Buying checklist
Bring a better brief
to every demo.
Use the same requirements and realistic scenarios across vendors so proposals become easier to compare.
1. Define the outcome
- Document the operational problem, current process and owner.
- Set a measurable outcome and a realistic implementation deadline.
- Identify must-have workflows and disqualifying constraints.
2. Test fit
- Confirm countries, entities, languages, currencies and user roles.
- Demonstrate your workflow with non-sensitive sample data.
- Check integrations, accessibility and export formats.
3. Confirm the full agreement
- Get a dated quote including setup, usage, seats, support and renewal.
- Confirm security documentation, data location, subprocessors and deletion.
- Review service commitments, liability and termination with appropriate advisers.
4. Plan implementation and exit
- Name the migration, training and rollout owners.
- Define acceptance tests and a rollback plan.
- Confirm how you retrieve data and transition away.