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Draft a Requirements List Before You Look for a New Solution

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Before you begin the evaluation process with any new technology solution, it is a good idea to make a list of your requirements that will address the current and future needs of your firm. This document will help you stay focused on what really matters to your firm. Once you begin the process of viewing demos and evaluating potential new technology products, it is possible to be easily impressed by features and tools that you didn’t know existed or didn’t know your firm needed. This is not necessarily bad—unless it distracts you from the original requirements list.