These planning resources help you identify the decisions, inputs and deliverables to discuss with a supplier. Examples are illustrative and are not MENTARA client results.
Resources
Practical guides for buying IT and software services
Prepare a clear scope, compare delivery options and ask better questions about software, Salesforce, AI, cloud and technology teams.
Plan your requirement
02
What to include in a Salesforce org assessment
Prepare a Salesforce review covering sales and service processes, automation, access, data quality and a prioritised improvement backlog.
03
Plan the first release of a legacy modernisation project
Define a useful first software release with clear dependencies, acceptance criteria, testing, rollback and operational ownership.
04
What to check before moving an AI pilot into production
Assess AI pilot readiness through representative evaluation, data permissions, human oversight, operating cost and failure handling.
05
How to prepare for an AWS cost review
Prepare cloud usage, ownership and workload requirements for an AWS cost review with explicit savings assumptions and performance trade-offs.
06
Staff augmentation or a dedicated delivery team?
Compare IT staff augmentation and dedicated teams by delivery ownership, backlog direction, technical decisions and handover responsibilities.
07
Questions to ask an international software services supplier
Evaluate remote software delivery through working-hour overlap, named ownership, access controls, contracting, acceptance and handover.
One partner. One plan. Measurable outcomes.