#2. Evaluate the following areas during the trial
1. Usability – Ease of navigation, ability to spot data quickly, user friendliness of the reporting capabilities, and data flow between different windows are the key areas to evaluate
2. Implementation – How closely your current workflows can be adopted by the software. Better still, can the software enhance your current workflows, is it easy to upload data and, most importantly, how easy is it to change workflows in the software? (Review Usability and Implementation of UK based asset management software)
3. Support – Call the support teams during the trial to get an idea of the quality and response time to resolve support issues
4. Make notes whilst evaluating the software, understanding the above areas will help you to ask detailed questions of the vendors before finalising your decision. (This is almost the biggest takeaway of conducting free trials.)
The more familiar you are with the software before making the purchase decision, the better it is to implement and use.
#3. So, how many trials…
Ideally, free trials should be done with two vendors (three if you are really keen). You also want the trials to be done simultaneously with the same user (not you, but under your supervision).
The trials should be mapped out and should not last more than two weeks, i.e. before you start your free trial, you should have your data ready and also have a clear understanding of exactly what you are trialling the software for.
Resource and time should be allocated for the free trial (preferably somebody who has been in your business for three years or more)
Feedback and discussion meetings to review trial progress should be planned.
Every Asset Management Success.