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Selection Learnings from Real Projects

Which factors matter most in actual buying decisions

Across many selection processes, we see one consistent pattern: depth of features matters, but rollout readiness decides.

What often decides

  • UX and day-to-day simplicity
  • mobile usage (including voice) for field teams
  • fewer tool breaks in workflows
  • fast standard-first start instead of immediate custom buildouts
  • clear adoption support (training, champions, FAQ routines)

Typical trade-off

  • standard platforms can start faster
  • deep process integration usually needs custom layers later

Pragmatic path:

  1. Start standardized
  2. stabilize adoption
  3. then build deep use-cases selectively

Decision checklist

  1. Do we have a core team with clear ownership?
  2. Do we have a 6-8 week plan for visible outcomes?
  3. Do we have enablement for non-power-users?
  4. Do we know when to move from standard to custom?

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