Vendor Selection
Example · Board of 3Two CRMs shortlisted — incumbent at $40k/yr vs newer at $18k/yr. Which?
Chief of staff
This one needs a board: The Operator, The CFO and The Security Chief. The Operator turns strategy into the boring, sequenced work that actually ships. Each researches alone first, then they react to one another — and on a decision, two of them take opposed sides.
The OperatorCOO
The CFOFinancial Controller
The Security ChiefCISO

Asked first
Who would own this on Monday if you said yes today?
MeSomeone on the teamNobody yet
The board’s call
Choose the newer vendor at $18k/yr, with a 1-year contract (not 3) and a written data-portability clause.
The headline savings hide $4-6k in migration cost — bake that into the comparison. 1-year term costs slightly more per month but preserves leverage at renewal.

The Security Chief disagreed
“New vendor support quality is the variable — pressure-test response times during pilot”
Board of 3 · up to 135 credits on the card · an example, not a recorded run









