Review evidence that matches the work you are considering: a relevant delivered engagement, the proposed operating design, clear responsibilities, transition requirements and measurable success criteria. Involve finance, operations, IT/security and procurement where their decisions affect the scope.
Ask for the applicable security and assurance documentation, the measures and sample reporting you would use, and the assumptions behind the commercial proposal. Discuss references or further evidence where available and appropriate. Client results should be evaluated in context, not treated as guarantees for a different operation.
Start with client case studies relevant to your operation. Look for comparable workflows, systems, exception handling, delivery responsibilities and documented results. Examples include:
- Utility and energy data operations
- Logistics waybill and shipment-document processing
- Legal document processing and data annotation
- Accounts payable operations
Compare those resources with relevant client results, data protection and commercial scope.