Write an RFP that tests lifecycle execution, not only device pricing.
Use this checklist to define requirements for workplace technology sourcing, provisioning, deployment, integrations, governance, ITAD, sustainability reporting and commercial accountability.
Based on Egiss' global workplace technology lifecycle model and experience supporting enterprise programmes across 180+ countries.
Most RFPs ask too little about execution.
Workplace technology RFPs often focus on devices, pricing and availability. Those questions matter, but they do not reveal whether a provider can operate the full lifecycle across countries.
The stronger RFP tests catalogue governance, provisioning, local delivery, integrations, stock models, ITAD, reporting, sustainability and accountability.
Checklist sections
What the checklist covers.
- Scope and countriesCountries, regions, entities, user groups, device categories, service levels and local requirements.
- Technology standardsApproved OEMs, device types, accessories, peripherals, personas, catalogue rules and exception governance.
- Commercial modelPricing logic, uplifts, payment terms, warranty, leasing or DaaS considerations, residual value and contract structure.
- Provisioning and deploymentConfiguration, staging, imaging, enrolment, asset tagging, packaging, direct-to-user delivery and readiness requirements.
- Systems and integrationsITSM, ITAM, ERP, procurement, portal, punchout, API and reporting requirements.
- Logistics and local executionDelivery models, customs, fulfilment, buffer stock, service levels, tracking and escalation handling.
- Lifecycle managementStock, refresh, warranty timing, replacements, asset visibility, reporting cadence and governance.
- ITAD and sustainabilityRecovery, data sanitisation, chain of custody, refurbishment, remarketing, recycling, residual value and CO2e reporting.
- Risk and accountabilitySLAs, measured order-to-ship and ship-to-delivery performance, penalties, reporting and one accountable partner.
RFP checklist
Download the global workplace RFP checklist
Use the checklist to pressure-test whether your RFP covers the full workplace technology lifecycle.
Frequently asked questions
Next step
Write an RFP that tests lifecycle execution, not only device pricing.
Egiss can discuss RFP requirements with qualified enterprise buyers and identify where lifecycle execution, governance or reporting requirements may need stronger definition.