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Validation software vendor evaluation checklist

Use the same questions across every supplier. Compare intended use, lifecycle coverage, electronic-record controls, security, implementation and evidence—not marketing claims alone.

Get the procurement-ready checklist

  • 40 evaluation questions across six decision areas
  • Useful for QA, validation, IT, security and procurement
  • Printable after submission for an evaluation workshop

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Six areas to evaluate consistently

Record the vendor response, evidence reference, risk, owner and acceptance decision for every question.

1. Intended use and lifecycle coverage

  1. Can the vendor map the proposed configuration to the approved intended use?
  2. Which validation types and record classes are native, configured or out of scope?
  3. Can requirements link to risk, tests, results, deviations and final release?
  4. How are template versions, project copies and approved records controlled?
  5. Can the team export complete, readable records with metadata and relationships?
  6. What happens to records after contract termination?

2. Electronic records, signatures and audit trails

  1. How are identity, authentication, signature meaning and record linkage implemented?
  2. Which events are captured in the audit trail, and can entries be changed or deleted?
  3. How are audit trails reviewed, filtered, exported and retained?
  4. Does the system enforce sequencing, segregation of duties and approval authority?
  5. How are timestamps and time zones controlled?
  6. Which controls depend on customer configuration or procedure?

3. Supplier quality and validation evidence

  1. What quality system governs development, testing, release and change control?
  2. Which lifecycle documents and test evidence are available for customer review?
  3. How does the supplier classify, communicate and resolve defects?
  4. How are product changes assessed and communicated before release?
  5. What evidence supports the proposed GAMP category and risk-based approach?
  6. Can customers audit the supplier or obtain independent assurance reports?

4. Security, privacy and resilience

  1. Where is data hosted, processed and backed up?
  2. How are role-based access, privileged access and periodic access review supported?
  3. What encryption, vulnerability management and penetration-testing controls apply?
  4. What are the incident-notification and breach-response commitments?
  5. How are backup restoration, disaster recovery and business continuity tested?
  6. Which subprocessors handle customer data?

5. Implementation and operating model

  1. Which configuration, integration, migration and training activities are included?
  2. Who owns customer procedures, testing, deviations and release approval?
  3. What prerequisites determine implementation timing?
  4. How are administrator competence and ongoing support maintained?
  5. How are sandbox, test and production environments separated?
  6. What service levels and escalation routes are contractually available?

6. Commercial and exit criteria

  1. What is included in licence, onboarding, storage, AI usage, support and upgrades?
  2. Which implementation, validation or integration services cost extra?
  3. How do user, site and usage limits affect future cost?
  4. What price-change, renewal and termination terms apply?
  5. What export assistance and format are provided at exit?
  6. What is the total validated cost over three years?
Evaluation rule: Do not accept a simple yes/no for a critical control. Ask the vendor to demonstrate the requirement, identify the configuration dependency and provide the supporting evidence reference.

Apply the checklist to PHARPRO DVS

Request a use-case demonstration and supplier-evidence discussion for your shortlisted team.

Request a DVS evaluation