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Trace Margin

Section 03 of 11 / Understand the work

Comparisons

Compare operating models, total cost and evidence of completion.

17 pages30 sources citedLast updated
23 October 2026
Colleagues examine documents together at a desk.

Compare the operating model first.

Operating model 01

Vertical application or native operational-system agent

Documented scope
ServiceTitan documents job booking, confirmation, rescheduling and configurable escalation. Arini describes Open Dental scheduling integration. (help.servicetitan.com)
Best fit
A sensible starting route when your workflow closely matches the supported sector and system
What to verify
Exact account eligibility, location rules, permissions and supported transaction types
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A native product should not receive an automatic quality advantage. Equally, a standalone specialist should not receive an automatic innovation advantage. Require both to demonstrate the same business-system changes and exception handling.

Inside this section

16 research pages · reference pages below

The supplier scorecard

Same workflow. Same evidence.

Compare three suppliers against the research’s proposed rubric. Record your evidence anchors before assigning ratings. Saved in this browser.

Criterion / weight
Pass / fail gates · no score compensates for a failure
Legal basis
Authorised system actions
Correct confirmation
Required fallback

Verified task completion and record correctness

Safety, privacy and permission controls

Human handoff and recovery

Fully loaded economics

Monitoring, support and change control

Portability and exit

Weights total 100%. Weighted score = sum of (rating ÷ 5 × criterion weight).

Supplier 1

—/ 100

0/6 rated · 0/6 evidence references

Gates not demonstrated

Record evidence for each gate before approval.

Supplier 2

—/ 100

0/6 rated · 0/6 evidence references

Gates not demonstrated

Record evidence for each gate before approval.

Supplier 3

—/ 100

0/6 rated · 0/6 evidence references

Gates not demonstrated

Record evidence for each gate before approval.

The following weights are proposed, not empirically validated. An unresolved legal basis, an unauthorised system action, a critical false confirmation or an unusable required fallback should block approval rather than be averaged away. Zero critical failures observed in a small test is a gate result, not proof of zero production risk.

No numerical approval bands are specified in this research. Scores support comparison; they do not establish readiness or approve a supplier.

Read the full rubric →