Your cheatsheet
Software selection in 48 hours
1
5 questions before every demo
- Which problem does this solve, and what does that cost us per month now?
- Which 3 processes really need to improve?
- Who will use this daily?
- Which systems must it connect to?
- What is our budget over 3 years, including management?
2
The 3-year cost formula
- Licence x 36 months
- Implementation and configuration
- Data migration and cleaning
- Connections and integrations
- Training and internal management
3
Adoption checklist
- Tested by the real users?
- Internal owner appointed?
- Training plan for the first 30 days?
- Key workflows set up in advance?
- A measure of usage after 60 days?
4
7 red flags in a vendor
- No references in your sector
- Demo runs on data that doesn't look like yours
- Integrations are expensive custom work
- No clear implementation timeline
- Price only gets concrete late
- Pressure to sign quickly
- Support outside office hours
5
Your 48-hour shortlist process
- Day 1: sharpen requirements
- Day 1: narrow the market on fit
- Day 2: score 3 to 5 options
- Day 2: shortlist with reasoning
- Schedule demos only with the top 3
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