Skip to content

Getting started

Your first
structured evaluation.

Start with a question your team needs to answer and the options you want to evaluate. Build the evidence and review around it.

Start an evaluation

Sign in and create a workspace from a use-case, vendor or interview-scorecard template, start blank, or import an options-by-criteria CSV. Name the decision and identify who will review it.

Choose a template

Review the starting assumptions

Replace the example options with your shortlist. Check every criterion score, questionnaire fit value and exclusion rule. Renaming an option does not update those assumptions.

Understand the scoring

Add supporting evidence

Use evidence appropriate to the evaluation: pilot results for use cases, proposals for suppliers, or observed job-related examples for interviews. Record the source and what it supports. Keep missing evidence visible rather than treating a plausible score as verified.

See evidence review

Compare priorities

Complete the questionnaire and inspect the ranking. Choose criteria-only scoring, or combine 55% criteria score with 45% answer fit. Use the analysis tools to investigate which assumptions affect the result.

Try the example

Bring in reviewers

Use the team-review or priority-panel workflow to collect input. Resolve important differences and check mandatory requirements before asking for approval.

Check access and sharing

Save, share and revisit

Save the decision record, review its contents and use the sharing or export controls. Check permissions before sharing. Set a follow-up date to revisit the outcome and check whether the intended results followed.

See a saved evaluation

Start with your question.