Start with evidence: ask the vendor to demonstrate real scenarios and put material commitments into the proposal or contract.
Demo checklist
- Fast clinical records and diary workflows
- Billing, stock and client reminders
- Predictable cost for the whole team
- Supported migration and data validation
- Usable export and contract exit
- Support response and training availability
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.