Below is an example of a due diligence checklist
for ‘Software Vendor Support’. The due diligence
checklist includes over 25 items that range from
support for ongoing live running, to training,
system documentation and customer liaison. All
items should be verified before acquiring new
software.
Have you identified the minimum support
you will need with ongoing live running?
Ongoing Support
What is covered / not covered under software
support?
Are there multiple levels of software support?
And if so, what is included within each level?
How does support differ between the
implementation phase and ongoing live
running?
What is included within the Service Level
Agreement? And are the escalation
procedures explained?
Is there a software support website, available
24/7, with user self service?
Have you checked what services and support
are available from the support website? eg a
searchable knowledgebase, downloadable
software fixes, product updates, fault
submission, training courses, forums?
Is there a support centre or help desk,
available 24/7, or for specified times each
day?
Can support be contacted directly? eg by
telephone, email, or can you only use the self
service facility?
Can you actually speak to a knowledgeable
customer support / help desk person?
Are there multiple ways to contact support or
log a software fault or query?
Are there defined time scales for responding
to queries / software faults?
What is the cost of support?
Are there support usage penalties, eg costs,
limits, availability?
Training
What user training is offered?
How is training provided? eg courses, online
self-study, how-to-videos, instructor led
training, manuals?
Are there open / public training courses, or
company specific, configurable training
courses?
Do they provide on-going training eg
workshops or seminars, to keep user skills
up-to-date?
What are the rates / charges for these
services? How many days are required? What
is the total cost?
System documentation
What system / online help is provided?
Are there installation and set up instructions?
Are there user guides / system
documentation?
Are these chargeable?
Customer liaison
Is there a designated customer liaison person
to contact eg account executive, should the
need arise?
Can they act as the go-to resource and
handle requests that fall outside their direct
responsibility?
Is there regular vendor contact eg via email,
phone, mail and face-to-face meetings?
Are there annual conferences, user group
meetings, workshops, events, web seminars?
Is this customer liaison support chargeable?
For more due diligence checklists and questions,
visit: Software vendor support, Implementation
support, Reference site visit checklist, Vendor
accounts, Vendor personnel, Vendor software
product development, Software payment terms,
Final software decision, Software agreement
checklist
Due Diligence Checklist
- Software Vendor
Support
For use in software system selection
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