Run evaluations that produce decisions, not more questions.
Dilly's evaluation layer gives financial institutions a structured RFP and scoring workflow that replaces email threads and spreadsheet matrices — producing a documented, comparable, defensible vendor selection every time.
Where Evaluation fits in the procurement journey
Evaluation covers stages 4–5. ← See Discovery or See Monitoring →
The evaluation process most institutions are running.
The RFP is a Word document attached to an email. Vendors reply with PDFs. Everything lives in someone's Downloads folder.
Scoring happens in a spreadsheet that three people have edited and nobody owns.
Two vendors give very different answers to the same question and there's no structured way to compare them.
The decision gets made in a meeting. The rationale lives in the memory of whoever was in the room.
What You Get
Structured evaluation from RFP to scored decision.
RFPs that say the right things
Dilly generates structured RFP requirements from the criteria captured during discovery — technical requirements, compliance expectations, integration specifications, pricing parameters. Every vendor receives the same brief. Every response is collected in the same format.
Consistent in, comparable out.
Proposals you can actually compare
Vendor responses are collected through the platform in a structured format. Side-by-side comparison is built in — not a manually assembled matrix, but a live view of how each vendor answered each criterion. Apples to apples, automatically.
Comparison without the assembly work.
Weighted scoring that reflects your priorities
Not every criterion matters equally. Dilly lets you weight evaluation dimensions — compliance coverage might outweigh pricing for a risk-sensitive institution, or integration speed might be the deciding factor for a team with a tight implementation window. The scoring reflects your priorities, not a generic rubric.
Your criteria. Your weights. Your decision.
A decision record that exists automatically
Every evaluation produces a complete procurement record: the RFP, the vendor responses, the scoring breakdown, and the final selection rationale. It's generated automatically as a byproduct of the process — not a separate documentation task after the decision is made.
The paper trail writes itself.
Evaluation doesn't end at vendor selection.
The vendor you select in Evaluation becomes the first entry in your Monitoring dashboard. Contract terms, usage benchmarks, and renewal dates are tracked from day one — so the visibility you built during evaluation carries forward into the entire vendor relationship.
See how Monitoring worksReplace your RFP spreadsheet with something that works.
See how Dilly's evaluation workflow runs for institutions your size.