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THE BUTTONWOOD GROUP  
SOFTWARE AIDE - The 7 Steps

Step 5 : Scrutinize The Short List

Suggested Tasks & Tools
Suggested Task     Useful Tools
  Identify top 2 to 3 vendors.     Ranked list of vendors (as completed in
Step 4: Meet & Greet).
 
  See how the vendor's product works in a live setting.     Site visit. Schedule a site visit with a company that had similar objectives to yours, evaluate how well the product met those objectives.  
  Evaluate how the vendor's product would work in in your company under real world conditions.     Develop a "Test Script" using your company's real data and scenarios; ask vendors to prepare a demonstration based on this material.  
  Using the Criteria Grid, rate each vendor after the scripted demo.     Criteria Grid (as first defined in
Step 3: Define the Requirements
).
 
  Rank each vendor.     The $100 Test. Each team member gets a theoretical $100 to spend on any combination of vendors. The vendor with the most dollars allocated to it is the highest voted vendor.  


Common Roles
Buttonwood     Client
  Help arrange site visits.
Evaluate site visits.
    Participate in site visits.
Evaluate site visits.
 
  Give client's input, prepare the Test Script.
Evaluate how each vendor handled the Test Script.
    Provide Test Script material.  
  Facilitate the ranking of the vendors.     Rank vendors after site visits and test scripts.  


 
  THE 7 STEPS
  Step 1 >
Step 2 >
Step 3>
Step 4 >
Step 5
Step 6 >
Step 7 >
  POP QUIZ
  SOFTWARE VENDORS
  THE 5 WORST MISTAKES
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