Hints and tips for stage one
- Ensure you carry out stage one at the start of your project. It is important to have a clear idea of the range of systems available and the type of system you need before you start planning your project in detail and certainly before you start making a business case and planning the procurement.
- Buy in some external advice and expertise in the form of publications, workshops and consultancy. Someone who has gone through all this before can challenge some of your assumptions and provide informed answers to your questions and give you the confidence that you have made the right decisions.
- Ensure that you have reviewed or plan to review your current records management policies, procedures and systems before commencing the procurement of an EDRM solution.
