20 Questions To Ask Before Selecting Your Software Implementation Partner

20 Questions To Ask Before Selecting Your Software Implementation Partner

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Author: Lizzy Wolff

If you have chosen a software solution for your organization - incentive management, SPM, agent lifecycle management, CPQ, or pricing software - your next task is to select the right implementation partner to deploy it.

This choice is critical. It can mean the difference between success and failure of the solution

When selecting a software implementation partner, it's essential to thoroughly evaluate their capabilities, experience, and approach to ensure a successful project. 


Ask Every Single One of These Questions


Here are 20 interview questions you should ask every potential partner about your Scope of Work (SOW) to ensure that they truly are the right partner for your project:


Can you provide examples of similar projects you've completed in the past?

This helps gauge their relevant experience.


What is your approach to project scoping and planning?

Understand how they create a roadmap for your project.


How do you handle changes in project scope during implementation?

Assess their flexibility and change management procedures.


What methodologies do you use for project management (e.g., Agile, Waterfall)?

Ensure their approach aligns with your expectations.


How do you ensure project milestones and deadlines are met?

Evaluate their commitment to timelines.


What key performance indicators (KPIs) do you use to measure project success?

Understand how they define and measure success.


How do you handle project risks and potential issues?

Assess their risk mitigation strategies.


What resources (human, technological) will you allocate to our project?

Ensure they have the necessary resources for success.


Can you provide a breakdown of the project's cost estimate?

Get a detailed understanding of pricing.


Want clarity on Canidium’s pricing for SuccessFactors Incentive Management? 

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What is your approach to quality assurance and testing?

Ensure thorough testing is part of their process.


How do you handle documentation and knowledge transfer at project completion?

Ensure a smooth handover of knowledge and documentation.


What is your policy for handling intellectual property and data security?

Ensure your data and IP are protected.


How do you manage communication and collaboration with clients during the project?

Evaluate their communication channels and frequency.


Can you provide references from previous clients?

Speak to other clients about their experiences.


What is your strategy for post-implementation support and maintenance?

Understand their long-term commitment to your project.


How do you handle conflicts or disagreements during the project?

Assess their conflict resolution processes.


What is your experience with compliance and regulatory requirements in our industry?

Ensure they understand and can adhere to relevant regulations.


Do you have any experience working with similar third-party integrations or technologies?

Evaluate their familiarity with your tech stack.


How do you ensure alignment between the SOW and the final deliverables?

Ensure they deliver what's promised in the SOW.


Can you provide a timeline for key project milestones and deliverables based on the SOW?

Get a clear picture of the project timeline and significant checkpoints.


How can asking these questions help you?

Asking these questions can help you evaluate the suitability of a software implementation partner and ensure that your SOW aligns with their capabilities and approach, increasing the likelihood of a successful project outcome.

Ready to interview Canidium?


Photo by Jametlene Reskp on Unsplash