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Select ECM Software Accurately

ECM Software RFP Template & Software Selection Toolkit - 2,168 ECM Criteria - Updated Monthly

The easiest way to identify enterprise content management software requirements, prepare an RFP, evaluate vendor responses, hold demonstrations, & select ECM software accurately.

Jumpstart your ECM system selection project! Reliably evaluate & select Enterprise Content Management software best suited to your needs by using unbiased requirements, RFP template, evaluation matrix,   software selection templates.  These flexible templates are pre-loaded with over 2,168 ECM System Selection Requirements, and will save you time and money during each step of the ECM software selection process.

NOTE:  You can acquire all the templates below bundled together at a significant discount, or separately, as needed.

ECM System Selection Made Easier


The state-of-the-art templates listed below include over 2,168 ECM system selection criteria to make the entire ECM software selection process easier, faster, and more accurate. Get everything needed to clearly identify requirements, distribute a meaningful RFP, hold demonstrations, evaluate vendor proposals, & accurately select ECM software:

  • ECM Requirements with Fit/GAP Analysis - Quickstart your ECM Requirements Identification efforts - Prevent Fatal Omissions! Identify ALL crucial ECM software selection needs.

    Today's ECM expert consultants stress that you must first determine your ECM requirements before trying to select ECM software.  But just what does the phrase "determine your ECM software requirements" really mean?  Efficiently managing the Document Management environment involves many critical requirements and raises many questions.

    This Requirements Checklist with Fit-GAP analysis will help you identify your company's unique ECM system requirements, and answer many questions crucial to successful ECM system selection and implementation.

    • Identify your organization's unique and hidden ECM requirements. Answer questions such as "How can a new ECM software system connect the business content related to a specific engioneering drawing?" or "How can a ECM system improve the productivity of a given business process?", plus many others, such as "How can a ECM system improve our data governance program?". All good questions when trying to select ECM software.
    • Identify the RFP questions needed to pick the best ECM software for your organization.
    • Determine if your current ECM system needs or problems are caused by workflow or software deficiencies.
    • Identify the solution to each workflow issue or ECM software deficiency.
    • Determine the priority of mitigating each need or problem be.
    •     (View Screen Shots}
    The ECM Requirements Checklist with Fit-GAP presents hundreds of operational ECM criteria in a form useful for performing the above tasks, all required to selecting the best ECM software system.


  • RFP Template with Response Evaluation Toolkit - Obtain Better ECM Selection Decision Making Data! - Use this template to quickly prepare a quantitative RFP tailored to your ECM needs. Cut RFP preparation time by up to 90%.

    This RFP template enables you to precisely communicate your company's unique ECM requirements to vendors, and then elicit consistent, easily evaluated and compared answers from those vendors about HOW they will provide a ECM system solution tailored to your needs in these areas:

    • Vendor Background
    • Business Process Analysis
    • Transition Planning
    • Cloud Configuration
    • Dashboards
    • Mobile Apps
    • System Configuration
    • Enterprise Content Management Functions
    • Compliance Issues
    • Audit Trails
    • Repository Organization
    • Content Creation
    • Version Control
    • Lifecycle Management
    • Records Inventory Management
    • Records Space Management
    • Retention Scheduling
    • Disposition Scheduling
    • Content Ingestion
    • Scanning
    • Optical Character Recognition (OCR)
    • Content Indexing
    • Item Retrieval
    • Search Capabilities
    • Collaboration
    • Workflow Processing
    • Web Content Management
    • Digital Asset Management
    • Cloud Administration
    • Security
    • System Implementation
    • System Support
    • Training
    • Pricing
    • Comprehensive vendor proposal evaluation and comparison templates are included!
    •     (View RFP & Vendor Response Evaluation Screen Shots)
    This RFP template for a Enterprise Content Management software system enables you to quickly and reliably select a ECM software system best for your needs.


  • ECM Software Evaluation - Easily and accurately compare and evaluate ECM software proposals, then select the ECM system best for your needs! Included with the BUNDLED and RFP Toolkits above!        

    This toolkit includes a comprehensive set of vendor RFP response (proposal) evaluation tools that enables you to quickly and accurately compare vendor ECM software system proposals to your company's requirements and to each other. A detailed "side-by-side" response comparison matrix with heat map, scorecard, and 3-D bar Charts are displayed about:

    • Weighted Grade Score
    • Supportability Score
    • Vendor Response Quality Analysis
    • Detailed Heat Map
    • Proposed System Feature Comparison
    • Vendor Capabilities Profile
    • Extensive Financial Ratios
    • Payback Analysis
    •     (View Response Evaluation Screen Shots)
    This set of vendor response evaluation templates for ECM systems ensures impartial and accurate analysis of all competing vendor ECM software proposals at the weighted grade score, supportability, and financial levels, all to assist you in selecting the best ECM software system for your needs.


