Selecting various systems for your agency is an involved, tedious process. Many times an agency moves forward based on what one or two individuals saw at the most recent trade show. The system in question could be an agency management system, a document management system, a sales management system, etc. Proper evaluation of any system includes:
- Researching all available vendors of the type of system desired to determine those that fit your agency.
- Analyzing those vendors that fit your agency and narrowing the field to the 3 top qualified systems.
- Having complete demonstrations for each of the 3 finalists.
- Analyzing information from demonstrations to aid the agency in determining the best system for them.
- Talking to and visiting current users of the finalist systems.
- Defining the next steps to move forward
I have a proven step-by-step evaluation process that guides an agency through the daunting tasks involved in selecting the right system for them.
I will first consult with the agency owner/management and personnel to determine what their current and future needs are. I will then guide the agency through the initial process of weeding through the many systems available to determine the contenders.
Dealing with arranging systems demos, keeping the presentation on track and maintaining the assessment of each is time consuming and can get lost in agency personnel’s daily responsibilities. I design the demonstration presentation based on the agency’s needs and keep the vendors on target. Additionally, I manage the evaluation information so that when it is time for you to make your decision, you have the information you need.
