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Article


HEADLESS CMS RFP TEMPLATE: THE ULTIMATE GUIDE FOR SELECTING THE RIGHT CONTENT
PLATFORM

Amanda Jones

Published 27 November 2023, updated 08 December 2023

Amanda Jones loves to write about the latest digital marketing and content
management trends.

Selecting a headless CMS isn’t a straightforward process, particularly with so
many stakeholders and when so many options are available. There is no one
platform that is the best overall; instead you must find the solution and vendor
that is the best choice for your unique business requirements. 

A request for proposal (RFP) can help you evaluate the options at your disposal
and quickly determine if the platform you are considering can adequately meet
your needs today and continue to help your organization meet its long-term
goals. 

In this post, we’ll point out why an RFP matters, how to start building one
today and provide a customizable RFP template highlighting the most important
elements you should look for when evaluating an enterprise-grade headless CMS.
Consider this a starting point that can be extended with your unique
requirements.

Download our free 130+ question RFP template now: Headless CMS RFP Template
(Google Sheet)


WHY AN RFP MATTERS

An RFP refers to the process and the documentation used when soliciting
proposals for a content management system required by an enterprise
organization. It outlines the criteria that must be met by those companies that
feel they will meet the requirements. It also includes an explanation of how
vendors will be evaluated, commercial terms and conditions, and what vendors
should have in their responses. 

When submitting a request for proposal to any CMS vendor, you must clearly
articulate your requirements regarding features, hosting, integrations,
performance, security, and other business-critical needs. This helps narrow the
list of vendors so that only those with a clear solution to meet those
requirements respond. It can also help you to anticipate your total cost of
ownership over the lifecycle of your CMS. 

An RFP also helps you ensure that you are entering into the right long-term
relationship with a vendor with a sound foundation and a proven track record,
and one that won’t disappear when your business needs it the most. 


WHAT TO CONSIDER BEFORE BUILDING AN RFP

Our customizable template will provide you with several questions that can help
you evaluate the capabilities of your next headless CMS vendors. However, there
are some additional details you should consider that will be relevant to your
business’s unique requirements. 

 * Goals: What are your business goals and objectives for the medium term? What
   pain points are you trying to alleviate? Knowing what matters to your
   business will help determine the proper functionality for your CMS. 
 * Non-Negotiables: Once you know your goals, you can outline your
   non-negotiable, must-have functionality. This will help you quickly eliminate
   vendors who don’t meet your criteria and narrow the list to those who can. 
 * Timeline: Evaluating a headless CMS is a critical step, but you also need to
   factor in the time for implementation of the new CMS, migration from the old
   CMS, and how that impacts the other targets you want to hit. 
 * Budget: Another critical factor when evaluating CMSs is knowing the budget
   you will have to work with, as the total cost of ownership can play a major
   role in whether or not a CMS can be added to your shortlist.

Our template also allows you to rank each of the vendor responses according to
these and other organizational needs and constraints.


BUILDING YOUR SHORTLIST

Given the intensive nature of a request for proposal, it’s recommended that you
build a shortlist beforehand. Using the RFP template and other publicly
available resources from each vendor, your internal stakeholders can assess the
headless CMS market to see who meets the criteria and who needs to be
immediately ruled out. 

Before sending out RFPs to vendors, you should have a list of at most ten
vendors, ideally closer to five or six. While it might be tempting to select
only those vendors that leading research analysts list, the likelihood is just
as high that you will uncover others that fit your criteria and better align
with your budget, timeline, and support requirements. 


CATEGORIES TO CONSIDER IN YOUR RFP

Information about the CMS product's differentiation, the company behind it, and
both the content authoring and developer experience are just a few of the
categories that should be considered when constructing your headless CMS RFP. 


PRODUCT INFORMATION

Questions about the CMS product help determine if the team's vision aligns with
your business and its goals. You can also determine if they cater to your
particular industry. Asking for product roadmap and feature updates and a
marketplace of integrations, if available, can tell you if the company already
carries appropriate plugins or plans to develop additional features that you
need sooner rather than later. 


COMPANY INFORMATION

Knowing the state of the vendor as a viable company can play a significant role
in their longevity and ability to support your business as a customer. The
number of employees, locations, and funding raised will also impact their
available resources for product development, customer support, and other
activities. 


