Information

  • Company Name

  • Name of Software Platform

  • Conducted on

  • Name of CCA managers conducting site visit

  • Location
  • Site contact name(s)

Background Questions

  • Does your company use the software vendor?

  • How long has your company used the software?

  • How many sites have you deployed the software to across your business?

  • How many users utilise the system in your business (employees and contractors)?

  • Does the software interface with other software systems you use such as site access/sign in systems, training systems etc?

  • If yes, which systems?

  • Which roles in your organisation use the software? e.g. Contractors, contract managers, HR managers, administrators etc.

  • What is your companies relationship with the vendor?

  • Do you or your company receive anything for being a reference for the software vendor? e.g. goods, services, discounted rates, rebates, gits

  • If yes, what do you or your company receive?

  • What evaluation criteria did you use to select the system?

  • If 'Other' was selected please elaborate.

  • What other systems did you consider when making the decision?

Product Questions

  • Why did you choose this system?

  • How well does the software perform vs. expectations? 0 = poorly 10 = exceeded expectations

  • How well does the software manage contractor company compliance? 0 = poorly 10 = exceeds expectations

  • How well does the software manage contractor worker compliance? 0 = poorly 10 = exceeds expectations

  • How difficult is it to upload and retrieve documents? 0 = extremely difficult 10 = very easy

  • Does the software have mobile functionality that you or your contractors use?

  • How much functionality does the mobile software provide compared to using the software on a computer? 0 = no functionality 10 = full functionality

  • Are reports easy to create and what do you report on?

  • Are the notification and escalation features effective?

  • Was there any resistance by your contractor companies to use the software? If yes, did the vendor assist?

  • How does the system perform with regards to your WHS framework? 0 = sits outside of our WHS framework 10 = is a fully integrated part of our WHS framework

  • In your opinion, what are the best features of the software?

  • In your opinion, what are the main limitations of the software?

  • Are there manual processes and workarounds that you must follow to complete tasks using the software. If so please describe them.

  • What is the feedback from key users in your organisation regarding useability/ease of use?

  • Did you have to customize the system? If so how and why?

  • Is there anything that surprised you about the system, negative and/or positive?

  • What significant benefits have you realised with the software?

  • Have you experienced any bugs or problems with the software? e.g. system outages, user access etc

Implementation and support questions

  • Describe the implementation project and the project team.

  • Describe the rollout process to deliver the software across your business.

  • How long did it take to fully implement the system?

  • What key issues/obstacles did you identify during implementation?

  • What did you learn during the implementation that you would have liked to have known before you started?

  • How often did you/do you need to request technical support from the software vendor?

  • How responsive is the vendor to issues? 0 = never responds 10 = responds immediately and issue is fixed on the spot

  • Is there any ongoing costs associated with support and/or fixes? If so what?

  • Capture ongoing costs here.

  • In your opinion, what is the quality of the support available from the software vendor?

  • What training was provided/is available to key users?

  • How reliable is the software i.e. time offline, ability to trouble shoot problems.

Wrap up questions

  • What was the total cost of ownership (Implementation, software, hardware, services, training, on-going maintenance etc.)?

  • Was the solution delivered to your business on budget?

  • What has the ROI (return on investment) been so far?

  • If you were to re-evaluate software providers, what would you do differently?

  • What would you do differently with regards to selection and implementation?

  • Would you select this vendor/system again?

  • Is there anything else you can share that may help us to make a decision?

  • GENERAL COMMENTS/OBSERVATIONS

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The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.