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
- The 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 availability and downtime targets (High availability or not)
Vendor Selection
- Customer and Partner reviews
- Solution Total Cost of Ownership (TCO) analysis
- Alignment with project goals and objectives
- Total offering including value-added services
- Availability of Technical Support
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