# Build-versus-buy software worksheet
Business:
Workflow:
Decision owner:
Review date:

## Requirements
Core task:
Users and roles:
Current problem and evidence:
Essential requirements:
Valuable requirements:
Optional preferences:
Exceptions:
Connected systems:
Authoritative data sources:

## Repeat for each option
Product / proposed custom scope:
Configuration:
Core workflow demonstration:
Exception demonstration:
Required plan / tools:
Missing requirements:
Workarounds:
Integration ownership:
Implementation tasks:
Client tasks:
Training:
Permissions:
Support and monitoring:
Recovery:
Data exports:
Account ownership:
Exit work:
Unresolved questions:

## Cost assumptions
Evaluation period:
Initial work:
Recurring licences:
Usage or user assumptions:
Hosting:
Support:
Integrations:
Training:
Change allowance:
Excluded costs:
Price / quote source and checked date:
Confirmed numbers versus assumptions:

## Pilot and decision
Pilot scope:
Pass criteria:
What the pilot cannot prove:
Critical gaps:
Tradeoffs:
Responsible people:
Decision rationale:
Next step: