The 15 Step Process to Select a Document Management Vendor
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Transcript of The 15 Step Process to Select a Document Management Vendor
![Page 1: The 15 Step Process to Select a Document Management Vendor](https://reader036.fdocuments.in/reader036/viewer/2022081516/55c56502bb61ebda058b4687/html5/thumbnails/1.jpg)
The 15 Step Process to Select a Document Management
Vendor
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Gather User Requirements
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Consult Industry Consultants
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Form a Committee - Get Consensus
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Define Selection Criteriaand Buying Process
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Create List of Possible 5 or 6 Vendors
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Interview VendorsAsk the Right Questions
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Get Budgetary Quotes
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Evaluate Each Vendor's Financial Viability
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Create Short List of 3 or 4 vendors
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Create Score Card and Demo Script
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Schedule and Conduct Product Demos
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Select 2 Vendors
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Get Final Pricing
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Start Contract Negotiation
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Choose Final Vendor
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Woodbury Consulting Partners, LLC
For additional Informationcontact us at
203.671.0494 [email protected]