When a committee is in the early exploratory phase—specifically determining whether existing products and services are available as cloud-based offerings—the appropriate first step is issuing a Request for Information (RFI) . An RFI is designed to gather high-level information about vendor capabilities, deployment models (e.g., SaaS, PaaS), hosting environments, security certifications, scalability, pricing structures, migration options, and roadmap alignment. It helps the organization understand the current market landscape before committing to a formal procurement process.

A vendor demonstration is premature because demonstrations typically occur after narrowing the field to qualified vendors and defining functional requirements. A Request for Proposal (RFP) is more detailed and used when the organization has clearly defined requirements and is prepared to evaluate formal bids. Issuing an RFP without first understanding available cloud options may lead to incomplete or misaligned requirements. An end-user focus group may help assess workflow needs, but it does not determine whether vendors offer viable cloud-based alternatives.

Therefore, the RFI is the correct first step because it supports informed decision-making, market research, and strategic planning before advancing to demonstrations or formal procurement processes.