Step 6:  Test & Select

We had given a software company money to buy their product, and then a week later said 'nevermind.' We just realized that it wasn't right-sized for us.

- Greg Mennemeier, Data and Systems Architect at StraightUp Solar

Before making a final selection, test it.  Most companies offer a free trial or free version of their software. Try implementing the workflows you detailed out and test how well the process works and how well data flows to the right places at the right time.  Of utmost importance is to ask all your staff or colleagues who will be using the software to also test it.  If a decision is coming down between software that essentially performs the same function, go with whichever one you find most intuitive or most enjoyable to use.  If you’re frustrated with functionality before you start using it, that should be a red flag.