Software Evaluation Template
A structured worksheet for comparing business software around requirements and total operating impact.
Working record
| Check | What to do | Evidence to retain |
|---|---|---|
| Requirements | Describe what the user must accomplish and the condition under which the result is acceptable. Separate an essential outcome from a preferred feature. | Observable acceptance criteria and a test case. |
| Workflow fit | Describe the trigger, inputs, sequence, handoffs and exceptions. Check the current process before specifying a replacement. | One real source record, process steps and an exception case. |
| Integration | Confirm the data direction, field mapping, authentication owner and retry behaviour. Test a failure case as well as the successful handoff. | Mapping, source and destination samples, retry and recovery rules. |
| Cost | Separate one-off implementation, recurring operation and exit costs. Check each billing unit against the source quotation. | Cost line, source, currency, period and exclusions. |
| Adoption | Ask the intended users to complete a real task. Record confusion, workaround effort and the help they require. | The adoption record, its source and the person responsible for resolving missing evidence. |
Review the decision
A structured worksheet for comparing business software around requirements and total operating impact. Keep requirements, workflow fit, integration attached to the conclusion so the next owner can challenge the assumptions. Resolve missing evidence before treating this record as approval.
Continue the decision
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Calculation and source notes
Keep the displayed formula, input units and model scope with the result. Corrections or questions can be sent through the request section on this page.