Requirements
- ☐ Defined the must-have capabilities up front.
- ☐ Mapped the tool/service to your actual process.
- ☐ Set weighted evaluation criteria before demos.
- ☐ Agreed budget and total cost of ownership.
Fit & evaluation
- ☐ Shortlisted on fit, not feature lists.
- ☐ Ran a pilot or demo against real scenarios.
- ☐ Checked reporting and data export.
- ☐ Confirmed data ownership and security.
Decision & governance
- ☐ Set decision rights for the purchase.
- ☐ Agreed SLAs and review cadence.
- ☐ Confirmed exit and transition terms.
- ☐ Planned implementation and adoption.
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