Skip to content
Peake Consulting
Insights

Turn HRIS vendor demonstrations into evidence

By Ian Peake

A polished demonstration can make almost any system look straightforward. The selection team needs evidence that the proposed solution can support its work.

The most effective demonstrations are designed before vendors arrive. Start with a short list of scenarios that reflect important processes and risks. Include ordinary tasks, exceptions and hand-offs between roles.

Design scenarios around real work

A useful scenario states who is acting, what they need to do, what information is available and what result is expected. For example, ask a manager to initiate a job change, complete an approval and see how the change affects the employee record and downstream teams.

For an Australian workforce, scenarios might include an employee working across roles, a new starter requiring several checks, a leave or time exception, or a change that affects payroll and reporting. Select only scenarios that matter to your organisation. A demonstration should not become a catalogue of every possible feature.

Give evaluators a consistent lens

Agree how to assess:

  • Whether the task was completed and how many steps it took
  • Whether the experience makes sense for the role using it
  • How exceptions, approvals and audit history are handled
  • Which parts are standard, configured, integrated or manual
  • What assumptions or additional costs sit behind the answer

Use evaluators who understand the work, not only the technology. Give them a briefing and a simple scorecard before sessions. Ask them to note evidence and questions, not just whether they liked the screen.

Record what was not shown

If a vendor cannot demonstrate something, capture the reason and agree what evidence will follow. “On the roadmap,” “available through a partner” and “possible with configuration” are different answers. They should not be scored as though the capability was shown in the proposed solution.

After each session, compare notes while the evidence is fresh. Follow up with targeted questions rather than another broad demonstration.

The goal is not to catch a vendor out. It is to understand the solution clearly enough to make a sound decision. When every vendor responds to the same scenarios and the organisation records what it sees, the demonstration becomes an evaluation instrument instead of a presentation.

Facing a decision like this? Talk to Ian Peake.