Using a vendor-selection framework can help your organization determine this fit and avoid unnecessary long-term costs and effort. The Jabian Vendor Selection Framework is comprised of five phases: Selection Requirements, Engagement Preparation, Engagement Management, Selection Analysis, and Selection Decisions. Typically, these phases encompass a standard RFP process, but when selecting a vendor for a software tool, you are in the unique position to use software demos to evaluate its fit in your organization. These steps ensure vendor evaluations tie back to your organization’s processes and goals, removing emotional or purely cost-based decision making.
There are clear risks to not performing each step in the process. Let’s dive into the details of how to avoid some common pitfalls and prevent these risks.
Phase 1 Selection RequirementsDefining stakeholders, responsibilities, and overall goals to initiate process flows and requirements
Phase 2Engagement Preparation
Selecting vendors for demos and establishing a structure for presentation and evaluation
Phase 3Engagement Management
Coordinating vendor demos and their respective evaluations
Phase 4Selection Analysis
Consolidating stakeholder responses and performing careful analysis on goal alignment
Phase 5Selection Decisions
Determining top contenders and making choices on next steps
If you complete all five steps of this vendor selection framework, adjusting to include demos, you will successfully avoid common pitfalls of software vendor selection. You will have traceable requirements, developed with assistance from the right stakeholders engaged at the right time. Your short list of possible vendors will be selected based on a methodical assessment of key criteria. By the time you reach out to vendors and coordinate demos to evaluate the nuances of their capabilities, you will have all the documentation you need for a fruitful evaluation. When you analyze demo evaluations against all of your requirements, you will be able to see alignment of the pros and cons of each shortlisted vendor against weighted goals. Recommending top contenders will be straightforward. And with all of the data to support your case, you can be confident in your decision.