Guides and downloads

Guidance you can use before, during, and after a technology project.

Use practical decision paths, implementation prompts, and controlled documentation channels to prepare better questions, evidence, responsibilities, and next steps.

Featured download

A practical checklist for structured technology evaluation.

Use it with process owners, IT, data owners, procurement, leadership, and representative users to turn broad impressions into a documented decision.

PDF · Version 1.0

WMT Technology Evaluation Checklist

A vendor-neutral checklist covering outcomes, scope, users, workflows, data, integrations, security, deployment, delivery, adoption, commercial readiness, and decision evidence.

  • Five evaluation areas
  • Twenty-five structured checks
  • Evaluation summary worksheet
  • Print-friendly A4 format
Download the checklist
01

Use it before demonstrations

Agree what must be demonstrated and what evidence each stakeholder needs.

02

Use it before contracting

Identify unresolved scope, data, integration, security, responsibility, timing, and acceptance conditions.

Decision paths

Start with the area you need to evaluate or prepare.

Each path links to the current authoritative page and highlights the questions that should shape the next conversation.

01

Academic scheduling evaluation

Clarify scheduling scope, inputs, deterministic constraints, outputs, users, integrations, governance, and acceptance.

Open the current page
02

Higher-education SIS evaluation

Map the student lifecycle, academic model, finance, services, portals, workflows, reporting, and integration boundaries.

Open the current page
03

K-12 platform evaluation

Assess school structure, curriculum, student and family services, teaching processes, finance, operations, portals, mobile, and localization.

Open the current page
04

Implementation readiness

Prepare decision owners, requirements, data, environments, user participation, validation, training, and launch governance.

Open the current page
05

Integration and migration readiness

Inventory sources, ownership, mappings, interfaces, quality, reconciliation, security, cutover, and continuity.

Open the current page
06

Cloud and operational readiness

Clarify deployment, monitoring, protection, backup, recovery, support, responsibilities, and service expectations.

Open the current page

Useful guidance

A guide should reduce uncertainty and improve action.

Good documentation does not merely describe features. It connects purpose, prerequisites, responsibilities, evidence, decisions, and the next controlled step.

  1. 01

    Purpose and audience

    State who should use the guide, for what decision or activity, and what is outside its scope.

  2. 02

    Inputs and prerequisites

    Identify required information, access, roles, environments, dependencies, and readiness conditions.

  3. 03

    Actions and evidence

    Explain what to do, what to record, what to validate, and who approves completion.

  4. 04

    Version and ownership

    Make the date, version, owner, applicability, and update path visible.

Documentation channels

Use public material for evaluation and controlled material for environment-specific work.

This separation prevents outdated or generic documents from being treated as instructions for a particular version, deployment, or customer.

01

Public website

Current portfolio positioning, resource guidance, dated news, FAQs, and general evaluation material.

Explore Resources
02

Sales and evaluation

Current product sheets, scope discussion, demonstrations, deployment options, and proposal-stage material.

Contact Sales
03

Project and support

Version-specific operating guidance, implementation documents, issue handling, release information, and customer-specific instructions.

Contact Support

Questions

Frequently asked questions

What can I download now?

The WMT Technology Evaluation Checklist is available as a public PDF. Other current product, implementation, security, and customer-specific materials should be requested through Sales or Support.

Why are some materials provided on request?

Product scope, versions, deployment models, integrations, security requirements, and customer circumstances can differ. Controlled distribution helps ensure the material is current and appropriate.

Can the evaluation checklist be used with any vendor?

Yes. It is intentionally vendor-neutral and can be used to structure technology evaluation, due diligence, planning, and decision records.

Where can customers obtain operational guides?

Existing customers should use Support or their agreed project channel for current, version-specific, role-appropriate documentation.

Prepare the next step

Use the checklist, then bring the unresolved decisions.

WMT can help turn the evaluation record into a focused demonstration, fit discussion, implementation plan, or support action.