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Contact 3 to 5 vendors for initial demo, send
Criteria Grid in Advance. |
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Phone or web (note that most vendors will want to
talk to you in person before scheduling the demo). |
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Inform vendors that you are looking for more
"showing" than "telling".
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Inform them when discussing the scheduled demo. |
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Review product demos, rate each vendor on the
Criteria Grid. |
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The Criteria Grid, developed in
Step 3: Know What You Want, becomes a critical tool here. |
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Rank the vendors. |
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The "$100 Test". Each team member gets
a theoretical $100 to spend on any combination of vendors. The vendor with the
most dollars allocated to it is the highest voted vendor.
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Facilitate productive demos (make sure questions
are answered, time is spent effectively, etc.). |
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Participate in demos, ask questions. |
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Provide feedback on vendor demos. |
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Complete Criteria Grid for each vendor. |
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Facilitate the ranking of the vendors. |
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Rank each vendor. |
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