Start with evidence: ask the vendor to demonstrate real scenarios and put material commitments into the proposal or contract.
Demo checklist
- Hosting location, encryption and access controls
- Backups, recovery objectives and service availability
- Complete data export in a usable format
- Performance during poor connectivity
- Multi-site roles and consolidated reporting
- Storage, API, module and exit costs
Run a comparable test
- Prepare three representative workflows.
- Record steps, workarounds, limitations and dependencies.
- Export a complete record and inspect the result.
- Price setup, recurring use and eventual exit.
Migration and contract
Agree the source data, formats, validation, responsibilities and acceptance criteria. Confirm service levels, renewal, data ownership, exports and termination before signing.
How we research products
We separate vendor claims from demonstrated or contractual evidence. Read our methodology and use the comparison hub to build a shortlist.