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NT-158 / Decision pack

Software requirement shortlist

Shortlist against the work that must get done.

Compare named requirements with evidence from the exact plan or trial. Separate an essential workflow from a preference and mark untested claims clearly.

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Editable .xlsxPDF guideNo macros

Start with the decision

Which essential requirements remain untested for an option?

Small teams choosing a software shortlist.

From input to next step.

  1. 01

    Describe the workflow

    Write what the user must accomplish and why it matters. Keep preferences separate from essential access, export or security requirements.

  2. 02

    Check the exact option

    Record the provider, plan and dated evidence in the reference field. A feature on a marketing page may be limited to another plan.

  3. 03

    Resolve the gaps

    Rehearse each essential workflow or ask for a written answer. Filter gaps by option before deciding which suppliers merit a deeper review.

A look inside

The example, in plain sight.

Fictional values from the workbook. Amounts are illustrative currency units, not a market rate or a customer result.

Option / plan
Option A / team
Requirement
Export all records
Essential?
Yes
Evidence reference
Trial record 1
Verified?
Yes
Test / question
Retain export
Essential gap
0

Before you use the result.

  • Do not infer plan access from a generic feature page.
  • Unknown is not the same as a failed test.
  • Check data handling with the authorised owner.

A requirement-evidence worksheet, not a vendor endorsement, security audit or complete procurement process.

A few useful answers.

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What will I receive?

Each product includes a PDF guide, an editable Excel workbook, a fictional worked example, a blank worksheet with 50 prepared rows and a decision log. Working kits also include an implementation plan and an adaptable message. The exact file list is on each product page.

What software do I need?

A PDF reader and spreadsheet software that supports standard .xlsx formulas. The workbooks contain no macros or external data connections. Formula results depend on your inputs and your spreadsheet software recalculating them. No paid AI account is required.

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