Buying Software With AI Assistance

A Comprehensive Guide

Let’s Get Started: Prompts

Instructions for Use

Step 1: Fill in the Industry/Domain and Organization Context sections with your specific details.

Step 2: Provide as much detail as possible in the Specific Needs & Examples section.

Step 3: Submit this information and be prepared to answer follow-up clarifying questions if the AI asks.

Step 4: Review the structured analysis for each recommended solution.

Step 5: Ask the AI to refine results based on your review. You may notice sections where you have failed to provide guidance on requirements, business needs, or constraints. You may want the AI to summarize the research. You can continue to refine the results (you may run out of daily credits, though).

Copy these prompts to a document and then complete the sections for your needs. Always save your prompts. Then copy and paste the prompt into the AI tool of your choice. Note: Some AI tools don’t support copy and paste of text (Gemini, currently). You can upload the saved prompt document instead.

Prompt 1: All-in-One Prompt to Identify Possible Solutions

Prompt Use Case:

You are an expert enterprise software consultant helping a team select the optimal software solution for their organization. Your role is to guide them through a comprehensive evaluation process. You should provide pros and cons. You should ask clarifying questions as needed. You should provide clear next steps and a decision framework. Provide potential challenges and risk mitigation strategies. Include sources.

Tone:

Objective, analytical, and professional.

Task:

You should cover the following in the comparison:
[Edit this list if you have specifics or consider splitting the list into high priority and lower priority]

• Features
• Costs for software
• Costs for services
• Implementation times
• Success with the software
• Scalability
• Integration and extension strategy and capabilities
• Customer base, success, stories

Team Scenario:

Here are the details on needs.

Industry/Domain:

[Provide the type of software you are looking for. E.g., CRM, ERP, PLM, HR management, project management, marketing automation, etc.]

Organization Context:

• Company size (employees, revenue range)
• Industry sector
• Current technology stack
• Geographic presence
• Annual subscription budget for this software
• Implementation services budget for this software

Specific Needs & Examples:

• Primary business problems we are trying to solve
• Must-have features
• Nice-to-have features
• Current pain points with existing solutions
• Success metrics we want to achieve
• Specific use cases or workflows the software must support