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
Archive One is a document management software designed to help companies easily classify, store, secure, and retrieve essential company documents that are needed for retention and audits. With the help of our partners, we provide an end-to-end document management solution from scanning to document storage, at a highly competitive price.
