Most RFPs ask the wrong questions. Fix yours before you go to market.
Running benefits shouldn't be this hard.
Most benefits platforms weren't built for modern enterprise.
For global enterprises that expect more from their benefits platform.
The Enterprise RFP Playbook
Specific, operational scenarios that make vendors prove capability, instead of rehearsing a polished demo
How to test the data model, payroll flows and multi-country config that decide your next five years
Spot the implementation risk, change fees and operational debt before you sign anything
of UK employees don't fully understand their benefits
new HR-tech implementations miss their adoption goals
of annual licence can go to change fees that weren't disclosed up front
The full RFP question bank
Every question from the playbook, grouped by evaluation area.
Copy what's relevant, or let the builder assemble a tailored set for you.
Architecture
- Is this one global system, or separate regional tools integrated at the surface?
- When something breaks, can you trace it to a single source?
- Does it behave the same in every market you operate in?
Configuration & control
- Who owns the configuration, and what happens when we need a change?
- Can our admins make changes within a governed structure?
- What change requires you, and at what lead time and cost?
Data & financial accuracy
- Walk us through exactly how a payroll file is generated.
- What happens when a member list comes back different?
- Can we trust outputs without manual reconciliation?
Change & agility
- Can we make meaningful changes without engineering involvement?
- What will our configuration look like in three years?
- Are there change fees, and how are they disclosed up front?
Real-world behaviour
- How do you handle eligibility exceptions and edge cases?
- Walk a complex case: temp contracts, mid-year joiners, cross-border staff.
- How fast can a benefit window open at short notice?
Total cost of ownership
- What's the full three-year cost, including changes and expansion?
- What does implementation actually cost, end to end?
- What internal resource will we need to run it day to day?
Reporting & insight
- Can you show a live reporting dashboard, not a screenshot?
- How is data refreshed, and at what cadence?
- Is reporting access included, or priced separately?
What benefits leaders needs to know
Read our latest thought leadership on why the industry got benefits tech so wrong.
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Running an RFP?
Don't go in blind.
We've pressure-tested hundreds of enterprise evaluations and packed everything we learned into the RFP Playbook — and a question builder that turns it into your RFP. Grab both.
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