If you’re beginning a document management project, you need to prove to your boss, coworkers and IT staff that the solution you want is well suited, well vetted and well within everyone’s budget. Document management software should be evaluated thoroughly before you select a vendor.

To assist you in gathering requirements and buy-in, we’ve compiled a justification kit based on the most common questions we receive from first-time document management/ECM software buyers.

Document Management Software Justification Kit
Document Management Research Tools
Document Management Software Budgeting
Document Management Software Proposal / RFP

Critical Questions to Ask During a Reference Call & Demo

ECM System Checklist for Technical Decision Makers

Powerpoint: Identify and Address New Areas of Cost Reduction

ROI Guide for ECM

 

Word Document: RFP Intro, Timeline and Project Scope

Spreadsheet: ECM System Checklist

Is Document Management the Same as ECM?

Document management allows organizations to store and organize files in a digital repository. Enterprise content management (ECM) does this while also providing business process automation capabilities, making your workday even more efficient.

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