selection

Once vendors are shortlisted, we help you evaluate them fairly. We score capabilities, assess implementation fit, identify risks, and help you make the final decision.

  • Demo evaluation and scoring
  • Reference check guidance
  • Implementation risk assessment
  • TCO comparison and decision model

Typical duration: 4-6 weeks

Evaluation Framework

We develop a custom evaluation scorecard that weights:

• Functional fit (40%)

• Technical architecture (20%)

• Pricing & TCO (20%)

• Implementation complexity (10%)

• Vendor viability (10%)

Contract Negotiation & Terms

Don't sign without expert review. We help you negotiate better pricing, favorable contract terms, SLAs, and support agreements that protect your organization.

  • Pricing negotiation strategy
  • Contract review and risk assessment
  • SLA and support terms guidance
  • Implementation and success criteria terms

Typical duration: 2-4 weeks

Negotiation Topics

  • ✓ License pricing and discounts
  • ✓ Implementation and services costs
  • ✓ Payment terms and penalties
  • ✓ Support SLAs and escalations
  • ✓ Implementation timeline
  • ✓ Data security and compliance
  • ✓ Exit terms and data migration

Typical Program Structure

1

Initial Consultation (1-2 hours)

Understand your business requirements, budget, timeline, organizational structure, and decision criteria

2

Analysis & Evaluation (1-2 weeks)

Expert reviews market, evaluates vendors against your criteria, researches pricing and implementation details

3

Deliverables & Strategy Session (1-2 hours)

Present findings, recommended shortlist, comparison analysis, evaluation strategy, next steps and timeline

4

Ongoing Support

Email and phone access to expert throughout evaluation process. Demo prep, RFP review, negotiation support

Why Work With Us

Deep HCM Expertise

Our advisors have implemented and evaluated HCM software across dozens of organizations. We know the platforms, the pitfalls, and the implementation realities.

Vendor-Neutral Analysis

We don't have financial incentives with any vendor. Our recommendations are based solely on what's best for your organization.

Time & Cost Savings

Avoid 6+ months of research. Get a validated shortlist and winning evaluation strategy in 4 weeks. Avoid costly mistakes in selection.

Implementation Focus

We don't just evaluate features. We assess implementation complexity, vendor stability, and real-world fit for your organization.

Service Pricing

Vendor Shortlist

$3,500

2-3 week program with curated vendor recommendation

Full Evaluation

$8,500

8-12 week program covering RFP through final selection

Custom Engagement

Custom

Tailored scope and duration for your specific needs

Let's Get Started

Schedule a free 30-minute consultation to discuss your HCM evaluation needs and determine the right service.