Step by step
Define the job and pass criteria
Write the exact workflow, users, volume, integrations and outcome. Separate required capabilities from attractive extras.
Use realistic sample data
Test import, daily work, collaboration, permissions and error recovery with safe sample data that resembles the real complexity.
Test the exit before the entry
Export records, attachments and configuration in a usable format. Check cancellation, retention and account-deletion instructions.
Calculate operating cost
Include licences, required tiers, setup, migration, training, add-ons and the effort of manual workarounds.
Ready-to-use checklist
- Real workflow selected
- Pass criteria written
- Permissions tested
- Export opened independently
- Cancellation route checked
- Full cost estimated
Common problems
The demo does not allow export
Treat portability as unverified and obtain the exact export format and plan requirement in writing.
A key feature exists only on a higher tier
Price the tier actually required and confirm whether all users need that licence.