Checklist

The EHS Vendor Financial Health Checklist

The 16 questions to ask any EHS software vendor about ownership, investment, customer retention and roadmap, in a printable checklist you can take into the room.


Ask the questions your CFO will ask, before your CFO does:

Stop worrying the deal will fall apart at final sign-off. Start the review meeting with answers in hand.

Evaluating EHS software means more than comparing features. A vendor’s financial position and future plans impact what they can afford to build over the life of your agreement.

Each section includes an explainer of what a strong answer sounds like and the red flags to listen for, so you can spot that risk before you sign.

From a vendor that’s supported EHS teams for more than 30 years.

We hold ourselves to the same questions. The checklist ends with how Intelex answers each section, so you can see how we compare.

Know a strong answer from a red flag in every vendor meeting

If your shortlist includes a PE-backed vendor, there’s one timing question you need answered before you sign.Spot a vendor that’s stopped investing before you’re stuck with a dinosaur.Why a vendor that adds new customers every quarter can still be sinking.The questions you never want your CFO to ask first.
How to tell, with one question, whether a vendor is still building its product or just selling it.The surprising reason a deal can fall apart days before signing, and how to see it coming.How long does the average customer stay with your vendor? If you don’t know, you’re missing one of the clearest signs of trust.Why “we grew through acquisitions” deserves a follow-up question before you sign.

Take these questions to your next vendor meeting

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