The Diagnostic
Check any warning sign you recognize from your own situation.
Read each sign. Check the box next to any that apply. Tally your score on the next page. Honesty beats optimism here. The more accurately you score, the more useful the result.
You don't know if the problem was defined by someone who profits from the answer.
The assessment of your situation was performed, or heavily shaped, by the firm now proposing to fix it. The problem was defined during a sales process, which means it was defined in terms of what they sell.
A vendor with a hammer always finds a nail.
Every advisor you've spoken to has arrived at the same expensive conclusion.
Two or three conversations. Same category of solution every time. The convergence feels like confirmation, but it likely means you've only been talking to one side of the market.
Vendor consensus isn't the same as an independent diagnosis.
Your team can tell you what hurts. Nobody can tell you why.
Everyone agrees the system is slow, the reports are wrong, or the integrations keep breaking. But nobody has traced it to a specific decision, a configuration error, or a process failure that predates the technology.
Replacing the platform moves the symptoms to a new address.
You've been through a major technology project before. And it still didn't work.
Not because the technology was wrong. Because the operating model wasn't ready for it. The new system ran on top of old problems. Now the next budget is larger and the scope is wider.
A bigger investment in the wrong fix produces more expensive results.
There's no one in the room who can tell the vendor they're wrong.
The proposal is detailed and confident. Your team understands the business problem but can't challenge the architecture, the timeline, or the licensing structure. You're evaluating a technical recommendation with no technical counterpart on your side.
Vendors set the terms when no one across from them speaks the language.
The decision has narrowed to which vendor, not whether you need one.
Your shortlist is three versions of the same solution. Nobody has an incentive to tell you the real answer might be a configuration fix at a fraction of the cost. That option never made the shortlist because nobody with independence brought it in.
The cheapest fix has to be found before the vendor process starts.