  • Demonstration Script - Ensure vendors present actionable HR software demonstrations tailored to your organization's human capital/resource management needs.  Choose the best HR software based all the facts! 

    Included in this Toolkit is an in-depth ECM software demonstration script (a.k.a. a "demo" or a presentation script) that ensures ALL vendors demonstrate ALL of the software functionality important to your company's needs, and show them consistently in the SAME presentation sequence order. This ensures each vendor ECM demonstration can be easily evaluated and compared with others. This ECM demo script template provides the following benefits:

    • Scheduling Function allows different groups of demo attendees to be scheduled for specific time slots. Demonstration sessions can be scheduled over several days.
    • Organized by Departmental Business Function, enabling different user attendee groups to see just those functions specific to their daily needs.
    • Quantitative Scoring ensures accurate, meaningful ranking of all demonstrations.
    • Side-by-Side Comparison of all vendor ECM presentation assessments at the detail level
    • Heat Map Color Highlights the strengths and weaknesses of each ECM system demonstrated.
    •     (View ECM Demonstration Script Screens)
    Use this ECM software demonstration script template to ensure that vendors show how their proposed system supports complex tasks and/or mitigates time consuming exceptions to standard business processes, or clear up any confusion found in their RFP response. Visual inspection is worth 10,000 words when choosing ECM software.


 

Select ECM Software Reliably

Make choosing an enterprise content management (ECM) software system easier and more reliable.  These ECM software evaluation & selection templates use quantitative ECM system criteria and other techniques to enhance the reliability of each step in the software selection process to:

  • Prevent Fatal Omissions - 2,168 criteria ensure all industry standard ECM requirements are addressed.
  • Ensure Accurate ECM Evaluation - "Apples-to-Apples" comparison of ECM systems based on your requirements. Vendor RFP responses can be compared in both detail and graphical forms to ensure accurate ECM software selection.
  • Avoid Mistakes - Obtain ECM proposals in a consistent, easily compared and evaluated format through the use of built-in, automated vendor input validation.
  • Save Valuable Time - Eliminate wasted time spent manually clarifying, scoring, and evaluating vendor proposals, and quickly choose the best ECM software, all through the use of Automated vendor response scoring that eliminates the need to manually score thousands of vendor replies.
  • Select the best ECM software solution using meaningful, actionable information.
   

ECM Requirements Checklist

This detailed ECM software requirements checklist with a full GAP-Fit analysis matrix covers all standard ECM operational issues, and will significantly reduces the time needed to fully identify and prioritize all of your firm's ECM selection requirements, sometimes by as much as 90%.

View Screens...
ECM requirements matrix
QUICKLY & ACCURATELY IDENTIFY ALL ECM REQUIREMENTS - Save weeks, even months, of time when identifying your ECM software needs by using a detailed requirements checklist that queries users about their needs in all ECM business processes.

Comprehensive Fit/GAP ANALYSIS Features are provided in this ECM user requirements checklist to help you quickly identify, categorize, and prioritize ECM software requirements and user needs. Quickly obtain the information needed to accurately select the ECM software system best for your needs. Customizable attributes suitable for use in any ECM system environment such as SAP, Oracle, Siebel, MS Dynamics, and all others.

  • Avoid Overlooked Requirements! - This checklist comes with a pre-loaded repository of hundreds requirements, guaranteed to address all aspects of a ECM system.  Streamlines your ECM software selection project immediately since the chances are very good that it will remind someone of something they forgot!

To view ECM System Requirements Checklist detail please click this button:
 
View Requirements Checklist
(Checklist Also Available Separately)


  .

Comprehensive ECM System Requirements

Eliminate wasted time during the ECM selection process!  Minimize the risk of picking the wrong system. Reduce the time spent researching and developing requirements from scratch, since all tools are ready-to-use with a list of over 2,168 Electronic Document Management (ECM) software selection requirements (categorized below).  This enables you to immediately conduct user needs surveys, query vendors about complex ECM software systems, and conduct effective software demonstrations - everything needed to select ECM software successfully!

Enterprise Content Management(ECM) requirements

If you don't see what you need, or have questions about what type of ECM software system is best for your operations, please Contact Us!  We have more than 30 years of direct "hands-on" ECM experience in operations ranging from small operations to Walmart. Our advice and support is always free!

