WORKFLOWFRAME — SOFTWARE EVALUATION WORKSHEET
Version: 2026-09-23 | https://workflowframe.com/software/
Use the same job and acceptance cases for every candidate, including current tools.
A planning template, not a product benchmark or a record of customer outcomes.
Complete locally with permitted data. Do not enter credentials.

1. THE JOB
Trigger, input, decision, output, and receiving owner:
The gap in current tools (describe the exact action or control):
Current monthly volume / active effort / correction effort:
Permission, source-of-truth fields, and consequences of an error:
Candidate A (include the current tool or manual approach):
Candidate B:
Candidate C:

2. VERIFY THE CURRENT OFFER FOR EACH CANDIDATE
Official documentation URL and date checked:
Exact channel / source / destination / actions:
Account eligibility, required plan, roles, and permissions:
Usage unit, allowance, external-service cost, and seats:
Data access, retention, export, deletion, and ownership:
Missing feature or unsupported assumption:
Infrastructure, workflow, knowledge, or content maintenance owner:

3. SAME ACCEPTANCE CASES — EXPECTED RESULT BEFORE TESTING
Case | Expected | Candidate A | Candidate B | Candidate C | Repair minutes
Normal input:
Missing or ambiguous field:
Duplicate or repeated event:
An incorrect match or outdated source:
Partial success before a connection failure:
A request for a person / human approval:
No assigned operator / after-hours request:
A changed credential or permission:
Reached allowance / interrupted automation:
Stop and return to manual work:

CATEGORY-SPECIFIC CHECKS
App handoffs: verify one record and one correct owner after replay.
Meetings: confirm decisions, owner, due date, source, and sharing scope.
Support: test missing knowledge, mixed topics, urgent exceptions, and escalation.
Task coordination: test assignment, reopening, status rules, and duplicate tasks.
B2B research: separate usable coverage, identity accuracy, and source evidence.
Social messaging: test the exact entry, qualifying interaction, window, and takeover.

4. MEASURE THE COMPLETE CHANGE
Accepted outcomes / attempted outcomes:
Wrong, missing, duplicated, or unowned outcomes:
Configuration and training hours:
Active processing + review + repair + maintenance hours:
Current plan cost and observed usage (same period and currency):
Additional external-service or infrastructure costs:
Total effort or cost per accepted outcome:
Compare like outputs; do not equate unlike credit units.

5. DECISION
Acceptance and stop criteria agreed before the trial:
Keep / narrow / stop / use current tools:
Evidence and limits of the sample:
Remaining uncertainty and who will check it:
Operating owner and backup:
How to disable the new process and recover:
Next review date / trigger for reconsidering the decision:

Category decision guides:
https://workflowframe.com/guides/make-n8n-or-native/
https://workflowframe.com/guides/meeting-notes-pilot/
https://workflowframe.com/guides/support-triage-pilot/
https://workflowframe.com/guides/task-handoff-pilot/
https://workflowframe.com/guides/compare-b2b-data-tools/
https://workflowframe.com/guides/compare-social-messaging-tools/