1. Audit Your Processes: Before looking at demos, map out your current workflow. Identify where the bottlenecks are—is it quoting speed, inventory accuracy, or communication between the office and the floor?
2. Define Your Business Size: Some tools, like ShopTech E2, are tailored toward smaller, growing shops that need ease of use. Larger, more complex environments may require the robust functionality of Global Shop Solutions or DELMIAworks (formerly IQMS).
3. Evaluate Integration Capabilities: Ensure the software can talk to your existing accounting software (like QuickBooks or Sage) and any CAD/CAM software used by your engineering team.
4. Request Targeted Demos: Do not watch a generic vendor presentation. Provide the vendor with one of your actual recent projects and ask them to show you how their software would handle that specific job from quote to invoice.
5. Consider Modern Alternatives: If you are a specialized shop, such as an electronics manufacturer, consider niche tools like Aligni, which focuses on supply chain and bill-of-materials (BOM) management, rather than a heavy, general-purpose ERP.