Software Demos: How to Separate Hype from Reality

Updated: February 12, 2008


In the process of selecting new software, every IT manager will want to see a demo. But what should be a chance to kick the tires and put the software through its paces often turns out to be a game of smoke and mirrors, with vendors steering the discovery process. Here is how to cut through the hype of demos and make sure you get the software you need.


First, start by developing a procedure for evaluating software demos. Begin with meetings of all stakeholders to create a list of needs, wants and concerns. Each feature desired in the new software should be specified in as much detail as possible, making it easier to draw distinctions between software packages on each task. For example, "order entry" is not detailed enough; you should also specify how the software will handle out-of-stock conditions. A wish list of desired features will help you avoid being sidetracked by features that may not necessarily further your mission.

The procedure for evaluating demos should also specify how vendors will be contacted, who will attend demos and what the protocol is for taking notes on each feature under evaluation. Detailed and consistent notes will make comparisons of software packages much easier later on in the process.

When you request a software demo, pay attention to what you get in return. Beware of vendors who send only "product tour" packages that merely paint pictures of what they want you to see. The same goes for limited software that does not allow you to fully test all features. The best software demo is a fully functional package — which may be time-limited — and includes full documentation. The documentation, after all, is a key part of the training and support of the software.

Evaluate the software's documentation, too. It demonstrates how easily the software can be installed and configured, how fast employees can learn to use it and how difficult it will be to customize the software to fit your workflow. The documentation may also list known bugs and work-arounds that you should know about, and it will give you a sense of how well the vendor supports the product.

A live, in-person demo conducted by a vendor's representative is often the best way to initially get your questions answered. If you have written down your questions beforehand, along with a protocol for evaluating the demo, you will have better luck interrupting the sales pitch to get the answers that really matter to you.

If the software will be deployed in a multiuser environment, it should be demonstrated under a simulated load of users similar to your own organization. A package that runs well with a light load of users may bog down under a full load. Likewise, the demo should include a set of data representative of your company's typical volume.

Demos generally present a best-case scenario from the vendor's point of view. Look for bugs in the software by giving it inconsistent or incongruous data to see how it handles such situations. For example, what happens when a sales order is input for a quantity of zero? How easy is it to edit data entries?

It is not uncommon for an IT manager to be invited to attend a free seminar that demonstrates a software package or to a technical meeting that discusses the software's inner workings. It is worth noting that many demo seminars are offered during the workday and tend to be mostly hype, while technical meetings are often held in the evenings and tend to be more substantive.

The best demos may not be given by vendors. Ask if the vendor has a user group (it should) and whether you can attend one of its meetings (you should be able to). User groups often put on hands-on demonstrations of installations, bug fixes and other issues that are not covered in vendor-provided demos. If you can gain access to a user group's mailing list where issues are discussed, so much the better. Talking to users can reveal much more about a software package than is shown in a demo.

A site visit to an existing customer can also provide a very realistic demo. If possible, ask the vendor for a reference to a customer similar to your company. Arrange a visit to see how the software is performing in actual use. This is a good time to ask the customer about the company's technical support, upgrade schedule and costs, and any other matters of concern.

Next Steps

Obviously, you won't have time to pursue user groups and site visits with every potential vendor. But once you have narrowed your candidate list to one or two strong contenders, the added effort to cut through the demo hype can pay off. The important thing is to avoid being a passive participant in a vendor's staged software demo. Take an active role to make sure the demo provides all the information you need to make a smart choice.

Featured Research
  • The Contact Center Conquers the Cloud

    Contact Centers have come a long way over the past few decades. Learn how this important asset has evolved into the cutting-edge offerings of today. more

  • The New SMB Phone Systems Comparison Guide

    Does your small or medium-size business need a new phone system? Then you're in luck! Our new, updated comparison guide helps you cut through superfluous information and narrow down your list of solution providers. Get the latest data on phone system features, pricing, and performance metrics in an easy-to-use format. more

  • Contact Center Software on a Budget

    Although contact center software is necessary for a modern contact center, it can be outrageously expensive. Many companies find that their budget bloats during the implementation process. more

  • How UC Can Help Your Business Survive the Holidays

    The holiday season is filled with frenzy and excitement for businesses and consumers alike. Consumers prepare gift lists, compare brands and prices, and begin shopping with a vigor that is not present most other times of the year. For many businesses, the holiday season accounts for a large profit bump at the end of each year, and companies strive to exceed their goals and keep customers happy during this rush late in the year. more

  • [Infographic] Switching Phone Systems

    There are a lot of possible reasons you might want to switch to a new phone system. The old one might cost too much or be too troublesome to operate and maintain. It might not be flexible enough. It might not be reliable enough. Or it just might not have the kinds of features and capabilities that you need in today’s competitive business climate. more