Name the operating problem
Describe the trigger, owner, input, action, and output in one paragraph.
SOURCEOWNERREVIEW DATE
Free decision tool
Small-Business Software Buying Checklist
Ten checks for clearer software and service purchases. No signup is required to use or print it.
Use this before checkout
Print this page or save it with the offer evidence. A check is complete only when you can point to a current source or a result from your own bounded test.
Verify the current offer
Record the price, billing mode, version, limitations, capacity, and official destination.
SOURCEOWNERREVIEW DATE
Map required access
List every account, permission, mailbox, calendar, file, and customer-data field involved.
SOURCEOWNERREVIEW DATE
Check privacy
Identify where data is stored, who can access it, retention, deletion, and provider subprocessors.
SOURCEOWNERREVIEW DATE
Test compatibility
Use the browsers, devices, formats, accounts, and workflows your business actually relies on.
SOURCEOWNERREVIEW DATE
Calculate total adoption cost
Include setup, migration, training, third-party providers, maintenance, and switching—not only price.
SOURCEOWNERREVIEW DATE
Read support and refund terms
Know the support window, response boundaries, remedy process, and cancellation rules before paying.
SOURCEOWNERREVIEW DATE
Define one measured first use
Choose a bounded non-sensitive workflow and decide what evidence would make it useful.
SOURCEOWNERREVIEW DATE
Plan the exit
Confirm export, revocation, deletion, rollback, and continued access to purchased versions.
SOURCEOWNERREVIEW DATE
Save the evidence
Keep the offer version, receipt, accepted terms, privacy notice, and your review date.
SOURCEOWNERREVIEW DATE
Mercury rule: no current source means the claim is unavailable—not permission to estimate it.