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Tech Stack Advising

Contact center vendor selection and CCaaS RFP consulting

Like a home inspector, but for contact center software

Know what you're buying before you sign

Tech Stack Advising is a CCaaS RFP consultant that runs contact center vendor selection from requirements through signed contract, so you can choose the right contact center platform, whether you're weighing Genesys vs NICE vs Five9 or picking an AI vendor. We've guided over $100 million in CCaaS and AI technology transactions and have insiders at every major vendor. We do the legwork, make vendors demo your real use cases, expose each product's limitations before you buy, and use our combined buying power to negotiate the best price and the right products, typically in half the time of a self-run evaluation. And we don't make a recommendation and walk away: we bid on the implementation and ongoing support, so we own the success of what we recommend.

  • Did the demo look perfect, then implementation revealed the piece you didn't buy?
  • Facing a six-month evaluation your team doesn't have time to run?
Consultant and operations director comparing two contact center vendor proposals side by side

Vendor Evaluation and Selection

Consultant inspecting the fine print of a software contract with a magnifying glass

Why companies trust us to run their vendor selection

  • Over $100 million in contact center technology transactions guided.
  • Insiders at every major vendor, so we know the real limitations behind the demo.
  • Half the time. We streamline the process and do the legwork so your team doesn't have to.
  • More leverage. Our combined buying power gets better pricing and the right products in the contract.
  • We own the outcome. We bid on the implementation and ongoing support, so we're accountable for every recommendation we make. An advisor who doesn't own the implementation is just a salesperson. We're your partner at vendor selection, implementation, and beyond.

Vendor Evaluation and Selection services we provide

Every platform has strengths and trade-offs. We know these products deeply, so we walk you through both and nothing surprises you after you buy.
  • Requirements and use case definition

    We document how your contact center actually works so every vendor is measured against your needs, not their pitch.

  • Custom, use-case-driven demos

    We hold vendors to scripted demos built on your real scenarios, not the generic tour every prospect sees.

  • The limitations report

    Our insiders and implementation experience tell you what each platform is bad at, so you aren't surprised after go-live.

  • Bill of materials verification

    We check that every feature you were demoed is in the quote, ending the accidental bait and switch of "you didn't buy that piece."

  • Contract and pricing negotiation

    Our buying power across clients gives us leverage most companies don't have alone, for better pricing and terms.

  • Streamlined, end-to-end process

    We run the timeline, vendor communication, and scoring so a six-month evaluation takes about half the time.

Projects are typically staffed within 24 hours.

How our Vendor Evaluation and Selection consulting process works

  1. Discovery

    We review your current configuration, call flows, integrations, licensing, and reporting, and talk to the people who use the platform every day.

  2. Your action plan

    You get a prioritized plan that shows what to fix, what to build, and the expected impact on cost, containment, and customer experience.

  3. Measurable results

    Our certified engineers carry out the plan, measure results against your baseline, and keep optimizing as your contact center grows.

Our team of certified contact center experts

The person who scopes your project does the work.

  • Technical Account Managers

    A dedicated point of contact who knows your environment and makes sure every project lands.

  • Certified CCaaS Engineers

    US-based engineers certified on Five9, NiCE, Genesys, and Zoom who build, fix, and optimize your platform.

  • AI & Integration Specialists

    Experts in IVAs, agent assist, and CRM integrations who connect your AI tools to the data they need.

  • Contact Center Advisors

    Vendor-neutral advisors who turn business goals into platform, vendor, and contract decisions.

What our clients say

  • "Our Credit Union is always looking for ways to improve the member experience. Tech Stack gets it – they take time to understand our business requirements and their intimate understanding of the market allows us to source technology faster and more effectively than ever before."
    Headshot of Brad Shafton

    Brad Shafton

    SVP of IT and Digital, Magnifi Financial

  • "Tech Stack Advising has become a trusted go to resource for managing costs across our tech stack. Their expertise with small to large technology service providers is unparalleled. I would highly recommend their invaluable services."
    Headshot of Farshid Tafazzol

    Farshid Tafazzol

    Co-Founder and Chief Revenue Officer, Material Bank

Talk to a Vendor Selection Expert

Going to market for new contact center technology?

Speak directly with a certified engineer who can solve your most pressing contact center challenges.

What to expect

  • We'll uncover the gaps between what you pay for and what you actually use
  • We'll show you how to fix the routing, IVR, and integration issues slowing you down
  • No obligation, no sales pitch, just honest advice

Who this is for

  • Companies replacing a legacy or underperforming CCaaS platform
  • Teams evaluating contact center AI, IVA, agent assist, or QA vendors
  • Leaders who want better pricing and no surprises at implementation

Talk to a certified engineer

Tell us about your contact center. We'll reach out ASAP.

Vendor Evaluation and Selection FAQs

What does a contact center vendor selection consultant do?

We run the evaluation for you: define requirements, shortlist vendors, script custom demos, uncover each product's limitations, verify the quote matches what was demoed, and negotiate the contract.

Genesys vs NICE vs Five9: which contact center platform is best?

There is no single best platform. Five9 is strongest for outbound-heavy and Salesforce-centric teams, Genesys Cloud for large, complex omnichannel operations, and NiCE CXone for enterprises focused on workforce management and quality. The right choice depends on your size, channels, CRM, and AI plans, which is exactly what our evaluation measures.

Do you run contact center RFPs?

Yes. We write the requirements, build the RFP around your real use cases, manage vendor responses and scripted demos, score each vendor, and negotiate the final contract.

How much time does working with Tech Stack Advising save?

A typical self-run CCaaS evaluation takes around six months. Because we streamline the process and do the legwork, our clients typically finish in about half that time.

How do you prevent surprises during implementation?

The most common problem is buying from a demo, then learning during implementation that a demoed feature wasn't purchased. We verify the bill of materials against your use cases before you sign, so the accidental bait and switch doesn't happen.

Can you really get a better price than we could on our own?

Yes. Our clients and our firm together represent significant buying power with contact center vendors, which gives us leverage on pricing, terms, and included products that a single buyer rarely has.

Do you stay involved after the vendor is selected?

Yes. We don't make a recommendation and say goodbye. We bid on the implementation and ongoing support, so we own the success of what we recommend. An advisor who doesn't own the implementation is just a salesperson. We're your partner at vendor selection, implementation, and beyond.