The document outlines a roadmap for selecting asset management software, emphasizing the importance of determining needs and conducting thorough research. Key steps include talking with vendors, watching demos, gathering quotes, and involving stakeholders throughout the process. Finally, it advises creating a clear business case for leadership to facilitate decision-making before making a purchase.

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Your Roadmap
to Choosing
Asset Management So�ware
Determine Needs
Research
Talk with Vendors
Watch Demos
Call References
Gather Quotes
Talk with
stakeholders to
determine your
requirements &
nice-to-haves.
Buying so�ware can be complex,
especially when you’re buying for an
en�re organiza�on. However, there is
a basic roadmap you can follow to
help you on your journey. Let’s go!
Research solu�ons
using vendor
websites, user
reviews, & the
opinions of other
property
professionals.
Contact vendors on
your shortlist to
schedule
demonstra�ons &
talk about your
solu�on needs.
Gather your
stakeholders for each
demo. Don’t forget to
take notes!
Talk with trusted
colleagues to gain
addi�onal
perspec�ve.
Request proposals
from your top
vendors.
8
Decide
Create a clear
business case to
leadership for the
so�ware you want.
Make it easy for them
to decide.
Purchase
You’ve reached the
end of your journey!
You’ll be on to using
your new solu�on in
no �me.