What’s the point of the software demo?

Written by Jeff Gusdorf, CPA: Jeff is a Principal in the Brown Smith Wallace’s Consulting Group. He is the managing consultant and is responsible for IT strategic consulting, software research and evaluation. Jeff has more than 20 years’ experience as a financial manager and technology consultant in the manufacturing, distribution and service sectors.

I attended a program presented by a local Microsoft partner this week. The partner did a very nice job of hosting this presentation; rented a very nice meeting room at a local restaurant, spent a ton on food, had Microsoft representation, gave away a nice door prize. Attendance wasn’t quite what they wanted but it was still a nicely attended event. But I think they missed an opportunity to make the needed impact on the attendees to move them forward in their software selection process.

Microsoft sells four ERP packages under the Dynamics brand and each product occupies a certain niche as explained by this partner: AX is the high end package, NV is a mid-tier product that is easily customized, GP is another product for mid-sized companies that have both distribution and manufacturing requirements and SL is for companies with project management needs.

Each product was demonstrated for 30 minutes. Each demonstration focused on the role-based model that Microsoft has incorporated into their software. Users are assigned a profile based upon their role in the organization and each role has a set of tasks already configured so that the user can be more productive more quickly every day. Each user can customize their start up screen with menu options, alerts, fact boxes and fast tabs. Great – but did I have to see the same thing 4 times? Did 75% of the time have to be devoted to showing the same functionality again and again?

This brings me to my point – what’s the point? What do you need to see in order to decide that this software package could/should be considered by your company as a potential solution? Is it replenishment? Order processing? e-Commerce? Make a list of the business processes that are critical to your business and communicate that to the software vendor. Reporting, Dashboards and Business Intelligence are the whip cream and cherries of software demos. It’s sweet and looks appealing but not very filling. Make sure you know what the point of the software demo is before you invest your time and the software vendors time.