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How to choose a PIM: a vendor-neutral selection guide and RFP checklist

By SitationLast updated

How to choose a PIM: a vendor-neutral selection guide and RFP checklist

To choose a PIM (product information management) platform, start with the business problem, not the vendor list. Map the product data you manage, the systems it comes from and the channels it feeds; turn that into prioritized requirements; shortlist three or four platforms that fit your data model and channels; send a focused RFP; and score scripted demos run on your own products. Compare total cost of ownership over several years, not the first-year license, and choose the implementation partner with the same care as the software.

For the difference between PIM, DAM and CMS, see PIM vs DAM vs CMS: differences and how to choose.

Our partnerships, stated up front. Sitation is a Salsify Platinum Solution Partner, an Akeneo Gold Partner, a Stibo Systems Gold Partner and a Syndigo Silver Partner. We implement several PIM platforms, so this guide describes how to evaluate any of them and does not rank vendors.

The selection process at a glance

  1. Define the problem and the outcomes you need.
  2. Map your product data, source systems and channels.
  3. Turn those needs into prioritized requirements.
  4. Build a shortlist of three or four platforms.
  5. Send a focused RFP.
  6. Run scripted demos on your own data.
  7. Compare total cost of ownership.
  8. Check the implementation partner and plan the first release.
Funnel diagram of PIM selection. A wider market list is screened against a short list of must-have requirements, narrowed to a shortlist of three or four platforms that receive the same focused RFP, tested with scripted demos on your own data scored separately by business users and IT, compared on total cost over three to five years with the same assumptions, and ends with choosing the platform and partner and scoping a first release of one product line and one or two channels.
Each step narrows the field, so the effort goes into three or four serious finalists.

Step 1: Define the problem and the outcomes

A PIM is the system of record for product information: attributes, specifications, descriptions, categories, relationships and the versions each channel needs. Before looking at vendors, write down what is going wrong today and what should be different a year after go-live. Typical problems are slow product launches, spreadsheets passed between teams, retailer rejections, inconsistent content across channels and no clear owner for product data.

Describe outcomes in terms the business recognizes, such as time to publish a new product, the share of products that meet each retailer’s requirements, or the effort to onboard a supplier catalog. These become the measures you use to score vendors and, later, to judge the implementation.

Also check that a PIM is the right category. If the main problem is images and video, you may need a DAM first. If you need one governed record for products, suppliers, customers and locations across the enterprise, you are looking at master data management (MDM), and some platforms cover both.

Step 2: Map your product data, systems and channels

Most selection problems come from surprises that were visible early. Build a simple inventory before the RFP:

  • Products: how many SKUs, how many categories, how products vary (sizes, colors, kits, bundles, fitment) and how often they change.
  • Sources: where data starts today, such as ERP, PLM, supplier spreadsheets, a legacy PIM or a DAM.
  • Channels: your own eCommerce site, retailers, marketplaces, distributors, print and GDSN data pools, with the format each one expects.
  • People: who creates, enriches, approves and publishes product data, and in which languages and markets.
  • Standards: any industry schema you must support, such as GS1 attributes, ETIM for technical products or ACES and PIES for automotive parts.

A short diagram of how data flows between these systems is worth more than a long requirements list. It shows vendors where the integrations are, and it shows your team where the real complexity sits.

Diagram of a product data inventory. Data starts in ERP, PLM, supplier spreadsheets, a legacy PIM and a DAM, flows into the PIM, which holds attributes and specifications, descriptions and categories, relationships and the version each channel needs, and goes out to your eCommerce site, retailers, marketplaces, distributors, print and GDSN data pools. Below: the people who create, enrich, approve and publish the data, and the industry standards you must support, such as GS1, ETIM, or ACES and PIES.
A simple map of where product data starts, what the PIM holds and where it goes shows vendors where the integrations are.

Step 3: Turn needs into prioritized requirements

Group requirements by capability and rank each as must-have, should-have or nice-to-have. Keep the must-have list short. If everything is essential, every vendor will say yes and the RFP will not separate them.

  • Data model: product families, variants, relationships, units of measure, localization and inheritance.
  • Data quality: validation rules, completeness by channel and approval workflows.
  • Enrichment: bulk editing, collaboration, supplier onboarding and AI-assisted content with human review.
  • Assets: built-in asset handling or integration with your DAM.
  • Channels: retailer and marketplace syndication, feeds, GDSN and APIs for your own site.
  • Integration: APIs, connectors, event handling and how ERP, commerce and DAM data will move.
  • Governance and security: roles and permissions, audit history, single sign-on and certifications your IT team requires.
  • Operations: who administers the platform after launch, and how upgrades and new channels are handled.

The PIM readiness checklist is a useful companion to this step, because requirements are only useful if your data and team are ready to meet them.

Step 4: Build a shortlist

PIM platforms differ more in emphasis than in feature lists. A practical way to shortlist is to decide which of these describes your main need:

  • Commerce and channel content. You sell through many retailers and marketplaces and need content that meets each one’s requirements. Platforms such as Salsify and Syndigo are often shortlisted for this, because channel syndication is central to them.
  • A flexible product data hub. You need a structured catalog that your team can shape and extend, with integration into your own commerce stack. Akeneo is often evaluated here, alongside other PIM platforms.
  • Enterprise master data. Product data is one domain among several, with complex hierarchies, many source systems and strict governance. Multidomain MDM platforms such as Stibo Systems are usually considered.

These groups overlap, and most platforms cover more than one. The market also includes platforms Sitation does not partner with, such as Inriver, Plytix and Informatica; include any platform that fits your requirements. Three or four finalists is enough to compare properly; more than that turns demos into a marathon and dilutes the scoring.

