Thinking about document management? Have you asked any of these?
The first question a small or mid-sized business (SMB) tends to ask about a document management system is, “How much does it cost?” Depending on the vendor’s answer, the company either does nothing or rushes to implement a quick fix.
If the price seems too high, the business may just continue to throw more money or manual effort at their document problems. At plenty of small businesses, the filing system consists of papers piled on desks or sitting in boxes on the floor. If you’ve been drowning in paper for years, it may seem easiest to just live with it, especially if your business is averse to technology for some reason.
If the price seems right, someone in the company may buy the solution. Too often, they make the decision without involving the people who need to work with it every day, even without properly vetting the solution and the vendor. Entrepreneurs often don’t have a well-developed process for choosing technology investments. This quick-fix approach typically leads to poor user adoption, and the document management system fails to deliver results for the business.
1. What do you know about our business and our pain points? These should be the first questions you ask a potential vendor. You’re finding out if the vendor has done any homework and bothered to understand what your problems are?
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By Thomas Schneck, June 11, 2015