Technical standards
You also need to decide which technical standards your preferred EDRM solution should be built on and follow. If you have conducted your IT infrastructure review in stage three, step four then you will be in a good position to specify which desktop hardware and software and server hardware and software the solution must operate on, which applications the system must interface with and how, which e-mail and messaging systems it must work with, which databases the system must operate on and which business administration systems the solution must integrate with.
Technical standards should be defined to ensure the solution can:
create or capture documents/content and associated metadata direct into standard formats
convert electronic documents/content and metadata into standard formats
supportinteroperability between disparate systems
ensure the security of classified records, etc
The range of standards which any EDRM solution should comply with is reviewed in more detail in stage six below.
