Tuesday, June 16, 2015

Evaluating Conflicts Software - Part 7

For our last publication for the Evaluating Conflicts Software series, we'll address all the other "miscellaneous" questions that we should raise to insure we have a thorough understanding of the offerings from our software & services vendors.

Here's our last list of questions for this series:

  • How do you differentiate yourself from the other conflicts softwares on the market?
  • Do your users have a group?
    • Online?
    • In person?
  • Time Zone: You'll want to consider if they will be available during your firm's business hours.
    • Where is your company located?
    • Where is your support located?
  • What level of support is provided?
    • Emails?
    • Phone calls?
    • In Person?
  • Are we able to override or disable standard features?
  • Can we please have a demonstration of your product?
  • Are we able to test it during a trial to determine if it is a good fit for us?
    • How long do we have?
  • Is your organization woman or minority owned?
  • Check to see if they will be able to meet your deadlines of when you expect to have the new conflicts software installed, integrated, and everyone trained.

Most of these questions are from Sandra Roberts' book "Creating Conflicts of Interest Procedures for Protecting You and Your Firm from Malpractice" (Amazon).

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