Parallel test: Evaluate new charting software alongside the existing solution

The most effective way to evaluate a new PowerPoint charting add-in is through a controlled pilot program. In this context, running solutions in parallel does not mean using both tools equally in day-to-day operations. Instead, it means conducting a structured real-world evaluation while the existing solution continues to support business-critical reporting activities.

This approach allows organizations to assess functionality, workflow compatibility, and reporting reliability without introducing unnecessary operational risk.

Why a controlled pilot program is valuable

A controlled pilot program provides confidence in the decision-making process. Rather than relying on demonstrations or subjective opinions, organizations can evaluate the new solution against actual business requirements.

The greatest benefit is practical validation. Users work with familiar chart types, real business data, and existing reporting processes. This makes it possible to determine whether the new solution performs effectively under real-world conditions.

A clear distinction is essential. A pilot program is not a permanent parallel operation. The objective is not to maintain two competing tools or allow users to choose between them indefinitely. Doing so often prevents objective evaluation and slows decision-making.

An effective pilot program includes:

• Clearly defined tasks and objectives
• A dedicated group of test participants
• A fixed testing timeline 

This creates a reliable foundation for decision-making while protecting ongoing business operations.

How to set up the software evaluation correctly

A structured software evaluation follows a defined methodology. Participants complete specific business tasks under comparable conditions rather than simply exploring the software independently.

1. Define the test group
A balanced mix of power users and everyday users helps ensure that a wide range of business requirements is represented. Pilot groups of approximately 10 to 20 participants are often effective.

2. Test chart conversion and chart creation
Existing charts should be transferable to the new charting solution. Otherwise, users would need to recreate charts manually, creating unnecessary effort and reducing adoption. Organizations should also recreate commonly used chart types directly within the new solution. This provides a realistic assessment of both conversion performance and new chart creation capabilities.

3. Establish a fixed testing period
A focused testing period of approximately two weeks typically provides sufficient time to gather meaningful feedback while maintaining participant engagement.

4. Use structured evaluation criteria
Feedback should be collected using predefined criteria rather than subjective impressions alone. A structured assessment process produces more reliable and actionable results.

Organize communication and support

A centralized communication channel for users and project stakeholders helps resolve questions quickly and prevents minor issues from influencing the overall evaluation unfairly.

The purpose of the pilot remains unchanged. It is a temporary assessment phase that operates alongside the current solution. It is not a long-term parallel deployment and should not be treated as a competition between software products.

Key insights required before a rollout

At the end of the pilot program, organizations should have clear answers in three critical areas.

1. Functional fit
The solution should support all required chart types and workflow scenarios reliably.

2. Operational reliability
Chart conversion, data transfer, and reporting processes should function consistently. Organizations should confirm that existing charts can be migrated successfully and that manual adjustments are needed only in exceptional situations.

3. Everyday usability
Users should be able to complete their work efficiently, even under real-world deadlines and business pressures.

Minor issues during testing are expected. The important consideration is how quickly they can be resolved and whether the overall solution remains viable. 

A structured review process helps organizations evaluate findings objectively and make informed rollout decisions.

Conclusion

A controlled pilot program is one of the most effective ways to evaluate new charting software under real business conditions. Success depends on maintaining a clear distinction between structured testing and permanent parallel operation. 

Organizations that focus on real workflows, disciplined testing methods, and objective evaluation criteria create confidence throughout the organization and establish a strong foundation for adoption. 

If you would like to assess a new charting solution in a structured and reliable way, we would be happy to support the planning, setup, and management of your pilot program.