Contents
What is inside
Six sections, each ending with the questions to put to a vendor and what a good answer sounds like.
01
Why feature grids mislead
Every vendor ticks every box. What separates them is how the boxes connect.
02
Who actually owns your data
Export formats, retention after cancellation, and whether history comes with you.
03
How permissions really work
Per-module, per-role and per-record. The difference matters when clients get access.
04
Reporting across modules
Whether one report can answer a question that spans sales, delivery and finance.
05
What migration really costs
The hours nobody quotes: mapping, cleaning, parallel running and retraining.
06
The two-year exit test
If you had to leave in year two, what would it take? Ask before you sign, not after.
A sample
Three of the eleven questions
From section two: data ownership
- If we cancel, what format does our data come back in, and how long do we have to collect it?
- Can a client user see a project without seeing its margin?
- Can one report show revenue against delivery cost, without an export?