Selection Scorecard.

Compare your real options against your defined needs, your budget, and their true cost, including the option of keeping what you have, so you choose deliberately rather than by demo.

After defining your needs. Score each realistic option, including staying with what you have or doing without.

Score the options against your needs

Option

Meets must-haves?

Usable for your people?

True yearly cost

Keep what you have

Do the honest homework

Talk to a few organizations like yours who actually use each option, and ask what they wish they had known

Weigh the true cost, not the sticker price: yearly fees, the time to set it up, the training

The gate on a major purchase

If the cost is large enough to matter to your budget or reserves, it is a financial decision as much as a technology one. Route it to financial health and management, for the money and to the board for approval before you commit.

Choose, or choose to wait. If nothing clearly serves the need within your means, waiting and improving the process by hand for now is a valid answer, not a failure

The best choice is the one that meets your must-haves, that your people can actually use, and that you can afford to run for years, not the one with the most features or the best demo. Feeds the Technology Adoption Plan.

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