A use case is a detailed description that outlines the steps an employee takes inside a software to achieve a specific goal or task. For instance, a manager would use the software to collect monthly reports, oversee staff activity, and communicate with upper management. Whereas a staff member would use the software in a different way such as viewing contracts, communicating with clients, or managing projects. We develop use cases for each type of user at your company to determine their workflow so that software demos are catered to your business specifically. 

Check out our case studies for real software evaluation and selection stories.

We've helped businesses from 30 to 5,000 employees find the right software solutions, but our expertise comes from years of hands-on experience. With a background in IT support, business operations, and project management, we’ve worked directly with teams to troubleshoot inefficient systems, automate manual tasks, and improve workflows. We've seen firsthand how the wrong software slows businesses down, which is why we take a structured approach—understanding your needs, researching the best options, and coordinating product demos to ensure the right fit. Our experience across industries, from HR to real estate, has given us the knowledge to navigate complex software decisions with confidence.

We have a vast range of software knowledge and understand what software features enhance efficiency and user experience. 

Examples of software types include: 

• Customer Relationship Management (CRMs)

• Project Management (PM)

• HR Hiring and Scheduling

• Marketing Solutions (ex. social media post scheduling)

• Graphic Design Solutions

• Internal or Client Communication

• Virtual Meetings

• Third Party Integration (ex. Zapier)

• Workflow Automation

• Accounting/Financial Management

Your budget is a major factor during the research stage of our selection process and we'll always be upfront if no suitable software options exist, giving you time to evaluate costs. We can’t always provide an exact price early on because deeper research may reveal the need for additional modules to meet your team’s needs. Rest assured, we don’t purchase software on your behalf, so there are never any unexpected costs. 

We briefly review software contracts to ensure software features and modules that we have discussed will be included, but we do not review legal contractual language. We recommend you and your business's lawyer read contracts as well as terms and conditions of the software product before you sign. We are not liable for misinterpretations of features or conditions listed in the contract as it is a contract between your business and the software vendor.  

We prefer one to two members of your staff to be stakeholders in this project. When selecting these team members, elect someone who can make the final financial decision to purchase software. You can add an additional member that knows your team's process or will be working with the new software directly. Expect them to attend meetings with our team such as a kickoff, requirements interview, demos, and meetings about software decisions. They will also need to be available to answer frequent emails throughout the project. 

Based on the complexity of your workflow and the type of software we are selecting, projects can take between 3-7 months for a full-scale evaluation and selection. We have a detailed process which includes gathering requirements, research, demos (business and/or technical), selection, negotiation, contract review and payment. When our project is done, you'll be ready to start implementing your software. If you need help with implementation, add our implementation service to your package.

Ideally we would opt for 2-3 software products to be demonstrated during your project. However, demos are not guaranteed as they are usually performed by the software vendor. Some software vendors do not offer this service. If we cannot schedule a demo, we will gather information in other ways such as the software's knowledge base, online tutorials, trusted research sites, and by speaking to the software sales representative. We’re here to ensure you have all the details and guidance needed to make a well-informed software decision.