STEP 01
Start with a specific task
Describe an everyday task: recording a sale, checking stock or following up on an account. Identify who does it, what information they use and which difficulty you want to resolve.
- Process you need to address
- People who will use the system
- Information needed to complete the task
STEP 02
Bring your operation to the demonstration
Ask to review a scenario representative of your business. Check the workflow from start to finish and distinguish available features from needs that require further review.
- What the demonstrated version can do
- Required data and equipment
- Limits or dependencies to consider
STEP 03
Review the launch
Discuss configuration, initial information, user preparation and assistance with the distributor. Confirm what the proposal includes and who participates at each stage.
- Requirements and responsibilities
- License and included services
- Guidance and support terms
Use examples and demonstration data to prepare a demo. Share confidential information only through the channels and with the access agreed for your project.