For many decision-makers, the tool test is a crucial step in finding the right digital tools for their company. Many clients come to us because they are unsure which solutions really fit their requirements. With a structured tool test, they receive a sound basis for decision-making and avoid flying blind when selecting new technologies. Clients often report that the tool test not only saves them time, but also provides them with valuable insights. This process helps them to carefully weigh up the costs, effort and benefits and sustainably strengthen the success of the project.
Why the tool test is so important
A tool test helps to evaluate the variety of digital solutions and identify the right tools. Companies from a wide range of industries use this step to gather practical insights before the final implementation. In this way, decision-makers avoid common pitfalls such as the use of overloaded solutions or a lack of compatibility with existing systems.
An example from logistics: a company tested various tracking systems for their compatibility with existing processes. The tool test enabled it to find the best solution for its requirements and thus significantly increase efficiency.
Another example from marketing: an agency tested new automation tools for campaign planning directly in the customer project. This gave them valuable feedback and enabled them to optimise the tools.
The tool test is also used in the healthcare sector. One hospital tested various digital documentation solutions and opted for the one that could be best integrated into the existing processes.
Tool test: Practical steps for decision-makers
Analyse requirements precisely
The first step in tool testing is a precise analysis of the company's requirements. Decision-makers define their goals and use cases. This is the only way to make a targeted and efficient selection.
An example from production: A company wanted to digitalise its quality control. It defined specific use cases and tested various tools for their suitability.
Another example from the public sector: A public authority wanted to optimise its document management. It analysed its requirements and tested various solutions in practice.
Tool testing is also important in the education sector. One school tested various learning platforms and decided on the one that best suited its needs.
Try out different tools
In the next step, decision-makers select various tools that could fulfil the requirements. It is advisable to test several solutions in parallel in order to create opportunities for comparison.
An example from the retail sector: A company tested various merchandise management systems and decided on the best solution based on the test results.
Another example from the financial sector: a bank tested various risk management tools and found the right solution for its requirements.
The tool test is also used in the area of customer service. A call centre tested various CRM systems and decided on the one that could be best integrated into the existing processes.
Systematically record feedback
During the tool test, it is important to systematically record user feedback. This allows weaknesses to be recognised at an early stage and improvements to be implemented in a targeted manner.
An example from research: An institute tested various data analysis tools and collected feedback from researchers. This enabled it to find the best solution for its requirements.
Another example from the IT sector: a company tested various project management tools and collected feedback from the project teams. This enabled it to find the right solution for its requirements.
The tool test is also used in the area of human resources. One company tested various HR software solutions and collected feedback from employees. This enabled it to find the best solution for its requirements.
BEST PRACTICE with one customer (name hidden due to NDA contract) A medium-sized industrial company wanted to digitalise its production planning. It defined specific use cases and tested various tools in practice. The tool test enabled it to find the best solution for its requirements and thus significantly increase efficiency. The employees were involved at an early stage and provided valuable feedback. This enabled the company to optimise the tools and increase acceptance.
My analysis
The tool test is an essential building block for a well-founded decision when selecting software and tools. Those who approach this step in a structured manner and with accompanying coaching increase the likelihood of finding and introducing suitable tools. Practical examples from various industries show how different the requirements are and how important a transparent test phase is. Overall, the tool test supports decision-makers in carefully weighing up the costs, effort and benefits of digital technology and sustainably strengthening the success of the project.
Further links from the text above:
KIROI step 2: How to test your tool for AI success
Tool test in KIROI step 2: Experience AI innovations in practice
Testing the tool: How step 2 of the KIROI methodology works
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