Outline Activity List for a Document Management System Selection Project

Produce a Corporate Document Processing Policy.

System Overview*

Register/distribute/archive.

Data Capture

Redlining

Imaging

Workflow Control

Data Delivery/EDI

Prepare a Pre-qualification document for Vendors capable of the complete supply.

Produce a Potential Vendor List.

Issue pre-qualification to Vendors.

Assess Vendor replies.

Upgrade Requirements Documentation.

Design Mini-Benchmarks.

Develop Reference Site Visit Questions.

Finalise User Requirements Documentation.

Issue Requirements Documentation to selected Vendors.

Receive Implementation Plans and Quote in writing.

Receive Vendor Plans and Quotes.

Visit three Reference Sites.

Prepare Interim Report, detailing User Requirements* and Implementation Plan.

Meet up to three vendors to discuss their views on implementation.

Select a Strategic Alliance & Development Partner, perhaps using MCA, see http://twentycc.squarespace.com/multiple-criteria-analysis/

Provide briefing to Purchasing on the final commercial negotiations to be conducted by them.

Prepare Investment Proposals including Maintenance/Support costs and impacts on the corporate network.

Design the Education Programme for affected personnel.

*           See User Requirements page in the section for the website.