11 Critical Requirements for Your EDM Initiative

Preparing a RFP or Requirements document for your Engineering Document Management Initiative. . . and don’t know where to start?

After working with hundreds of customers to create project plans for their EDM requirements, we understand the work involved to create your internal justification that addresses a wide variety of questions, ranging from financial (What’s the budget?) to logistical (How do we deploy?) to practical (Who, at which locations, will be using or in charge?), and functional (What key capabilities do you need)?

In this webinar, we’ll provide you with some guidelines for developing your requirements or a RFP for engineering document management and selection criteria, including these 11 key critical requirements:

1. The Purpose and Scope of EDM
2. Users, Sites, Locations
3. Product Functionality and Prioritization
4. System Architecture and Security
5. Implementation Processes
6. Pricing and Cost Expectations
7. Support and backup
8. Assessing Product Priorities
9. Reviewing and Evaluating
10. Requesting Customer Referrals
11. Scheduling and Dates

In addition to the webinar replay, all attendees will receive a free “EDM Requirements / RFP Checklist”.