Software Selection Checklist

Use this sheet to compare business software options against your real workflow before you decide.

1. Your business

• We have written down our five most frequent daily tasks
• We know how many users and branches will use the software
• We know which three reports the owner needs every week
• We know which documents must be printed (invoices, receipts, slips)

2. Fit to workflow

• The vendor showed our own scenario, not only a sample
• Special cases (returns, partial payments, discounts, advances) were demonstrated
• Reports match the way we make decisions
• Our industry terms are used correctly (for example chassis, rooms, BOQ, patients)

3. Access and deployment

• Cloud or desktop has been decided with reasons
• Mobile and tablet access works if we need it
• We know what happens when the internet is down
• Multi-branch access and branch-level permissions are available if needed

4. Security and data

• Each user has their own login and role
• We know who can export or delete data
• We know how often backups run and how a restore works
• We know who owns the data and how we can take a copy if we leave

5. Cost and terms

• The quotation lists setup, customization, training and support separately
• We know the annual upgrade and support charge
• Hosting, domain and third-party costs are stated
• Source code, licence and ownership terms are written down

6. People and support

• Training is included and we know who will be trained
• Support channels and response expectations are clear
• Data import from our existing files has been reviewed
• We have a named contact for the launch