We have compiled this easy-to-follow four-stage selection checklist that will help you determine your business needs, evaluate and compare solutions, validate your technical requirements, and negotiate a great contract.
This checklist covers the four stages of software selection:
- Requirements and Research: You can think of your list of requirements as a Practice Management Software (PMS) selection criteria checklist. Requirements gathering helps you decide what your firm needs from a software solution. Armed with your specific business requirements, you can now perform preliminary research to identify which PMS system meets your needs.
- Vendor Comparison: Use the information you’ve obtained from requirements gathering and research to help you get relevant, informative answers from potential vendors.
- Technical Validation: Thoroughly evaluate your potential software against your technical requirements. You should assess the system using at least four criteria: supporting user needs, improvement of internal processes, flexibility, and cost.
- Financial Due Diligence: Conduct a business case review and evaluate potential ‘hidden expenses’. After you’ve chosen your vendor, the process wraps up with contract negotiation and close.
For a detailed breakdown of all the questions you should be asking your future technology provider, download our comprehensive checklist today