CHECKLIST

Insight Community Platform Checklist

Not all community vendors are equal. Use this checklist to evaluate any partner against the technical and service capabilities that actually matter.

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Examining the challenges facing corporate researchers today

Every vendor sounds the same on a sales call — until you dig in

icon Vendor sameness

Most community platforms pitch the same benefits, making it hard to spot real differences.

icon RFP overwhelm

Building criteria from scratch means you risk missing capabilities you didn't know to ask about.

icon Hidden gaps

Service and support quality rarely shows up until after the contract is signed.

icon Scaling risk

A platform that works for a pilot program can fall apart once your research needs grow.

Know exactly what to ask before you sign - not after

1

Platform & Community Fit

Evaluate panel management, recruitment, onboarding and engagement methods against how your researchers actually work.

2

Insight Activation

Check how each vendor handles analysis, reporting and turning member feedback into results your business can act on.

3

Security & Support Model

Confirm privacy, compliance and service standards line up with your risk tolerance and internal team's bandwidth.

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