FREE PLATFORM SELECTION FRAMEWORK
81% of buyers are dissatisfied with the platform they chose. That's not bad luck. It's bad process.
The Capability Matching Method: 8 steps to select the platform that matches your business rules and logic.
✓ Written for the distributors, wholesalers and manufacturers who write the check, not a vendor’s sales funnel
✓ Successfully used in platform selections for 10+ years
✓ Starts with your customers and your organization, not the technology
✓ Flips the vendor demo into a use case driven Test Drive process you control
✓ The same methodology behind every Platform Genius™ selection
The vendor demo is winning. That's the problem.
Most organizations approach selection backwards, chasing vendor demos and feature checklists or leaning on analyst reports that were never written for B2B. Without translating your requirements into actual platform capabilities, every vendor can (and will) say ‘yes’. Capability Matching maps your business requirements to platform capabilities, ensuring you get it right without wasting $1M and 3+ years.
What's in the Framework
The 8 phases of the Capability Matching Method with how to do it and keys to success
Customer Voice
Capture real digital experience requirements from the people who will actually use your platform, not internal assumptions.
Business Requirements
A cross-functional look at how every department will support the digital experience, mapping current processes and capability gaps.
Use Cases
Detailed documentation of how each user type interacts with the platform, including edge cases, not just happy path transactions.
Mapping Platform Capabilities
The largest gap in traditional evaluations: translating user stories into objective, measurable platform capabilities.
The RFP
An RFP built on real use cases and granular requirements, so vendors prove capability or admit gaps before you’re locked in.
Scoring Methodology
A weighted system that turns thousands of granular requirements into comparable, defensible platform scores.
The Test Drive
The pinnacle moment where traditional vendor demos are inverted, showing you what’s actually native in the platform.
Selection
Weighted scores, capability ratings, and Test Drive results come together in a decision backed by evidence, not gut feel.
Vendors were lying so we’d spend $100K on software, telling us features were ‘out of the box’ without mentioning the extra $75,000 it would take to implement them. Capability Matching protected us from making six-figure mistakes based on vendor promises.
Jay Schneider
Vendors use ‘discovery calls’ to shape frictionless demos. It’s their job. Capability Matching flips that script. When a decision carries this much data behind it, it’s bullet-proof. That’s the difference between a decision you can defend and one you simply hope is right.
Stop being a participant in the vendor's sales motion. Run your own.
Get the complete Capability Matching Method. Free. Simply complete the form and we’ll send it to you.