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Getting Past
The Demo CRM and Cake – 12 July 2017
Azadi Sheridan
Establish
Requirements
Requirements: Never
Perfect
Requirements: Never
Perfect
Know who you want to
work with – not just
what software you want.
Great
Meetings
Are Made
by Great
Agendas
Don’t get
stuck in
PowerPoint
“We can do that”
Also known
as
“You can do
that using
our intuitive
reporting
tool.”
“If you hover a
mouse over an
button but don’t
click, the viewer
can imagine the
perfect version of
what happens
It doesn’t “just
happen in demos”
Bad:
“We are
the
biggest/
best/
friendliest”
Good:
“Let me
share an
example
of how we
work”
“What do
you think
best
practice
is?”
“I have
no idea
about
this area,
but I
know I
should.”
=
“What do
you think
best
practice
is?”
“This should be
in our
software.
Perhaps you
will feel better
about that if I
give you the
=
“Is that
feature
within
the
planned
budget?
”
Work through a scenario
Use interview techniques
Seek insight rather than
answers
1)Establish requirements – know what you
are looking for
2)Set-up an agenda for success – focus on
requirements and gaps in understanding
3)Watch out for smoke and mirrors – ask
questions
4)Use actual scenarios – get a little test drive
5)Interview not just demo
6)Suppliers are people too – encourage them
along with humour and decent tea
Azadi’s Demo Tips
Summary
Thank you!

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Getting Past the Demo

Editor's Notes

  1. Do you want a dog or a
  2. How to solve? Describe what you want to achieve. The framework you have to work within. Context Context Context
  3. Why are they the best? Why do you need to have a weekly donations report? Continuously monitor performance in order to adjust? Or need to satisfy a quarterly reporting mechanism?
  4. There is no need to see every feature. There is a need to see the right features and competencies. Use what you gather from initial responses to choose the right agenda Interviews – plan for questions. Let suppliers know – invite them to bring experts ideally from the delivery team.
  5. If you can sell a customer on our vision, then you don’t need to show software. See also long, drawn-out timelines. If ppt is used a lot to explain software, question how intuitive the software needs to be.
  6. ‘can’? Or ‘will’?
  7. Error messages happen. But a
  8. Examples can be given. References can be taken. Don’t forget ‘our mix of agile and waterfall’ Give suppliers a chance to share their expertise.
  9. At the start of v
  10. Plan for questions. Use the strategies you would if interviewing for a colleague. Suppliers need an environment for success – laugh at their jokes. Make them feel comfortable. You’ll get the most out of them.