Define the workflow before choosing the technology
Consider an illustrative clinic that copies online enquiries into a booking system. Replacing its entire practice platform may be unnecessary. A supported integration, a better form or a change to staff responsibilities could solve the problem. Conversely, a business running an unusual referral pathway may need an application that existing products cannot support.
Write down the trigger, the people involved, the records touched and the final state. Include exceptions such as duplicate enquiries, incomplete details and requests that arrive outside opening hours. These exceptions often reveal the real work that a polished sales demonstration leaves out.
Compare three viable options
Ask a packaged-software vendor, an integration partner and a bespoke developer to demonstrate the same scenario using fictional records. Record each gap as something that can be configured, requires custom work, or cannot be supported. A feature list alone does not show how staff will use the product.
Compare the full cost over a period you choose, using consistent assumptions about users, locations and transaction volumes. Include licences, implementation, migration, interfaces, support, staff training and eventual exit. A lower first-year price may move work into your own team rather than remove it.
The demonstration checklist
- Can a receptionist complete the normal task without copying information into another tool?
- What happens when a record already exists or an integration is unavailable?
- Can roles be restricted to the information each team needs?
- Can you export the information in a documented format and verify that export?
- Who owns configuration, source code where applicable, accounts and deployment access?
- Who fixes failures after launch, and how are changes priced?
Make the decision reversible
Record the assumptions that would change your choice. For example, a vendor may promise an interface that is not available today. Treat that as a dependency to verify rather than a delivered feature. Where possible, pilot one location or workflow before committing the whole organisation.
Your decision document should name the preferred option, the alternatives, unresolved dependencies and the person accountable for acceptance. Kay & Co. can help with discovery, software delivery or connecting an existing platform; the scope should follow the evidence collected during that work.



Further reading
These primary sources provide additional context for the project decisions above.
Related decisions
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