I'm often asked about how to "get started" with an ECM project.
AIIM member Steve Kass (president of ChannelMarketPartners) has put together a good checklist. Here is a summary of the steps that Steve highlights...
- Proposing an ECM system
- Project charter
- System scope
- System requirements
- ROI analysis
- Statement of work
- Project plan
- RFP
- RFP evaluation
- Execution and control