How do you evaluate PLM software when a demo is not enough?
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PLM
Posted By:
Jobi Varghese
A PLM demo shows what the software does. It does not show where your team stands against industry practice, or what to change first. Since around 2021, buyers in food and beverage, cosmetics and personal care, and specialty chemicals have started their PLM evaluations with a different question: how do companies like us handle this?
This guide explains how to prepare for that conversation, what to ask a PLM vendor, and how to tell real domain expertise from a sales script.
TL;DR
- A demo answers what the software does. Buyers now need to know where they stand first.
- Prepare three inputs before an evaluation: how customized your current systems are, which regulations drive your obligations, and what each plant or region needs to keep.
- Ask the vendor how teams like yours solved the same problem, and where you sit against standard industry practice.
- Check the people, not only the product. Real domain expertise comes from careers in regulatory affairs, quality and manufacturing.
- A good evaluation ends with a shared roadmap, not a feature list.
In this guide
- Why is a demo no longer enough to evaluate PLM software?
- What should you prepare before a PLM evaluation?
- What questions should you ask a PLM vendor during an evaluation?
- How can you tell real domain expertise from a sales script?
- What should a good PLM evaluation leave you with?
- Frequently Asked Questions
- Video Transcript
Why is a demo no longer enough to evaluate PLM software?
Two pressures shape PLM projects in food and beverage, cosmetics and personal care, and specialty chemicals. Customers keep setting new trends that brands must follow, and regulation keeps adding obligations that brands must meet. Together, they push buyers to want answers faster, at lower cost, with more covered in each conversation.
A demo shows features. It rarely tells you whether your current practices match the industry standard, or where you fall short. That is now the first question in most evaluations, and it needs a different kind of answer: outside references and proof of where you stand.
At Trace One, a typical evaluation conversation now splits in two: about half on the software, and half on how similar teams solved the same problem.
Key Takeaways
Since around 2021, PLM buyers in food and beverage, cosmetics and personal care, and specialty chemicals ask how companies like them handle a problem before they ask what the software does. A demo answers only the second question. Buyers need outside references and a clear view of where they stand against industry practice before a feature walkthrough is useful.
What should you prepare before a PLM evaluation?
The more you bring, the more an evaluation can tell you. Three inputs make the biggest difference.
How customized are your current systems?
Heavy customization is often the hidden cost buyers want to escape. One global nutritional health company working with Trace One found that more than half of its existing systems were heavily customized, which created unnecessary complexity.
Which regulations drive your obligations?
List the regulations that apply in each market you sell in. They decide where approvals must sit in your formulation workflow.
What does each plant or region need to keep?
Standard formulas only work if local plants keep the flexibility they depend on. Map those needs before the evaluation, not after.
Bring the people who live with these questions every day: R&D, regulatory, quality and plant leaders.
Key Takeaways
Three inputs give a PLM evaluation the most value: how customized the buyer's current systems are, which regulations drive its obligations in each market, and what each plant or region needs to keep. With these inputs, a vendor can compare the buyer's situation with how similar teams solved the same problem.
What questions should you ask a PLM vendor during an evaluation?
Ask about approach, not only features. These five questions show quickly whether a vendor understands your business.
How have companies like ours handled this?
Ask for the approach, not only the result. Comparing with similar companies is how you learn what to optimize and what to change first.
Where do we sit against standard industry practice?
A good answer tells you where you are behind before you have to ask twice.
What would you standardize, and what would you keep local?
A major food and beverage manufacturer producing more than 2,500 SKUs needed standard formulas without removing local plant flexibility. The Trace One team worked alongside the manufacturer's plant leaders to get both.
Where do regulatory approvals sit in the daily workflow?
In that same project, regulatory gated approvals were built directly into daily formulation work, not added on top of it.
What happens after we sign?
When a global confectionery leader with multiple iconic brands needed to modernize its legacy PLM platform, Trace One guided the company through blueprinting, structured change management, and internal subject-matter expert testing.
Key Takeaways
Five questions turn a PLM evaluation from a product tour into a working session: how similar companies solved the problem, where the buyer sits against industry practice, what to standardize and what to keep local, where regulatory approvals sit in daily work, and what happens after go-live.
How can you tell real domain expertise from a sales script?
Some vendors bring in outside specialists, people who understand packaging regulation or product formulation, to support a single deal. Domain expertise now carries real weight alongside software fluency, so check where it comes from.
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The people in the room can name their own background in regulatory affairs, quality or manufacturing. You can check it.
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They listen first. They ask where you stand before they decide what to show.
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They put people and process before the tool.
At Trace One, the people behind sales conversations come from regulatory, quality and manufacturing backgrounds. That expertise is part of the team, not sourced for a deal.
Key Takeaways
Trace One solution experts come from regulatory, quality and manufacturing backgrounds, so domain expertise is built into the team rather than brought in for a single deal. Buyers can test any PLM vendor the same way: ask about the background of the people in the room, and check whether they listen before they demo.
What should a good PLM evaluation leave you with?
By the time you reach commercial terms, you should no longer wonder whether the vendor understands your business. A good evaluation leaves you with:
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A clear view of where you stand against industry practice.