 
 

RFP Template

Accurately choose the BEST ECM system software by querying vendors about all of your firm's specific ECM software needs. Prevent do-overs that waste time and money. Start your project on the right track by using well-focused ECM software selection questions to obtain better, more precise information from vendors, and then evaluate and select ECM system software based on your exact needs.

View Screens...
Quickly create an RFP tailored to your specific ECM requirements.  Designed by experts to select ECM software, this detailed yet easily customized Request for Proposal template comes pre-loaded with thousands of software selection requirements guaranteed to address all industry standard and many "exception case" ECM issues.
  • EVALUATE ECM SOFTWARE RELIABLY! - Accurately Compare and Evaluate Vendor RFP Responses! ECM Response Evaluation Tools are included! A detailed set of ratios, comparisons, and scorecard functions analyze each vendor RFP response to ensure selection of the ECM software proposal best suited to your needs.

To view ECM software RFP Template and Evaluation Matrix screen samples please click this button.
 
View List of RFP Templates
(Templates Also Available Separately)


 

ECM Software Demonstration Script Templates

View Screens...

ECM DEMONSTRATION SCRIPTS - The purpose of a ECM software demonstration is to investigate and illustrate the potential strengths and weaknesses identified in each vendor RFP response (proposal). Make sure all vendor ECM system demonstrations consistently address these issues as well as your firm's overall requirements. This template enables each ECM software selection team member to consistently score each demonstration based on his or her priorities. View details and examples for Demonstration Script template capabilities.

  • This template is ideal for managing on-site demos that may last several days and involve different user groups from several departments, each with their own set of needs and requirements. Be sure each ECM vendor demonstration stays on schedule and addresses everything the IT and End-User team wants to see.
  • Ensures all vendor software demonstrations are easy to evaluate and compare by requiring all functionality is demonstrated in the same order and scored consistently by all team members. Ensure your ECM selection is fast and accurate!

To view ECM Demo Script detail please click this button:
 
              View Demo Tools
(Template Also Available Separately)


If you have questions about using the templates above, or how to select ECM software in general, please Contact Us! We have over 20 years direct "hands-on" ECM experience ranging from small operations to Walmart, and our advice & support is always free!


   

RFP Sample
free example ECM software RFP template

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Unlimited Staff Users - Unlimited Vendors - Unlimited Projects


ECM SYSTEM SELECTION TOOLKIT CATALOG & PRICE LIST

Several Toolkit options are available, each assembled to match your current Document Management (DM) software project needs:

 

TOOLKIT OPTION #1 -

ECM REQUIREMENTS CHECKLIST with FIT-GAP ANALYSIS -

Buy just the Enterprise Content Management (ECM) Requirements Checklist with Fit-GAP Analysis templates described above. This includes the ECM Requirements Checklist with Fit-GAP Analysis and a Work Distribution Chart (WDC). Obtain everything needed to accurately identify and document your unique requirements. This Toolkit includes:

  • Unlimited Number of Staff Users, Vendors, and Projects
  • 500+ Enterprise Content System User Needs Topics
  • Requirements Checklist with Fit/GAP Analysis Template
  • Work Distribution Chart (WDC) Template for ECM
  • FREE LIVE SUPPORT 7 Days/Week - Telephone/Email

ECM Software Requirements Checklist w/Fit-GAP Analysis -

$199.00 US         (Secure Checkout)    

No Questions Asked 30 Day Money-Back Guarantee on All Products
Unlimited Vendors - Unlimited Staff Users - Unlimited Projects

 


TOOLKIT OPTION #2 -

ECM SYSTEM RFP TEMPLATE and RESPONSE EVALUATION TEMPLATES ONLY -

Buy just the ECM Software RFP Template and Vendor Response Evaluation Templates described above. This includes the ECM Requirements Checklist with Fit-GAP Analysis, Request for Proposal (RFP) Template, and all Vendor Response (Proposal) Weighted Grade Scoring, Supportability, Comparison Matrix, and Financial Ratio calculation tools. Everything needed to plan your new system, identify your true requirements, prepare a meaningful RFP, and select the best HR software based on your requirements. This bundle includes ALL the Tools summarized below:

