What is Phase 0?

Phase 0 is the critical pre-implementation stage where organisations define their problem, select vendors, and prepare for implementation. It's where strategy, planning, and software selection occur—long before any implementation consultants arrive. Most HR technology failures stem from poor Phase 0 decisions, not implementation issues.

42%
of HR tech implementations fail or aren't fully successful after 2 years
36%
of buyers are likely to switch vendors at contract renewal
£2.3bn
The question: why do we keep wasting money on failed HR technology projects?

HR tech selection isn't just choosing software—it's preventing expensive disasters

Most failures happen before implementation even starts. Poor Phase 0 decisions create problems that even the best implementation teams can't solve.

Successful implementation requires getting all of these critical elements right:

Right Problem
Right Scope
Right Benefits
Right Sponsorship
Right Vendor
Right Partner

The SelectionWise Method

The only comprehensive HR technology selection methodology that includes Phase 0 - where critical decisions are made before implementation begins. Our 5-step process breaks down how to get this right.

1
Design thinking methodology icon showing empathy and user research process for HR technology selection

Know What You Want*

Use design thinking to understand the real problem and define the solution.

Key Activities: Design thinking process (Empathise → Define → Ideate → Prototype → Test → Value Case), strategic alignment, solution definition.

Outputs: Problem statement, solution concept, business case with quantified benefits.

Empathise Define Ideate Prototype Test Value Case
2
Market research and vendor evaluation framework icon for HR technology selection preparation

Selection Preparation*

Prepare for vendor evaluation with market research and evaluation framework.

Key Activities: Requirements refinement, market scan, vendor longlist creation, decision framework design.

Outputs: Vendor shortlist, evaluation criteria, selection plan.

Refine Requirements Market Scan RFI Vendor Shortlist Decision Framework Selection Plan
3
Comprehensive vendor assessment and RFP process icon for HR software evaluation

Vendor Selection*

Comprehensive vendor assessment beyond demos and RFP responses.

Key Activities: RFP process, vendor assessments, due diligence, recommendation and approval.

Outputs: Preferred vendor selection, signed contract, implementation readiness.

RFP Preparation Issue RFP Vendor Assessments Final Due Diligence Recommendation Report Preferred Vendor Approval
4
Implementation partner selection and contract design icon for HR technology projects

Implementation Partner Selection*

Select the right implementation partner with the right contract structure.

Key Activities: Resource assessment, partner evaluation, commercial construct design, baseline planning.

Outputs: Preferred implementation partner, signed contracts, implementation plan.

Resource Planning Partner Assessment Commercial Negotiation Contract Design Implementation Blueprint
5
Implementation readiness and organisational preparation icon for HR technology go-live success

Implementation Readiness*

Prepare your organisation for implementation success by completing critical path activities that could delay go-live if left until implementation starts.

Key Activities: Team mobilisation and governance setup, policy changes and early configuration decisions, data quality assessment and cleansing strategy, integration and architecture preparation, implementation planning and testing strategy.

Outputs: Mobilised project team, governance framework, approved policy changes, data readiness plan, integration inventory.

Organisational Readiness Policy & Configuration Data Preparation Technical Architecture Governance & PMO

* Condensed Overview: What you see above is a condensed overview of the SelectionWise methodology. The full SelectionWise method includes many additional steps, decision points, and practical guidance. Get the complete step-by-step approach in the book (Buying HR Tech in the Age of AI), or contact us about the comprehensive toolkit which adds practical templates, checklists, and tools to implement everything effectively.

Toolkit

The SelectionWise Toolkit transforms our proven methodology into practical action. With over 40 expertly crafted resources—including templates, checklists, and guidance materials—you'll navigate HR technology selection with confidence.

From project initiation templates to vendor evaluation frameworks, commercial negotiation checklists to implementation readiness guides, every tool is designed to accelerate your selection process while reducing risk.

Optional workshops help your team master the methodology and adapt it to your organisation's unique needs.

Be an Early Adopter of the SelectionWise Toolkit

The complete SelectionWise methodology and toolkit will be available soon. Get early access and special pricing by registering your interest.

