SaaS Business Intelligence and Reporting Platform RFP

Simplify Your BI Procurement & Attract Industry-Leading Vendors

Choosing the right SaaS Business Intelligence and Reporting Platform is vital for enabling data-driven decision-making at every level of your organisation. With a rapidly evolving analytics landscape, increasing demands for real-time insights, and heightened data governance expectations, creating a high-quality RFP that attracts the market’s top providers is more critical than ever.

Whether you’re sourcing enterprise BI solutions such as Microsoft Power BI, Tableau (Salesforce), IBM Cognos Analytics, SAP BusinessObjects, or Oracle Analytics, our SaaS BI & Reporting Platform RFP Template gives you a clear, structured, and proven approach to vendor selection.

Why Start from Scratch? Use a Proven Template

Drafting a robust RFP from the ground up can be time-consuming, resource-heavy, and prone to gaps in detail. Our expertly crafted template removes the guesswork, ensuring your technical, commercial, and service expectations are articulated with precision.

With our SaaS BI & Reporting Platform RFP Template, you can:
✅ Save hours of research and drafting time with a pre-built, best-practice-aligned framework
✅ Ensure alignment with analytics governance, compliance, and security standards (e.g., ISO 27001, GDPR, SOC 2)
✅ Clearly define requirements for data integration, performance, visualisation, and scalability
✅ Compare vendor capabilities across enterprise reporting, self-service BI, and advanced analytics
✅ Improve cost transparency with structured, detailed pricing requests
✅ Increase the quality of vendor responses through standardised evaluation criteria

Designed in consultation with CIOs, BI managers, and IT procurement specialists, this template covers everything from cloud-based deployment options to advanced AI-driven analytics, enabling you to make an informed and defensible procurement decision.

Key Documents Included in the Template

Our SaaS BI & Reporting Platform RFP Template includes all the essential documents to run a streamlined and effective procurement process:

• RFP Document Template – Outlines the purpose, objectives, scope, and evaluation criteria.

• Appendix 1a – Company Details and Environmental Questionnaire
  Captures vendor profile and sustainability commitments.

• Appendix 1b – Financial Questionnaire
  To ascertain the financial viability of potential suppliers.

• Appendix 2 – Software Requirement Specification Document
  Details BI platform functionality, integration, and performance needs.

• Appendix 2a – Agile Product Vision Statement
  Aligns vendor approach with strategic BI objectives.

• Appendix 2b – Minimal Viable Product
  Defines essential features for initial deployment.

• Appendix 3 – Functionality Matrix Questionnaire
  Maps BI features to 2166 enterprise reporting requirements.

• Appendix 4 – Services Questionnaire (140 Questions)
  Evaluates support, SLAs, onboarding, and delivery capabilities.

• Appendix 5 – IT Resources Definition Template
  Specifies required roles and technical expertise.

• Appendix 6 – Pricing Template
  Structured pricing for licenses, services, and add-ons.

Enhance Your BI Procurement Process

Whether you’re upgrading to Microsoft Power BI, migrating from legacy SAP BusinessObjects, expanding Tableau deployments, or considering IBM Cognos or Oracle Analytics, our template ensures your procurement process is:

• Transparent and fully auditable

• Focused on both functionality and long-term value

• Designed to compare vendors on equal terms

• Aligned with both IT and business stakeholders’ priorities

Free 30-Minute Consultation Included

Every purchase includes a complimentary 30-minute consultation with our procurement experts. We’ll walk you through how to tailor the template for your BI strategy—whether you’re running a competitive RFP or engaging in direct negotiations with leading analytics vendors.

Why Choose AMC’s SaaS BI & Reporting Platform RFP Template?

Developed and tested by AMC’s procurement specialists with decades of experience in enterprise software sourcing, our RFP templates are trusted by IT leaders worldwide.

✅ Tried & tested by IT procurement and BI specialists
✅ Fully customisable to fit your organisational needs
✅ Designed to maximise efficiency and vendor response quality
✅ Proven to reduce procurement timelines while improving decision confidence

Take the hassle out of BI procurement—secure the right analytics platform to power your organisation’s decision-making with AMC’s trusted RFP template.