A vendor-neutral shortlist keeps the buying process honest. Here is how we run one for clients.
Write the requirements before the demos
Score every platform against the same list, agreed before anyone sees a sales deck.
Score price and fit separately
A cheap platform that does not fit your process is not actually cheap once you account for workarounds.
Reference-check like a hire
Talk to two existing customers who look like you, not the vendor’s chosen showcase account.