Evaluate one workflow before discussing implementation

Start with a recurring job such as reviewing a plan change, following up a visit-status question or checking rota coverage. Describe what starts the task, who decides next and how the team knows the work is finished.

Write down the difficulty in practical terms, such as a colleague opening several places to understand why something changed. This gives the demonstration a specific question without assuming a feature.

The person entering information may experience a workflow differently from the person reviewing it. Identify those roles and collect their questions. Include security, records or continuity colleagues where relevant.

Bring device, accessibility and connection requirements. Describe branch structure and role groups at a high level, and do not upload or email identifiable care records.

Prepare a fictional normal case and one exception. Ask to see what each person sees, what they must do and what remains outside the workflow. Note dependencies on another tool or later decision.

Afterwards, record what was shown, unanswered questions and evidence needed next. A useful outcome may be a narrower evaluation, more information or deciding the fit is not right.

Identify existing records and systems that must remain available, who would validate transferred information and what training or support the team needs. Confirm responsibilities and commercial terms in writing.

Timing, migration, integrations and product access depend on agreed scope. Requesting a demo is an enquiry; it does not create an account or confirm a booking.