Get Software Evaluation Template

This guide aims to provide clear instructions for users looking to complete the Software Evaluation Template online. By following these steps, users will be able to effectively assess their agency's software needs and make informed decisions regarding software options.

Follow the steps to complete the Software Evaluation Template systematically.

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. Begin by reviewing the 'Agency Requirements' section. Note the categories of collections your agency works with such as retail, medical, and commercial.
3. Evaluate the specialized markets relevant to your agency, including debt buying or student loans, and make notes in the provided space.
4. Assess any special client requirements, considering aspects like agency financial deals and reporting needs.
5. Analyze daily operational routines that your agency faces, such as data entry or payment processing.
6. Examine supervisor requirements necessary for monitoring the collection floor and production levels.
7. Consider your agency's accounting practices and document important processes.
8. Identify existing high-profile problems your agency is dealing with and note them down.
9. Review the growth plan for your agency and include necessary details.
10. Evaluate existing equipment and specify any items that require upgrades or replacements.
11. Proceed to the 'Preliminary Market Canvas' section where you will list top software candidates based on their fit and usability.
12. In the 'Comprehensive Software Feature Analysis' section, detail the software being evaluated alongside its features.
13. After filling in all sections, ensure to save your changes. You can choose to download, print, or share the completed form when finished.

Start filling out your Software Evaluation Template online to make informed software decisions.