A lot of factors need to be considered when evaluating whether a digital platform is right for your business, even before it gets to the point of integration. Indeed, choosing a digital platform involves more than just comparing features and subscription prices.
Before connecting software to your business systems, you need to understand how it handles data, supports everyday workflows, and performs under adverse conditions. Effective due diligence must be undertaken ahead of accepting that a digital platform is right, which may involve testing claims against evidence.
Analyze the pros and cons after defining your requirements
When it comes to reviewing what a platform offers at the initial stage of finding one, it’s always a good idea to weigh the pros and cons. In almost all walks of life, when looking for something, this is typically a good starting point. Whether it be looking for recommendations in personal life, such as whether a restaurant is the right place to dine, whether a product can solve the problem that is being faced, or as
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Knowing the pros and cons of anything will help you reach an informed conclusion about an expected outcome (or its likelihood). So, why wouldn’t you weigh them up at the very beginning when evaluating any digital platform before integrating it into your business system?
Of course, business owners should define their requirements before identifying the pros and cons of a platform. If you can identify the problems that already pre-exist, then it can be easy to determine from the pros and cons whether the platform can solve them. If it cannot, you know immediately it isn’t right for your needs. If it does, then identify essential features, intended users, and the systems the platform must connect to.
Ask for demonstrations
Not all business systems are the same; just because a digital platform integrates seamlessly with one business doesn’t mean it will with another. A generic sales example will often highlight the one it works with without issue, since it is a promotional marketing strategy. However, if a business’ system is more complex, it doesn’t necessarily mean the platform will be able to handle it.
Any reputable provider will be willing to provide a demonstration; it will help them prove their value to the customer and push them to take it once they see it in action. The demonstration can be tailored to the business’s needs, helping highlight how well the platform performs under pressure and handles everyday tasks. Generic sales and marketing demonstrations may provide simplistic examples, as they’re just meant to do the bare minimum and serve as a sales resource.
Analyze security, data handling, reliability, and support
Businesses need to be protected against cybercrime, as hackers can often look to gain unauthorized access to digital platforms. If they do, they can steal sensitive data or funds, or plant viruses and malware that can attack anyone who uses the system.
Before integrating a digital platform, businesses should analyze the security offered with full scrutiny. They should examine authentication, access controls, encryption, audit logs, and incident response procedures. This can be done by requesting supporting evidence and checking whether certifications cover the service being provided.
This is also relevant to data handling, as it’s important to know how data enters and is used within the platform and what third parties have access (if any). In this AI-rich world, it can be important to establish whether uploaded information can be used for model training. In turn, how reliable is the platform and how good is the support when an incident occurs? Time is money; lengthy downtime could be extremely costly if support isn’t there, while a security breach can be just as costly if the platform isn’t reliable.
Should cost come into it?
Naturally, cost is often one of the first factors many consider. When it comes to carrying out due diligence, it should be considered only after all the pros and cons have been weighed up.
If the digital platform can offer everything that the business needs, it’s hard to put a price on those positives. If it doesn’t, then price arguably shouldn’t be a factor because the business’s needs aren’t being met.
It’s perhaps best to think of a digital platform as an investment, especially if one has been found to be ideal for the business’s needs after completing a comprehensive evaluation.






