Tool Evaluation
Building a vendor shortlist without relying on feature counts
Shortlist marketing software suppliers by essential tasks, proposed edition limits and unresolved questions rather than advertised feature totals.
Desk
Desk Procurement
Reads marketing software contracts and pricing models and explains the clauses that drive total cost.
Costs & Contracts
Calculating stack cost beyond subscription fees
Build a marketing stack cost model that includes setup, variable charges, operating work and exit alongside subscriptions.
Costs & Contracts
Checking budget approval workflows in marketing software
A budget field does not itself control spending. Trace who requests money, what they must explain, who can approve it, and what happens when scope or price changes after approval.
Tool Evaluation
Checking licence tracking for reused marketing assets
Before reusing an image, video, font or illustration, check the permission attached to that specific asset and intended use.
Tool Evaluation
Comparing a live product demo with a prepared sales presentation
Learn what a marketing software presentation and live demo can each establish, how to set a common scenario and what still needs validation.
Tool Evaluation
Comparing asset libraries with full DAM software
Compare an asset library with a full DAM by the work people need to do, not the product category on the invoice.
Costs & Contracts
Comparing consolidation savings with migration effort
Compare avoidable future charges with migration, double running and ongoing work before combining marketing tools.
Costs & Contracts
Comparing contact-based, seat-based and usage-based pricing
Compare the billable units, limits and change rules behind contact, seat and usage pricing for marketing tools.
Tool Evaluation
Evaluating marketing software
Evaluate marketing software against real tasks, shortlist plausible options, compare supplier evidence and record what remains unproven.
Tool Evaluation
Evaluating version control for brand assets
Version control for brand assets should tell users which file is approved, what changed and what to do with copies already in circulation.
Costs & Contracts
Marketing technology costs and contracts
Budget for the full cost of marketing software and review the terms that govern usage, changes, renewals and exit.
Tool Evaluation
Marketing technology procurement
Bring evaluation evidence, proposed terms and specialist reviews together for a documented marketing technology purchase decision.
Costs & Contracts
Reviewing a vendor's support and escalation process
Check support hours, severity, response promises and escalation ownership for the marketing software offer you are considering.
Tool Evaluation
Scoring vendors against agreed business requirements
Use agreed criteria, evidence labels and clear rating anchors to compare marketing software offers without hiding essential conditions.
Tool Evaluation
Structuring a marketing software proof of concept
Choose the uncertainty, set acceptance cases and record what a limited marketing software proof of concept establishes.
Tool Evaluation
Testing search and metadata in a DAM demo
Test DAM search with representative assets and questions from people who will use the library.
Tool Evaluation
Writing a requirements list from real marketing tasks
Turn real marketing work into requirements suppliers can demonstrate, including outcomes, exceptions, essential conditions and evidence requests.