OutSail's platform is designed to streamline and guide your HRIS selection process from start to finish. Central to this experience is the To-Do page, an intuitive feature that outlines your entire software buying journey, ensuring a thorough and efficient process. This article explains how the To-Do page works and how you can use it to keep your evaluation on track from your first audit through your final purchase.
Understanding the To-Do page
The To-Do's can be found in the To-Do page or at the top of the OutSail app on any page, is your roadmap through the HRIS selection journey. It organizes everything a buyer needs to do to run a first-class buying process into a 10-step sequence. If you follow these 10 steps, the system will guide you through the entire process — no guesswork required.
The 10-Step Buying Process
Define Requirements: Complete your Tech Stack Audit and schedule an advisory session with the OutSail team.
Launch a Project: Define your project goals and define your project scope.
Build Shortlists: Narrow the market down to the vendors that best match your needs.
Select Finalists: Choose the top vendors you want to evaluate hands-on.
Request Demos: Get connected with your finalists for live demonstrations.
Design Scorecards: Build the evaluation criteria your team will score against.
Complete Scorecards: Rate each vendor as a team during and after demos.
Analyze Proposals: Request and compare pricing proposals from your finalists.
Request References: Gather structured peer reviews of your finalists.
Finalize Purchase: Make your selection and close out your buying process.
Finding Your Steps in the To-Do Tab
Each of these 10 steps lives in the To-Do tab, found on the left-hand panel of the system. The To-Do tab is your home base for working through the process, with each step broken out so you always know exactly what comes next.
Navigating with the To-Do Bar
All 10 steps are also accessible at any point in the system using the To-Do Bar at the top of the app. Simply look at the current step you're in — a hyperlink will take you wherever you need to go within the system to complete that action. This means you're never more than one click away from your next task, no matter where you are in the app.
Tracking Your Progress
Each step is either open or completed. And completing a step doesn't lock it: you can always go back to a completed step to revisit, redo, or modify your work as your evaluation evolves.
Conclusion
The To-Do Bar is an essential tool within the OutSail app, designed to make the complex process of selecting an HRIS as straightforward and efficient as possible. By organizing your journey into 10 clear steps — and linking you directly to each one — the To-Do Bar ensures you navigate your software buying journey with confidence and clarity.