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We need to gather some basic information and requirements for your company’s project. Please review the question and answer as many as you can so we can help you to the best fit
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, a 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 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 systems)?
8 What is the approximate number of document 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 applicable)?
10 What 3rd party systems do you use in your HR department:
11 Are you looking for e-mail automation option to automatically capture documents from e-mail boxes?
12 Are you looking for some type of web-based portal for employees, customers to access?
13 What kind of reporting are you looking for?
14 Do you have 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 current priority for your company at this time?
17 Does your organization expect to keep all data on premises, or plans / implements private cloud solution?
18 Please provide any additional comments, that you feel will help us to provide accurate assessment and estimated the solution and scope of work.
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