AI Vendor and Platform Evaluation Checklist
Avoid choosing platforms only by feature demos. Compare vendors by data handling, integration model, tool support, observability, cost, and governance fit.
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The exact sections inside the download.
Data posture
How does the platform handle privacy, retention, training, and residency concerns?
Workflow fit
Does the platform support the actual operating process?
Integration fit
Can it read, write, and authenticate with required systems safely?
Governance fit
Can approvals, permissions, logs, and escalations be enforced?
Economics
Does pricing fit workflow frequency, value, and risk?
Fit rating
Strong fit, partial fit, risky fit, or not recommended?
01 / 03
Frame the decision
Name the real operating need before designing a solution.
Name the provider, product, or architecture option.
Tie evaluation to a real workflow, not a generic capability.
Name who decides whether this platform fits the operating architecture.
How to use it
Start with one real decision.
Complete the canvas with the workflow owner, then use the blank areas to expose missing context and controls.