docs/8.0/ayanova/docs/tour-bootstrap-evaluate.md

@@ -110,25 +110,35 @@ Once you have access to AyaNova and some sample data generated to play with we r
 2. Take some [guided tours](tour-intro.md) to get your feet we; a good place to start is the [Create a Customer guided tour](tour-service-create-customer.md)
 3. Work orders are the heart of AyaNova so the [Create a work order guided tour](tour-service-wo.md) is a good next step
 4. Try out any particular feature that is important for your business. Each AyaNova form has a Help link in the menu that will take you to a help page for that form
-5. Get other staff members feedback. Once you have a fairly good idea where things are and how they work it's time to get other staff trying out AyaNova, make User accounts for all staff in each department who will be using AyaNova and have them try out the features that they would be working with day to day.
+5. Get other staff members feedback.
 
-    For example have the service techs try making work orders, entering labour and scheduling themselves. Have the Inventory staff try out the purchase orders and entering Parts etc. Sales staff should try out the Quoting system. All administrators or department heads should try out the dashboard and set up some business metrics that relate to their departments.
+    Once you have a fairly good idea where things are and how they work it's time to get other staff trying out AyaNova, make User accounts for all staff in each department who will be using AyaNova and have them try out the features that they would be working with day to day.
+
+    For example have the service techs try making [work orders](tour-service-wo.md), entering labour and scheduling themselves. Have the Inventory staff try out the [purchase orders](inv-purchase-orders.md) and entering [Parts](inv-parts.md) etc. Sales staff should try out the [Quoting](svc-quotes.md) system. All administrators or department heads should try out the [dashboard](home-dashboard.md) and set up some business metrics and graphs that relate to their departments.
 
     Get feedback from all users and if any questions arise that aren't covered in the manual please do not hesitate to [contact our support department](https://contact.ayanova.com/contact) as always.
 
     It's important that all Users have a chance to try AyaNova and give their feedback and ensure their questions and concerns are answered before moving on, allow plenty of time for this process.
 
-6. Customization - it's about this time that questions around Customization come up. AyaNova is highly customizable in many areas and it isn't unsual to make some tweaks to more closely align AyaNova with a particular business or industry.
+6. AyaNova over time - once everyone who will be using AyaNova is familiar with their area of the program have them go back adn look at it again but this time considering different time frames for their tasks. For example what will be their day to day interaction with AyaNova, weekly, monthly, yearly. Looking forward in time like this is often helpful when evaluating business software to catch anything that might be missed during the first few looks and it gets people thinking in terms of actually using the software in production and identifying any concerns that come up.
+
+7. Customization - it's about this time that questions around Customization come up. AyaNova is highly customizable in many areas and it isn't unsual to make some tweaks to more closely align AyaNova with a particular business or industry.
 
     We have several guided tours in the Business admin section about customization including [adding custom fields to forms](tour-bizadmin-form-custom-fields.md), [hiding un-needed form fields](tour-bizadmin-form-remove-fields.md), [changing the displayed text](tour-bizadmin-form-custom-translation.md) and more.
 
     In addition all the reports in AyaNova can be customized or new ones created using the built in [report template editor](ay-report-edit.md).
 
-7. Importing exsting data - often a company starting out with AyaNova will want to import existing data to save time. If this is something you may need to do, AyaNova has a built in [import feature](adm-import.md) which enables you to import data from text files which you should definitely try out with real data as part of your evaluation process.
+    Be **careful** not to customize too much too early in the evaluation process; be sure you and your potential staff who would be using AyaNova have a basic familiarity with AyaNova's stock forms and features first before customizing. If you start renaming fields or dropping them (for example) it can be hard to match up what is written in the documentation with what they are seeing in the program. It's possible to customize and remove entire sections of the Work order form (for example) but it may turn out that some of those would be useful so it's best to get a good idea what's in there before making too many changes early on.
+
+8. Importing exsting data - often a company starting out with AyaNova will want to import existing data to save time. If this is something you may need to do, AyaNova has a built in [import feature](adm-import.md) which enables you to import data from text files which you should definitely try out with real data as part of your evaluation process.
+
+    Note that we do _not_ recommend importing data early in the evaluation process but rather we recommend using the generated sample data for early evaluation instead because the generated data is intended to appear as if it was real world data created by a service company over time so it's often more helpful for evaluation purposes as the data is more realistic and is used in multiple areas giving Users a chance to see how it all links together.
 
     If you use QuickBooks desktop edition you can import data directly from QuickBooks using our QBI QuickBooks integration utility.
     If you are using an older version of AyaNova we have a [migration utility](ay-biz-admin-migrate-v7.md) that will import legacy AyaNova data to this latest version.
 
+9. Decision -
+
 ## Next up - Acquisition
 
 You have determined AyaNova is going to be a good match for your business it's time to acquire AyaNova licenses and get to work:
@@ -137,13 +147,6 @@ Step 2. [Acquisition - purchasing AyaNova](tour-bootstrap-acquire.md)
 
 ================================================================
 
--   Check out pricing, features, skim the manual and guided tours, see if it looks remotely like what you need, ask questions of support as required
--   Install or trial Subscription AyaNova online
--   Evaluation, is AyaNova right for my business?
--   Generate some sample data
--   Take tours, play with sample data
--   Have all users try it out as if it was installed, get feedback, configure as it would be used
--   If something isn't quite right can it be customized to do what we need?
 -   Forms, reports, terminology and text
 -   Test import or migration of any required data for production use, e.g. v8-migrate, customer import, parts import, graphics logos
 -   Decision, will it work for us, did we try all the things we need to do over time periods i.e. daily, weekly, monthly, yearly