When it comes to selecting whistleblower software and case management software to support your ethics and compliance program, the stakes are high. Missed requirements — like multilingual intake, audit logging, or data privacy safeguards — often surface after go-live, when fixes are costly and risky.
Need help deciding what to look for in a whistleblowing hotline or case management solution? Wondering whether your current provider still fits, or how to align Legal, IT, and Procurement around a new tool? You’re in the right place.
We created this structured Whistleblower Software RFP Checklist to help ethics and compliance teams confidently evaluate platforms that support the important work they do. Delivered in an editable Excel format, use it to compare vendors, score capabilities, and align across stakeholders.
Use the Whistleblower Software RFP Checklist to:
- Capture must-have requirements and advanced features
- Align multiple stakeholder groups around shared evaluation criteria
- Check for essential features, compliance safeguards, and usability factors
- Apply KPI-based scoring criteria to assess fit with your business goals
- Ask the right questions during vendor demos and RFP responses.
- Compare vendors side-by-side
Fill out the form today to get a ready-to-use framework to run a structured, defensible vendor evaluation.
Why ethics and compliance teams need a vendor evaluation checklist
Evaluations often begin with an old RFP or vendor sales decks. It feels efficient, until key requirements are missed. The issue isn’t the document itself, but running a process that’s structured, aligned, and defensible.
Choosing the wrong whistleblower case management platform can create compliance gaps and trust issues. Evaluating whistleblowing software requires cross-team input and documented requirements. Without a structured checklist to help shape your RFP and then evaluate vendor responses, you could miss critical organizational needs in your solution, causing bigger headaches down the road.
With this resource, you’ll quickly:
- Define clear technical, functional, and legal requirements specific to your ethics program
- Ask the right questions about data handling, security, and GDPR
- Compare and benchmark vendors like NAVEX, CaseIQ, FaceUp, and more
Most RFP templates are just boilerplate letters. What ethics and compliance teams actually need is a structured way to compare whistleblower and case management software vendors.
Key evaluation areas covered in the RFP checklist
Built from Resolver-led RFPs across global ethics & compliance teams, this Excel checklist covers 50+ evaluation criteria across six key areas:
- Hotline & Intake: Anonymous reporting, multilingual portals, secure communication
- Case Management & Workflow: Configurable workflows, escalation, SLAs, reassignment logs
- Analytics & Reporting: Dashboards, BI integrations, board-ready exports
- Data Privacy & Security: GDPR/SOX alignment, encryption, selective access controls
- Technical Infrastructure: APIs, uptime, cloud hosting, disaster recovery
- Implementation & Support: Onboarding, training, roadmap visibility, multilingual support
Use it on its own or plug it into your formal RFP process. It works as both a requirements checklist and a scoring framework.
The difference between “good enough” and the right whistleblower solution
Too many vendor reviews start with assumptions and end in surprises, like missing intake logic, workflows that don’t adapt easily, or systems that don’t talk to each other. These don’t show up in slide decks or demos, but they do show up in production. With this checklist, you can ask smarter questions early, before it’s too expensive to fix.
Resolver’s Whistleblowing & Case Management Software is built for the complex realities of modern ethics and compliance teams and the organizations they protect. From custom intake to case tracking to board-ready reporting, we help you cover what matters, securely and accessibly. This resource is here to guide your evaluation. When you’re ready to compare solutions, we hope Resolver is among those you review.
Ready to build a best-in-class RFP?
Avoid missed requirements and costly rollout surprises. Download the checklist now to evaluate whistleblower and case management solutions with confidence.