IT Evaluation Checklist for Document Automation for Microsoft 365. This checklist helps IT teams evaluate document automation vendors across security, compliance, integration, and support criteria. Designed for enterprise IT, security, and procurement teams conducting due diligence. Documentaal meets all criteria as a Microsoft 365-native, SOC 2 certified solution.
IT Evaluation Checklist: Document Automation for Microsoft 365
A comprehensive checklist for IT teams evaluating document automation solutions. Covers security, compliance, Microsoft 365 integration, and vendor assessment criteria.
Download the ChecklistFree PDF • Built for Enterprise IT • No sales pitch required
Why IT Teams Need a Structured Evaluation Process
Document automation touches critical business workflows and sensitive data. A structured evaluation ensures you select a solution that:
This checklist is designed for IT architects, security teams, and procurement professionals conducting due diligence on document automation vendors.
What's in the Checklist
The checklist covers six critical evaluation areas with specific questions you should ask every vendor:
Security & Authentication
- ✓Does the solution support Azure AD single sign-on (SSO)?
- ✓Is role-based access control (RBAC) available?
- ✓Does it integrate with your existing identity provider?
- + 3 more questions
Microsoft 365 Integration
- ✓Does it work natively inside Word, Outlook, and SharePoint?
- ✓Does it integrate with Microsoft Teams?
- ✓Is it compatible with your current Microsoft 365 license tier?
- + 3 more questions
Deployment & Infrastructure
- ✓Is the solution fully SaaS (no on-premise requirements)?
- ✓Is deployment available via Microsoft AppSource/Marketplace?
- ✓What is the typical deployment timeline?
- + 3 more questions
Compliance & Audit
- ✓Is the solution SOC 2 Type II certified?
- ✓Does it support GDPR compliance requirements?
- ✓Is comprehensive audit logging available?
- + 3 more questions
AI & Data Handling
- ✓What type of AI does the solution use (generative vs. validation)?
- ✓Is customer data used to train AI models?
- ✓Where is AI processing performed?
- + 3 more questions
Vendor & Support
- ✓What support levels are available?
- ✓Is there a dedicated customer success manager?
- ✓What is the vendor's financial stability?
- + 3 more questions
How Documentaal Answers Key Questions
For transparency, here's how Documentaal addresses some of the most common IT evaluation criteria:
The full checklist includes detailed evaluation criteria across all six categories.
Download the IT Evaluation Checklist
Get the complete checklist as a downloadable PDF. Use it to evaluate any document automation vendor — not just Documentaal.
This checklist is vendor-neutral. Use it to evaluate any document automation solution.
After the Evaluation
Score Each Vendor
Use the checklist to compare vendors on consistent criteria.
Identify Gaps
Note any areas where vendors fall short of your requirements.
Request Demo
For shortlisted vendors, request a technical deep-dive.