Tell us about your current systems, document volumes, workflows, integrations, security requirements, and project priorities. Answer as many questions as you can; only the contact fields marked with an asterisk are required. We will use your responses to prepare for a requirements discussion and recommend an appropriate next step.
1. Does your company currently use any electronic document (content) management system? If yes, please indicate vendor, name and version.
2. Is your company currently looking for tools / systems to automate business workflow processes?
3. Is your company currently looking just for the electronic document storage?
4. What kind of departments or processes would you like to implement (list all applicable)?
5. Please estimate the number of users that require access to the Electronic Content Management (ECM) system:
6. What is the estimated number of paper documents (pages) that you plan on digitizing?
7. What is the approximate number of electronic documents currently stored on other systems that would need to be migrated to ECM? What systems do you currently use (please list all)?
8. What is the approximate number of documents or pages that you will file/scan for the company on a monthly basis?
9. What types of documents do you plan to keep within the electronic system (mark all that apply)?
10. What third-party systems do you use in your HR department?
11. Are you looking for an email automation option to automatically capture documents from email inboxes?
12. Are you looking for some type of web-based portal for employees or customers to access?
13. What kind of reporting are you looking for?
14. Do you have a retention policy for your documents that you need to follow within your organization?
15. Does your organization implement and follow compliance standards, like ISO 9001 or SOC 2?
16. What are the biggest business process / flow / technical / performance challenges that are a current priority for your company at this time?
17. Does your organization expect to keep all data on premises, or does it plan / implement a private cloud solution?
18. Please provide any additional comments that you feel will help us provide an accurate assessment and estimate of the solution and scope of work.
Please specify your contact information so we can follow up.
Prefer email or phone? Reach us at sales [at] dexik.com · 1-800-98-DEXIK.