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A shared roadmap for what to change first, and what comes next.
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Trust in the people you will work with after go-live.
When the vendor acts as a trusted advisor, the evaluation becomes the first step of that roadmap.
Frequently Asked Questions
What is a PLM solution expert?
A PLM solution expert supports buyers during a software evaluation. The role combines knowledge of the software with subject-matter expertise, often in regulatory affairs, quality or manufacturing. In the software industry, the role is often called pre-sales.
Why do PLM buyers ask about other companies before the demo?
Buyers want outside references and proof of where they stand. Comparing with similar companies shows them what to optimize, what they are doing wrong, and what to change first.
Why does heavy PLM customization matter?
Heavy customization adds complexity. One global nutritional health company working with Trace One moved from heavily customized systems to standard industry baselines. The software became simpler, manual data transcription across global teams stopped, and the company gained a single source of truth for compliance.
Who should join a PLM evaluation?
The people who live with product data every day: R&D, regulatory, quality and plant leaders. Their questions shape what the vendor should show.
Video transcript
Display the transcript
When food and beverage, cosmetics, and personal care, and specialty chemicals companies evaluate PLM software today, their first question is rarely about features. Jobi Varghese, who leads presales at Trace One, explains why buyers now expect consulting before a demo, and how Trace One solution experts answer that need. For a long time, presales at Trace One meant one thing. A prospect asked to see the software and the team showed it. Around 2021, the question started to change.
Prospects stopped asking whether the platform could do a specific task. They started asking how other companies in their position handle the same problem.
Behind those questions sit three simple ones.
What should we optimize? What are we doing wrong? What would you recommend? Two forces drive this pressure.
Customers keep setting new trends that brands must follow, and regulation keeps adding obligations that brands must meet. So buyers want answers faster at lower cost with more covered in a single conversation. A demo shows what a product does. It rarely tells a buyer whether their own practices match industry best practice.
Buyers want outside references and proof of where they stand. They want to know where they fall short against the industry standard before anyone points it out. That is why in a typical conversation, Jobi Varghese spends about half the time on Trace One software and the other half on how similar teams solve the same problem. Neither half works without the other.
Outside the software industry, the word presales means little.
For people who have spent their careers in product development, retail, or manufacturing, Solution Expert is clearer.
Buyers today want to partner on two fronts, the software and a person who brings subject matter expertise into the room instead of a script. At Trace One, that expertise is built into the team.
The people behind Trace One sales conversations come from regulatory, quality, and manufacturing backgrounds.
When enterprise organizations ask how other global brands handle a process, they often want to escape heavy software customization. A global nutritional health company working with Trace One found that more than half of its existing systems were heavily customized, which created unnecessary complexity. Trace One took a consultative approach built on one principle, people and process before the tool. The company moved to standard industry baselines. The software became simpler, manual data transcription across global teams stopped, and the company gained a single source of truth for compliance.
Domain expertise also means understanding how manufacturing works across several plants.
A major food and beverage manufacturer producing more than 2,500 SKUs needed to standardize its formulas without removing the flexibility each local plant depends on.
Because the Trace One team understands how multilayer recipe structures interact with regional sourcing, it worked alongside the manufacturers' plant leaders. Together, they built regulatory gated approvals directly in the daily formulation workflow. A consultative approach plays out over time, not in a single sales pitch. When a global confectionery leader with multiple iconic brands needed to modernize its legacy PLM platform, Trace One guided the company through blueprinting, structured change management, and internal subject matter expert testing to upgrade its global footprint.
When the vendor acts as a trusted advisor, a product evaluation becomes a shared roadmap for continuous improvement. A career in regulatory affairs or on a plant floor cannot be adopted in a quarter or brought in for a single deal. Buyers can tell the difference between expertise that is real and expertise that is performed.
By the time a discussion with Trace One reaches commercial terms, the buyer no longer wonders whether Trace One understands their business.
That trust is built early in conversations that look like they are only about software.
Jobi Varghese leads presales at Trace One and has more than twenty five years of experience working with professionals in the food and beverage, cosmetics and personal care, and specialty chemical industries.
Trace One is a global provider of AI native product lifecycle management and regulatory compliance software for the food and beverage, cosmetics and personal care and specialty chemical industries. With more than thirty years of industry expertise, company helps over 9,000 brands worldwide develop, launch, and manage remarkable products faster. Purpose built for formula based product development, its platform connects the entire product lifecycle from ideation to launch with integrated regulatory intelligence spanning 170 plus countries. Learn more at traceone.com.
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Read Jobi Varghese's article on LinkedIn: From Solution-focus to Consulting
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About Trace One
Trace One is a global provider of AI-native Product Lifecycle Management (PLM) and regulatory compliance software for the food & beverage, cosmetics & personal care, and specialty chemical industries. With more than 30 years of industry expertise, the company helps over 9,000 brands worldwide develop, launch, and manage remarkable products faster. Purpose-built for formula-based product development, its platform connects the entire product lifecycle from ideation to launch, with integrated regulatory intelligence spanning 170+ countries.