Best Practices: Vendor Demos
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The three most important objectives for organizing a vendor demo are:

  1. Obtain feedback from your key stakeholders and future users.
  2. Let the vendor demonstrate what their solution can do.
  3. Assess the vendor’s and the solution’s ability to fit your needs.

In particular, to achieve the first objective, follow these steps:

  • Prepare the vendor before the demo by asking them to demonstrate their solution applied to your workflow.
  • Invite all key stakeholders to the demo, especially clinicians.
  • Make optimal use of the key stakeholders’ time, by having the vendor focus only on the workflow in their presence. Relegate technical conversations to meetings with IT staff, but don’t was the clinicians’ time with these topics.

Best Practices: Proof-of-Concept Pilot

Proof-of-Concept (PoC) Pilots, when designed well, are the best way to assess a vendor’s technical and service performance. It’s the real-life scenarios and problems when you can truly assess whether a vendor and their solution is a good fit.

The purpose of Proof-of-Concept Pilots is to validate assumptions you made about your service and about the technology. PoC Pilots conclude when the success criteria established at the outset have been met, which requires constant tracking of the key indicators.

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