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Software Selection1 June 2026

Your evaluation now runs in six clear phases

We’ve grouped the full software-selection journey into six named phases — Define, Engage, Evaluate, Compare, Select and Close — so everyone can see where a project actually is at a glance.

A serious software evaluation has a lot of moving parts: scoping the need, building a longlist, running demos, sending an RFI, testing real use cases, scoring, and finally deciding. Shown as a flat list of a dozen steps, it’s hard to tell at a glance whether you’re early, mid-flight or nearly done.

Six phases, not twelve steps

The project rail now rolls those steps up into six phases — Define, Engage, Evaluate, Compare, Select and Close. Completed phases collapse to a tidy summary, the phase you’re in expands to show its steps, and the rest stay tucked away until you need them.

Nothing about how you work changes — every step is still there, and status is still derived from what’s actually happened in the project. You just get a far clearer read on progress.

The active phase is highlighted in amber and opens automatically when you land on the project. Tap any phase header to expand it and jump straight to a step.