1. Requirements
- ☐ Must-have capabilities mapped to your process.
- ☐ Integration needs with existing systems.
- ☐ Reporting and data-export requirements.
- ☐ Budget and total cost of ownership.
2. Evaluate
- ☐ Weighted criteria set before any demo.
- ☐ Demos and pilots against real scenarios.
- ☐ Security, data ownership and compliance.
- ☐ Support, SLAs and roadmap.
3. Decide & govern
- ☐ Decision rights for the purchase.
- ☐ Implementation and adoption plan.
- ☐ Review cadence and success measures.
- ☐ Exit and transition terms.
Your evaluation notes
- Top requirements ______________________
- Option A — score ______________________
- Option B — score ______________________
- Decision & owner ______________________