Vendor Selection
Contract Renewal Criteria and Exit Planning for Document Automation Vendors
Measure field-level accuracy and audit contracts before renewing document automation vendors.
Declan Murtagh
· 8 min read
Measure field-level accuracy and audit contracts before renewing document automation vendors.
Demand per-field accuracy commitments before vendors lock you into uptime-only contracts.
Benchmark scores hide real failures on the documents your operation actually processes.
Automation removes tasks, not expertise—map skills to new roles before you cut headcount.
APIs that extract mortgage documents at scale must handle fifteen document types, not one.
Normalizing dates and currency requires explicit rules, not guesses, to prevent silent corruption.
Zero data retention should be the default, not a premium feature customers have to pay extra for.
Size your pipeline for peak day, not average month, or lose capacity every season.