Software selection

A decision your board can approve, not a demo you liked.

A structured selection programme, run independently over eight to twelve weeks. You see every step, every score and every reason.

Six steps, in this order, every time.

The order matters. Requirements and scoring are agreed before vendors present, so the demo has to meet your criteria rather than set them.

  1. Current & future state

    Confirm how the business runs and what it must do next. Agree the success factors the decision will be judged against.

  2. Requirements & framework

    Functional, reporting and integration requirements, turned into weighted evaluation criteria before any vendor is in the room.

  3. Market scan & RFI

    From a long list to a short list. A formal RFI that we write and manage on your behalf.

  4. Demos & reference checks

    Scripted “day in the life” demonstrations, run on your processes and scored against the framework. Then calls with real customers of each vendor.

  5. Partner sounding

    Who would actually implement it, at what cost, and with what track record. The step most selections skip, and the one clients value most afterwards.

  6. Decision pack

    Recommendation, risks, cost drivers, sequencing and roadmap. Written for your CEO, CFO and board to approve.

You keep the decision.

You own sponsorship, the steering group, your data and your people. We run the process, write the documents, challenge the vendors and challenge you.

Stay on as your client-side advisor.

Optional. Through contracting and implementation we sit on your side of the table: challenging the vendor, reviewing milestones and keeping scope honest.

Mid-market ERP to specialist industry systems.

The method is the same. The shortlist never is.

Facing a big software decision?

Tell us where you are. Thirty minutes, and we'll say plainly whether a full selection is what you need.

Talk to us