From Demos to Decisions: How to Prepare & Evaluate Tools Before, During and After a Demo Day

A Demo Day can put multiple solutions in front of your firm in one afternoon. That is real value, but it can also be overwhelming. Many firms leave impressed by the strongest presentation, but still unsure which tool is the best fit, what to do next, or how to turn interest into implementation.

This vendor-neutral session gives members a practical framework for turning Demo Day into a decision. Attendees will learn how to evaluate tools against their firm’s actual workflows, how to compare vendors using the same criteria, and how to leave with a clear, sequenced action plan instead of a stack of brochures and competing priorities.

Before Demo Day: Identify your firm’s two or three highest-priority pain points so every demo is evaluated against a real workflow need, not just the most polished pitch.

· During Demo Day: Use a one-page scoring rubric to evaluate each vendor on the factors that predict successful adoption, including workflow fit, implementation effort, data readiness, integration requirements, total cost, support, and time to first value.

· After Demo Day: Decide what to act on first by confirming which tools map to documented pain points, weighing the true cost and complexity of implementation, and sequencing next steps if several tools are under consideration. We will also cover what no tool can do for you, including documenting the process, cleaning the underlying data, and creating the internal discipline needed for adoption.

This webinar serves as a preparation course for our upcoming AI in Action Demo Day on July 28th, but is also valuable for any member involved in technology decisions within their firm. You can register for the demo day here.