Platform Evaluation
Choosing the right platform is critical, but often overwhelming. We help you assess CRM, marketing, sales and reporting tools against your specific needs. By validating features, fit and future scalability, we ensure you invest in software that actually delivers.
What's Included?
1
Business Requirements
Working through your business requirements gives you structured, expert-led support to define, document, and validate exactly what your project needs to succeed. It starts with a collaborative discovery session to uncover your priorities, followed by a tailored Business Requirements Document (BRD) you can share with any partner or vendor to guide solution design and ensure alignment. You can read more about this step here.
2
Vendor Evaluation
At this stage, your expert will walk you through the leading tools and platforms that best meet your business requirements. Whether you're focused on sales, service, marketing, or a combination, you'll get a practical demonstration of the top solutions in market We'll go so far as to assist with introductions to the right vendors.
3
Partner Evaluation
Partner Select brings deep experience in evaluating proposals and partners to ensure project success. We know the right questions to ask, and we’ll even join your scoping or intro calls to support you directly. Your expert will help weigh the options and guide you to the provider best suited to deliver.
4
Ready for Kick-Off
As you approach project kick-off, your dedicated expert will ensure everything is in place for a smooth start. They’ll help finalise the scope, confirm vendor alignment with the documented requirements, and clarify roles, responsibilities, and expectations. With all key decisions validated and outstanding risks addressed, you'll be set up for a confident, well-informed launch.