Start with the decision, not the demo
Define the business outcome, current process and measurable constraints before creating a shortlist. A persuasive demonstration is not evidence that a product fits your operating model.
Build a weighted scorecard
Weight criteria by importance and score every candidate using the same evidence standard.
- Workflow coverage
- Adoption effort
- Data and security
- Total cost
- Exit options
Validate with real work
Use a short, representative scenario with the people who will use and administer the system. Record open questions and assumptions.
Common questions
Frequently asked questions
How many products should be shortlisted?
Three to five well-qualified options usually provide enough contrast without creating unnecessary evaluation work.