Procurement pre-check

Know what to ask before you buy.

A focused assessment to help admissions teams document requirements, compare vendor evidence, and spot risks before formal procurement.

The guided audit workflow is in development. We are not collecting audit submissions on this page yet.

Audit framework

Six areas worth checking

01

Business need

Goals, stakeholders, current systems, success measures, and purchase timeline.

02

Functional fit

Essential workflows, user roles, accessibility, and edge cases.

03

Integrations

CRM, SIS, SSO, APIs, data imports, exports, and ownership boundaries.

04

Security & privacy

Data processing, FERPA considerations, retention, access controls, and third-party review.

05

Implementation

Resourcing, milestones, training, support model, and go-live dependencies.

06

Total cost

Subscription, setup, services, renewals, and potential switching costs.

What an audit will produce

Requirements snapshot

A clear summary of what the institution needs and which items are must-have versus optional.

Vendor diligence checklist

An organized set of open questions and evidence requests for vendor conversations.

PreCheck is a research aid, not a replacement for institutional IT, legal, security, or procurement approvals.

Explore vendors while we build the audit.

Begin with the admissions technology directory.

Browse vendors