Demo worksheet

Print one copy per vendor. Pick one repair scenario before the call and give both presenters the same inputs.

Vendor and product edition

Date and presenter

Scenario / repair order

Staff roles in the room

Record what the team saw

Mark each handoff: 2 = staff completed it live; 1 = completed with a workaround; 0 = attempted and failed; ? = not demonstrated. Leave unknowns open.

01 / Original state: which document did you start with?

02 / Change: who recorded it and what history survived?

03 / Handoff: what could the next user see or do?

04 / Proof: which record reconciled the result?

05 / Commercial terms: required edition, seats, fees and renewal

06 / Follow-up: unresolved question, owner and due date

A failed must-have outweighs a high total score. Keep the written quote with this worksheet.