Write requirements first
Separate essential needs from preferences and document users, volume, integrations, compliance, reporting and support expectations.
- Rank requirements
- Include frontline users
- Set a realistic budget
Evaluate real scenarios
Use demonstrations or trials to test daily tasks, exceptions, permissions, reporting, mobile use and data movement.
- Test your workflow
- Check accessibility
- Speak with references
Plan implementation and exit
Account for setup, migration, training, support, renewals, price changes, data export and switching costs.
- Calculate total cost
- Confirm ownership terms
- Create an exit plan