Sample Deliverables · What we ship
The four artifacts a Cardinal Method engagement produces.
One deliverable at each stage. Each one is published openly as a sample — HTML preview and downloadable PDF — so you know exactly what you're getting before you start. The examples below are from a single anonymized medical-device-manufacturer engagement.
Sourcing Brief
Defines the outcome, not the product. Inventories current state. Sets success criteria. Names stakeholders and approves a budget envelope. The document that reframes "we need CCaaS" into "we need a HIPAA + 21 CFR Part 11 compliant contact center for 78 sites that integrates with MasterControl."
~6 pages · View sample · HTML + PDF View the sample →Benchmark Report
Current-state spend mapped against the peer median for your industry and scale. Above-market line items called out. Three identified savings opportunities ranked by dollar value. Recommended next step: renew, renegotiate, or RFP.
~10 pages · View sample · HTML + PDF View the sample →Vendor Scorecard
Qualified vendors scored against the buyer-context-weighted rubric. Top 3 with reasoning. Disqualified vendors and why. The scoring math published openly so the recommendation is defensible to a board, a procurement team, and an FDA auditor.
~18 pages · View sample · HTML + PDF View the sample →Decision Memo
3-page board-ready recommendation. Commercial terms negotiated. Implementation plan with phased rollout. Risk register with mitigations.
~3 pages · View sample · HTML + PDF View the sample →A note on these samples
All four examples come from a single anonymized engagement — a 78-site medical device manufacturer (Acme Manufacturing is a pseudonym) replacing its legacy CCaaS during 2026. Reading them in sequence shows how each stage informs the next: the Sourcing Brief defines what's being solved, the Benchmark Report exposes the savings opportunity, the Vendor Scorecard applies the buyer-context-weighted rubric, and the Decision Memo closes the engagement.
Ready to start.
Three ways to engage. Pick the one that fits where you are.
Tier 1 · Self-serve
Contract Benchmark Diagnostic
Upload your current contract. Get a one-page benchmark PDF in 10 minutes.
10 min upload · 5 biz days
Run the diagnostic →Tier 2 · Named offer
Vendor Shortlist Assessment
45-minute call. Written 3-vendor shortlist scored to your industry context.
45 min · Free
Schedule assessment →Tier 3 · Engagement
Sourcing Engagement
All four stages, end to end. Produces all four deliverables on this page.
30–90 days
Start engagement →