Support Technology or Vendor Selection

Comprehensive IT Strategy and Vendor Procurement Support

Client: Just Neighbors Year: 2024 Industry: nonprofit, legal

Led Just Neighbors through a vendor selection process for comprehensive IT support services, including development of a detailed RFP, evaluation of security and compliance features, and final vendor recommendation.

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Project Overview

Oversaw Just Neighbors' transition toward a long-term managed IT solution by developing a strategic RFP process, defining security priorities, and supporting vendor outreach and evaluation.

The Challenge

  • Just Neighbors needed to transition to a more secure, scalable managed IT solution that supported a hybrid environment using Microsoft 365 and a legacy onsite server. They required guidance on vendor selection and a strong RFP to assess cost-effectiveness, scalability, and compliance for their nonprofit operations.

Our Approach & Key Contributions

Development of Comprehensive RFP for Managed IT Services

Drafted a detailed RFP outlining current infrastructure, service requirements, security needs, and evaluation criteria, aligned with nonprofit standards and the organization's hybrid IT setup.

IT StrategyProcurement DesignSecurity-Focused Planning

→ Detailed RFP submitted to multiple vendors for response

Vendor Interviews & Recommendation

Scheduled, conducted, and documented interviews with qualified IT providers; evaluated security features, licensing models, and support offerings; delivered formal recommendation to Just Neighbors leadership.

Vendor VettingInterviewingSolution Evaluation

→ Final recommendation delivered to client based on interviews

Cloud-Centric IT Strategy Guidance

Advised on long-term IT planning for Microsoft 365, SharePoint, backups, and paperless expansion; guided Just Neighbors through access and volunteer account policy best practices.

Digital Infrastructure StrategyMicrosoft 365Volunteer IT Policy

→ Defined volunteer access tiers and support model

Tools & Technologies

Google WorkspacePhoneZoom

Outcomes & Results

Enabled Just Neighbors to confidently move forward with a managed IT provider by aligning technical strategy with budget, compliance, and growth priorities.

Created and led an IT vendor selection process from scratch, reducing risk and improving digital service planning for a growing legal services nonprofit.

Key Metrics

1RFP developed and submitted
4Vendors evaluated/interviewed
1Final recommendation delivered

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