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SOFTWARE AIDE - The 7 Steps

Step 4 : Meet & Greet

Suggested Tasks & Tools
Suggested Task     Useful Tools
  Contact 3 to 5 vendors for initial demo, send Criteria Grid in Advance.     Phone or web (note that most vendors will want to talk to you in person before scheduling the demo).  
  Inform vendors that you are looking for more "showing" than "telling".     Inform them when discussing the scheduled demo.  
  Review product demos, rate each vendor on the Criteria Grid.     The Criteria Grid, developed in Step 3: Know What You Want, becomes a critical tool here.  
  Rank the vendors.     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
  Facilitate productive demos (make sure questions are answered, time is spent effectively, etc.).     Participate in demos, ask questions.  
  Provide feedback on vendor demos.     Complete Criteria Grid for each vendor.  
  Facilitate the ranking of the vendors.     Rank each vendor.  


 
  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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