Before generating a TSR, which is required unless an exception applies?

• A. ROI analysis
• B. PSE demo completion
• C. Contract review
• D. Customer feedback

Answer: (B)

The gating step for generating a TSR is the completion of a PSE demo. This live demonstration shows precisely how the proposed solution will work in the customer’s environment, confirming that the features and configurations you’re proposing can meet their requirements. It helps identify any gaps early and aligns expectations between the customer and the team, which makes the TSR accurate and reduces back-and-forth later.

Exceptions can apply if there’s an approved alternative way to demonstrate fit (for example, a different documented evaluation) or if a recent PSE demo already exists for the same scope, allowing the TSR to proceed without a new demo. While ROI analysis, contract review, and customer feedback are important in the broader process, they aren’t the required gating step to generate the TSR.