Self Guided | Assisted | Facilitated Selection | |
---|---|---|---|
$995
|
$2,995
|
Get Quote
|
|
Get Started | Get Started | Get Started | |
System Features: | |||
System Features: | |||
Access to 300+ Vendor Profiles | |||
Access to 300+ Vendor Profiles | |||
“Matching” algorithm to find the top options for your unique needs | |||
“Matching” algorithm to find the top options for your unique needs | |||
Over 1,000 ratings & reviews | |||
Over 1,000 ratings & reviews | |||
2,000+ RFI questions, pre-populated by the vendors | |||
2,000+ RFI questions, pre-populated by the vendors | |||
One-click Executive Summaries & Reports | |||
One-click executive summaries and reports | |||
RFP template | |||
RFP template | |||
Price Comparison Template | |||
Price Comparison Template | |||
Real-time Bid Management Dashboard | |||
Real-time Bid Management Dashboard | |||
Vendor Communication Dashboard | |||
Vendor Communication Dashboard | |||
Flexible bid process | |||
Flexible bid process | |||
Automated Reminder (to you and the vendors) & Summary Notifications | |||
Automated Reminder (to you and the vendors) & Summary Notifications | |||
One-click download of vendor responses & documents | |||
One-click download of vendor responses & documents | |||
Side-by-side vendor comparison | |||
Side-by-side vendor comparison | |||
Expert Support: | |||
Expert Support: | |||
Requirements gathering prep meeting | |||
Requirements gathering prep meeting | – | ||
Expert assists in selecting your “shortlist” of perfect vendors | |||
Expert assists in selecting your “shortlist” of perfect vendors | – | ||
Expert recommendations around process design and timelines | |||
Expert recommendations around process design and timelines | – | ||
Finalist and winning vendor recommendations | |||
Finalist and winning vendor recommendations | – | ||
Facilitated Selection and Concierge Support | |||
Facilitated Selection and Concierge Support | |||
Culture and requirements understanding workshop | |||
Culture and requirements understanding workshop | – | – | |
Creation of Custom Pricing Template | |||
Creation of Custom Pricing Template | – | – | |
Creation of Custom Scoring Template | |||
Creation of Custom Scoring Template | – | – | |
Distribution of bid package | |||
Distribution of bid package | – | – | |
Distribution of bid package | |||
Distribution of bid package | – | – | |
Phased selection, eliminating vendors at each phase | |||
Phased selection, eliminating vendors at each phase | – | – | |
Facilitated vendor meetings, demos and conference calls | |||
Facilitated vendor meetings, demos and conference calls | – | – | |
Host, moderate and record vendors meeting | |||
Host, moderate and record vendors meetings | – | – | |
Moderate vendor reviews after each meeting | |||
Moderate vendor reviews after each meeting | – | – | |
Communication of non-selection after each phase | |||
Communication of non-selection after each phase | – | – | |
Aggregation of proposals, pricing and scoring | |||
Aggregation of proposals, pricing and scoring | – | – | |
Finalist and winner recommendations | |||
Finalist and winner recommendations | – | – | |
Get Started | Get Started | Get Started |
System Access | Enterprise Support | ||
---|---|---|---|
Starts at $995/mo |
Get Quote
|
||
Get Started | Get Started | ||
System Features: | |||
System Features: | |||
Access to 300+ Vendor Profiles | |||
Access to 300+ Vendor Profiles | |||
“Matching” algorithm to find the top options for your unique needs | |||
“Matching” algorithm to find the top options for your unique needs | |||
Over 1,000 ratings & reviews | |||
Over 1,000 ratings & reviews | |||
2,000+ RFI questions, pre-populated by the vendors | |||
2,000+ RFI questions, pre-populated by the vendors | |||
One-click Executive Summaries & Reports | |||
One-click executive summaries and reports | |||
RFP template | |||
RFP template | |||
Price Comparison Template | |||
Price Comparison Template | |||
Real-time Bid Management Dashboard | |||
Real-time Bid Management Dashboard | |||
Vendor Communication Dashboard | |||
Vendor Communication Dashboard | |||
Flexible bid “process flow” | |||
Flexible bid “process flow” | |||
Automated Reminder & Summary Notifications | |||
Automated Reminder & Summary Notifications | |||
One-click download of vendor documents | |||
One-click download of vendor documents | |||
Side-by-side vendor comparison | |||
Side-by-side vendor comparison | |||
Ability to share “Notes” on vendors amongst your team | |||
Ability to share “Notes” on vendors amongst your team | |||
Ability to share Ratings and Reviews of vendors amongst your team | |||
Ability to share Ratings and Reviews of vendors amongst your team | |||
Data Mining of past vendor searches to understand trends and deal-flow per vendor | |||
Data Mining of past vendor searches to understand trends and deal-flow per vendor | |||
Expert Support: | |||
Expert Support: | |||
Review vendor options with a Shortlister expert | |||
Review vendor options with a Shortlister expert | – | ||
Process workshop – Customizing Shortlister to match your current process | |||
Process workshop – Customizing Shortlister to match your current process | – | ||
Custom template creation (RFP, Pricing, etc.) based on your current documents | |||
Custom template creation (RFP, Pricing, etc.) based on your current documents | – | ||
Quarterly training | |||
Quarterly training | – | ||
Get Started | Get Started |
Click the category to expand
Absolutely! Shortlister is the largest marketplace of wellness, well-being & HR technology vendors currently available
Vendors have real-time access to keep their information up to date and that data is constantly audited and reviewed by the Shortlister team and its users to ensure data accuracy.
Shortlister’s proprietary matching algorithm (think eHarmony for finding the perfect vendor partner) captures a variety of key variables about your client and analyzes millions of unique data points to suggest the best vendor options.
Over 2/3 of top Benefits Consultants use Shortlister to manage their vendor tracking and recommendation processes. The efficiency and automation that Shortlister provides, frees up your team to spend time adding value as a consultant and less time doing transactional tasks. Each team member will seem like 2, once you have access to Shortlister.
Shortlister’s technology creates automated, repeatable processes using industry best practices for vendor review & selection so you don’t need to “recreate the wheel” for each client (though you can certainly customize each search as much as you’d like to!)
When you partner with Shortlister, we become an extension of your team. This means concierge support, vendor updates, market research and more.
Shortlister is uniquely positioned to help with both of these scenarios! Shortlister has completed thousands of wellness, well-being & HR technology selections, so we can guide you through the process from start to finish!