Understand the work
List the activities that take time or depend on duplicated records. Ask the people doing the work to explain the current sequence.
Identify your essential records
Define the customers, learners, guests, matters, personnel or properties your organisation manages. Clarify who maintains each record.
Ask for a focused demonstration
Request a walkthrough of one realistic process. Look at the inputs, the user responsibilities, the report and the handling of mistakes.
Review the full scope
Confirm subscription, user and location limits, modules, implementation, data preparation and ongoing support before comparing costs.