By registering, you agree to our Terms & Conditions and Privacy Policy

Our Services

SelectionWise is a vendor-agnostic HR Technology consultancy that helps organisations through the critical 'Phase 0' stage before implementation begins. Learn more about our services.

Phase 0 Consulting

Expert consulting during the critical pre-implementation stage. From business cases to vendor selection and implementation readiness assessment.
Learn More

Vendor Selection

Comprehensive vendor evaluation support, from full process management to methodology and guidance for your team to lead the process.
Learn More

Method Adoption

Adopt and customise our SelectionWise methodology to your organisation's specific needs with training and ongoing support.
Learn More

Business Case Support

Build robust, vendor-agnostic investment cases with strategic business case services including ROI analysis and risk evaluation.
Learn More

Free Resources to Get You Started

By downloading any resource, you agree to our Terms & Conditions

Selection readiness assessment tool icon for HR technology evaluation
Selection Readiness Assessment
10-question diagnostic to assess if you're ready for vendor selection. Get personalised recommendations based on your score.
Take Assessment
HR technology failure root cause analysis framework diagram
3 Root Causes of HR Tech Failure
Framework explaining why 42% of projects fail and how to prevent these costly mistakes in your organisation.
Download Framework
SelectionWise methodology overview diagram showing 5-phase process
SelectionWise Method Overview
Detailed overview of the 5-phase methodology with main steps, key activities, and deliverables for each phase.
View Method Overview
Complete SelectionWise methodology flow diagram with decision points and processes
Method Flow Diagram
Complete visual flow diagram showing the detailed SelectionWise methodology with all decision points and processes.
Download Diagram

Read the Book: Buying HR Tech in the Age of AI

Buying HR Tech in the Age of AI book cover by James Hatton - comprehensive guide to HR technology selection
Buying HR Tech
in the Age of AI


James Hatton

A comprehensive guide to buying HR technology and implementation services. More than a book—it's a masterclass in ensuring your HR technology investments deliver real value.

"Comprehensive, practical, and deeply insightful, it could stand as an entire college course on mastering the art of getting HR tech right."
— Richard McColl, Chief HR Operations Officer, Kraft Heinz
"A must-read for anyone involved in buying HR technology."
— Arlene Stokes, Chief People Officer, Aegon UK
Buy on Amazon Learn More
SelectionWise company logo and brand icon

30+ Years of HR Technology Experience

James Hatton, founder and principal consultant at SelectionWise, has been an HR technologist for over 30 years. After witnessing hundreds of implementations across roles as consultant, vendor, and client, he developed the SelectionWise methodology based on the realisation that most project failures stem from decisions made before implementation even starts. More info

Frequently Asked Questions

What is Phase 0 in HR technology selection?
Phase 0 is the critical stage before implementation where key decisions about solution scope, vendor selection, and implementation approach are made. It's where strategy, planning and software selection occur long before any implementation consultants arrive.
Why do 42% of HR technology implementations fail?
HR technology failures fall into three categories: solving the wrong problem, bad vendor choice, and botched implementation. Most of these issues can be traced back to poor decisions made during Phase 0.
How is SelectionWise different from other HR consulting firms?
Unlike large consultancies that focus on implementation, SelectionWise specialises exclusively in Phase 0 - the pre-implementation stage where critical decisions are made. We're vendor-agnostic and focused solely on getting your project set up for success.
What is design thinking in HR technology selection?
Design thinking is a human-centred approach that helps you understand the real problems you're trying to solve. It involves five stages: Empathise, Define, Ideate, Prototype, and Test, ensuring your solution is driven by user needs rather than vendor functionality.
What types of HR technology does this methodology apply to?
The SelectionWise methodology works for all HR technology selections, from point solutions like recruiting tools to comprehensive HCM suites. It's particularly valuable for complex, enterprise-wide implementations where the stakes are highest.
Do you work with specific HR technology vendors?
No, SelectionWise is completely vendor-agnostic. We don't receive commissions or payments from any HR technology vendors, ensuring our recommendations are always in your best interests, not influenced by vendor partnerships.
Can we use this methodology for internal selection processes?
Absolutely. The SelectionWise toolkit includes templates, checklists, and guidance materials that enable your internal team to apply the methodology. Optional workshops help your team master the approach and adapt it to your organisation's needs.