The 15 Step Process to Select a Document Management

Vendor

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Gather User Requirements

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Consult Industry Consultants

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Form a Committee - Get Consensus

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Define Selection Criteriaand Buying Process

Create List of Possible 5 or 6 Vendors

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Interview VendorsAsk the Right Questions

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Get Budgetary Quotes

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Evaluate Each Vendor's Financial Viability

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Create Short List of 3 or 4 vendors

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Create Score Card and Demo Script

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Schedule and Conduct Product Demos

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Select 2 Vendors

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Get Final Pricing

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Start Contract Negotiation

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Choose Final Vendor

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Woodbury Consulting Partners, LLC

For additional Informationcontact us at

203.671.0494 orinfo@woodburycp.com