Select DM Software Accurately
DM Software RFP Template & Software Selection Toolkit - 1,216 Criteria - Updated Monthly
The easiest, most reliable way to identify document management software requirements, prepare a DM software RFP, evaluate vendor responses, & select DM software accurately.
Reliably evaluate and select Document Management Software (DM) best suited to your company's needs by using these unbiased requirements, DM software RFP template, evaluation matrix, and software selection templates. These easy-to-use, flexible RFP templates are pre-loaded with over 1,216 DM System Selection Requirements, and will save you time and money during each step of the DM software selection process.
DM System Selection Made Easier
This Toolkit contains the state-of-the-art templates
listed below, and utilizes over 1,216 DM system selection criteria
to make the entire DMS software selection process easier, faster, and more accurate. Get everything needed
to clearly identify requirements, distribute a meaningful RFP, evaluate vendor proposals, & accurately select DM software:
- DM RFP Template with Response Evaluation Toolkit - Obtain Better DM Selection Decision Making Data! - Use this template to quickly prepare a quantitative RFP tailored to your DM needs. Cut RFP preparation time by up to 90%.
This RFP template enables you to precisely communicate your company's unique DM requirements
to vendors, and then elicit consistent, easily evaluated and compared answers from those vendors about HOW they will provide a DM system solution
tailored to your needs in these areas:
- Vendor Background
- Business Process Analysis
- Transition Planning
- Cloud Configuration
- Mobile Apps
- Document Management Functions
- Content Creation
- Version Control
- Lifecycle Management
- Records Inventory Management
- Records Space Management
- Retention Scheduling
- Disposition Scheduling
- Content Ingestion
- Optical Character Recognition (OCR)
- Content Indexing
- Item Retrieval
- Search Capabilities
- Workflow Processing
- Web Content Management
- Cloud Administration
- System Implementation
- System Support
- Comprehensive vendor proposal evaluation and comparison templates are included!
- (View RFP & Response Eval Screen Shots)
This RFP template for an Electronic Document Management software system enables you to quickly and reliably select a DM software system
best for your needs.
- DM Software Evaluation - Easily and accurately compare and evaluate DM software proposals, then select the DM 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 DM 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 DM systems ensures impartial and accurate analysis of all competing vendor DM software proposals at the weighted grade score, supportability, and financial levels, all to assist you in selecting the best DM software system
for your needs.
- New RFP Response FILTERs that make reviewing and evaluating vendor responses to complex RFPs faster, more flexible, and more accurate!
DM RFP Template
Accurately choose the BEST DM software by querying vendors about all of your firm's specific DM software needs. Prevent do-overs that waste time and money. Start your project on the right track by using well-focused DM software selection questions to obtain better, more precise information from vendors, and then evaluate and select EDM
system software based on your exact needs.
Quickly create an RFP tailored to your specific DM requirements. Designed by experts to select DM 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" DM issues.
Select DM Software Reliably
Make choosing document management (DM) software solution easier and more reliable. These DM software evaluation & selection templates use quantitative DM system criteria and other techniques to enhance the reliability of each step in the software selection process to:
- Prevent Fatal Omissions - 1,216 criteria ensure all industry standard DMS requirements are addressed.
- Ensure Accurate DMS Evaluation - "Apples-to-Apples" comparison of DM systems based on your requirements. Vendor RFP responses can be compared in both detail and graphical forms to ensure accurate DM software selection.
- Avoid Mistakes - Obtain DMS 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 DM software, all through the use of Automated vendor response scoring that eliminates the need to manually score thousands of vendor replies.
- Select the best DM software solution using meaningful, actionable information.
- EVALUATE DM SOFTWARE RELIABLY! - Accurately Compare and Evaluate Vendor RFP Responses! DMS Response Evaluation Tools are included! A detailed set of ratios, comparisons, and scorecard functions analyze each vendor RFP response to ensure selection of the DM software proposal best suited to your needs.
To view DM software RFP Template and Evaluation Matrix screen samples please click this button.
Comprehensive DM System Requirements
Eliminate wasted time during the DM 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 1,216 Electronic Document Management (EDMS) software selection requirements (categorized below). This enables you to immediately conduct user needs surveys, query vendors about complex DM software systems, and conduct effective software demonstrations - everything needed to select DM software successfully
If you don't see what you need, or have questions about what type of DM software system is best for your operations, please Contact Us! We have more than 30 years of direct "hands-on" DM experience in operations ranging from small operations to Walmart. Our advice and support is always free!
If you have questions about using the templates above, or how to select DM software in general, please Contact Us! We have over 30 years direct "hands-on" DMS experience ranging from small operations to Walmart, and our advice & support is always free!
DM System RFP Sample
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30 Day No-Nonsense Guarantee on All Products
Unlimited Staff Users - Unlimited Vendors - Unlimited Projects
DM SYSTEM SELECTION TOOLKIT
DM SOFTWARY RFP TEMPLATE and RESPONSE EVALUATION TEMPLATES
This includes the Request for Proposal (RFP) Template and all Vendor Response (Proposal) Weighted Grade Scoring, Supportability, Comparison Matrix, and Financial Ratio calculation tools. Everything needed to document your new system, prepare your detailed requirements, present a meaningful RFP, and select the best HR software based on your requirements. This bundle includes ALL the Tools summarized below:
INCLUDES the full DMS Proposal Evaluation, Comparison, & Selection Template Toolkit
- No Limit on Vendors, Staff Users, and Projects - Unconditional 30 Day Money-Back Guarantee
- 1,216+ DM System Selection Criteria
- All User Needs & System Planning Templates
- Request for Proposal (RFP) Template Toolkit for a Document 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
FREE LIVE SUPPORT - Telephone/Email
- 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
DM System RFP Template and Response Evaluation MatricesONLY, -
$379.00 US (Secure Checkout)
Have questions? Please Contact Us.
View all available RFP templates for Electronic Document Management (EDMS), Engineering Drawing Management, and ECM software.
You may also be interested in an RFP Template for:
Engineering Drawing/Document Management.
Contract Management Software.
A Vendor Demonstration Script for DM software is available at:
Electronic Document Management System (EDMS) Software Demo Script.
Are you looking for a local consultant to help with your DM platform selection project? An Infotivity-certified consultant offers the expertise and resources needed to provide valuable advice & services at every step of your DM software selection process! Let us recommend a certified consultant!