Your vendor evaluation checklist: SaaS backup and recovery
Evaluation checklist to simplify your vendor selection
Choosing the right SaaS backup and recovery vendor shouldn’t be a guessing game. When downtime, data loss, or ransomware strike, you need partners that can deliver fast, reliable recovery — not vague promises. That’s why we built this vendor evaluation checklist.
It’s designed to help you evaluate vendors consistently and objectively. The questions map to the managed stage of our disaster recovery maturity framework — where DR is integrated with security, compliance, communications, and leadership decision-making. Organizations at this level don’t just react to incidents — they anticipate them.
By using this checklist, you’ll get deeper insight into which vendors can truly support your SaaS resilience strategy and help you move toward proactive, business-aligned recovery.
What questions and topics are part of the checklist?
Below are the core sections included in the vendor evaluation checklist. Each one walks you through the right questions to ask — and why it matters for achieving mature SaaS resilience:
- Backup coverage and data protection
- Backup and restore features
- Storage and retention
- Security and compliance
- Monitoring, reporting, and observability
- Vendor capabilities and reputation
Use these sections to guide vendor conversations and ensure every evaluation is consistent, measurable, and aligned with your organization’s expectations for resilience.
Request for information (RFI) template
To make this process easier and to simplify your vendor evaluation, we’ve created a downloadable template you can use to score vendors on these different questions. Get the RFI template now to simplify your vendor evaluation.