Success Stories

Finding the right tech vendor

Salo Expert™ matches senior experts in finance, accounting, and HR with organizations that need their help. Together, they tackle tough challenges, clean up messes, make strategic breakthroughs, and help every client get ahead.    


The client, a regional dental system, contacted Salo after scheduling vendor demos. The client wanted someone who could ensure a fair and equitable vendor selection process—staying focused on how vendors could address business requirements.


During the engagement, Salo’s consulting expert helped the client manage the entire vendor selection process, including preparing the team for the process with insights and tools they needed to be successful.


During the project, the consultant:

  • Led a readiness workshop to identify critical business requirements
  • Interviewed end-users across the business regarding business needs
  • Prepared the team for upcoming system demos
  • Created agendas, use cases, and scoring worksheets to use during the vendor demos
  • Convinced the client to include additional vendors in the selection process
  • Established a structure for decision-making and governance

After the demos were complete, the consultant prepared a total cost analysis of the solutions presented. Additionally, the consultant proposed that the team consider additional training and communication on existing systems—ensuring the current system would continue to work in the interim before a new system was implemented. With help from the consultant, the team eventually chose a technology partner that met their needs and funding requirements.

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Nikki Broderick
Nikki Broderick

Want to chat about a similar project? Contact: Nikki Broderick

Manager of HR Solutions