List every handoff from load entry through dispatch, driver execution, documents, billing, settlement, safety, and maintenance.
Turn the sales demo into your working session.
Check each preparation step as you build a carrier-specific evaluation.
Ask every vendor to run the same representative load, exception, driver pay rule, document, and accounting result.
Include migration, training, integrations, mobile access, support, storage, and the internal time required to change.
Review permissions, audit history, backups, exports, incident response, and the practical path to leave the system.
Who should be in the room?
Include the people who dispatch, manage drivers, handle documents, bill customers, settle drivers, monitor safety, and answer the owner's reporting questions.