01Define requirements
List the firm's matter types, roles, branches, records, finance processes, client journeys, integrations, and mandatory controls.
02Read current sources
Record what each vendor states, the page and access date, and which details remain absent or dependent on a plan or region.
03Test representative work
Use the same end-to-end matters, financial scenarios, permission boundaries, errors, exports, and provider failures in each evaluation.
04Reconcile the decision
Separate demonstrated behavior from proposals, document exceptions, verify migration results, and retain the responsible decision authority.