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MATRC > Explore Telehealth > MATRC Vendor Selection Toolkit >  Selecting – Best Practices: Vendor Demos

Best Practices: Vendor Demos

A well-structured vendor demo ensures you gather valuable insights from key stakeholders while efficiently assessing the vendor’s solution. The three primary objectives of a vendor demo are:

  1. Gather feedback from key stakeholders and future users.
  2. Evaluate the vendor’s solution and its capabilities in action.
  3. Assess the fit between the vendor, their solution, and your organization's needs.

To maximize the value of the demo, follow these best practices:

  • Prepare the vendor in advance – Request a demo that aligns with your specific workflow, rather than a generic presentation.
  • Invite all key stakeholders, especially clinicians – Their input is crucial in evaluating usability and workflow compatibility.
  • Optimize stakeholders' time – Focus the demo on clinical and operational workflows when clinicians are present. Delegate in-depth technical discussions to separate meetings with IT staff to avoid unnecessary distractions.

Best Practices: Proof-of-Concept Pilot

A Proof-of-Concept Pilot is the most effective way to assess a vendor’s technical performance, service reliability, and real-world fit within your organization.

The goal of a PoC Pilot is to validate key assumptions about the technology and service before full implementation. To ensure a successful pilot:

  • Define clear success criteria – Establish measurable benchmarks before starting.
  • Track key performance indicators (KPIs) – Continuously monitor usability, performance, and clinical impact.
  • Test in real-life scenarios – Simulate common challenges and workflows to assess whether the vendor can meet your needs.
  • Set clear pilot timelines – The PoC Pilot concludes when pre-established success criteria are met, ensuring data-driven decision-making.

By carefully structuring vendor demos and PoC Pilots, your organization can make an informed, confident vendor selection.