This document outlines the key steps and considerations for implementing a Document Management System (DMS) using the Ethos system. It discusses analyzing existing hardware, software, security, services, and maintenance to ensure compatibility and address risks. The analysis guides selection across these areas to forecast costs and return on investment. Implementation requires integrating the Ethos portal and workflow software with servers, storage, scanners, imaging tools and a server operating system. Networking, security, training and support are also critical aspects.