Independent Automation Vendor Selection

Requirements, shortlist, RFP, proposal evaluation and negotiation, run from the buyer's side of the table.

Our selection process

  1. Step 1

    Develop vendor requirements

    Translate your volumes, order profile, facility constraints and integration needs into requirements every supplier must answer the same way.

  2. Step 2

    Create the shortlist

    Identify suppliers whose technology fits the requirements, rather than starting from whoever called first.

  3. Step 3

    Issue the RFP

    Structure the request so proposals arrive comparable: common scope, stated assumptions and itemized pricing.

  4. Step 4

    Evaluate proposals

    Normalize scope and exclusions, check reference sites and test throughput and labor assumptions against your data.

  5. Step 5

    Negotiate technical and commercial terms

    Support the conversation on performance commitments, acceptance criteria, service levels and expansion pricing.

How we stay independent

  • We work for the buyer. Supplier pages on this site separate manufacturer claims from independent information and SCx opinion.
  • Vendors are evaluated against your requirements, not against a preferred product list.
  • Scope and fees are agreed with you before a selection engagement begins.

Illustrative sample — not client work

Sample vendor evaluation scorecard

This blank framework shows how suppliers can be compared on consistent criteria. No supplier has been scored or ranked here.

Sample vendor evaluation scorecard — illustrative format only
Evaluation criterionExample weightEvidence required before scoring
Operational and throughput fit30%Representative order data, peak-volume test and acceptance criteria
Integration and facility readiness25%Interface responsibilities, infrastructure requirements and integration plan
Five-year cost of ownership20%Comparable itemized pricing, exclusions, recurring costs and expansion costs
Implementation and support15%Delivery plan, escalation process, service levels and reference checks
Commercial and delivery risk10%Milestones, warranties, change control and performance commitments

Illustrative weights total 100%; agree project-specific weights before reviewing bids. Rate validated evidence from 1 (weak fit) to 5 (strong fit). Weighted total = sum of weight × score ÷ 5. Mark missing evidence “Not assessed,” not zero. Must-have safety and acceptance criteria are gates, not trade-offs against price.

Choosing between suppliers?

Tell us the technology and where you are in the process. We start with an initial screening conversation.

Request Vendor Selection Assistance