Before You Buy

Consider the following aspects of a Content Services Requirements Analysis services delivered by Integrated Document Technologies, Inc. (IDT) to help you prepare your company to commit to the right system such as OnBase™ by Hyland and CAPSYS CAPTURE ONLINE™ for your ECM needs, and to minimize delays or inadequacies down the road:

• Identify what you need and why
• Confirm the budget and evaluate ROI
• Prepare a cost/benefit example
• Understand and document your technical infrastructure
• Identify technical features: Do you need imaging? ECM? ERM? BPM? Non-alterable media? Integration?
• Internet capabilities? Etc.
• Identify and differentiate between data and document capture, content management, business process automation, integration, and infrastructure requirements
• Further separate those requirements into hardware and software categories and identify the associated vendors with each category
• Prepare questions for each product vendor
• Identify an integrator needed to pull the entire solution together and support it
• Consider product interoperability, flexibility, and scalability to adapt to future growth
• Plan the time required for development, testing, QA, training and implementation
• Plan for the extended time needed to deal with any legal, regulatory, compliance, or corporate governance issues
• Expect, plan, and budget for recurring costs for upgrades, maintenance, support, consulting services, legal, regulatory, compliance, corporate governance revisions that need to be translated into a functional application, expansion, and integration.
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Remember, ECM is not a “get it and forget it” appliance purchase. You are entering into a perpetual relationship with the software vendor and integration partner. Choose the right partner.