  • No Limit on Vendors, Staff Users, and Projects - Unconditional 30 Day Money-Back Guarantee
  • 2,168+ ECM System Selection Criteria
  • All User Needs & System Planning Templates
  • the Requirements Checklist with Fit/GAP Analysis Template
  • Request for Proposal (RFP) Template Toolkit for an Enterprise Content Management System
    • In-Depth, Detailed Request for Proposal (RFP) Template
    • Vendor Input Validation
    • Feature Availability & Delivery Evaluation
    • Vendor RFP Response Evaluation
    • Response Quality Analysis
    • Enhancement / Cost Cross-Reference
    • Weighted Grade Scoring
    • Supportability Index Scoring
    • Optimized RFP Guide
  • RFP Documentation
  • All Cover Letter, Guide, & Checklist Templates
  • INCLUDES the full ECM Proposal Evaluation, Comparison, & Selection Template Toolkit
    • Side-by-Side Response Comparison with Heat Map
    • Vendor Response Quality Ratios
    • Response Evaluation Scorecard
    • 3-D Bar Chart Response Comparison Graphs
    • Financial Ration Analysis
    • Evaluation Matrix Documentation
  • FREE LIVE SUPPORT - Telephone/Email

    ECM System RFP Template and Response Evaluation Templates -

    $299.00 US         (Secure Checkout)    

     

    TOOLKIT OPTION #3 -

    VENDOR ECM SOFTWARE DEMONSTRATION TEMPLATE ONLY -

    Buy only the Enterprise Content Management (ECM) SYSTEM DEMONSTRATION TEMPLATE described above. Obtain everything needed to schedule and present quantitative ECM demo scenarios to vendors, all grouped by application/department focus. Schedule different user groups for different demo sessions, as summarized below:

    • Unlimited Number of Staff Users, Vendors, and Projects
    • Detailed Vendor ECM Software Demonstration Script Template
    • FREE LIVE SUPPORT 24/7

    ECM Software Demonstration Script Template -

    $279.00 US         (Secure Checkout)    

    No Questions Asked 30 Day Money-Back Guarantee on All Products
    Unlimited Vendors - Unlimited Staff Users - Unlimited Projects

     


    TOOLKIT OPTION #4 - All Toolkits BUNDLED

    Includes ALL ECM System Selection Templates. - Save $149.00!

    ECM SOFTWARE REQUEST for PROPOSAL (RFP) TEMPLATE and SOFTWARE SELECTION TOOLKIT BUNDLE - Purchase and download the Document Management Software Requirements Checklist, RFP Template with matching Vendor Response Evaluation/Comparison Matrix, Ratio Analysis, and Demo Script templates. This bundle includes:

    • Unlimited Vendors, Staff Users, and Projects - No Questions Asked 30 Day Money-Back Guarantee
    • 2,168+ ECM Selection Criteria
    • INCLUDES the full Requirements Checklist with Fit/GAP Analysis     (Purchase Separately)
    • ECM Request for Proposal (RFP) Template Toolkit     (Purchase Separately)
      • In-Depth, Detailed Request for Proposal (RFP) Template
      • Vendor Input Validation
      • Feature Availability & Delivery Evaluation
      • Vendor RFP Response Evaluation
      • Response Quality Analysis
      • Enhancement / Cost Cross-Reference
      • Weighted Grade Scoring
      • Supportability Index Scoring
      • Optimized RFP Guide
      • RFP Documentation
      • All Cover Letter, Guide, & Checklist Templates
    • INCLUDES the full ECM Proposal Evaluation, Comparison, & Selection Template Toolkit
      • Side-by-Side Response Comparison with Heat Map
      • Vendor Response Quality Ratios
      • Response Evaluation Scorecard
      • 3-D Bar Chart Response Comparison Graphs
      • Evaluation Matrix Documentation
    • INCLUDES the full ECM Software Demonstration Script     (Purchase Separately)
      • Multi-Day
      • Multi-Session
      • Demo Scoring & Evaluation
    • FREE LIVE SUPPORT - Chat/Telephone/Email
    Take $236.00 OFF the separate purchasing price of $727.00 USD! Acquire all of the above bundled for just:

    $491.00 US         (Secure Checkout)    

    No-Nonsense 30 Day Money-Back Guarantee on All Products
    Unlimited Staff Users - Unlimited Vendors - Unlimited Projects

    If you have any questions, please Contact Us.


    Have questions? Please Contact Us.

    Advice & Support from an ECM Software Selection Expert is Always FREE!


    Are you just starting an ECM system selection project? Follow this link to learn about a very useful template for gathering ECM user needs and requirements

    View all available RFP templates for Electronic Document Management (ECM), Engineering Drawing Management, and ECM software.

    You may also be interested in an RFP Template for:

    Document Management.

    Engineering Drawing/Document Management.

    Contract Management Software.

    A Vendor Demonstration Script for ECM software is available at:

    Enterprise Content Management (ECM) System Software Demo Script.



  • Used By These Great Companies & Many Others - Learn Why!

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    WHAT USERS SAY...

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