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5 Capabilities to Consider Before Selecting an ECM solution

    Feb 4

    Where do you spend your time?

    Are you in the office or in the field? Do you spend your business day in an ERP or Outlook? The right solution should accommodate your work preference and integration with the applications you rely on the most. If your active user community spends most of their time away from the office a strong mobile option or a great web application may sway your opinion.

    Cloud or Premise?

    You’re probably expecting this answer; it depends. No vendor can tell YOU how you should deploy software. Determine your preference and then find the software options that fit your requirements.

    Company Profile

    Do you take ownership of core functions or do you prefer vendors? If you want vendors to assume responsibility, what responsibility exactly? Be clear on your terms with your vendor. You’ll be glad you did.


    Who are you working with? Do they understand your business? Will they complement your resources or detract from it? My suggestion is to find someone you like first, then make sure they can meet the technology challenges.


    Budget is a consideration for any project, initiative, or especially a major investment like an ECM solution. Remember budget is comprised of time, money, and resources. Ensure that your organization has the time properly allocated and set a side for a commitment of size. Don’t’ waste valuable time researching solutions if they will not fit into your budget, let your partner know upfront what budget has been allocated. Finally, do you have the right resources within to work on the project or will you be relying on your partner more heavily.

    If you're stuck wading through these murky waters, schedule some time with Ryan. In your no obligation consultation, you will discuss your goals, specifications, and start to consider some software solutions and services that would help you meet your requirements. 



    Posted by Ryan White
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