Selecting the right Board & Governance Management Platform is critical for organizations that want to improve board collaboration, decision-making efficiency, and regulatory compliance. With solutions like Diligent and BoardEffect leading the market, crafting a high-quality Request for Proposal (RFP) is essential to attracting the most suitable vendors.
Our SaaS Board & Governance Management Platform RFP Template simplifies the process, ensuring your RFP is comprehensive, structured, and optimized to generate strong vendor responses.
Drafting an RFP from the ground up can be time-consuming and prone to costly omissions. Our expert-designed template eliminates guesswork and helps you:
✅ Save hours of drafting time using a pre-built, industry-approved framework
✅ Clearly define governance, compliance, security, and integration requirements
✅ Compare Diligent, BoardEffect, and other solutions on equal grounds
✅ Improve pricing transparency across subscriptions, features, and support models
✅ Increase vendor response quality with standardized evaluation criteria
Designed with input from CIOs, IT Directors, Procurement Leaders, and Governance Specialists, this RFP template empowers your organization to make confident, informed decisions.
Our SaaS Board & Governance Management Platform RFP Template includes:
RFP Document Template – Defines purpose, scope, and evaluation process
Appendix 1a – Company Details & Environmental Questionnaire – Collects vendor sustainability data
Appendix 1b – Financial Questionnaire – Ensures supplier financial stability
Appendix 2 – Software Requirement Specification Document – Lists integration & compliance needs
Appendix 2a – Agile Product Vision Statement – Aligns vendor goals with your objectives
Appendix 2b – Minimal Viable Product – Establishes essential board platform features
Appendix 3 – Functionality Matrix Questionnaire – Maps 1388 features to board governance workflows
Appendix 4 – Services Questionnaire – 140 key capability & SLA questions
Appendix 5 – IT Resources Definition Template – Defines required implementation roles
Appendix 6 – Pricing Template – Compares pricing models, licenses, and scalability options
This structured approach ensures your RFP covers all critical aspects of board and governance technology procurement.
Whether you’re evaluating Diligent, BoardEffect, or other governance platforms, this RFP template ensures:
Transparent and auditable vendor selection
Streamlined evaluation of platform capabilities
Better alignment with finance, IT, and governance stakeholders
✅ Tried & tested by governance procurement specialists
✅ Fully customizable for any board management environment
✅ Designed to maximize efficiency & vendor response quality
✅ Proven to reduce procurement cycles and improve vendor alignment
Take control of your board platform selection—equip your team with AMC’s expert-developed RFP template and make smarter, faster procurement decisions.
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