SYSTEM ARCHITECTURE

Enterprises today need a modern CMS to successfully meet customer demands and
adapt to changes in the market. Whether it is open source or proprietary could
be important for your organization. Headless architecture, following MACH
principles, a high level of composability, and the ability to seamlessly
integrate with third-party services are some of the capabilities that should be
considered.


INFORMATION ARCHITECTURE

Support for a robust information architecture is essential for any headless CMS.
It ensures that teams can create the right content types and models to properly
organize and manage content within the CMS before publishing on different
channels.


CONTENT AND EXPERIENCE MANAGEMENT

A modern headless CMS does more than just produce content but instead manages
the entire digital experience. You should know what capabilities are present to
enhance that experience, whether personalizing the experience, publishing across
multiple channels, localizing content, or incorporating generative AI. 

For public facing sites and apps, the presence of additional marketing features
can prove helpful for any business. You should clearly understand which features
matter the most to your organization based on the other tools in your technology
stack. Personalization features, analytics, and A/B testing will be some
marketing functionality to consider.


SEARCH ENGINE OPTIMIZATION

Headless CMSs can provide SEO benefits, including increased website loading
speeds and performance. However, it’s necessary for the system you choose to
also seamlessly integrate metadata, structured data, friendly URLs and other
critical SEO elements. This ensures that content is user-friendly and easily
discoverable by search engines, ultimately improving visibility and ranking in
search results.


CONTENT AUTHORING EXPERIENCE

The content authoring experience is arguably the most critical consideration for
a headless CMS. Knowing whether or not the vendor offers an intuitive interface
and user-friendly experience will be essential to the happiness and productivity
of the marketing team and other content teams. Also, other important factors are
live previews, visual editing, and the ability to customize the interface to
suit different requirements.


DEVELOPER EXPERIENCE

At the minimum, developers will expect a headless CMS to support all types of
front-end development frameworks (i.e., framework-agnostic). However, their
experience will also be impacted by the comprehensiveness of the APIs and the
quality of the documentation, as well as how easy it is to troubleshoot and
solve problems with the help of a robust community.


WORKFLOW AND PUBLISHING

Enterprises generally require detailed workflow and publishing capabilities. As
such, questions about these functions will help you understand how team members
can collaborate, the types of roles that can be created, and any authentication
features to prevent the wrong people from accessing different areas of the CMS.
Access to version control features often present in Git-based CMSs can also be
relevant for many organizations. 


ACCESSIBILITY

A headless CMS with accessibility features is essential for creating inclusive
digital experiences. It enables content creators to easily implement accessible
design principles and ensure that the content is usable and navigable by
individuals with disabilities.


SECURITY

Security should also be a major consideration for an enterprise-grade headless
CMS. You will need to assess whether the vendor has earned any security
certifications, how seriously they take compliance, how they keep data safe, and
the protocols in place for a disaster. 


HOSTING 

Hosting and deployment options can be make or break for enterprises. From the
vendor's cloud provider to whether they can provide self-hosted/self-managed on
public or private cloud hosting options must be considered.


PERFORMANCE

Headless CMSs promise improved performance and scalability in several ways. It
will be important to ask whether the vendor can offer elastic scaling, limits on
number of API calls and/or call rates, regions supported, and more. 


PRICING

The pricing structure can matter a lot when selecting a headless CMS. Knowing
the factors influencing pricing, from the number of users and projects to the
API calls used, will help find a CMS that falls within budget. 


IMPLEMENTATION AND PRODUCTION SUPPORT

After purchasing a CMS, the next stage will involve setup and implementation.
Make a mistake with an implementation and even the most robust and feature-rich
CMS will struggle to perform as it should. Questions about the support available
to help with implementation or if you run into any issues will be crucial for
getting the most out of the CMS. 


WHAT TO DO AFTER THE RFP PROCESS

Once you’ve completed your shortlist, sent out RFPs, and received feedback from
vendors, the next step is finding the perfect headless CMS for your enterprise.
To do this, you must ask vendors for live demos and walkthroughs of their
platform to ensure that it looks like it will meet most or all of what you
expect from an enterprise-grade CMS. 

Demos only go so far, however. So your next step should be a proof of concept or
trial sandbox for developers and content authors to use to further validate
whether the platform is the right fit for them. Vendors should be able to
provide you a 30- to 90-day free evaluation period. Be sure to have your
evaluation criteria and use cases defined beforehand, to make the most out of
your trial.

Download our free 130+ question RFP template now and start selecting your
headless CMS today: Headless CMS RFP Template (Google Sheet)

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