Reusable template
Repeat the same document, external access and revocation, appointment, and team handover. Use harmless files and your own second account. Distinguish licensing, settings, and document failure. Do not change mail or domain during this evaluation.
| Step | Expectation | Current setup | Option A: exact offering | Option B: exact offering | Evidence and failure cause |
|---|
| Proposal table | preserved layout, formulas and required edits | | | | |
| External access | my second account edits only the chosen file; access removal verified | | | | |
| Appointment | correct timezone, hidden conflict and confirmed cancellation | | | | |
| Handover | another teammate opens team copy and knows the administrator | | | | |
Twelve-month cost in one currency and tax basis: market __; offering __; commitment __; per-seat monthly license __; seats __; setup __; transfer __; repairs __; operation __; overlapping subscriptions __. Unknowns remain unknown. Include repairing the current environment.
For each configuration, record trial date, country, currency, tax basis and exact quote terms.
12-month cash: 12 × seats × monthly license + one-time paid setup/migration/repairs + operating payments + additional old-subscription overlap = __. Convert an annual license quote to the same basis; do not double-count the old environment.
Internal work: setup __ hours + migration __ + repairs __ + team orientation __ + 12-month operation __ = __ hours. Optional rate __ in __ currency/hour; valued time __. Do not recount work already included in an invoice. A total remains unknown when a required input is missing.
Decision: retain / repair existing environment / limited pilot of another option. Reason and required conditions: __. Owner: __. Recovery if the pilot fails: __.