Digital Asset Management Demos and Proof of Concepts

Digital asset management demos and POCs are where things get real. A demo is a live, guided walkthrough of your specific usage scenarios—ideally using your actual assets. A proof of concept (POC) goes further, giving your team hands-on access to test how the system performs with real workflows. Together, they offer a grounded, honest look at whether a system fits, not just how it looks in a sales deck.

A structured, goal-driven approach to managing these activities is the best way to move from feature lists to informed decisions.

Before the Demo: Set Your Foundation

Start by defining what matters most to your organization. Common areas to evaluate in a DAM system include:

• Workflow automation
• Metadata structure and taxonomy
• Permissions and user roles
• Search and discovery
• Upload and download processes
• User interface and experience (UI/UX)
• Integrations with other systems (e.g., CMS, PIM, MAM)

Also consider what makes your organization unique. Do you manage large volumes of high-resolution images, video, or audio (rich media)? Do you need to preserve or migrate older, inconsistent, or incomplete metadata (often referred to as legacy metadata)? These factors should inform the usage scenarios you ask vendors to demonstrate or support during a proof of concept (POC).

If you haven’t created usage scenarios yet, now’s the time. A usage scenario is a short, structured description of a key task a user needs to perform in the system. Each should include:

• A clear title
• The goal or objective
• The user role
• A brief narrative of the scenario
• Success criteria

Aim for 6 to 8 scenarios that reflect your core needs across different user types. A focused set like this keeps digital asset management demos and POCs grounded in what really matters to your team and ensures a more meaningful evaluation.

Preparing for the Demo

Give vendors a chance to show how their system handles your real-world needs. Ask them to walk through 4–5 key tasks your users need to perform in a two-hour demo session.

About two weeks before the demo, send each vendor a small sample of your actual content—around 25 assets in a mix of file types and sizes—along with a simple spreadsheet describing those files (titles, descriptions, dates, etc.). If you work with items made up of multiple files (like a book with individual page scans), include one or two of those as well.

The goal is to see how the system performs with your materials—not polished demo content—so you can better understand how it might work for your team.

Digital Asset Management Demo Participation and Structure

Invite a diverse group:

• Core users
• Edge users with atypical needs
• Technical staff
• Decision-makers

Suggested agenda:

• 30 minutes – Slide-based intro and vendor context
• 60 minutes – Live walkthrough of your usage scenarios
• 30 minutes – Open Q&A

Distribute a feedback form before the demo so your teams can rate the system and each usage scenario in real time. Collect quantitative scores (e.g., “On a scale of 1–5, how well did the system support this scenario?”) to make it easier to compare vendors side by side. Include a few qualitative prompts as well, such as “What surprised you?” or “What did you like or find confusing?” Keep the form short and focused—if it’s too long, people won’t fill it out.

Running the POC

Once you’ve identified a finalist, it’s time for hands-on testing. A two-week POC is ideal—short enough to keep momentum, long enough to explore.

Set expectations upfront. Testers must dedicate focused time. The POC isn’t a background task. If people delay or casually click around, you won’t get meaningful results.

Check with the vendor about potential POC costs. Some vendors charge if their team invests heavily and you don’t purchase. Ask early.

Prepare for a successful POC:

• Give vendors ~3 weeks to configure the system with your content and workflows. Share usage scenarios and access needs early.
• Assign clear roles, for example:
  • End Users – Test search, discovery, and downloads
  • Creators – Test uploads, tagging, and editing metadata
  • Admins – Test permissions, structure, workflows, and configuration
• Create a task-based script aligned with your usage scenarios. Ask testers to log their experience, pain points, and surprises.
• Schedule three vendor touchpoints:
  • Kickoff (60 min):  Introduce the vendor, ensure everyone has access, clarify roles, and walk through the POC goals and script.
  • Midpoint Check-in (30 min):  Surface blockers or confusion while there’s still time to fix them. Encourage open questions: “How do I…?” or “Why isn’t this working?”
  • Wrap-up (30 min): Review what worked and what didn’t. Ask the vendor to walk through anything missed. Preview post-purchase support and onboarding to help gauge confidence in next steps.

Reminder: This is not a sandbox. Stick to the script, test with intention, and focus on how the system performs in a real working scenario.

Decision Making

Pull your team together while the experience is still fresh.

Start with the structured feedback:

• Compare rubric scores across categories like usability, metadata, permissions, and admin tools.
• Look for patterns or outliers: did some roles struggle more than others?
• Discuss gaps, friction points, and what’s non-negotiable.

If your group is large, collect final thoughts via a form and summarize for review.

Document your decision—not just which system you chose, but why. Connect it to your business goals, priorities, and user needs. This not only strengthens your recommendation, but also provides valuable context for onboarding new users and teams. When people understand the reasons behind the choice, they’re more likely to engage with the system and use it effectively. It also gives you a foundation for measuring success after launch.

Final Thoughts

Digital asset management demos and POCs don’t just validate vendor claims, they clarify your priorities, surface assumptions, and test how ready your team is for change. They help you figure out not just if a system works, but how it works for you.

A well-run process builds alignment, fosters engagement, and reduces risk by exposing critical gaps early. Most importantly, it sets the stage for a smoother implementation.

When you choose a system based on real tasks, real users, and real feedback, you’re not just buying software. You’re investing with confidence.