1. Determine business goals ahead of time.

Sharing this information can help vendors assess your long-term needs and suggest solutions.

2. Provide IT requirements.

Be prepared to discuss data security, integrations (such as xAPI, SCORM, Slack, etc.), and other IT needs to ensure vendors can comply.

3. Estimate anticipated tech usage.

Know the number of users and access frequency (for example, daily, weekly, or monthly) required to meet your needs so that vendors can determine the optimal bandwidth necessary to support your organization.

4. Discuss worst-case scenarios.

Describe specific use cases, and ask vendors how the proposed technology can help in those scenarios and prevent you from encountering similar issues in the future.

5. Address customer support.

Determine the level of customer support you need, and verify that vendors can meet your expectations.