Tags: DMS, DOCUMENT MANAGEMENT SYSTEM, IMPLEMENTATION CHECKLIST

Document Management System Project Checklist 

 

Management

  • Identify project goals and objectives
  • Allocated resources for the project (budgets and personnel)
  • Identify the success criteria

Project Team

  • Aligned with project goals and objectives
  • Aligned with the success criteria
  • Defined a project plan and owner
  • Stakeholder inclusion and consultation (business, operations and IT)
  • Project information campaign and buy-in
  • Plan for a scaled rollout if possible (Departmental or workflow based)
  • Plan for process change management
  • Plan for electronic and paper storage

 

Background Information

  • Project team and stakeholders understand the technology and what it can and cannot deliver

Software

  • Clearly defined needs and requirements
  • Clearly identified roles, accountability and ownership
  • Clearly identified workflows related to documents and records
  • Clearly identified users

Infrastructure

  • Consulted IT stakeholders
  • Defined at least a 3 to 5 year growth estimate (sizing for hardware and storage)
  • Defined system availabilty and down-time targets (High availability or not)

Vendor Selection

  • Customer and Partner reviews
  • Solution Total Cost of Ownership (TCO) analysis
  • Alignment with proejct goals and objectives
  • Total offering including value added services
  • Availability of Technical Support