Paper-mess to Paper-less Appendix B: Worksheet for Choosing an ECM Consultant or Vendor

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  • How many years have you been in business?
  • How many times a year do you release new software?
  • How many updates or patches do you release each year?
  • Tell me about some interesting new features or technologies that have been added to your most recent releases.
  • Is your customer base growing? By what percentage each year?
  • Is the size of your company growing? By what percentage each year?
  • Describe the strengths of your management team.
  • Is your product scalable? What is the largest organization you handle? What is the size of the average company who uses this ECM?
  • Do you use the premier industry database?
  • Are you using up-to-date programming tools? Which ones?
  • Are you supporting the latest scanner models? What about user devices, like tablets and iPhones?
  • What new ideas and technologies have you brought to the table?
  • Do you consider yourself a leader in the industry?
  • Do you have local user groups?

You might also search the internet and news for additional information about the company such as:

  • Has this company ever been acquired? Is there any sense that there may be an impending acquisition?
  • What is being said about this company on internet forums and user reviews?