How to select an integrator, coach, and mentor?

Integrator, coach, and mentor selection should follow a strict, compliant, and verifiable process.

The duration depends on the process and geographical scope. You should not spend more than 6 weeks to 3 months on integrator, coach, and mentor selection.

The 4-step process for integrator, coach, and mentor selection looks like this:

  1. Requirements catalogue and longlist
  2. RfI process and shortlist
  3. RfP process, fit-gap analysis, and scenario modeling, including business case creation
  4. Recommendation and decision

Followed by contract negotiation and signature.

What are best practices?

The shortlist should not contain more than 4 integrators.

Planning enough time to work and align

  • Which activities are performed by the integrator/ coach/ mentor/ your company
  • Understanding efforts (customizing, development etc.)
  • Project planning with the integrator/ coach/ mentor
  • Business case
  • Incorporating all relevant stakeholders, understanding the results and the recommendation, having all required information aligned prior to the final decision meeting

How we can help

  • Adhering to a strict, compliant, and verifiable process
  • Providing an integrator, coach, and mentor repository to select from which integrators, coaches, and mentors are selected, but not defined from scratch
  • Providing accelerators and templates, e.g., RfI and RfP documents, business case, and many more that need to be adapted, but not created from scratch

Can you do this yourself?

Yes, but with us you will be faster, more effective, and more cost-effective.