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Step Two - agreeing a preferred EDRM solution approach

There are five main questions that need to be answered in step two:

  • What system functions must your solution support to meet your requirements?

  • What is the preferred implementation plan?

  • What services do you require to support your system implementation?

  • What are the candidate options?

  • What is the preferred option?

System functions

In stage one, step one we reviewed what an EDRM system is - what it is designed to do and what variations of system exist with different acronyms and how they vary in scope and function. We provided a checklist of functions grouped under four headings:

Function Description
1 Input
2 Management
3 Output
4 Collaboration/ Business process management

You are referred back to stage one, step one for a consideration of the detailed options. At stage one (link to start of stage 1) it is very difficult to know exactly what functions you need. You have not carried out all the necessary fact finding work.

At this stage after you have carried out your analysis of business activities and your review of existing systems in stage three you should be able to complete the checklist provided in stage one and decide the functions and facilities you need and hence whether you need an EDRM system or an Enterprise Content Management solution.


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