Arjun Sathya
Managing Director, Financial Reporting Services
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Drivers of Stock Administration Platform Change
Among respondents to Equity Methods’ 2025 Stock-Based Compensation Best Practices Survey, 21% had changed stock plan administration systems in the last three years. Functionality is the biggest reason for change.
Selecting a new stock administration platform is a major decision that touches HR, Finance, and Legal priorities, not to mention Compliance and Employee Experience. Our work helping companies establish best-in-class equity operations has given us extensive experience with stock administration platforms. We bring objectivity, specialized equity plan expertise, and market insight to your RFP and vendor evaluation process so you can arrive at a decision with confidence.
RFP Support Solutions
We offer four levels of support to meet you where you are in the evaluation process.
1. RFP Management
End-to-end support for organizations seeking full ownership of the process.
Includes:
- Discovery, stakeholder interviews, and requirements gathering
- RFP drafting, vendor management, demo coordination, shortlisting, and analysis
- RFP administration, tabulating feedback, and proposal review through vendor selection and procurement
Benefits:
- Complete process management
- Holistic, cross-functional alignment
2. RFP Advisory
Expert guidance for teams running their own RFP process.
Includes:
- Support in drafting the RFP questionnaire and requirements
- RFP customization via stakeholder interviews
- Feedback on vendor materials
Excludes:
- The administration element of solution #1 (e.g., scheduling, interviews, managing data and vendor responses, etc.)
Benefits:
- Access to technical expertise
- RFP artifact customization
3. Template and Review Support
A streamlined option for teams that need structure and validation.
Includes:
- Generic RFP template
- High-level review of stakeholder requirements and questionnaire
- General evaluation criteria
- Feedback on vendor materials and RFP responses
Excludes:
- The administration element of solution #1 and customization elements of solutions #1 and #2
Benefits:
- A ready-to-use RFP template
- Expert guidance to jump-start the process
4. System Transition Support (available as an extension to solutions 1–3)
Hands-on assistance once a vendor is selected.
Includes:
- Data transfer, reconciliation, and testing
- Data transfer file development per vendor specifications
- Stock plan and financial reporting testing
- Assessment of current stock administration
- Support in designing a streamlined process for the new system
Benefits:
- Smooth, accurate transition from vendor selection to go-live
- Confidence in data integrity and audit readiness