Step 5: Write a focused RFP

A good PIM RFP is short enough that vendors answer it carefully. Include:

  • A brief company and program overview, with the outcomes from step 1.
  • Your data and systems inventory from step 2, including volumes and channels.
  • The prioritized requirements, with space for vendors to say how each is met: standard, configured, extended or not supported.
  • Two or three demo scenarios based on real products and workflows.
  • Integration and security questions from your IT team.
  • A pricing template that asks for license, implementation, connectors, support and expected growth, so answers can be compared line by line.
  • Your timeline and how you will decide.

Ask every vendor the same questions in the same format. Free-form answers look impressive and are almost impossible to compare. If you want help structuring this, our PIM RFP and platform selection team runs the process with you.

Step 6: Run scripted demos on your own data

Generic demos show every platform at its best. Scripted demos show how each one handles your products. Send finalists a sample of real data, including a difficult product family, and ask them to show the same scenarios, such as:

  • Creating a new product from ERP data and enriching it to be ready for one retailer.
  • Handling a variant-heavy product or a kit.
  • Rejecting incomplete content before it is published.
  • Updating a price or attribute and following it through to a channel.
  • Onboarding a supplier’s spreadsheet.

Score each scenario against the requirements from step 3, with business users and IT scoring separately. Ask for a sandbox where your team can repeat a scenario without the vendor present.

Scorecard template for scripted PIM demos. Five scenarios: creating a new product from ERP data and enriching it for one retailer, a variant-heavy product or a kit, rejecting incomplete content before it is published, following a price or attribute change to a channel, and onboarding a supplier's spreadsheet. Each finalist gets separate business-user and IT scores for every scenario, scored against the step 3 requirements, then a scenario is repeated in a sandbox without the vendor present.
One scorecard for every finalist: the same scenarios, with business users and IT scoring separately.

Step 7: Compare total cost of ownership

The license is only part of the cost. Compare each finalist over three to five years, including:

  • Subscription or license, and how it scales with SKUs, users, channels or usage.
  • Implementation, including data migration and integrations.
  • Connectors and syndication to each channel.
  • Internal and external administration after launch.
  • Training and change management.
  • The cost of growth: new markets, languages, channels and business units.

Ask vendors how pricing changes as you grow, and check that answers use the same assumptions. A platform that is cheaper in year one can cost more by year three if connectors, channels or usage are priced separately.

Step 8: Check the implementation partner and plan the first release

The same platform can succeed or struggle depending on how it is implemented. Ask partners who will do the work, how many projects they have delivered on the platform, how they handle data migration and what happens after launch. Our guide to choosing a PIM implementation partner covers the questions in more detail.

Plan a first release that proves value quickly, such as one product line and one or two channels, and add scope in later releases. Carry the requirements and scoring from selection into the implementation plan, so decisions made during selection are not lost in a handoff.

Common selection mistakes

  • Starting with vendor demos. Without requirements, the best presenter wins.
  • Underestimating integrations. ERP, DAM and commerce connections are often the largest part of the work.
  • Ignoring data readiness. Moving poor data into a new platform moves the problem too; plan data migration and clean-up early.
  • Leaving out the people who will use it. Content, category and eCommerce teams need a say in scoring.
  • Comparing first-year prices. Compare the cost of the program over several years.
  • No plan for day two. Decide who runs the platform after launch, in-house or with managed services.

PIM selection checklist

  • Problem and outcomes written down and agreed by business and IT.
  • Product, source-system and channel inventory complete, with volumes.
  • Requirements grouped and ranked, with a short must-have list.
  • Shortlist of three or four platforms that fit your main need.
  • RFP with a standard answer format and pricing template.
  • Scripted demo scenarios using your own data.
  • Scoring by business users and IT, kept separate.
  • Total cost of ownership compared over three to five years.
  • Implementation partner assessed, with references on the chosen platform.
  • First release scoped, with owners for the platform after launch.

How Sitation helps

Sitation helps retailers, distributors, brands and manufacturers put their product data to work, with PIM, MDM and DAM implementation, managed services, AI and Plezio software. More than 400 of them have chosen Sitation as their partner. Our PIM RFP and platform selection work covers requirements workshops, the shortlist and RFP, scripted demos and a total-cost comparison, and it carries straight into PIM implementation when you are ready.

Frequently asked questions

What is a PIM RFP?

A PIM RFP (request for proposal) is a document that describes your product data needs and asks PIM vendors to explain, in a standard format, how their platform meets them and what it will cost. A good one includes your data and channel inventory, prioritized requirements, demo scenarios based on your products and a pricing template.

How many PIM vendors should we evaluate?

Three or four finalists is usually enough. Screen a wider list against your must-have requirements first, then invest the time in scripted demos and reference checks with the finalists.

Should we choose the PIM platform or the implementation partner first?

Many teams choose the platform first and then a partner who knows it well. A partner who works with several platforms can also help with selection, as long as the process is based on your requirements and the partner discloses its vendor relationships.

What is the difference between choosing a PIM and choosing an MDM platform?

A PIM focuses on product information for marketing and sales channels. MDM governs master data across several domains, such as products, customers, suppliers and locations, usually for the whole enterprise. If you need governed data beyond products, include MDM requirements and platforms in the evaluation.

How do we compare PIM costs fairly?

Ask every vendor to complete the same pricing template, covering license, implementation, connectors, support and the cost of growth, then compare the total over three to five years using the same assumptions for SKUs, users and channels.

Ready to write the RFP? Download the free PIM RFP template, a vendor-neutral starting point with requirement tables and demo scripts.

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