Are you embarking on a new document management project? Learn the 15 steps you need to consider in order to complete a successful project. Here is the process from start to finish.

1. The 15 Step Process to Select a
Document Management Vendor
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2. Gather User Requirements
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3. Consult Industry Consultants
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4. Form a Committee - Get Consensus
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5. Define Selection Criteria
and Buying Process

6. Create List of Possible 5 or 6 Vendors
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7. Interview Vendors
Ask the Right Questions
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8. Get Budgetary Quotes
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9. Evaluate Each Vendor's Financial Viability
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10. Create Short List
of 3 or 4 vendors
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11. Create Score Card and Demo Script
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12. Schedule and Conduct Product Demos
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13. Select 2 Vendors
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14. Get Final Pricing
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15. Start Contract Negotiation
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16. Choose Final Vendor
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Woodbury Consulting Partners,
LLC
For additional Information
contact us at
203.671.0494 or
info@woodburycp.com