Business Goals and Requirements

Understanding what each business unit needs in terms of a document and content management solution is critical to a successful implementation. Goals and needs should drive everything from budget to implementation timelines, high-availability requirements, service level agreements, post go-live support, and more. Questions like the following must be posed:

  • How do we manage content today (server-based file/print, Exchange public folders, miscellaneous internal and external Web sites, and so on)?

  • Where do we maintain that data (server file shares, local client hard drives, databases, intranet Web servers, and so forth)?

  • What kind of data do we keep (Word docs, Exchange folders, Excel Spreadsheets, PowerPoint presentations, ...

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