Stage 2 of 4 · RFP development & vendor selection

Independent ETRM & CTRM vendor selection: the right platform, on the right terms.

An independent, structured selection process that matches your requirements to the market, so you invest in a system that fits your business and maximises return.

What it is

Which platform is right for us, and on what terms?

In a crowded and complex market, choosing the right CTRM/ETRM solution can be daunting. Our RFP Development and Vendor Selection service guides you through every step, from defining what you need to finalising the contract.

Because we are 100% independent and do not sell software, our recommendations are shaped only by your requirements. We identify the vendors that genuinely fit your processes, run a fair and rigorous evaluation, and stand beside you in negotiation.

Independent evaluation: every platform judged against your requirements, not a sales script.
Independent evaluation: every platform judged against your requirements, not a sales script.
Why it matters

The value to your business.

Objective analysis

A vendor-agnostic process means every solution is judged against your requirements, not a partnership agreement.

Comprehensive evaluation

Every critical requirement is tested, including the awkward edge cases that polished demos tend to skip.

Time and resource efficiency

Our templates, market knowledge and proven method shorten the selection cycle and protect your team's time.

Risk mitigation

Thorough due diligence, scripted demonstrations and reference checks mean an informed decision you can defend.

Optimised ROI

We help you select the solution that offers the best value over its lifetime, not just the lowest licence fee.

Improved adoption

We choose with your users, so the system aligns with how they work and your organisational culture.

How we do it

Our method, step by step.

01
Market scan and shortlisting
  • In-depth market scans to identify leading CTRM/ETRM vendors
  • Rigorous evaluation of solutions against your specific requirements
  • Strategic shortlisting of vendors aligned with your business processes
02
RFP development
  • Creation of comprehensive RFP documentation
  • Definition of essential functionality and requirements
  • Establishment of clear, weighted evaluation criteria
03
Vendor engagement
  • Management of RFP distribution and response collection
  • Coordination of scripted vendor demonstrations and Q&A sessions
  • Facilitation of reference calls and site visits
04
Evaluation, selection and negotiation
  • Systematic scoring and analysis of vendor responses
  • Detailed comparison of shortlisted solutions and final recommendation
  • Support in contract negotiation to secure favourable terms
What you receive

Deliverables

Practical, reusable outputs that your team owns.

Customised RFP document
Vendor response evaluation matrix
Demonstration scripts and scorecards
Reference check reports
Detailed vendor comparison analysis
Final recommendation report
Contract negotiation support
When to engage us

Is this the right next step?

  • Your current platform is reaching end of life or end of support
  • You are moving from spreadsheets to your first CTRM/ETRM system
  • You need to compare cloud, SaaS and on-premise options objectively
  • Leadership wants an independent view before committing significant budget
Why Orivyn

Why clients choose us.

  • Deep CTRM/ETRM market knowledge
  • A proven selection methodology
  • A 100% vendor-agnostic approach
  • A focus on your specific requirements
  • Commitment to maximising value and adoption

Planning a trading system change or a modelling project?

Book a 30-minute review with a senior consultant. We'll discuss your landscape, your priorities and the options available, with no obligation and no vendor agenda.