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.
- 01
Name the process
Describe where it starts, what should happen and who is responsible. Choose a bounded problem rather than an entire transformation.
- 02
Map the information
List the records, documents, systems and decisions involved. Identify the system of record and any access restrictions.
- 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.
- 04
Prepare for activation
Complete the trial setup, then confirm workspace arrangements, resource allowances, and end-of-trial terms with our team at activation.
- 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.