1. Audit your current DAP’s performance
- [ ] Identify which features of your current DAP are being used and which are underutilized. Are there capabilities your team relies on heavily or workarounds for missing functionalities?
- [ ] Are the onboarding flows, analytics, and guidance tools contributing to measurable user growth or retention? Ask Yourself: Are bottlenecks in the tool affecting your product adoption rates or delaying user activation?
- [ ] What do internal teams say about ease of use, integration, and day-to-day reliability? Are support tickets frequently raised?
2. Determine why you’re switching
- [ ] What are the non-negotiables that your current DAP fails to deliver? For example, is it scalability, customization, or lack of robust analytics?
- [ ] Evaluate if your current spend aligns with the value derived from the tool. Are there hidden costs such as extra fees for usage spikes or premium support tiers? Ask Yourself: If you stay, how much longer can you sustain the costs without compromising your roadmap?
3. Define your requirements for the new DAP
- [ ] Ensure the DAP can handle your company’s projected growth, including new products, regions, or larger user bases.
- [ ] Look for compatibility with existing tools like CRMs, analytics platforms, and customer success software. Will integration enhance workflows or create more complexity?
- [ ] The new DAP should provide insights into user behavior, flow drop-offs, and A/B testing without needing external analytics tools.
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Ask vendors for case studies where companies of your size (and anticipated scale) successfully implemented their solution.
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4. Build an evaluation framework
- [ ] List each tool’s features, integrations, pricing, and support quality. What gaps does each solution fill?
- [ ] Engage with their team during the evaluation. How quickly do they respond? Are their answers thorough and insightful?
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Use weighted scoring for critical features like ease of setup, functionality breadth, and customer support responsiveness.
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