Do your IDP due diligence

View the market like an IDP analyst. Fill in the details to grade IDP solutions utilizing a criteria and scoring influenced by market analyst reports. Bring this tool to your next IDP PoC, demo, or solution discussion to vet vendors and solutions.

How to Use the Tool

1. Define

Identify your most necessary document types and processes to improve with IDP. Offer a sample of complex and common documents for better insights.

2. Grade

Evaluate each criterion on a scale of 0-2.

3. Evaluate Base Score

Use BASE SCORE for overall performance.

Let's Start!

Vendor Name: Date:

Base Score

Weighted

Criterion	Weighted Multiplier	Details	Score 0–2	Notes / Evidence
Fit to our documents		Can it handle our most used documents?
Accuracy on key fields		Is it accurate on what we care about? Can we see the exceptions?
Unstructured Capabilities		Is it understanding our most complicated documents?
Speed & capacity		Can it handle large volumes at speed?
Machine Learning		Does the solution exhibit continuous learning based on past corrections?
Human-in-the-loop		Can a human easily review mistakes and make changes to the model training?
Cost clarity		Is it outcome-based? Token-based? Usage-based? Are we okay with that?
Deployment		Can we choose where it runs based on our security and compliance needs?
Auditability		Can we control how the model is trained, monitor changes, and see how our data is used?
External users		Can external users submit documents and are they notified when inputs are missing?
Integration		Does it support the neccessary output formats to integrate results in our apps and databases?
Vendor focus		Does the vendor have a clear vision for the future with a product roadmap?