Customer Reference Rating Form

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Put your logo here Put your Organization name here Customer Interview/Vendor Evaluation Form Template Rev. 1.1, 03/05/2005 Template source: http://www.cvr-it.com Page 1 of 3 CUSTOMER INTERVIEW /VENDOR EVALUATION FORM Project Name: Prepared by: Date (MM/DD/YYYY): Part I. General Information Vendor Information Product Vendor Name Customer Information Customer Organization Name Customer Address Contact Name Contact Phone Contact E-mail Contact Role (e.g., user, tech staff) Comments on Customer Product Version Number Date Implemented Vendor Representative Name Staff Information Date of Interview Name of Interviewer team Role of Interviewing team [ ] Project Team [ ] Tech Staff [ ] User Put your logo here Put your Organization name here Customer Interview/Vendor Evaluation Form Template Rev. 1.1, 03/05/2005 Template source: http://www.cvr-it.com Page 2 of 3 Part II. Vendor Ratings -Quantitative Before filling out this section, be certain that you have indicated Role of Interviewing team above. In the Rating box enter degree of Customer Satisfaction using the following scale of 1 – 5. Include an explanation in the Comment column if the rating is 1,2 or 5. (Comments for other ratings are optional.) 1 = Very Dissatisfied (Fails to meet expectations; vendor offering is seriously flawed) 2 = Somewhat Dissatisfied (vendor offering has some flaws) 3 = Satisfied (Meets expectations; vendor offering is functional but could be better) 4 = More than Satisfied (vendor offering is better than expected) 5 = Extremely Satisfied (Exceeds expectations; vendor offering is everything we hoped for and more) Item Rating Comment System Configuration Process Implementation Quality of Training Product Documentation System Functionality /Ease of Use Maintenance /Technical Support Vendor Timeliness of Work Vendor Technical Skill Vendor Response /Degree of Cooperation Overall Product and Vendor Put your logo here Put your Organization name here Customer Interview/Vendor Evaluation Form Template Rev. 1.1, 03/05/2005 Template source: http://www.cvr-it.com Page 3 of 3 Part III. Vendor Ratings – Qualitative 1. Was the system completed within the original schedule? [ ] Yes [ ] No If No, what caused the delay? 2. Was the system completed within the original contract price? [ ] Yes [ ] No If No, was the final cost greater or less? What caused the change? 3. Would you change any aspect of your contract with the vendor? [ ] Yes [ ] No If Yes, what would the change be? 4. How many of your own staff did you commit to this project? Was that an appropriate number? What roles did they play? 5. If you had it to do all over again, what would you have done differently? 6. Interviewer comments:

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