Software should be evaluated against workflows, data, integration, adoption and total operating cost.
Working record
| Check | What to do | Evidence to retain |
|---|---|---|
| Map requirements | Describe what the user must accomplish and the condition under which the result is acceptable. Separate an essential outcome from a preferred feature. | Observable acceptance criteria and a test case. |
| Score workflow fit | Describe the trigger, inputs, sequence, handoffs and exceptions. Check the current process before specifying a replacement. | One real source record, process steps and an exception case. |
| Check integration | Confirm the data direction, field mapping, authentication owner and retry behaviour. Test a failure case as well as the successful handoff. | Mapping, source and destination samples, retry and recovery rules. |
| Review implementation cost | Separate one-off implementation, recurring operation and exit costs. Check each billing unit against the source quotation. | Cost line, source, currency, period and exclusions. |
Review the decision
Software should be evaluated against workflows, data, integration, adoption and total operating cost. Keep map requirements, score workflow fit, check integration attached to the conclusion so the next owner can challenge the assumptions. Resolve missing evidence before treating this record as approval.
Continue the decision
How to Evaluate Software Without Buying by Feature Count · How to Choose Business Software.
Keep the displayed formula, input units and model scope with the result. Corrections or questions can be sent through the request section on this page.
Content updated: October 11, 2026