Wednesday, June 14, 2006

Questions for Document Management Analysis

Sometimes I find it hard to actually get a conversation started with clients. So I remember 5 simple and easy questions to help myself gage some of the problems customers face with document management.

  1. What are the hardcopy / manual process that are currently in place?
  2. In these processes, what are the top 3/4/5 pain issues that you face?
  3. How many people are involved and how do they communicate with one another?
  4. How are the documents distributed and are there remote locations, what is the cost incurred?
  5. Once the process has been completed, what are the plans on storing or preserving the document?

Some questions to get the conversation started and to build a foundation for further analysis.

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