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How to Select



electing a document management vendor is challenging work, but with the right steps, you can make the best choice at the right price. Before you begin, it’s important to understand your document management issues, working across the applicable departments, and to develop the needed requirements. After you’ve done your homework, the first step is to assemble your requirements document. By doing so, you will be forced to review and reduce the collected information into a concise and readable document. In addition, you will be able to verify all the data, revisit possible weak



By Bud Porter-Roth

areas, and summarize the finer points to not only yourself but to the larger team that will be part of the project. Depending on your company, and whether you are public or private, you may be required to write a formal request for proposal (RFP) or simply an informal requirements document will do. Either way, you must provide prospective vendors all the required information for the project. If you don’t, there will be an endless round of questions from the vendors until they feel sufficiently comfortable in estimating a price for your system and the amount of time it will take to implement it.

DOCUMENT Strategy Spring 2017  

DOCUMENT Strategy Spring 2017

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