Decisions to make

What must be clear

  • 01Required workflow
  • 02Integration needs
  • 03Support expectations
  • 04Contract and exit terms

Work the problem

Practical next actions

  • Write the workflow before taking demos
  • Use the same scenario for every vendor
  • Ask who owns data and exports
  • Call support before signing

Avoid

Common failure patterns

  • Buying from a polished demo
  • Bundled products that create lock-in
  • Undefined implementation ownership
  • Pricing that excludes required modules

Put this into the plan.

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