A common concern voiced by many in charge of evaluating the myriad document management solutions available in the market is—first and foremost—knowing what questions to ask. Vendors can come in and impress upon you the features and benefits of their solution, but without a knowledge base or past experience, you can potentially commit to a purchase of a solution that does not give you the breadth of functionality you ultimately desire or the ability to grow that you may need. Additionally, deciphering the true competitive differentiation among the different document management solutions available can be a challenge unless you know to ask specific questions.
To put yourself in a better position to select the most appropriate solution for your organization, minimize costly “surprises,” and ensure the smoothest transition to a more streamlined and paperless environment, you need to “arm” yourself with key information. The following ten considerations can help guide you through the vendor selection process and ensure that you are making the best decision for your organization.