Your workforce management solution is more than just a tool, it’s a strategic investment that drives operational effectiveness across your organisation. WorkForce Software believes in a “focus-on-proof” approach that demands vendor transparency and accountability at each step of the selection process.
By insisting on tangible results in your evaluations and demos, you can secure a future-proof workforce management system with a long-term solution partner. See the Workforce Management Software Evaluation Demo Tips for guidance on ensuring a thorough demo based on proof of a vendor’s capabilities and their ability to meet your unique requirements.
10 Tips for Getting the Most Out of Your Solution Demo
Require vendors to provide demos using specific workforce management rules, requirements and scenarios.
Top 10 Tips for Getting the Most Out Your Solution Evaluation Demo
Stakeholder Participation
A comprehensive evaluation should involve representation from executives to front-line teams, across HR, Operations, Payroll and IT. Create a shared vision for your demonstration evaluation by including key stakeholders and incorporating feedback from employees.
Your Data in Demonstrations
Your potential vendors should provide demonstrations based on your unique business. Document your pay, work, rostering, absence and rest rules by organisation, including international locations. Request vendors to use this data in any demo.
Create Realistic Samples
Provide vendors with sample timesheets, rosters and copies of trade union agreements if you work with trade union organisations. Representative examples of how the solution would work for your environment will give you confidence in your selection.
Request Complex Rules
Request potential vendor to configure and provide examples of your most complex rules. Utilise this demo time to investigate what rules can be automated or if a certain level of manual intervention is still required.
Quantify Your Options
Create a scoring matrix based on your specific scenarios to check that each criterion reflects critical functionality and organisational needs. Assign weights according to their significance to your operations and strategic goals.
“If you can write a rule, we can configure it for you. It’s a very simple statement made by WorkForce Software that had a major impact on us during our evaluation. We have very complex, global pay and compliance requirements. We selected WorkForce Software because they proved they could meet our needs.”
Global Head of Time Service Delivery With a Major Pharmaceutical Company
Test Flexibility
Understanding a vendor’s flexibility is paramount. Request that they make agile adjustments to demonstrate their capabilities and the configurability of their solution.
Study Improvements
Ensure the potential vendor replicates your timesheets accurately. Have they minimised manual errors through automation? Have they complied with labour laws by correctly tracking work hours, breaks and overtime?
Require Customization
It’s important to see proof that the vendor uses your organisation’s unique terminology and not “canned” materials. The software solution is meant to adapt to your needs, not the other way around.
Align with Your Organisation
Check that the vendor configures your organisation’s specific business rules and confirm they don’t take short cuts using their own rules. If they can’t deliver a configurable demo, then they likely can’t deliver a configurable solution that meets your needs.
Gain Clarity
Ask any vendor to provide clear details of when and where you must step outside their solution for any required manual steps and processes.
At WorkForce Software, we don’t just promise excellence—we prove it. Our commitment to transparency and proof is embedded in every interaction we’ll have with you, demonstrating why we are the most trusted leader in workforce management solutions.
Request a demo today and we’ll prove to you that we understand and can deliver on your unique needs.
