SmartWorx
EVALUATION GUIDE

Start with a clear first application.

Make the evaluation specific: choose a process, define what success looks like, and bring the people who understand the work.

  1. 01

    Name the process

    Describe where it starts, what should happen and who is responsible. Choose a bounded problem rather than an entire transformation.

  2. 02

    Map the information

    List the records, documents, systems and decisions involved. Identify the system of record and any access restrictions.

  3. 03

    Choose the first useful task

    Define what a user should be able to complete with sample data. Include an exception, a review step and a reporting question.

  4. 04

    Prepare for activation

    Complete the trial setup, then confirm workspace arrangements, resource allowances, and end-of-trial terms with our team at activation.

  5. 05

    Review and decide

    Have the process owner and a colleague assess fit. Separate application changes, integration work and organizational adoption needs.

Move forward at your pace.

Explore the product and see your cost. Get help whenever you want it.