Weight requirements before demonstrations. Give critical financial, document, approval, or field controls more weight than visual preferences. Set disqualifiers for security, data ownership, required integrations, or unusable field workflows.
Make every vendor demonstrate the same real project. Include a revision, rejected approval, missing field, restricted user, weak connection, and complete export. Record whether a capability is native, configured, integrated, custom, or only planned.
Calculate three-year cost and assign an implementation owner. Measure completion quality after launch rather than assuming purchased features create value automatically.