Free question bank · PDF
Next Best Action platform question bank
Twenty questions to put to vendors, and to your own team, before choosing a Next Best Action or AI engagement platform.
- 20questions
- 5areas
- 15minutes to complete
Written for Digital, IT, procurement and Commercial Excellence teams evaluating Next Best Action and AI engagement platforms.
Why it matters
Every demonstration looks convincing
Next Best Action and AI engagement platforms are easy to demonstrate and hard to scale. Pilots that impress in a presentation often stall once they meet real data, real teams and real customers.
The most expensive mistakes happen before the contract is signed, when the questions that matter are not asked or not answered clearly.
This question bank helps you hold vendors, and your own team, to clear answers. It is independent of any vendor.
What is inside
The areas it covers
- 1Value and outcomes4 questions
- 2Data and readiness4 questions
- 3People and adoption4 questions
- 4Control and governance4 questions
- 5Commercial terms4 questions
Preview
A sample of the questions
- Which business outcome will the platform improve in the first year, and how will that be shown?
- Can the vendor show results from comparable pharma deployments, with references you can contact?
- How will the value be measured independently of the vendor's own reporting?
- What does the vendor consider a failed deployment, and how often has it happened?
- Which of your data sources does the platform need on day one, and which can come later?
The full question bank includes every question with guidance, a simple way to read your answers, and next steps.
AI-enabled engagement and Next Best Action. Define the data, signals and orchestration logic Next Best Action needs before the platform decision.
Let's talk about your next planning cycle
Book a complimentary 45-minute working session. Bring the question that matters most to your team and leave with a recommended first step.
Last updated 31 October 2026