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With the HR Tech Conference coming up next month, many HR leaders and their teams are eager to explore the latest advancements in HR technology—and how these tools can help unlock stakeholder value across the organizations they support. As teams evaluate solutions that will deliver the greatest impact, this cheat sheet provides a starting point with questions across four areas: 1) business needs, 2) vendor evaluation, 3) cost and ROI, and 4) security and compliance. For example, under business needs: What problems are we solving, and how will the technology help us do things more effectively than today? Under vendor evaluation: What percentage of the vendor’s customers use the platform for the functionality we need—and with what results? For cost and ROI: Will ROI be realized in the near term or over a longer horizon—and what value will be captured in years one, two, and beyond? This part of the business case is often overlooked, yet critical, since value from tech solutions tends to be unlocked gradually rather than immediately. The editable worksheet includes space to add notes across these areas. While other questions (e.g., around ethical AI) should be layered in, this resource can help kickstart internal conversations and decision-making. By carefully planning with questions like these now instead of later in the year, practitioners will be better positioned to help their organizations enhance the likelihood of pursuing and purchasing HR technology solutions that enable intended business outcomes.
