Swartz Consulting, LLC & Sourcewell

Welcome to the Swartz Consulting purchasing page exclusively for Sourcewell members.  Here you can find all the information about our Communications Technology Consulting Services. We offer consulting for members who need guidance in replacing their phone system and/or contact center communication technology.

We offer two types of consulting services:


1. RFP Templates (and other resources) designed for Sourcewell members who want to do some (or all) of the work themselves.  Create professional RFP documents quickly with templates created by experts in communication technology. Add other services as needed to support your project.


2. Custom consulting services for phone system and/or contact center technology acquisition, tailored to your specific needs. We will meet with you and agree upon the level of services required. 

Who are these experts? Do they really know their stuff?

Since 1991, Swartz Consulting has been guiding clients who are searching for the right solution to meet the communication technology needs of their business. We’ve done hundreds of projects, with many different clients, and learned from them all. As the technology and industry have changed, we have incorporated new capabilities into our documents. When language caused confusion, we updated it. When we found gaps, we filled them. Our experience over the years has resulted in better documents and refined processes, and we are making them available to you.  So you can skip the hard work and still take advantage of the expertise we gained by doing it.

As respected veterans of the industry, we write for major publications and speak at key events.

Regular Contributor to NoJitter

Enterprise Connect logo

Expert Speaker at Enterprise Connect

Member of the elite BC Strategies Experts

Society of Communication Technology Consultants

Past President and Proud Member of the SCTC

Guaranteed Value - Or your money back

We stand behind our playbook with a 30-day money back guarantee.  If you do not find value, we will refund your money, period.

Three ways to work with us

  • Do It Yourself
  • Done With You
  • Done For You

Templates and Tools that Put You in Control

  • Quality templates created by independent industry experts
  • Avoid the stress of creating from scratch
  • Ensure that all critical areas are covered.

  • Check It Out!

    Accelerate Your Success

    Start with our templates and tools, then add options

  • Expert to review your documents
  • Coaching Calls or on-site help to get you through any rough spots
  • You provide basic info and we use it to create your RFP for you

  • Give Me Options!

    Life in the Fast Lane

  • You make the decisions and we do the work
  • Dodge pitfalls by using experts who have done a lot of projects and know what to avoid
  • Efficient, competitive process saves money while finding the right solution
  • Tell Me More