FREE CHECKLIST FOR MOBILITY LEADERS

The seven questions that separate real mobility tech from a good demo

Most mobility programs run on four disconnected systems, a stack of spreadsheets, and the patience of the people holding it together. When the time comes to fix that, the evaluation usually starts in the wrong place: the vendor demo, where every product looks identical and every claim sounds true.

This one page checklist gives you the seven questions to ask before you open an RFP. Walk into your next vendor conversation able to tell the platform that works from the one that just demos well.

Get the checklist

Why evaluations go wrong

The demo hides the three problems that decide whether a platform actually works
01
You start at the demo instead of the problem

Every vendor demo looks the same: clean dashboards, tidy data, workflows that route the way they are supposed to. The demo is a sales artifact, not evidence the software will work in your program. Begin there and you almost guarantee the wrong choice.
02
The RFP only covers your managed moves

Most RFPs concentrate on executive relocations and assignees. Meanwhile lump sum, domestic, intern, and early career populations run on email and spreadsheets with no platform, no visibility, and no data worth reporting on. They are often the larger share of moves.
03
"Integration" means three different things in one meeting

You will hear the word in every pitch. Few platforms were built API first. The rest were bolted on afterward and handed you a bag of adapters. Both technically connect, until the first data handoff stalls a six month implementation.

WHAT THE CHECKLIST GIVES YOU

Walk in with the questions vendors hope you will not ask
checklist-mockup-a-1
  • A test every pitch has to pass
    Seven precise questions turn a vague "we need better technology" into specific, measurable criteria. State the problem that exactly and most vendor pitches fail it on the spot.
  • Alignment before the RFP opens
    The checklist is built to share. Use it to get procurement, finance, HR, and mobility agreed on the same three pain points, so you are ready to evaluate rather than negotiating internally mid process.
  • Clarity on technology versus services
    Learn why bundling technology and services into one decision quietly produces mediocrity in one of the two, and how to evaluate each on its own so you find out in week one rather than month six.

ONE PAGE. SEVEN QUESTIONS.

Your program runs on infrastructure or on patience

Only one of those scales. Download the checklist and bring the right questions to your next vendor conversation.

What our clients are saying

“Relocity has been a valued, trusted partner for years. Their outstanding service combines advanced technology with a keen focus on the employee journey. Whether it's through detailed area tours or customized support, Relocity’s commitment to excellence makes them an essential partner in achieving seamless and personalized relocations.”

— Sarah Beck, Global Mobility Director, Workday

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