Solutions
Start with the process that needs attention
A platform evaluation should begin with a real operational problem. Choose a workflow, identify the teams involved, and define the result you need. Then map the relevant vSMAART modules to that process.
Define a useful first scope
Bring one example that shows the problem: a failed transaction, a case that took too long to resolve, or a partner onboarding task that stalled. We can use it to discuss the workflow, the information required, and the modules to evaluate.
Discuss a use case