Start by describing one task from beginning to end
Consider a purchasing report: who initiates it, who prepares it, when is it due, and who approves it? Starting with this workflow gives you a more concrete basis for evaluation than a feature list. Note which steps currently depend on calls, emails or separate files.
Define ownership and what completion means
A personal reminder and work requiring manager approval may have different completion rules. For tasks shared by several people, clarify who submits the result and who makes the final decision. Assess checklists, submission descriptions and revision needs using a real example. SEZHEL Flow treats personal tasks separately from assigned work that follows an approval process.
Look at change history as well as the calendar
Seeing a deadline may not be enough. When it changes, you should be able to follow the reason, request and decision. When work is reassigned, its ownership should remain clear. During the demo, examine delays, reassignment and revisions alongside task creation.
Check what each role can actually see
Employees need to understand their own work; managers need a view of the team within their access scope. Open the same example task under different roles to assess visibility. Active work, overdue tasks, pending submissions and team workload serve different needs. Workload categories should not be confused with time tracking or employee performance measurement.
Agree on pilot acceptance criteria
Start with a small group and representative tasks. Try assignment, submission, revision, approval and reporting together. Clarify user numbers, installation, notifications, existing data migration and support scope before the proposal. Choosing a product also means agreeing on how your team will use it in daily work.