Demo worksheet · 2 min

Run a union software demonstration that answers real questions

Give each vendor the same work, evidence standard and follow-up record.

A useful comparison records what the buyer can actually complete today. A menu label is only a starting point. Select scenarios that reflect the union’s membership structure, representation work and employer reporting obligations, then weight them before demonstrations begin.

Step 01

Prepare a common scenario pack

Use fictional records for a member transfer, a grievance reassignment, a remittance discrepancy and a bilingual notice. Include expected actors, source evidence and a restricted account for each. Ask vendors to show the current product, and identify configuration work or external services separately.

Step 02

Score depth rather than labels

For every scenario, record audience, channel, source ownership, permissions, review steps, history and recovery. Distinguish a shipped workflow from a partial, integrated, planned or unverified claim. Keep unknown separate from absent, and avoid counting the same underlying capability twice.

Step 03

Finish with an implementation decision

Write down required migration effort, staff training, Canadian data hosting, provider dependencies and named operational owners. Keep unresolved questions with due dates. A trial is complete when the group can explain fit and remaining work, not when every screen has been visited.

Next step

Put the guide into practice.

Use controlled sample data in a 30-day trial, or ask UnionStack how the workflow fits your evaluation.

Credit card required. Automatic billing after 30 days.