After you’ve had your finance software demo, it’s important to debrief.
Debriefing can assist you in examining the software and determining whether or not it is going to be a fit for your organisation.
Debriefing goes deeper than a casual conversation about what worked and what didn’t. It gives you the opportunity to share what you learned and identify any gaps in understanding or assumptions that may have been made during the demonstration.
It’s about making an informed decision about how best to proceed with the software moving forward.
But how do you debrief after a finance software demo? Here’s how to get it done right:
1. Identify your key takeaways
Going into a demo, you should have taken some key team members with you.
These are the people that will be instrumental in making a final decision on whether or not to proceed with the software.
During your debriefing, you should get everyone to share their key takeaways.
This will enable you to get an even better understanding of what has been presented, and whether the solution is appropriate for your organisation.
2. Evaluate the software based on your needs
Your organisation should have a list of requirements that must be met by any solution that you choose to invest in.
These requirements will vary depending on the needs of your financial operations.
During your debriefing, you should evaluate the software based on these requirements. Be sure to look at whether or not the software met your expectations.
If it did, this will help you in making a decision on continuing with the implementation. If it didn’t, evaluate why and determine whether or not there’s something that can be done about it.
3. Determine what questions you still have
During the financial management system demo, it’s unlikely that all of your questions will be answered. This is why it is important to debrief and share what is still unclear.
By determining the areas where more clarification is needed, you can identify whether or not additional information would likely influence a final decision on whether or not to proceed.
4. Discuss next steps
There are two different paths that can be taken after a demo is complete:
- You may decide to move forward with getting started with the implementation process.
- You may determine you’d like more information before making a final decision.
If you’d like more information, you can arrange for a call with a representative from the demo provider or consider asking for additional demos.
Having additional demos, for instance, will give your team the opportunity to share their thoughts and ask more questions. It can also help provide insight into whether or not your needs are being met.
This step should be considered after you have identified any gaps in understanding, evaluated the software against your requirements, and determined what questions still remain.
Debriefing after a finance software demo can be beneficial.
It gives you an opportunity to share your thoughts and gain insight into the strengths and weaknesses of the solution, which helps you in making informed decisions about how to proceed.
In the end, the goal of the demo is to help you determine whether or not the software is a fit for your organisation. The debriefing process should take this into consideration and make sure that you have all the information you need before making a final decision.
If you’re ready to get started with learning more about how SunSystems can help streamline and automate your financial operations and reporting, please contact us today.